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专栏 - 苹果2_0

苹果谷歌大战应用程序商店

Philip Elmer-DeWitt 2012年12月26日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
苹果应用程序商店与谷歌Play平台都拥有70多万款应用,但苹果应用程序商店的营收是谷歌Play的4.3倍。不过,谷歌正在迎头赶上。过去四个月中,谷歌Play的收入总计增长了43%,而同期苹果应用程序商店的收入仅增长了21%。

来源:Distimo

    谷歌(Google)Android平台的设备制造商或许卖出了更多的移动设备,但苹果(Apple)的应用程序商店仍然是应用开发商的最佳谋生之所。

    荷兰分析公司Distimo在上周五发布的年终回顾中这样写道:

    “在苹果应用程序商店与谷歌Play收入总和最高的20个国家里,2012年11月,苹果应用程序商店一天的收入通常能超过1,500万美元,而谷歌Play的收入只有近350万美元。”

    虽然谷歌Play似乎正在迎头赶上——过去四个月中,谷歌Play的收入总计增长了43%,而同期苹果的收入仅增长了21%——但谷歌仍然任重道远。回过头看看2012年1月,苹果应用程序商店的每日收入估计增长了约51%(ipad的收入增长了71%,而iPhone的增加了40%)。

    该报告给出了许多令人意外的细节。比如说:

    应用程序营收增长最快的国家:俄罗斯在iPad平台高居榜首(增速143%),日本(增速138%)和韩国(增速94%)分别在iPhone和谷歌Play平台位居第一。

    增速最快的应用程序:美国在线(AOL)花了9年时间才发展了100万用户,Facebook则花了9个月。在移动平台,《你画我猜》(Draw Something)只用了9天时间,而Line Pop只花了3天——而且在12天内创造了约100万美元营收。

    更少的赢家,更大的份额:在2012年1月时,11款应用程序占据了苹果应用程序商店10%的营收。到了11月,这个数字下降到7款。

    平均销售价格取决于平台:自今年1月以来,iPad平台软件销售价格下降了8%,不过iPhone平台上涨了16%。谷歌Play的平均销售价格要相对更高。导航软件的定价通常最高。

    程序内购买 vs.一次性付费:2012年,程序内购买产生的营收持续增长,它在苹果应用程序商店所占的比例从1月份的53%上涨至11月份的69%。不过,在iOS平台,从销售额最高的10大软件来看,一次性付费仍然贡献了35%的营收。

    游戏贡献的营收最多:具体见下图。

    

    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.

    译者:项航

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