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專欄 - 蘋果2_0

蘋果能否挽救電視?

Philip Elmer-DeWitt 2012年06月06日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應(yīng)該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經(jīng)營該公司。
電視業(yè)傳統(tǒng)的商業(yè)模式正在逐步破產(chǎn),有志于顛覆電視業(yè)的蘋果大有用武之地,不過,它要實現(xiàn)目標還需要完成很重要的工作。

????我們現(xiàn)在尚不清楚,蘋果將如何處理電視業(yè)已經(jīng)破產(chǎn)的商業(yè)模式。除非蘋果打算建造一個全國性的無線網(wǎng)絡(luò),否則蘋果打造的電視仍要受制于人,就像我們現(xiàn)在屈服于本地的壟斷運營商一樣,它們牢牢控制了我們的家庭互聯(lián)網(wǎng)接入。除非有線運營商們通通被擠垮,決心接受妥協(xié),否則他們的節(jié)目將繼續(xù)充斥著大量廣告。

????就像布拉吉描述的,電視業(yè)正在發(fā)生根本性的變化,不過還需一段時間,而整個過程將會充滿艱辛。

????布拉吉寫道:“有線運營商制作的一些內(nèi)容仍會有人購買(因此依然會有人制作這類內(nèi)容),不過,收取‘額外費用’、每個有線運營商都打上一大堆廣告的做法行不通了。當然,這種變化已經(jīng)在發(fā)生了,傳統(tǒng)有線電視正在被Netflix、iTunes和所謂超級有線電視商所取代 【例如美國國家廣播環(huán)球公司(NBC Universal)、時代華納(Time Warner)】?,F(xiàn)在有線電視業(yè)務(wù)利潤依然豐厚,因此最開始,這種變化意義不大。不過隨著時間推移,情況終將改變。無法獲利的有線電視商將被盈利能力強的同行收購。境況不佳的節(jié)目和薪酬過高的從業(yè)人員將被掃地出門。數(shù)錢數(shù)到手抽筋的經(jīng)理們也會下崗??傮w制作成本將會下降。場地、人員、新聞采編等都將重新整合。有線電視業(yè)曾經(jīng)豐厚的利潤會被通通擠出來?!?/p>

????譯者:項航

????What's not clear is what Apple is going to do about television's broken business models. Unless the company plans to build a nationwide wireless network, Apple's version of television is going to be as dependent as we are today on the local monopolies that have wired our homes for broadband. And until the networks have been brought to their knees and are ready deal, their programming is going to be riddled with ads.

????As Blodget describes it, fundamental changes are underway, but they're going to take time, and they're going to be painful:

????"Some of the content produced by networks will still be consumed (and, therefore, produced)," he writes, "but the idea of getting "affiliate fees" and selling advertising for each of dozens of branded networks seems absurd. This change is already occurring, of course: Traditional networks are being replaced by Netflix, iTunes, and uber-networks like 'NBC Universal' and 'Time Warner.' There is so much money in the network business right now that, initially, this shift won't mean much. Over time, however, it will. Unprofitable networks will be merged with profitable ones. Unprofitable shows and overpaid talent will be cut. Overpaid managers will get fired. Production costs, on aggregate, will drop. Sets, crews, newsgathering, etc. will be consolidated. The fat will get squeezed out of the system."

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