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Android:摧毁了微软Windows霸权
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Topic: Android:摧毁了微软Windows霸权 (Read 310 times)
tianjinlian
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Android:摧毁了微软Windows霸权
April 10, 2015, 11:29:45 PM
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谷歌股票已经连续14个月表现平平,我们邀请了许多谷歌消息人士和专家对此进行剖析。
许多人认为,“移动崛起”已经对谷歌业务造成负面影响。根据这种理论,谷歌的搜索广告业务在移动领域表现一般,因为人们不喜欢使用手机购物。即使人们使用手机购物时,他们也更多使用应用,而非网站。
但是这种理论令人感觉特别奇怪。谷歌的移动操作系统Android是世界上最受欢迎的移动操作系统,因此对谷歌来说,“移动崛起”又怎么可能是坏事呢?
但实际上,谷歌并未通过Android系统赚到很多钱。首先,请记住,谷歌免费提供Android系统。这与微软完全不同,当PC制造商将Windows系统预装到其制造的笔记本或桌面电脑上时,微软就已经开始收费。而当智能手机制造商将Android系统预装到手机上时,谷歌实际上未收取任何费用。
在谷歌看来,免费提供Android系统可以会让谷歌渗透到更多人群中,这将促使人们更多使用移动搜索,点击谷歌的搜索广告。但是高盛分析师在最新报告中指出,点击谷歌广告的Android用户并不太多。
几天前,高盛分析师们曾估算,谷歌2014年移动搜索业务营收为118亿美元,其中75%的营收(89亿美元)来自使用iPhone和iPad的网站搜索。这意味着,谷歌2014年在Android设备上的搜索业务营收达到30亿美元。
与谷歌过去12个月总体营收660亿美元相比,30亿美元似乎显得微不足道。仅2014年第四季度,Facebook的移动广告营收就超过26.5亿美元。这不禁令我们想知道:Android会变成谷歌的另一项庞大业务吗?
一方面,它可能并不重要。Android已经有效地摧毁了微软的Windows霸权,同时阻止了苹果独霸手机市场,避免了其像使用iPod颠覆MP3播放器市场。而另一方面,Android系统用户已达10亿人。通常当一款产品拥有10亿用户时,它应该拥有更好的货币化计划。但是现在还不清楚谷歌是否制订了通过Android赚大钱的计划。如果谷歌5年前就已经有了计划,这对谷歌来说绝对是好事。可是今天,情况显得有点儿棘手。
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