蘋果電視把持流媒體細分市場
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????幾個月前，我曾試著做一個類似的餅圖，但收效甚微。因此，我很高興能看看到Frost & Sullivan的專業市場研究員是怎么做的。 ????同我一樣，他們沒有把微軟（Microsoft）的Xbox包括在內。這款產品具有某些相同的媒體功能，但它主要還是一款游戲機。與我不同的是，他們沒有忘掉TiVo，也沒有忘記將Boxee、羅技（Logitech）、Liberty、西部數據（Western Digital）、美國網件公司（Netgear）、美國無線電公司（RCA）、索尼（Sony）以及Vizio等公司推出的各式各樣的產品考慮在內。 ????另外一點不同在于，他們沒有對銷量進行預估。而我做出過預測。 ????下面是Frost & Sullivan對蘋果電視及其56%的市場份額所做出的評論：“目前為止，蘋果占據了大半的市場份額。雖然蘋果電視的節目內容相對較少，但目前市場的核心價值并非流媒體電視體驗。蘋果電視的AirPlay功能設計精巧，能極其方便地將筆記本或平板電腦中的視頻傳輸到電視屏幕上。而AirPlay——注意，并不是所謂的互聯網流媒體——正是用戶踴躍購買蘋果電視的關鍵原因。Roku排名第二。它擁有豐富的電視節目，而且與時代華納有線（Time Warner Cable）等付費電視臺簽署了一系列協議。不過，這一細分市場的發展潛力目前仍無法判斷。我們要看到的是，雖然99美元的機頂盒發展迅猛，但它的總裝機量非常少。” ????他們補充道，谷歌（Google）“未涉足這個細分市場，這一點十分引人注目”。（財富中文網） ????譯者：項航 |
????I took a crack at a pie chart like this a couple months ago with limited success, so I was pleased to see how the professional market researchers at Frost & Sullivan do it. ????Like me, they left off Microsoft's (MSFT) Xbox, which has some of the same media functions but is primarily a game machine. Unlike me, they remembered to include TiVo (TiVO) and an assortment of products from Boxee, Logitech (LOGI), Liberty (LMCA) , Western Digital (WDC), Netgear (NTGR), RCA (GE) , Sony (SNE), Vizio and others. ????They didn't offer any sales estimates. I did. ????In any event, here's what they had to say about Apple's (AAPL) offering and its 56% share of the market: ????"Apple accounts for the majority of sales by far, despite offering relatively narrow content access – this is not (yet) a market being driven by the value proposition of a streaming TV experience. AppleTV's AirPlay feature was strategically crafted to simplify the process of transferring laptop and tablet displays to a TV screen, and it is AirPlaying – not OTT streaming – that is the primary reason for purchase of AppleTV devices. Roku is the second largest vendor in this space and is driving growth through a strong lineup of content as well as through a series of agreements with Pay TV vendors such as Time Warner Cable. The long-term potential for this segment does remain uncertain. It is important to note that while current?growth rates are high, the total installed base of $99 streaming boxes is quite low." ????Google (GOOG), they add, "is conspicuous by its absence in this segment." |
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