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黑莓沒落之謎(節(jié)選)

黑莓沒落之謎(節(jié)選)

Michal Lev-Ram 2012-06-01
加拿大的RIM從咨詢業(yè)務(wù)起步,依靠黑莓手機(jī)一舉成名,成為全球智能手機(jī)的領(lǐng)頭羊。然而,蘋果iPhone的出現(xiàn)改變了一切。由于剛愎自用,盲目自大,疏于創(chuàng)新,RIM最終吞下了苦果,眼睜睜地看著蘋果搶走了自己的地盤,如今更是面臨戰(zhàn)略重組的困境。

????RIM聘用了兩家大型銀行,對其戰(zhàn)略方案進(jìn)行評估,這一決定意味著,RIM極有可能將自己——至少是主要業(yè)務(wù)——進(jìn)行拍賣。公司可能拋售硬件業(yè)務(wù),自身轉(zhuǎn)型為一家軟件與服務(wù)公司,將仍很值錢的電子郵件服務(wù)和基礎(chǔ)設(shè)施授權(quán)給其他手機(jī)制造商經(jīng)營。(這是公司一位前聯(lián)席CEO提出的解決方案)。或者,公司可以物色一位戰(zhàn)略合作伙伴,比如微軟(Microsoft)和諾基亞(Nokia),把包袱甩給它們;或者干脆將整個公司打包出售。但不論哪個選擇都很艱難。

????當(dāng)然,RIM也曾一帆風(fēng)順。RIM位于加拿大安大略省滑鐵盧市,誕生于1984年,最初是一家咨詢公司。后來,公司開發(fā)和銷售電影行業(yè)用于掃描膠片卷軸的數(shù)字條形碼閱讀器,以及雙向?qū)ず魴C(jī)。2003年,公司推出了首款黑莓設(shè)備,憑借電子郵件推送和小巧的QWERTY標(biāo)準(zhǔn)鍵盤贏得了員工的交口稱贊。IT人士喜歡這款產(chǎn)品,因為它具有強(qiáng)大的安全控制能力——例如,可以切斷對網(wǎng)頁的非法訪問,或一鍵清除丟失設(shè)備上的內(nèi)容。很快,黑莓設(shè)備就成為職場人士的最愛,各大公司的首席信息官也開始從RIM采購成千上萬套支持電子郵件的服務(wù)器。

????RIM成為加拿大的寵兒。在全世界,黑莓成為大批移動專業(yè)人群的智能手機(jī)首選,忠實粉絲超過數(shù)百萬人。阿布拉姆斯基稱:“加拿大人為RIM驕傲。它在加拿大的地位堪比蘋果在美國的地位——都是在全球市場占據(jù)領(lǐng)先地位的本土科技公司。”

????然而,2007年,蘋果公司推出iPhone,市場風(fēng)潮開始轉(zhuǎn)變。最初,對于iPhone在企業(yè)應(yīng)用中的潛力,包括RIM管理層在內(nèi)的許多人都不屑一顧。畢竟,史蒂夫?喬布斯曾明確表示,iPhone的首選客戶并非企業(yè)消費(fèi)者,并且他非常鄙視企業(yè)的首席信息官,將他們稱作“小孔”。谷歌安卓系統(tǒng)的開發(fā)對象也是消費(fèi)者,而非企業(yè)用戶。然而,這些都不是問題。不久,排隊購買全新觸摸屏手機(jī)的消費(fèi)者就開始將自己的新手機(jī)用到工作當(dāng)中。

????iOS與安卓系統(tǒng)超越RIM之處恰恰在于它們更能吸引普通用戶,而不是企業(yè)用戶。而且,它們還發(fā)布了人性化應(yīng)用商店,里面有數(shù)百萬個可以打發(fā)時間的時尚應(yīng)用。(后來,RIM也推出了應(yīng)用商店,但卻早已被遠(yuǎn)遠(yuǎn)拋在身后。)而且,在iPhone和安卓手機(jī)上,用戶可以訪問整版網(wǎng)頁,而不是黑莓和其它低端手機(jī)上提供的縮小版的網(wǎng)頁。RIM公司的設(shè)備曾經(jīng)是手機(jī)創(chuàng)新領(lǐng)域的佼佼者,如今卻遠(yuǎn)遠(yuǎn)落后于競爭對手。

????全美互惠保險公司(Nationwide Mutual Insurance)新產(chǎn)品創(chuàng)新負(fù)責(zé)人鮑勃?伯克哈特稱:“多年以來,消費(fèi)者一直要求RIM提供控制移動設(shè)備方方面面的能力,而RIM也一直在這么做。但他們忙于迎合消費(fèi)者的需求,卻忽略了他們應(yīng)該專注的東西——創(chuàng)新。”

????譯者:阿龍/喬樹靜

????RIM's decision to enlist two major banks in evaluating its options means the company is highly likely to put itself -- or at least major parts of its business -- on the auction block. The company could ditch the hardware business and spin itself into a software and services company, licensing its still-valuable email service and infrastructure to other phone manufacturers. (That is a solution one of its former co-CEOs is said to have proposed.) Or it could throw its weight behind a strategic partnership like Microsoft (MSFT) and Nokia (NOK), or just sell off the entire business. None of the options are good.

????Of course, there was a time when RIM could do no wrong. Based in tiny Waterloo, Ontario, the company started out as a consulting business in 1984. It later developed and sold digital barcode readers used by the movie industry to scan through spools of film, as well as two-way pagers. In 2003 it launched the first BlackBerry, wowing employees with push email and teeny-tiny QWERTY keyboards. IT professionals loved the product because of ample security controls -- they could, for instance, shut off access to websites deemed inappropriate or remotely erase the contents of a lost device with the push of a button. It wasn't long before BlackBerries became the accessory of choice for working professionals and chief information officers were purchasing thousands of email-enabling servers from RIM.

????In Canada, RIM became a darling. And all across the world, "CrackBerry" addicts were signing on by the millions as BlackBerries became the smartphone of choice for a whole army of increasingly mobile professionals. "It was a great source of pride in Canada," says Abramsky, the former RBC Capital Markets analyst. "It was almost like Apple is in the United States -- a local tech company that's also a leading player on the world stage."

????The tide started to turn in 2007, when Apple introduced the iPhone. At first, many -- including, of course, RIM's managers -- dismissed its potential in the enterprise. After all, Apple's Steve Jobs had made it clear that catering to enterprise customers wasn't a priority, once referring to CIOs as "chief information orifices." Google's Android was also developed with consumers, not corporate users, in mind. It didn't matter. Before long, employees who had stood in line to buy shiny new touchscreens began bringing their new phones to work.

????Both iOS and Android managed to overtake RIM precisely because they appealed to everyday users, not enterprise customers. They launched user-friendly app stores with millions of sleek, time-sucking apps. (RIM was unfashionably late to launching its own application store.) And they gave users access to the full web, not the miniaturized version offered on BlackBerries and low-end handsets. RIM's device -- once the poster-child for mobile innovation -- fell badly behind.

????"For years and years we asked RIM to give us the ability to control every last little aspect of the devices and RIM went right with us," says Bob Burkhart, director of new product innovation at Nationwide Mutual Insurance. "They were so busy doing what we wanted them to do that they took their eye off the ball."

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