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專(zhuān)欄 - 蘋(píng)果2_0

蘋(píng)果谷歌大戰(zhàn)應(yīng)用程序商店

Philip Elmer-DeWitt 2012年12月26日

蘋(píng)果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,那就是史蒂夫·喬布斯周?chē)且黄艾F(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,就會(huì)相信他所說(shuō)的話。蘋(píng)果的數(shù)百萬(wàn)用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋(píng)果投資者也賺得盆滿缽滿。不過(guò),Elmer-DeWitt認(rèn)為,在報(bào)道蘋(píng)果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽(tīng)他的應(yīng)該沒(méi)錯(cuò)。要知道,他自從1982年就開(kāi)始報(bào)道蘋(píng)果、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司。
蘋(píng)果應(yīng)用程序商店與谷歌Play平臺(tái)都擁有70多萬(wàn)款應(yīng)用,但蘋(píng)果應(yīng)用程序商店的營(yíng)收是谷歌Play的4.3倍。不過(guò),谷歌正在迎頭趕上。過(guò)去四個(gè)月中,谷歌Play的收入總計(jì)增長(zhǎng)了43%,而同期蘋(píng)果應(yīng)用程序商店的收入僅增長(zhǎng)了21%。

來(lái)源:Distimo

????谷歌(Google)Android平臺(tái)的設(shè)備制造商或許賣(mài)出了更多的移動(dòng)設(shè)備,但蘋(píng)果(Apple)的應(yīng)用程序商店仍然是應(yīng)用開(kāi)發(fā)商的最佳謀生之所。

????荷蘭分析公司Distimo在上周五發(fā)布的年終回顧中這樣寫(xiě)道:

????“在蘋(píng)果應(yīng)用程序商店與谷歌Play收入總和最高的20個(gè)國(guó)家里,2012年11月,蘋(píng)果應(yīng)用程序商店一天的收入通常能超過(guò)1,500萬(wàn)美元,而谷歌Play的收入只有近350萬(wàn)美元?!?/p>

????雖然谷歌Play似乎正在迎頭趕上——過(guò)去四個(gè)月中,谷歌Play的收入總計(jì)增長(zhǎng)了43%,而同期蘋(píng)果的收入僅增長(zhǎng)了21%——但谷歌仍然任重道遠(yuǎn)。回過(guò)頭看看2012年1月,蘋(píng)果應(yīng)用程序商店的每日收入估計(jì)增長(zhǎng)了約51%(ipad的收入增長(zhǎng)了71%,而iPhone的增加了40%)。

????該報(bào)告給出了許多令人意外的細(xì)節(jié)。比如說(shuō):

????應(yīng)用程序營(yíng)收增長(zhǎng)最快的國(guó)家:俄羅斯在iPad平臺(tái)高居榜首(增速143%),日本(增速138%)和韓國(guó)(增速94%)分別在iPhone和谷歌Play平臺(tái)位居第一。

????增速最快的應(yīng)用程序:美國(guó)在線(AOL)花了9年時(shí)間才發(fā)展了100萬(wàn)用戶,F(xiàn)acebook則花了9個(gè)月。在移動(dòng)平臺(tái),《你畫(huà)我猜》(Draw Something)只用了9天時(shí)間,而Line Pop只花了3天——而且在12天內(nèi)創(chuàng)造了約100萬(wàn)美元營(yíng)收。

????更少的贏家,更大的份額:在2012年1月時(shí),11款應(yīng)用程序占據(jù)了蘋(píng)果應(yīng)用程序商店10%的營(yíng)收。到了11月,這個(gè)數(shù)字下降到7款。

????平均銷(xiāo)售價(jià)格取決于平臺(tái):自今年1月以來(lái),iPad平臺(tái)軟件銷(xiāo)售價(jià)格下降了8%,不過(guò)iPhone平臺(tái)上漲了16%。谷歌Play的平均銷(xiāo)售價(jià)格要相對(duì)更高。導(dǎo)航軟件的定價(jià)通常最高。

????程序內(nèi)購(gòu)買(mǎi) vs.一次性付費(fèi):2012年,程序內(nèi)購(gòu)買(mǎi)產(chǎn)生的營(yíng)收持續(xù)增長(zhǎng),它在蘋(píng)果應(yīng)用程序商店所占的比例從1月份的53%上漲至11月份的69%。不過(guò),在iOS平臺(tái),從銷(xiāo)售額最高的10大軟件來(lái)看,一次性付費(fèi)仍然貢獻(xiàn)了35%的營(yíng)收。

????游戲貢獻(xiàn)的營(yíng)收最多:具體見(jiàn)下圖。

????

????Manufacturers on Google's (GOOG) Android platform may be selling more devices, but Apple's (AAPL) App Store is still the best place to be for developers trying to make a living.

????That's the bottom line in the?year-end review?published Friday by?Distimo, a Dutch analytics company:

????"On a typical day in November 2012, the revenues in the Apple App Store exceeded $15M USD, while in Google Play the revenues are just below $3.5M USD in 20 of the largest countries in both app stores."

????And although Google Play seems to be catching up -- its revenue grew an aggregated 43% in the past four months compared with Apple's 21% -- it still has a long way to go. Looking back to January 2012, the App Store's daily revenue grew an estimated 51% (split 71% for the iPad and 40% for the iPhone).

????The report is packed with surprising details. For example:

????Countries with fastest app revenue growth: Russia leads the world on the iPad (up 143%), Japan leads on the iPhone (+138%) and Korea in Google Play (+94%)

????Fastest growing apps: It took AOL (AOL) nine years and Facebook (FB) nine months to hit the 1 million user mark. The mobile app Draw Something did it in nine days; Line Pop did it in three -- and within 12 days had generated an estimated $1 million in revenue.

????Fewer winners take home more:?In January 2012, 11 apps accounted for 10% of the revenues on the App Store. By November, that number was down to 7.

????The average selling price varies by platform:?It's down 8% since January on the iPad and up 16% on the iPhone. Google Play apps, on average, are more expensive. Navigation apps, on average, cost the most.

????In-app purchases vs. one-off sales: Revenue from in-app purchases continued to grow in 2012 -- from 53% in January on the App Store to 69% in November -- but one-off sales still generated 35% of the revenue among the top 10 money makers on Apple's iOS.

????The big money is in the game market: See chart below.

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