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頂尖分析師:我們正向新一代平臺(tái)轉(zhuǎn)移

頂尖分析師:我們正向新一代平臺(tái)轉(zhuǎn)移

Dan Mitchell 2013-06-03
瑪麗?米克爾是全球最頂尖的互聯(lián)網(wǎng)分析師。上周,她在自己的年度報(bào)告中稱,移動(dòng)行業(yè)仍有很大發(fā)展空間,同時(shí),消費(fèi)者已經(jīng)開(kāi)始從智能手機(jī)、平板電腦等設(shè)備向可穿戴式設(shè)備轉(zhuǎn)移。

????不過(guò),更有意思的或許是米克爾對(duì)于移動(dòng)行業(yè)業(yè)務(wù)前景的描述。移動(dòng)互聯(lián)網(wǎng)僅占互聯(lián)網(wǎng)總流量的15%。它意味著,隨著無(wú)線設(shè)備的日益普及,移動(dòng)行業(yè)仍有巨大的發(fā)展空間。目前全球移動(dòng)互聯(lián)網(wǎng)用戶有15億,去年一年就加了4億,或者說(shuō)增長(zhǎng)了30%。最近一種比較流行的觀點(diǎn)認(rèn)為,移動(dòng)廣告市場(chǎng)將比傳統(tǒng)互聯(lián)網(wǎng)廣告市場(chǎng)更加嚴(yán)峻?;蛟S如此吧,但Facebook到目前而為止的表現(xiàn)似乎證明,移動(dòng)廣告至少在社交媒體環(huán)境中是可行的。米克爾稱,F(xiàn)acebook第一季度的總收入增長(zhǎng)了43%,而移動(dòng)收入?yún)s增長(zhǎng)了54%。Facebook每一位PC用戶帶來(lái)的平均收入有所減少,而移動(dòng)用戶所帶來(lái)的平均收入?yún)s有所增加。米克爾稱:“Facebook的轉(zhuǎn)型非常成功?!?/p>

????移動(dòng)設(shè)備業(yè)務(wù)仍將飛速增長(zhǎng),尤其是從全球角度來(lái)看。米克爾稱:“移動(dòng)設(shè)備的增長(zhǎng)受益于新興市場(chǎng),”其中包括許多令人吃驚的地區(qū),如尼日利亞、伊朗、印尼和菲律賓。

????同時(shí),我們已經(jīng)在向新一代平臺(tái)轉(zhuǎn)變,從智能手機(jī)和平板電腦向“可穿戴、可駕駛、可飛行和可掃描”的設(shè)備轉(zhuǎn)變,比如谷歌眼鏡、無(wú)人駕駛汽車、無(wú)人機(jī)(米克爾很快補(bǔ)充道:“當(dāng)然是有益的那種,”)以及用于各種用途的掃描技術(shù),如營(yíng)養(yǎng)成分標(biāo)簽、零售付款和旅游等。(財(cái)富中文網(wǎng))

????譯者:劉進(jìn)龍/汪浩

????Perhaps more immediately interesting in terms of business prospects, though, was Meeker's description of the mobile market. Mobile still makes up just 15% of Internet traffic. That means there's lots of room for growth as the world continues to port itself to wireless devices. There are now 1.5 billion mobile subscriptions worldwide, up by about 400 million in the past year, or a gain of nearly 30%. Until very recently, the popular notion was that mobile advertising would make for a much tougher market even than traditional Internet advertising. And that still might be the case, but Facebook's experience so far seems to show that mobile ads, at least in a social media environment, can work. Facebook's total revenue grew by 43% in the first quarter, Meeker said, while its mobile revenue grew by 54%. Average revenue per Facebook user is down for PC users, and up for mobile users. "They've managed this transition very well," Meeker said.

????The growth of mobile devices will continue apace, particularly from a global perspective. "Emerging markets are really driving a lot of that growth," Meeker said, including in some rather surprising places such as Nigeria, Iran, Indonesia, and the Philippines.

????Meanwhile, we're already seeing the beginnings of the next platform phases, from smartphones and tablets into "wearables, driveables, flyables, and scannables." Those are things like Google Glass, self-driving cars, drones ("of the good kind," Meeker was quick to say), and scanning technology for things like nutrition labels, retail check-out, and travel.

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