????中國(guó)智能手機(jī)的興起也令傳統(tǒng)的科技層級(jí)出現(xiàn)了倒掛。雖然谷歌在中國(guó)搜索市場(chǎng)并不是一個(gè)重要的競(jìng)爭(zhēng)者，但它卻主宰著中國(guó)的智能手機(jī)操作系統(tǒng)市場(chǎng)。谷歌的安卓系統(tǒng)目前霸占了中國(guó)市場(chǎng)67%的占有率；相比之下，蘋(píng)果的iOS系統(tǒng)的市場(chǎng)占有率只有10%。安卓在中國(guó)的成功也是付出了很大代價(jià)才換來(lái)的。安卓提供的很多谷歌服務(wù)在中國(guó)被禁，因此這些服務(wù)在大多數(shù)手機(jī)上是無(wú)法使用的。相反，這些手機(jī)上的很多服務(wù)卻是來(lái)自谷歌的競(jìng)爭(zhēng)對(duì)手。

????蘋(píng)果CEO蒂姆?庫(kù)克近期造訪了中國(guó)。據(jù)他預(yù)測(cè)，幾年之內(nèi)，中國(guó)將成為蘋(píng)果公司最大的市場(chǎng)。但蘋(píng)果在中國(guó)的市場(chǎng)占有率與谷歌相差太大，要想趕上、哪怕是拉近這種差距，無(wú)疑都是一個(gè)艱難的挑戰(zhàn)。蘋(píng)果或許能通過(guò)平板電腦或其它設(shè)備的跨平臺(tái)應(yīng)用程序加強(qiáng)它在中國(guó)市場(chǎng)上的地位。蘋(píng)果電視（Apple TV）的出現(xiàn)也許也會(huì)對(duì)蘋(píng)果的占有率起促進(jìn)作用，因?yàn)橹袊?guó)的網(wǎng)絡(luò)帶寬目前正在快速增長(zhǎng)，而且中國(guó)人對(duì)國(guó)內(nèi)外影視內(nèi)容的需求也可謂如饑似渴。

????估計(jì)在接下來(lái)的兩個(gè)季度之內(nèi)，三星（Samsung）就將超過(guò)諾基亞（Nokia），成為中國(guó)智能手機(jī)市場(chǎng)份額的霸主。對(duì)最近在全球許多市場(chǎng)都遭到打擊的諾基亞來(lái)說(shuō)，痛失中國(guó)市場(chǎng)霸主寶座無(wú)疑又給它平添了更多壓力。雖說(shuō)最近憑借Lumia系列手機(jī)的成功，諾基亞在其它市場(chǎng)上獲得了優(yōu)于預(yù)期的收益成果，但它在中國(guó)卻正面臨丟城失地的局面。

????中國(guó)本土廠商近來(lái)也在頻頻發(fā)力。華為（Huawei）、中興（ZTE）和聯(lián)想（Lenovo）各占據(jù)了中國(guó)智能手機(jī)市場(chǎng)約6%至8%的份額。中國(guó)宇龍通信（Yulong/China Wireless）的子公司酷派（CoolPad）在國(guó)際上的知名度并不高，卻控制了中國(guó)10%的智能手機(jī)市場(chǎng)，中國(guó)聯(lián)通（China Unicom）也力推酷派的手機(jī)。酷派手機(jī)模仿了許多大品牌手機(jī)的功能，而價(jià)格卻更低。而且有趣的是，華為、中興和酷派現(xiàn)在已經(jīng)開(kāi)始在美國(guó)智能手機(jī)市場(chǎng)上爭(zhēng)奪市場(chǎng)份額了。到目前為止，酷派是這三家中國(guó)廠商中唯一一家成功在美發(fā)布產(chǎn)品的公司。華為、中興、聯(lián)想和酷派都攜產(chǎn)品在上周的消費(fèi)電子展（CES）上隆重亮相。

????那么，這一切意味著什么呢？它意味著，全世界將在今年見(jiàn)證一個(gè)獨(dú)特的現(xiàn)象。全球最大的移動(dòng)消費(fèi)市場(chǎng)已經(jīng)初現(xiàn)雛形，新的網(wǎng)上和網(wǎng)下消費(fèi)模式會(huì)很快出現(xiàn)，而能夠把握住這次機(jī)會(huì)的品牌，或許能以一種戲劇性的方式，改變他們的市場(chǎng)份額。

????到2015年，中國(guó)的智能手機(jī)用戶(hù)將超過(guò)美國(guó)和歐洲智能手機(jī)用戶(hù)之和。這種轉(zhuǎn)變是史無(wú)前例的。隨著中國(guó)把重心轉(zhuǎn)移到國(guó)內(nèi)消費(fèi)上，中國(guó)龐大的移動(dòng)消費(fèi)群體無(wú)疑將對(duì)經(jīng)濟(jì)起到巨大的推進(jìn)作用，而它將在全球引發(fā)連鎖反應(yīng)。（財(cái)富中文網(wǎng)）

????本文作者是一位創(chuàng)業(yè)公司投資人，也是Dice.com的共同創(chuàng)始人和前任CEO。

????譯者：樸成奎

????The smartphone sector in China is also upending traditional technology hierarchies. While Google is not a significant player in search in China, it dominates the smartphone OS market. Android maintains some 67% of market share to date in China. In contrast, Apple's (AAPL) iOS only holds 10% of the market. Google's success with Android in China may be somewhat of a Pyrrhic victory, however, since most of the phones do not feature Google services that have been banned in China. Instead these smartphones highlight services from Google's competitors.

????Apple's Tim Cook, meanwhile, was in China recently and predicted that it will be the company's largest market within a few years. This may be true, but Apple has a tough challenge unseating Android or even coming close to its adoption levels in China. Apple may be able to strengthen its position through cross-platform apps running on their tablets and other devices. A killer Apple TV wouldn't hurt either in a country where internet bandwidth is growing quickly, and there is a thirst for domestic and foreign TV content.

????In China, Samsung is set to edge out Nokia (NOK) within the next quarter or two for the largest market share of smartphones. This will put further pressure on the struggling company which isalready under attack in many of its global markets. Nokia is enjoying some success with its Lumia smartphones in other markets which led to better-than-expected earnings results, but it is losing ground in China.

????Then there are the locals. Huawei, ZTE and Lenovo each command between 6% and 8% of the Chinese smartphone market. A less well-known entrant controlling 10% of the market is CoolPadwhich is a subsidiary of Yulong/China Wireless and sold by China Unicom. The Coolpad smartphones mimic many of the features of big brand phones at a lower price point. Interestingly, Huawei, ZTE and Coolpad are all now vying for a share of the US smartphone market. So far, Coolpad has been the only one of the three to successfully launch its products in the US. All four companies had significant presences at CES which wrapped up last week.

????So what does it all mean? The world is about to witness a unique phenomenon this year. The largest single mobile consumer market is now emerging. New online and offline consumption patterns will rapidly take shape and brands that jump on this wave can change their market share in a dramatic way.

????By 2015, the number of smartphone users in China will exceed all mobile users in the US and Europe combined. There are no precedents for this kind of shift. As China turns its focus to domestic consumption, the largest mobile consumer base will no doubt play a large role as an economic driver. And that will have ripple effects around the world.

????Jack Hidary is a startup investor and co-founder and former CEO of Dice.com (DHX).