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專欄 - 蘋果2_0

應用大戰(zhàn):谷歌看下載,,蘋果會賺錢

Philip Elmer-DeWitt 2013年04月10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,。
總體而言,Google Play,、蘋果App Store,、微軟Windows Phone商城和黑莓世界四大移動商城的下載量和營收環(huán)比分別增長了11%和9%。其中,,蘋果App Store的營收約占四大商城總營收的74%,,谷歌則在下載數(shù)量上略勝一籌,貢獻了51%的下載量,。

????本周一,調(diào)研機構(gòu)Canalys 發(fā)布報告,,分析了Google Play、蘋果(Apple)應用程序商店,、微軟(Microsoft)Windows Phone商城和RIM(Research in Motion)黑莓世界四大移動商城的應用程序下載情況,。

????形勢對谷歌和蘋果利好,微軟和黑莓則發(fā)展不暢,。下面是詳細分析:

????? 今年一季度,,四大商城的應用程序下載總量達到了134億次,較上季度增長了11%,。

????? 來自付費應用程序和程序內(nèi)購買的總營收(分成前)高達22億美元,,較2012年第四季度增長了9%。

????? 南非,、巴西和印度尼西亞等新興市場的應用程序下載量增長最為強勁,,但營收增速一般。

????? 即便是北美這種成熟市場,,下載量和營收也分別增長了8%和6%,。

????? 西歐市場的下載和營收增速分別為8%和10%。

????? 蘋果應用程序商店是毋庸置疑的領(lǐng)導者,,它的營收約占四大商城總營收的74%,。

????? 谷歌在下載數(shù)量上則略勝一籌,貢獻了51%的下載量,,蘋果緊隨其后,。

????Canalys分析師蒂姆?薛帕德稱:“蘋果應用程序商店和Google Play仍然是應用程序市場的霸主,。黑莓世界和Windows Phone商城則處境不妙,,它們只是在提醒大家,,我還活著?!保ㄘ敻恢形木W(wǎng))

????譯者:項航

????Canalys on Monday issued a report on app downloads at four major mobile stores: Google (GOOG) Play, Apple's (AAPL) App Store, Microsoft (MSFT) Windows Phone Store and Research in Motion's (BBRY) BlackBerry World.

????The news was good for Google and Apple. For Microsoft and BlackBerry, not so much.

????Among the findings:

????? App downloads at the four stores totaled 13.4 billion in Q1, up 11% between the December and March quarters.

????? Revenues reached $2.2 billion from app sales and in-app purchases (before revenue sharing), up 9% from Q4 2012.

????? Emerging markets such as South Africa, Brazil and Indonesia showed the strongest growth in terms of app downloads, but not necesarrily revenue.

????? Even in the relatively mature North American market, downloads and revenues were up 8% and 6%, respectively.

????? In Western Europe they were up 8% and 10%.

????? Apple's App store accounted for the largest share of revenue among the four stores, around 74%.

????? Google saw the greatest number of downloads -- about 51% -- with Apple close behind.

????"Apple's App Store and Google Play remain the heavyweights in the app store world," said Canalys' Tim Shepherd. "In comparison, BlackBerry World and the Windows Phone Store remain distant challengers today, though they still should not be ignored."

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