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专栏 - 苹果2_0

应用大战:谷歌看下载,苹果会赚钱

Philip Elmer-DeWitt 2013年04月10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。
总体而言,Google Play、苹果App Store、微软Windows Phone商城和黑莓世界四大移动商城的下载量和营收环比分别增长了11%和9%。其中,苹果App Store的营收约占四大商城总营收的74%,谷歌则在下载数量上略胜一筹,贡献了51%的下载量。

    本周一,调研机构Canalys 发布报告,分析了Google Play、苹果(Apple)应用程序商店、微软(Microsoft)Windows Phone商城和RIM(Research in Motion)黑莓世界四大移动商城的应用程序下载情况。

    形势对谷歌和苹果利好,微软和黑莓则发展不畅。下面是详细分析:

    • 今年一季度,四大商城的应用程序下载总量达到了134亿次,较上季度增长了11%。

    • 来自付费应用程序和程序内购买的总营收(分成前)高达22亿美元,较2012年第四季度增长了9%。

    • 南非、巴西和印度尼西亚等新兴市场的应用程序下载量增长最为强劲,但营收增速一般。

    • 即便是北美这种成熟市场,下载量和营收也分别增长了8%和6%。

    • 西欧市场的下载和营收增速分别为8%和10%。

    • 苹果应用程序商店是毋庸置疑的领导者,它的营收约占四大商城总营收的74%。

    • 谷歌在下载数量上则略胜一筹,贡献了51%的下载量,苹果紧随其后。

    Canalys分析师蒂姆•薛帕德称:“苹果应用程序商店和Google Play仍然是应用程序市场的霸主。黑莓世界和Windows Phone商城则处境不妙,它们只是在提醒大家,我还活着。”(财富中文网)

    译者:项航

    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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