18. 30个商业案例点评 30 Business Case Reviews

发布于: 修改于: Android转发:6回复:11喜欢:13

03. 网友:段总怎么看Google谷歌)呢?你说看不懂那个自动驾驶汽车。呵呵,确实有点偏的感觉。Google这两天发布好多新东西。1、那个眼镜也有点怪怪的,有点偏。2、Google Nexus Q有点意思哦,挺喜欢的,如果便宜点真想弄一个玩玩。3、Nexus 7不错,可惜没有后置摄像头,kindle fire麻烦了。4、安卓4.1也在进步,系统一直在完善啊,假以时日,能逼近IOS(苹果系统)么?

03. Netizen: What does Mr. Duan think of Google? You said you don't understand that self-driving car. Haha, it does feel a bit biased. Google has released a lot of new things these days. 1. That eyeglass looks a bit strange, kind of biased. 2. Google Nexus Q is quite interesting, I quite like it, if it's cheaper, I really want to get one to play with. 3. Nexus 7 is good, but it's a pity that it doesn't have a rear camera, Kindle Fire gets more complicated. 4. Android 4.1 is also making progress, the system has been continuously improving, given time, can it approach iOS?

段永平:我一直喜欢Google,觉得Google是好公司,但只是明白其部分的生意模式而已。所以前段时间把手里的一部分Google换成苹果了,当时差90几块哈。也许哪天我还会换回来,看谁长(或掉哈)得快了。至于会不会逼近IOS的问题,作为苹果的用户,我其实根本就不知道也不关心,除非哪天我自己觉得苹果的用户体验不好了。一旦进入苹果的生态系统的用户实际上不太关心安卓的变化,所以我其实一直不认为安卓是在和苹果竞争。(2012-06-28)

Duan Yongping: I have always liked Google and think Google is a good company, but I only understand some of its business models. So, some time ago, I exchanged some of my Google holdings for Apple, which was only about 90 yuan difference at that time. Maybe one day I will switch back, whoever grows faster (or falls faster). As for whether it will approach iOS, as an Apple user, I actually have no idea and don't care, unless I feel that the user experience of Apple is not good one day. Once users enter the Apple ecosystem, they don't really care about the changes in Android, so I've never really thought that Android is competing with Apple. (2012-06-28)

04. 网友:请教一下为什么安卓的体验总是差强人意,苹果都出来这么久了还是差距蛮大的,这是为什么?按道理来说有个样板在那里学应该很快能学到的,而且那么多人去研究。

04. Netizen: I'd like to ask why the Android experience is always somewhat unsatisfactory, even though Apple has been around for so long, there is still quite a big gap, why is that? According to reason, with a model to learn from, it should be learned quickly, and so many people are studying it.

段永平:安卓本身占用资源大,比如如果都是两核或四核的表现就要差不少,加上大家看到的苹果的东西是几十年积累下来的,安卓要全面达到恐怕不太可能。但是安卓的表现其实已经很不错了,已经比当年用诺基亚的智能机的感觉强了许多倍,某些使用方面和苹果各有特色也是一定会有的,而且价钱还可以便宜很多。未来安卓手机之间的差异化会越来越小,三星的价钱要挺住不容易。苹果的生态系统会保持住特别喜欢或习惯的用户,所以受安卓的影响不会像想象那么大。不过,有苹果和三星在上面顶着价格,其他卖安卓智能机的企业应该还有一段不错的小日子。(2013-01-23)

Duan Yongping: Android itself consumes a lot of resources, for example, if they are all dual-core or quad-core, the performance will be quite a bit worse. Plus, what everyone sees from Apple is the accumulation of decades, it's probably not possible for Android to fully catch up. However, the performance of Android is actually already very good, it's many times stronger than using a Nokia smartphone back in the day, there will definitely be certain unique features in terms of usage compared to Apple, and the price can also be much cheaper. In the future, the differentiation among Android phones will become smaller and smaller, it won't be easy for Samsung to hold on to the price. Apple's ecosystem will retain users who particularly like or are used to it, so the impact of Android won't be as big as imagined. However, with Apple and Samsung holding up the prices, other companies selling Android smartphones should still have a decent time ahead. (2013-01-23)

05. 网友:段总在10年初的时候提到过会谈一谈如何错过腾讯的,现在怎么看?我觉得他的模式比苹果还牛,只是估值似乎永远也下不来。

05. Netizen: Mr. Duan mentioned at the beginning of 2010 that he would like to talk about how Tencent was missed. What is your current perspective? I think its model is even more impressive than Apple's, but it seems that the valuation never comes down.

段永平:让腾讯上6000亿美金试试?腾讯确实是不错的公司,但要成为苹果还需要很多东西,包括大环境的变化。

Duan Yongping: Let Tencent reach a market cap of $600 billion and see? Tencent is indeed a good company, but to become like Apple, there are many things needed, including changes in the overall environment.

顺便说一下什么叫生意模式,生意模式就是赚钱的模式,最后赚得越多的模式就应该越好。苹果现在一年的利润比中国所有互联网公司(包括腾讯)从开办以来赚得利润的总和都要多,你说腾讯的模式更好的逻辑是啥?(2013-03-04)

By the way, let me explain what is a business model . A business model is a money-making model, and the model that ultimately earns more should be better. Apple's annual profit now exceeds the total profit earned by all Chinese internet companies (including Tencent) since their inception. What logic supports the idea that Tencent's model is better? (2013-03-04)

06. 网友:我倒是没想过您看不看得到这些(若您觉得我表达有误我这边先道个歉),这只是我自己想到的问题,提出来讨论而已,并无冒犯或挑战的意思。您的意思是不是说这些问题的确存在,但不构成影响?

06. Netizen: I didn't think about if you can see these or not(if I expressed myself incorrectly, I apologize in advance). These are just questions I thought of and raised for discussion, with no intention to offend or challenge. Are you saying that these issues do exist but do not have an impact?

段永平:其实我不知道你想问什么。你的问题是为什么iPhone的用户忠诚度不是100%么?或者因为iPhone的忠诚度只有不到90%,所以iPhone就不行了么?或者身边有人把原来的iPhone换成了三星或别的大屏,所以以后还有没有人会再买iPhone么?如果你不在乎我对苹果的看法,为什么要问我关于苹果的问题呢?顺便说一下,这个回答其实不是只给你的。另外提醒一下,我们是卖安卓(大屏)手机的,我知道这个市场有多大。建议有些人想一下苹果的生意模式,如果觉得三星的模式更好的话,这个博客其实不适合你们。(2013-02-16)

Duan Yongping: Actually, I don't know what you want to ask. Is your question why the loyalty of iPhone users is not 100%? Or is it because the loyalty of iPhone is less than 90%, so iPhone is not good? Or because someone around you has switched from an iPhone to a large-screen Samsung or another brand, will anyone buy an iPhone again in the future? If you don’t care about my opinion of Apple, why ask me about Apple? By the way, this response is not just for you. Also, a reminder, we sell Android (large-screen) phones, and I know how big this market is. I suggest some people think about Apple's business model, if they feel that Samsung's model is better, then this blog is actually not suitable for you. (2013-02-16)

07. 网友:在雪球网看到您说过“顺便说下,我们公司是卖andriod手机的,我想我真的能理解andriod的生命力在哪里。”可否详细说说您对安卓生命力的理解?

07. Netizen: I saw on Snowball Network that you said, "By the way, our company sells Android phones, and I believe I truly understand where Android's vitality lies." Could you elaborate on your understanding of the vitality of Android?

段永平:移动市场这么大,没买苹果的怎么着先买个安卓吧?长期来讲,苹果产品很难超过30%,余下70%基本上就是安卓。未来10年移动设备至少能卖个50亿(我觉得能到100亿以上)以上吧。(2013-03-03)

Duan Yongping: The mobile market is so huge. If you haven't bought an iPhone, then why not get an Android first? In the long run, it's very difficult for Apple products to exceed 30%, and the remaining 70% is basically Android. In the next 10 years, at least 5 billion mobile devices will be sold (I think it could be over 10 billion). (2013-03-03)

网友M:用习惯iPhone的人,一般改用安卓系统会不习惯的,因为苹果只要ID一输,程序、音乐、通讯录等等都会回来,通过Apple TV,把其他设备上的图像、视频、音乐随时就可以在电视上显示出来,通过查找iPhone随时可以知道在外地的亲人在哪,然后通过face time不花钱视频。当iMac电脑的图像一键显示到投影上,当随时在中国用iPhone打开在美国家的电脑操作并打开摄像头看自己的宠物捣乱了没,你就会感觉到科技的力量,苹果是世界第一大公司是理所当然的。还有苹果绝对是消费者导向,你想要的功能它基本都已经实现了。安卓系统这些功能可能接借助其他应用也可以实现,但感觉一切都乱,设备互联性太差。苹果是个大系统,音乐、视频、游戏、软件、相机、电脑……的钱它全赚了,关键你买的音乐、视频、程序等一辈子都是你的,但必须在他的设备上才可以用,谁还会轻易换设备。比如我都买了一万多的软件和音乐了,换其他的设备还需再买,谁还换设备,除了它太差了。Apple TV一定要买,它可以把苹果所有的设备都连起来。

Netizen M: People who are used to using iPhones generally find it uncomfortable to switch to the Android system, because with Apple, as long as you input the ID, all your apps, music, contacts, etc., will come back. Through Apple TV, you can display images, videos, and music from other devices on your TV at any time. By using Find My iPhone, you can instantly know where your family members are when they are away, and then make video calls without spending money through FaceTime. When the images on the iMac computer are displayed on the projector with a single click, and when you can use your iPhone in China to operate and activate the camera on your computer at home in the United States to see if your pet is causing trouble, you will feel the power of technology. It's only natural for Apple to be the world's largest company. Moreover, Apple is definitely consumer-oriented, and it has basically realized almost all the functions you want. These functions may be achievable with Android by using other apps, but everything feels chaotic, and the interconnectivity of devices is poor. Apple is a big system, and it earns money from music, videos, games, software, cameras, computers... The key is that whatever you buy, such as music, videos, or apps, will be yours for life, but you can only use them on its devices, so who would easily switch devices? For example, I have spent over 10,000 yuan on software and music. If I switch to another device, I will need to buy them again. Who would switch devices, except for its poor performance? You must buy Apple TV, it can connect all of Apple's devices.

段永平:呵呵,你说的很清楚,这个就叫生态系统。安卓的问题是现在卖得越多,将来可能就越乱,慢慢跑到苹果生态系统里的人就会越来越多。还有一个重要的东西,就是苹果的安全性,那么多企业要用iPhone和iPad是有道理的。美国500强里95%开始用iPhone和iPad系统,国际500强85%开始用——库克在股东大会上讲的。

Duan Yongping: Haha, you've explained it very clearly. This is called an ecosystem. The problem with Android is that the more it sells now, the more chaotic it may become in the future, and more and more people will gradually move into the Apple ecosystem. Another important thing is Apple's security. There is a reason why so many companies want to use iPhone and iPad. In the top 500 companies in the United States, 95% have started using the iPhone and iPad systems, and in the top 500 international companies, 85% have started using them—this was mentioned by Cook at the shareholders' meeting.

听说目前好像只有iPhone不能被装窃听器,其他的手机绝大部分好像都可以,怕被人窃听的要小心了。(2013-03-04)

I heard that currently only iPhones cannot be bugged, while most other phones can. Those who are afraid of being bugged should be careful. (2013-03-04)

08. 网友:最近一直在想苹果这个生意,如果某次发布的新产品失败了(市场反响不好),这对苹果的影响应该很大,这种生意还是好生意吗?虽然苹果现在的用户粘性很大。但是我想也经不起2年的新产品失败吧,而且谷歌这个对手也不是吃素的。

08. Netizen: I've been thinking about Apple's business recently. If a new product release fails (poor market response), it should have a big impact on Apple. Is this still a good business? Although Apple has a very loyal user base, I don't think it can withstand the failure of a new product for 2 years. Moreover, Google is not an easy competitor.

段永平:不知道你一直在想什么。你见过在别的同行不停推新产品的同时能够按兵不动一年营业额依然不掉的公司么?而且这还是在上个产品不那么轰动的前提下。如果这还不叫模式好,那什么叫模式好?现在轮到苹果出招了。顺便补充一下,凡事认为iPhone5是失败产品的人都应该问一下在人类历史上有过几个单一产品比iPhone5成功的?(2013-09-04)

Duan Yongping: I don't know what you've been thinking all along. Have you seen any other company in the same industry that can maintain its turnover for a year without launching new products continuously, especially considering the previous product didn't create much buzz? If this doesn't qualify as a good model, then what does? Now it's Apple's turn to make a move. By the way, anyone who thinks the iPhone 5 is a failure should consider how many single products in human history have been more successful than the iPhone 5? (2013-09-04)

09. 网友:苹果能做到垃圾中不是那么垃圾,还有人要,真的是个奇迹。

09. Netizen: Apple can make something not so good seem not so bad, and there are still people who want it. It's truly a miracle.

段永平:苹果产品的残值高也说明苹果的东西确实好。(2013-12-13)

Duan Yongping: The high residual value of Apple products also indicates that Apple's stuff is good indeed. (2013-12-13)

网友:今天看到苹果官方出售二手iPhone的消息,包括各型号的回收价与售价对比……,段总怎么看?

Netizen: Today, I saw the news of Apple officially selling second-hand iPhones, including buyback prices and selling prices for various models,comparing to... What's your opinion, Mr. Duan?

段永平:我的看法是,只有苹果能够做这件事情,别人其实做不了。(2015-04-14)

Duan Yongping: My opinion is that only Apple can do this; others actually can't. (2015-04-14)

10. 网友:苹果的威力——“十年生死两茫茫,安卓兴,联发亡。低端市场,处处话凄凉。纵使相逢应不识,诺死记,苹果王。摩托三星忽还乡,拼低端,实在忙。中兴亲,华为新,魅族创新强。HTC出机皇,日日换大梁。手机业,已无常。全都忙转行,山寨泪千行……”将来会怎样呢?

10. Netizen: The power of Apple - "Ten years of life and death, the rise of Android, the fall of Alliance. In the low-end market, it's all about desolation. Even if we meet, we may not recognize each other, but remember, Apple is king. Moto and Samsung return to their hometown, competing in the low-end market, truly busy. ZTE is close, Huawei is new, Meizu innovates strongly. HTC creates phone emperors, changing the landscape every day. The mobile phone industry is already unpredictable. Everyone is busy changing industries, shedding tears for imitations..." What will the future be like?

段永平:呵呵,受到苹果影响的远远不止你提到的这些手机公司。比如所有卖电脑尤其是手提电脑的公司受到的影响巨大。甚至连网游公司都间接受到很大影响。仔细想想会觉得很有趣的。(2012-02-25)

Duan Yongping: Haha, the companies influenced by Apple are far more than just those phone companies you mentioned. For example, all companies selling computers, especially laptops, are greatly affected. Even game companies are indirectly affected to a large extent. If you think about it carefully, it's quite interesting. (2012-02-25)

网友:苹果表现为一个摇滚巨星,在外在光环的背后,其实有一个强大的实力,这是容易被人忽视的地方。1)它在专业领域中关于价格、物料成本控制具有强有力的优势,在产品上足可以发动一个价格战争。貌似高端的形象之上,iPad3的产品价格其实是相当便宜的,与对手的产品价格相当,苹果有能力真正打一个价格战。2)苹果产品除外表时尚,而且功能吸引人,品牌卓越这些优势下,容易被人忽视的是设计、制造和供应链管理。举例说,一般让山寨厂商把iPhone零件全买下来,它的成本就和iPhone成品价格相当,iPad成本比这低很多,仍然能保证获得巨额利润。iPhone一代到四代价格不变,却能越来越大规模的零件升级这一点极具优势,那么相信iPad3有一个光明的前景。只要iPad3不出现重大纰漏,类似当年的iPhone4死亡易握,它的销售前景极好。苹果公司继续保持领先优势。

Netizen: Apple presents itself as a rock star. Behind the external glamour, there is actually a strong force, which is easy to overlook. 1) It has a strong advantage in controlling prices and material costs in the professional field, and can launch a price war. Despite its high-end image, the price of the iPad 3 is actually quite cheap, comparable to the prices of its competitors' products, so Apple has the ability to truly wage a price war. 2) Apart from the fashionable appearance and attractive features of Apple products, its design, manufacturing, and supply chain management are easily overlooked. For example, if you let copycat manufacturers buy all the components of the iPhone, the cost is comparable to the finished price of the iPhone, and the cost of the iPad is much lower, yet still ensures huge profits. The first to fourth generations of the iPhone maintained the same price, but could upgrade components on an increasingly larger scale, which is a significant advantage. So, I believe the iPad 3 has a bright future as long as it doesn't have major flaws, similar to the death grip issue with the iPhone 4. Apple continues to maintain its leading edge.

段永平:其实苹果的强大实力是不容易也不应该被忽视的,除非你有意去忽视,但鸵鸟的办法不会有任何帮助。任何一个被苹果直接或间接、现在或未来影响到的行业里的企业大概早晚都要面对苹果的强大实力的。随便列举几个已经收到影响的行业或产品吧:手机、电脑、手提电脑、游戏(包括网游)、游戏机、中低端相机和录像机、音乐、电影、书、电视、网络、运营商、所有相关产品的零售、几乎所有的电子消费品……欢迎补充。找到在苹果生态系统里生存的方式也许比挑战苹果要来的更现实一些。能够避开苹果也许是另一个办法。(2012-03-12)

Duan Yongping: In fact, Apple's formidable strength should not be easily overlooked or disregarded, unless you intentionally choose to ignore it. The ostrich approach won't be of any help. Most likely, any company in any industry directly or indirectly affected by Apple, be it now or in the future, will sooner or later have to face Apple's formidable strength. Just to name a few industries or products already affected: phones, computers, laptops, games (including online games), gaming consoles, mid- to low-end cameras and camcorders, music, movies, books, television, the internet, service providers, retail of almost all related products, and nearly all electronic consumer goods... Feel free to add to the list. Finding a way to survive within the Apple ecosystem might be more practical than challenging Apple directly.Avoiding Apple might be another approach.

段永平:你可以想象一下,如果你是苹果的同行,你能用什么办法像苹果一样让用户拥有如此高的黏度,盈利能力还如此好。靠卖低价的都不是一个级别的哈,苹果产品的实际成本比任何同行都低不少,主要低在除材料成本以外的地方。如果你觉得你能找到一个办法,那就说明苹果其实不厉害。(2012-02-06)

Duan Yongping: Just imagine if you were Apple's competitor, what methods could you use to make users have such high stickiness and such good profitability as Apple does? Relying on selling at low prices is not at the same level. The actual cost of Apple products is significantly lower than that of any competitor, mainly in areas other than material costs. If you think you can find a way, it means that Apple isn't really that formidable.(2012-02-06)

ps:苹果的成功故事告诉我们,一个品牌要想在市场上长期立足,需要具备优质的产品、强大的品牌影响力以及建立完善的生态系统(好的商业模式)。

全部讨论

2023-11-12 11:03

03. 网友:段总怎么看Google(谷歌)呢?你说看不懂那个自动驾驶汽车。呵呵,确实有点偏的感觉。Google这两天发布好多新东西。1、那个眼镜也有点怪怪的,有点偏。2、Google Nexus Q有点意思哦,挺喜欢的,如果便宜点真想弄一个玩玩。3、Nexus 7不错,可惜没有后置摄像头,kindle fire麻烦了。4、安卓4.1也在进步,系统一直在完善啊,假以时日,能逼近IOS(苹果系统)么?
03. Netizen: What does Mr. Duan think of Google? You said you don't understand that self-driving car. Haha, it does feel a bit biased. Google has released a lot of new things these days. 1. That eyeglass looks a bit strange, kind of biased. 2. Google Nexus Q is quite interesting, I quite like it, if it's cheaper, I really want to get one to play with. 3. Nexus 7is good, but it's a pity that it doesn't have a rear camera, Kindle Fire gets more complicated. 4. Android 4.1 is also making progress, the system has been continuously improving, given time, can it approach iOS?
段永平:我一直喜欢Google,觉得Google是好公司,但只是明白其部分的生意模式而已。所以前段时间把手里的一部分Google换成苹果了,当时差90几块哈。也许哪天我还会换回来,看谁长(或掉哈)得快了。至于会不会逼近IOS的问题,作为苹果的用户,我其实根本就不知道也不关心,除非哪天我自己觉得苹果的用户体验不好了。一旦进入苹果的生态系统的用户实际上不太关心安卓的变化,所以我其实一直不认为安卓是在和苹果竞争。(2012-06-28)
Duan Yongping: I have always liked Google and think Google is a good company, but I only understand some of its business models. So, some time ago, I exchanged some of my Google holdings for Apple, which was only about 90 yuan difference at that time. Maybe one day I will switch back, whoever grows faster (or falls faster). As for whether it will approach iOS, as an Apple user, I actually have no idea and don't care, unless I feel that the user experience of Apple is not good one day. Once users enter the Apple ecosystem, they don't really care about the changes in Android, so I've never really thought that Android is competing with Apple. (2012-06-28)
04. 网友:请教一下为什么安卓的体验总是差强人意,苹果都出来这么久了还是差距蛮大的,这是为什么?按道理来说有个样板在那里学应该很快能学到的,而且那么多人去研究。
04. Netizen: I'd like to ask why the Android experience is always somewhat unsatisfactory, even though Apple has been around for so long, there is still quite a big gap, why is that? According to reason, with a model to learn from, it should be learned quickly, and so many people are studying it.
段永平:安卓本身占用资源大,比如如果都是两核或四核的表现就要差不少,加上大家看到的苹果的东西是几十年积累下来的,安卓要全面达到恐怕不太可能。但是安卓的表现其实已经很不错了,已经比当年用诺基亚的智能机的感觉强了许多倍,某些使用方面和苹果各有特色也是一定会有的,而且价钱还可以便宜很多。未来安卓手机之间的差异化会越来越小,三星的价钱要挺住不容易。苹果的生态系统会保持住特别喜欢或习惯的用户,所以受安卓的影响不会像想象那么大。不过,有苹果和三星在上面顶着价格,其他卖安卓智能机的企业应该还有一段不错的小日子。(2013-01-23)
Duan Yongping: Android itself consumes a lot of resources, for example, if they are all dual-core or quad-core, the performance will be quite a bit worse. Plus, what everyone sees from Apple is the accumulation of decades, it's probably not possible for Android to fully catch up. However, the performance of Android is actually already very good, it's many times stronger than using a Nokia smartphone back in the day, there will definitely be certain unique features in terms of usage compared to Apple, and the price can also be much cheaper. In the future, the differentiation among Android phones will become smaller and smaller, it won't be easy for Samsung to hold on to the price. Apple's ecosystem will retain users who particularly like or are used to it, so the impact of Android won't be as big as imagined. However, with Apple and Samsung holding up the prices, other companies selling Android smartphones should still have a decent time ahead. (2013-01-23)
05. 网友:段总在10年初的时候提到过会谈一谈如何错过腾讯的,现在怎么看?我觉得他的模式比苹果还牛,只是估值似乎永远也下不来。
05. Netizen: Mr. Duan mentioned at the beginning of 2010 that he would like to talk about how Tencent was missed. What is your current perspective? I think its model is even more impressive than Apple's, but it seems that the valuation never comes down.
段永平:让腾讯上6000亿美金试试?腾讯确实是不错的公司,但要成为苹果还需要很多东西,包括大环境的变化。
Duan Yongping: Let Tencent reach a market cap of $600 billion and see? Tencent is indeed a good company, but to become like Apple, there are many things needed, including changes in the overall environment.
顺便说一下什么叫生意模式,生意模式就是赚钱的模式,最后赚得越多的模式就应该越好。苹果现在一年的利润比中国所有互联网公司(包括腾讯)从开办以来赚得利润的总和都要多,你说腾讯的模式更好的逻辑是啥?(2013-03-04)
By the way, let me explain what is a business model . A business model is a money-making model, and the model that ultimately earns more should be better. Apple's annual profit now exceeds the total profit earned by all Chinese internet companies (including Tencent) since their inception. What logic supports the idea that Tencent's model is better? (2013-03-04)
06. 网友:我倒是没想过您看不看得到这些(若您觉得我表达有误我这边先道个歉),这只是我自己想到的问题,提出来讨论而已,并无冒犯或挑战的意思。您的意思是不是说这些问题的确存在,但不构成影响?
06. Netizen: I didn't think about if you can see these or not(if I expressed myself incorrectly, I apologize in advance). These are just questions I thought of and raised for discussion, with no intention to offend or challenge. Are you saying that these issues do exist but do not have an impact?
段永平:其实我不知道你想问什么。你的问题是为什么iPhone的用户忠诚度不是100%么?或者因为iPhone的忠诚度只有不到90%,所以iPhone就不行了么?或者身边有人把原来的iPhone换成了三星或别的大屏,所以以后还有没有人会再买iPhone么?如果你不在乎我对苹果的看法,为什么要问我关于苹果的问题呢?顺便说一下,这个回答其实不是只给你的。另外提醒一下,我们是卖安卓(大屏)手机的,我知道这个市场有多大。建议有些人想一下苹果的生意模式,如果觉得三星的模式更好的话,这个博客其实不适合你们。(2013-02-16)
Duan Yongping: Actually, I don't know what you want to ask. Is your question why the loyalty of iPhone users is not 100%? Or is it because the loyalty of iPhone is less than 90%, so iPhone is not good? Or because someone around you has switched from an iPhone to a large-screen Samsung or another brand, will anyone buy an iPhone again in the future? If you don’t care about my opinion of Apple, why ask me about Apple? By the way, this response is not just for you. Also, a reminder, we sell Android (large-screen) phones, and I know how big this market is. I suggest some people think about Apple's business model, if they feel that Samsung's model is better, then this blog is actually not suitable for you. (2013-02-16)
07. 网友:在雪球网看到您说过“顺便说下,我们公司是卖andriod手机的,我想我真的能理解andriod的生命力在哪里。”可否详细说说您对安卓生命力的理解?
07. Netizen: I saw on Snowball Network that you said, "By the way, our company sells Android phones, and I believe I truly understand where Android's vitality lies." Could you elaborate on your understanding of the vitality of Android?
段永平:移动市场这么大,没买苹果的怎么着先买个安卓吧?长期来讲,苹果产品很难超过30%,余下70%基本上就是安卓。未来10年移动设备至少能卖个50亿(我觉得能到100亿以上)以上吧。(2013-03-03)
Duan Yongping: The mobile market is so huge. If you haven't bought an iPhone, then why not get an Android first? In the long run, it's very difficult for Apple products to exceed 30%, and the remaining 70% is basically Android. In the next 10years, at least 5 billion mobile devices will be sold (I think it could be over 10billion). (2013-03-03)
网友M:用习惯iPhone的人,一般改用安卓系统会不习惯的,因为苹果只要ID一输,程序、音乐、通讯录等等都会回来,通过Apple TV,把其他设备上的图像、视频、音乐随时就可以在电视上显示出来,通过查找iPhone随时可以知道在外地的亲人在哪,然后通过face time不花钱视频。当iMac电脑的图像一键显示到投影上,当随时在中国用iPhone打开在美国家的电脑操作并打开摄像头看自己的宠物捣乱了没,你就会感觉到科技的力量,苹果是世界第一大公司是理所当然的。还有苹果绝对是消费者导向,你想要的功能它基本都已经实现了。安卓系统这些功能可能接借助其他应用也可以实现,但感觉一切都乱,设备互联性太差。苹果是个大系统,音乐、视频、游戏、软件、相机、电脑……的钱它全赚了,关键你买的音乐、视频、程序等一辈子都是你的,但必须在他的设备上才可以用,谁还会轻易换设备。比如我都买了一万多的软件和音乐了,换其他的设备还需再买,谁还换设备,除了它太差了。Apple TV一定要买,它可以把苹果所有的设备都连起来。
Netizen M: People who are used to using iPhones generally find it uncomfortable to switch to the Android system, because with Apple, as long as you input the ID, all your apps, music, contacts, etc., will come back. Through Apple TV, you can display images, videos, and music from other devices on your TV at any time. By using Find My iPhone, you can instantly know where your family members are when they are away, and then make video calls without spending money through FaceTime. When the images on the iMac computer are displayed on the projector with a single click, and when you can use your iPhone in China to operate and activate the camera on your computer at home in the United States to see if your pet is causing trouble, you will feel the power of technology. It's only natural for Apple to be the world's largest company. Moreover, Apple is definitely consumer-oriented, and it has basically realized almost all the functions you want. These functions may be achievable with Android by using other apps, but everything feels chaotic, and the interconnectivity of devices is poor. Apple is a big system, and it earns money from music, videos, games, software, cameras, computers... The key is that whatever you buy, such as music, videos, or apps, will be yours for life, but you can only use them on its devices, so who would easily switch devices? For example, I have spent over 10,000 yuan on software and music. If I switch to another device, I will need to buy them again. Who would switch devices, except for its poor performance? You must buy Apple TV, it can connect all of Apple's devices.
段永平:呵呵,你说的很清楚,这个就叫生态系统。安卓的问题是现在卖得越多,将来可能就越乱,慢慢跑到苹果生态系统里的人就会越来越多。还有一个重要的东西,就是苹果的安全性,那么多企业要用iPhone和iPad是有道理的。美国500强里95%开始用iPhone和iPad系统,国际500强85%开始用——库克在股东大会上讲的。
Duan Yongping: Haha, you've explained it very clearly. This is called an ecosystem. The problem with Android is that the more it sells now, the more chaotic it may become in the future, and more and more people will gradually move into the Apple ecosystem. Another important thing is Apple's security. There is a reason why so many companies want to use iPhone and iPad. In the top 500 companies in the United States, 95% have started using the iPhone and iPad systems, and in the top 500 international companies, 85% have started using them—this was mentioned by Cook at the shareholders' meeting.
听说目前好像只有iPhone不能被装窃听器,其他的手机绝大部分好像都可以,怕被人窃听的要小心了。(2013-03-04)
I heard that currently only iPhones cannot be bugged, while most other phones can. Those who are afraid of being bugged should be careful. (2013-03-04)
08. 网友:最近一直在想苹果这个生意,如果某次发布的新产品失败了(市场反响不好),这对苹果的影响应该很大,这种生意还是好生意吗?虽然苹果现在的用户粘性很大。但是我想也经不起2年的新产品失败吧,而且谷歌这个对手也不是吃素的。
08. Netizen: I've been thinking about Apple's business recently. If a new product release fails (poor market response), it should have a big impact on Apple. Is this still a good business? Although Apple has a very loyal user base, I don't think it can withstand the failure of a new product for 2 years. Moreover, Google is not an easy competitor.
段永平:不知道你一直在想什么。你见过在别的同行不停推新产品的同时能够按兵不动一年营业额依然不掉的公司么?而且这还是在上个产品不那么轰动的前提下。如果这还不叫模式好,那什么叫模式好?现在轮到苹果出招了。顺便补充一下,凡事认为iPhone5是失败产品的人都应该问一下在人类历史上有过几个单一产品比iPhone5成功的?(2013-09-04)
Duan Yongping: I don't know what you've been thinking all along. Have you seen any other company in the same industry that can maintain its turnover for a year without launching new products continuously, especially considering the previous product didn't create much buzz? If this doesn't qualify as a good model, then what does? Now it's Apple's turn to make a move. By the way, anyone who thinks the iPhone 5 is a failure should consider how many single products in human history have been more successful than the iPhone 5? (2013-09-04)
09. 网友:苹果能做到垃圾中不是那么垃圾,还有人要,真的是个奇迹。
09. Netizen: Apple can make something not so good seem not so bad, and there are still people who want it. It's truly a miracle.
段永平:苹果产品的残值高也说明苹果的东西确实好。(2013-12-13)
Duan Yongping: The high residual value of Apple products also indicates that Apple's stuff is good indeed. (2013-12-13)
网友:今天看到苹果官方出售二手iPhone的消息,包括各型号的回收价与售价对比……,段总怎么看?
Netizen: Today, I saw the news of Apple officially selling second-hand iPhones, including buyback prices and selling prices for various models,comparing to... What's your opinion, Mr. Duan?
段永平:我的看法是,只有苹果能够做这件事情,别人其实做不了。(2015-04-14)
Duan Yongping: My opinion is that only Apple can do this; others actually can't. (2015-04-14)
10. 网友:苹果的威力——“十年生死两茫茫,安卓兴,联发亡。低端市场,处处话凄凉。纵使相逢应不识,诺死记,苹果王。摩托三星忽还乡,拼低端,实在忙。中兴亲,华为新,魅族创新强。HTC出机皇,日日换大梁。手机业,已无常。全都忙转行,山寨泪千行……”将来会怎样呢?
10. Netizen: The power of Apple - "Ten years of life and death, the rise of Android, the fall of Alliance. In the low-end market, it's all about desolation. Even if we meet, we may not recognize each other, but remember, Apple is king. Moto and Samsung return to their hometown, competing in the low-end market, truly busy. ZTE is close, Huawei is new, Meizu innovates strongly. HTC creates phone emperors, changing the landscape every day. The mobile phone industry is already unpredictable. Everyone is busy changing industries, shedding tears for imitations..." What will the future be like?
段永平:呵呵,受到苹果影响的远远不止你提到的这些手机公司。比如所有卖电脑尤其是手提电脑的公司受到的影响巨大。甚至连网游公司都间接受到很大影响。仔细想想会觉得很有趣的。(2012-02-25)
Duan Yongping: Haha, the companies influenced by Apple are far more than just those phone companies you mentioned. For example, all companies selling computers, especially laptops, are greatly affected. Even game companies are indirectly affected to a large extent. If you think about it carefully, it's quite interesting. (2012-02-25)
网友:苹果表现为一个摇滚巨星,在外在光环的背后,其实有一个强大的实力,这是容易被人忽视的地方。1)它在专业领域中关于价格、物料成本控制具有强有力的优势,在产品上足可以发动一个价格战争。貌似高端的形象之上,iPad3的产品价格其实是相当便宜的,与对手的产品价格相当,苹果有能力真正打一个价格战。2)苹果产品除外表时尚,而且功能吸引人,品牌卓越这些优势下,容易被人忽视的是设计、制造和供应链管理。举例说,一般让山寨厂商把iPhone零件全买下来,它的成本就和iPhone成品价格相当,iPad成本比这低很多,仍然能保证获得巨额利润。iPhone一代到四代价格不变,却能越来越大规模的零件升级这一点极具优势,那么相信iPad3有一个光明的前景。只要iPad3不出现重大纰漏,类似当年的iPhone4死亡易握,它的销售前景极好。苹果公司继续保持领先优势。
Netizen: Apple presents itself as a rock star. Behind the external glamour, there is actually a strong force, which is easy to overlook. 1) It has a strong advantage in controlling prices and material costs in the professional field, and can launch a price war. Despite its high-end image, the price of the iPad 3 is actually quite cheap, comparable to the prices of its competitors' products, so Apple has the ability to truly wage a price war. 2) Apart from the fashionable appearance and attractive features of Apple products, its design, manufacturing, and supply chain management are easily overlooked. For example, if you let copycat manufacturers buy all the components of the iPhone, the cost is comparable to the finished price of the iPhone, and the cost of the iPad is much lower, yet still ensures huge profits. The first to fourth generations of the iPhone maintained the same price, but could upgrade components on an increasingly larger scale, which is a significant advantage. So, I believe the iPad 3 has a bright future as long as it doesn't have major flaws, similar to the death grip issue with the iPhone 4. Apple continues to maintain its leading edge.
段永平:其实苹果的强大实力是不容易也不应该被忽视的,除非你有意去忽视,但鸵鸟的办法不会有任何帮助。任何一个被苹果直接或间接、现在或未来影响到的行业里的企业大概早晚都要面对苹果的强大实力的。随便列举几个已经收到影响的行业或产品吧:手机、电脑、手提电脑、游戏(包括网游)、游戏机、中低端相机和录像机、音乐、电影、书、电视、网络、运营商、所有相关产品的零售、几乎所有的电子消费品……欢迎补充。找到在苹果生态系统里生存的方式也许比挑战苹果要来的更现实一些。能够避开苹果也许是另一个办法。(2012-03-12)
Duan Yongping: In fact, Apple's formidable strength should not be easily overlooked or disregarded, unless you intentionally choose to ignore it. The ostrich approach won't be of any help. Most likely, any company in any industry directly or indirectly affected by Apple, be it now or in the future, will sooner or later have to face Apple's formidable strength. Just to name a few industries or products already affected: phones, computers, laptops, games (including online games), gaming consoles, mid- to low-end cameras and camcorders, music, movies, books, television, the internet, service providers, retail of almost all related products, and nearly all electronic consumer goods... Feel free to add to the list. Finding a way to survive within the Apple ecosystem might be more practical than challenging Apple directly.Avoiding Apple might be another approach.
段永平:你可以想象一下,如果你是苹果的同行,你能用什么办法像苹果一样让用户拥有如此高的黏度,盈利能力还如此好。靠卖低价的都不是一个级别的哈,苹果产品的实际成本比任何同行都低不少,主要低在除材料成本以外的地方。如果你觉得你能找到一个办法,那就说明苹果其实不厉害。(2012-02-06)
Duan Yongping: Just imagine if you were Apple's competitor, what methods could you use to make users have such high stickiness and such good profitability as Apple does? Relying on selling at low prices is not at the same level. The actual cost of Apple products is significantly lower than that of any competitor, mainly in areas other than material costs. If you think you can find a way, it means that Apple isn't really that formidable.(2012-02-06)
ps:苹果的成功故事告诉我们,一个品牌要想在市场上长期立足,需要具备优质的产品、强大的品牌影响力以及建立完善的生态系统(好的商业模式)。

2023-11-12 15:59

一个品牌要想在市场上长期立足,需要具备优质的产品、强大的品牌影响力以及建立完善的生态系统(好的商业模式)。
………还需要很多东西,包括大环境的变化。
我刚打赏了这个帖子 ¥200,也推荐给你。

2023-11-12 21:24

段永平评价苹果2

2023-11-12 23:03

用习惯iPhone的人,一般改用安卓系统会不习惯的,因为苹果只要ID一输,程序、音乐、通讯录等等都会回来,通过Apple TV,把其他设备上的图像、视频、音乐随时就可以在电视上显示出来,通过查找iPhone随时可以知道在外地的亲人在哪,然后通过face time不花钱视频。当iMac电脑的图像一键显示到投影上,当随时在中国用iPhone打开在美国家的电脑操作并打开摄像头看自己的宠物捣乱了没,你就会感觉到科技的力量,苹果是世界第一大公司是理所当然的。还有苹果绝对是消费者导向,你想要的功能它基本都已经实现了。安卓系统这些功能可能接借助其他应用也可以实现,但感觉一切都乱,设备互联性太差。苹果是个大系统,音乐、视频、游戏、软件、相机、电脑……的钱它全赚了,关键你买的音乐、视频、程序等一辈子都是你的,但必须在他的设备上才可以用,谁还会轻易换设备。比如我都买了一万多的软件和音乐了,换其他的设备还需再买,谁还换设备,除了它太差了。Apple TV一定要买,它可以把苹果所有的设备都连起来。

2023-11-14 07:23

大道说苹果

2023-11-13 17:25

2023-11-12 21:37

2023-11-12 16:29

苹果案例点评