2013年智能手機開放源代碼競爭戰略
本文導讀:隨(sui)著B1ackberry平(ping)臺(tai)(tai)(tai)QWERTY鍵盤獨特操作體驗(yan)與(yu)電子郵件(jian)推送(song)業務(wu)驅(qu)動(dong)力大幅減弱,RIM公司已面臨著破產重組威脅。受“單(dan)核(he)”引擎(qing)驅(qu)動(dong)的(de)平(ping)臺(tai)(tai)(tai)難以抵擋來自受“雙核(he)”引擎(qing)驅(qu)動(dong)的(de)平(ping)臺(tai)(tai)(tai)沖(chong)擊,未(wei)來競爭格局一目了然。
智能手機產業涵蓋操作系統開發、移動互聯網在線應用、智能移動終端硬件開發、通訊運營網絡建設等多個技術領域,任何企業都難以獨攬全部前沿技術,技術開發分工合作進一步細化,推動各個企業賴以生存的互補配套的創新生態系統形成。在創新生態系統中,出色地開發出智能手機操作系統平臺,僅僅是一個企業獲取成功的必要非充分條件。智能手機操作系統平臺的最終成功往往依賴于他人,依賴于眾多與之兼容配套的軟硬件開發商協同合作。平臺開發商關注自身創新效率的同時,還必須密切關注各類軟硬件開發商同步合作情況,關鍵的競爭瓶頸往往存在于傳統的組織邊界之外。操作系統平臺只有吸引大量合作伙伴無縫銜接配套,并搶先推入市場建立龐大的多邊用戶規模,才能真正實現創新成功。
智(zhi)(zhi)(zhi)能手(shou)(shou)(shou)機(ji)(ji)操(cao)作(zuo)(zuo)(zuo)系(xi)(xi)(xi)統(tong)(tong)(tong)平(ping)臺(tai)(tai)(tai)(tai)市(shi)場(chang)化(hua)(hua)價值(zhi)取決于(yu)(yu)使用(yong)(yong)(yong)該(gai)平(ping)臺(tai)(tai)(tai)(tai)的(de)(de)手(shou)(shou)(shou)機(ji)(ji)硬(ying)件(jian)生(sheng)(sheng)(sheng)(sheng)(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)商(shang)(shang)數量與規模(mo)(mo)、各(ge)類(lei)電信增(zeng)值(zhi)業務與互(hu)聯(lian)網(wang)在線(xian)應(ying)用(yong)(yong)(yong)軟件(jian)種類(lei)的(de)(de)豐裕度。操(cao)作(zuo)(zuo)(zuo)系(xi)(xi)(xi)統(tong)(tong)(tong)源(yuan)代(dai)碼(ma)(ma)封(feng)裝策略(lve)往往會(hui)增(zeng)加(jia)互(hu)補(bu)配(pei)套(tao)技(ji)術模(mo)(mo)塊(kuai)開(kai)(kai)(kai)發(fa)(fa)商(shang)(shang)成(cheng)(cheng)(cheng)本(ben),造(zao)(zao)成(cheng)(cheng)(cheng)創(chuang)新(xin)生(sheng)(sheng)(sheng)(sheng)(sheng)態(tai)系(xi)(xi)(xi)統(tong)(tong)(tong)內差(cha)異化(hua)(hua)產(chan)(chan)(chan)(chan)(chan)(chan)品種類(lei)匱乏,難(nan)以滿足終端消(xiao)費者(zhe)多樣化(hua)(hua)需(xu)求,從(cong)而(er)誘發(fa)(fa)了(le)操(cao)作(zuo)(zuo)(zuo)系(xi)(xi)(xi)統(tong)(tong)(tong)平(ping)臺(tai)(tai)(tai)(tai)結構性風險(xian)。為(wei)了(le)獲得網(wang)絡效應(ying),越(yue)來越(yue)多的(de)(de)高科技(ji)企業紛紛采(cai)用(yong)(yong)(yong)開(kai)(kai)(kai)放源(yuan)代(dai)碼(ma)(ma)(Opensource software—OsS)戰(zhan)略(lve),降低(di)市(shi)場(chang)準(zhun)入門檻,吸引(yin)成(cheng)(cheng)(cheng)千(qian)上(shang)萬的(de)(de)合作(zuo)(zuo)(zuo)伙伴借助“長尾效應(ying)”不斷(duan)提高平(ping)臺(tai)(tai)(tai)(tai)各(ge)邊(bian)用(yong)(yong)(yong)戶(hu)類(lei)型(xing)豐裕度。以手(shou)(shou)(shou)機(ji)(ji)整機(ji)(ji)為(wei)核(he)心(xin)的(de)(de)硬(ying)件(jian)創(chuang)新(xin)生(sheng)(sheng)(sheng)(sheng)(sheng)態(tai)系(xi)(xi)(xi)統(tong)(tong)(tong)與以移動(dong)互(hu)聯(lian)網(wang)在線(xian)應(ying)用(yong)(yong)(yong)服(fu)務為(wei)核(he)心(xin)的(de)(de)軟件(jian)創(chuang)新(xin)生(sheng)(sheng)(sheng)(sheng)(sheng)態(tai)系(xi)(xi)(xi)統(tong)(tong)(tong)是推動(dong)智(zhi)(zhi)(zhi)能手(shou)(shou)(shou)機(ji)(ji)操(cao)作(zuo)(zuo)(zuo)系(xi)(xi)(xi)統(tong)(tong)(tong)平(ping)臺(tai)(tai)(tai)(tai)發(fa)(fa)展的(de)(de)兩大(da)相(xiang)輔相(xiang)成(cheng)(cheng)(cheng)的(de)(de)“雙核(he)”主力(li)引(yin)擎。開(kai)(kai)(kai)發(fa)(fa)一套(tao)完整的(de)(de)智(zhi)(zhi)(zhi)能手(shou)(shou)(shou)機(ji)(ji)操(cao)作(zuo)(zuo)(zuo)系(xi)(xi)(xi)統(tong)(tong)(tong)動(dong)輒耗資數億美元,除了(le)幾(ji)家(jia)(jia)(jia)世界級產(chan)(chan)(chan)(chan)(chan)(chan)業巨頭能夠(gou)擔(dan)當外,幾(ji)乎其他所有(you)手(shou)(shou)(shou)機(ji)(ji)生(sheng)(sheng)(sheng)(sheng)(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)商(shang)(shang)均難(nan)以承擔(dan)如此巨額研發(fa)(fa)成(cheng)(cheng)(cheng)本(ben)。OSS的(de)(de)易獲得性以及(ji)基(ji)于(yu)(yu)OSS的(de)(de)個(ge)(ge)性化(hua)(hua)二(er)次開(kai)(kai)(kai)發(fa)(fa)成(cheng)(cheng)(cheng)本(ben)低(di)廉,使得各(ge)個(ge)(ge)手(shou)(shou)(shou)機(ji)(ji)生(sheng)(sheng)(sheng)(sheng)(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)商(shang)(shang)根(gen)據用(yong)(yong)(yong)戶(hu)個(ge)(ge)性化(hua)(hua)需(xu)求采(cai)取產(chan)(chan)(chan)(chan)(chan)(chan)品差(cha)異化(hua)(hua)戰(zhan)略(lve)成(cheng)(cheng)(cheng)了(le)可(ke)能,推動(dong)手(shou)(shou)(shou)機(ji)(ji)生(sheng)(sheng)(sheng)(sheng)(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)商(shang)(shang)實施“利基(ji)”市(shi)場(chang)定位盡可(ke)能挖掘用(yong)(yong)(yong)戶(hu)潛在價值(zhi),避免了(le)功能同質化(hua)(hua)手(shou)(shou)(shou)機(ji)(ji)惡性競爭。基(ji)于(yu)(yu)0SS的(de)(de)Android操(cao)作(zuo)(zuo)(zuo)系(xi)(xi)(xi)統(tong)(tong)(tong)問(wen)世,使得長期采(cai)用(yong)(yong)(yong)閉(bi)源(yuan)平(ping)臺(tai)(tai)(tai)(tai)Symbian的(de)(de)包括摩托羅拉、三星、HTC、LG等產(chan)(chan)(chan)(chan)(chan)(chan)業巨頭在內的(de)(de)眾多手(shou)(shou)(shou)機(ji)(ji)生(sheng)(sheng)(sheng)(sheng)(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)商(shang)(shang)紛紛倒戈轉用(yong)(yong)(yong)Android,迫使Symbian于(yu)(yu)2011年3月也開(kai)(kai)(kai)放了(le)源(yuan)代(dai)碼(ma)(ma),但(dan)為(wei)時已(yi)晚。截(jie)至2011年5月,Android在全(quan)球擁有(you)36家(jia)(jia)(jia)OEM廠商(shang)(shang),215家(jia)(jia)(jia)運營(ying)商(shang)(shang)和45萬開(kai)(kai)(kai)發(fa)(fa)者(zhe)為(wei)Android制(zhi)作(zuo)(zuo)(zuo)硬(ying)件(jian)產(chan)(chan)(chan)(chan)(chan)(chan)品,在全(quan)球112個(ge)(ge)國家(jia)(jia)(jia)擁有(you)超(chao)過310種An—dmid設備(bei),激(ji)活量超(chao)過l億次,每天約有(you)40萬個(ge)(ge)設備(bei)被(bei)激(ji)活,營(ying)造(zao)(zao)了(le)得天獨厚(hou)的(de)(de)硬(ying)件(jian)創(chuang)新(xin)生(sheng)(sheng)(sheng)(sheng)(sheng)態(tai)系(xi)(xi)(xi)統(tong)(tong)(tong)。
在軟件(jian)創(chuang)(chuang)新(xin)生態(tai)(tai)系統(tong)方面,作(zuo)為(wei)互(hu)聯網產業(ye)(ye)領(ling)軍(jun)企(qi)業(ye)(ye)的(de)(de)Go091e將(jiang)自身發展(zhan)成熟的(de)(de)眾(zhong)多(duo)(duo)在線(xian)(xian)應(ying)(ying)用(yong)(yong)服(fu)務業(ye)(ye)務無(wu)縫移植(zhi)到(dao)了Android平(ping)臺(tai),Android應(ying)(ying)用(yong)(yong)程(cheng)序(xu)商店內(nei)應(ying)(ying)用(yong)(yong)數量(liang)已超過20萬個、安(an)裝(zhuang)量(liang)達45億(yi)次。以手機(ji)(ji)整機(ji)(ji)為(wei)核心的(de)(de)硬(ying)件(jian)創(chuang)(chuang)新(xin)生態(tai)(tai)系統(tong)與(yu)以移動(dong)互(hu)聯網在線(xian)(xian)應(ying)(ying)用(yong)(yong)服(fu)務為(wei)核心的(de)(de)軟件(jian)創(chuang)(chuang)新(xin)生態(tai)(tai)系統(tong)構成的(de)(de)“雙核”引(yin)擎驅(qu)動(dong)下(xia),Andmid平(ping)臺(tai)在不到(dao)4年時(shi)間內(nei)一躍發展(zhan)為(wei)全球市(shi)場份額(e)最(zui)大的(de)(de)智(zhi)能(neng)手機(ji)(ji)操作(zuo)系統(tong)。蘋果iPhone、RIM公司(si)Blackberry平(ping)臺(tai)不向其他手機(ji)(ji)生產商開放許可(ke),自然(ran)就(jiu)失去(qu)了營造硬(ying)件(jian)創(chuang)(chuang)新(xin)生態(tai)(tai)系統(tong)的(de)(de)可(ke)能(neng)。隨(sui)著蘋果公司(si)多(duo)(duo)點(dian)觸摸屏技術外溢、各類“山寨(zhai)版(ban)”手機(ji)(ji)硬(ying)件(jian)配置效仿與(yu)功能(neng)提升(sheng),iPhone依(yi)靠硬(ying)件(jian)驅(qu)動(dong)市(shi)場的(de)(de)動(dong)力將(jiang)變(bian)得越來越弱(ruo)。iPhone應(ying)(ying)用(yong)(yong)程(cheng)序(xu)種類與(yu)數量(liang)雖然(ran)憑借先發優勢(shi)持續增(zeng)長,但其發展(zhan)速度(du)遠不及老(lao)牌的(de)(de)互(hu)聯網在線(xian)(xian)應(ying)(ying)用(yong)(yong)服(fu)務提供商Google主導(dao)的(de)(de)Android開源平(ping)臺(tai)。英國手機(ji)(ji)數據(ju)分(fen)析公司(si)Bango數據(ju)顯(xian)示,在美國市(shi)場,Android手機(ji)(ji)網絡流量(liang)在2010年第二季度(du)增(zeng)翻了兩番,侵蝕了iPhone與(yu)Blackberry市(shi)場份額(e)。iPhone手機(ji)(ji)流量(liang)僅增(zeng)長了13%,市(shi)場份額(e)降至16%,Blackberry也(ye)出現了類似下(xia)滑。隨(sui)著B1ackberry平(ping)臺(tai)QWERTY鍵盤(pan)獨特操作(zuo)體驗(yan)與(yu)電子郵件(jian)推送(song)業(ye)(ye)務驅(qu)動(dong)力大幅減弱(ruo),RIM公司(si)已面臨(lin)著破產重(zhong)組威脅(xie)。受“單核”引(yin)擎驅(qu)動(dong)的(de)(de)平(ping)臺(tai)難以抵擋來自受“雙核”引(yin)擎驅(qu)動(dong)的(de)(de)平(ping)臺(tai)沖擊,未來競爭格局一目了然(ran)。