订阅

多平台阅读

微信订阅

杂志

申请纸刊赠阅

订阅每日电邮

移动应用

专栏 - 苹果2_0

苹果能否挽救电视?

Philip Elmer-DeWitt 2012年06月06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。
电视业传统的商业模式正在逐步破产,有志于颠覆电视业的苹果大有用武之地,不过,它要实现目标还需要完成很重要的工作。

    下面这种情形是不是和你们家很像?

    ·我们几乎从来不看播放的电视节目(除了极少数情况外,例如体育比赛直播)

    ·即使是在数字视频录像机上,我们也很少看有广告的节目。

    ·虽然我们常看电视和电影,但都是以点播的形式观看的,而且几乎从来不看有广告的节目(我们现在已经非常习惯于使用在线视频租赁服务Netflix、iTunes和HBO观看节目,以至于每次看到广告就觉得像不合时宜的外来者一样)

    ·我们从互联网上的文章、视频获取新闻。电视新闻仅有的登场机会是某处发生重大危机或是其他重大事件。(在这点上,电视仍然占据上风,不过用不了多久,新闻网站也能做到迅速跟进)

    ·我们在4种不同的屏幕上观看电视和电影,哪种方便就用哪种(电视机、笔记本、手机、iPad)

    Business Insider网站的亨利•布拉吉在上周日发表了上面这段话。它描绘了电视行业的末日,因为几十年来,整个行业赖以生存的商业模式即将彻底崩塌。布拉吉指出:

    我们付给有线运营商的钱大部分都浪费了。我们通过线运营商接入互联网,而且使用频率很高。不过我们还购买了500个电视频道,但却几乎从来不看,除此之外,我们还额外付费购买了一些频道(HBO、网球频道),不过也只是偶尔看看而已。

    布拉吉想表明的看法是,如今电视业的境况就同上世纪90年代以及本世纪初的报业经历的情况一模一样:它已经彻底玩完了,却还浑然不自知。

    布拉吉并未提到,这个趋势对于苹果(Apple)到底意味着什么。苹果计划彻底变革电视业。蒂姆•库克在上周出席All Things Digital大会后,这个话题已经成为整个科技媒体界的头号热门话题。

    苹果有太多空间去优化和变革电视用户界面了,让用户在想看电视时能更容易地找到想看的节目。而且除了苹果,没有哪家公司像布拉吉描述的那样,整合了他们家中的四块屏幕(看看在布拉吉发现Airplay功能后,他们家发生了哪些变化)。

    Does this sound like your household?

    •We almost never watch television shows when they are broadcast anymore (with the very notable exception of live sports)

    •We rarely watch shows with ads, even on a DVR

    •We watch a lot of TV and movie content, but always on demand and almost never with ads (We're now so used to watching shows via Netflix or iTunes or HBO that ads now seem like bizarre intrusions)

    •We get our news from the Internet, article by article, clip by clip. The only time we watch TV news live is when there's a crisis or huge event happening somewhere. (You still can't beat TV for that, but soon, news networks will also be streamed).

    •We watch TV and movie content on 4 different screens, depending on which is convenient (TV, laptops, phones, iPad)

    That description, posted Sunday by Business Insider's Henry Blodget, is the television industry's nightmare, because it suggests that the business models that have sustained it for decades are broken. As Blodget points out:

    The majority of what we pay our cable company is wasted. We get broadband Internet from our cable company, and we use that constantly. But we also get 500 channels that we almost never watch, along with a couple (HBO, Tennis Channel) that we pay extra for and do watch occasionally.

    The point Blodget sets out to make is that the TV business is precisely where the newspaper industry was in the 1990s and early 2000s: Totally screwed, and not yet aware of it.

    What he doesn't address is what that means for Apple (AAPL), whose plans to revolutionize television were topic No. 1 in the tech press after Tim Cook's appearance at All Things Digital last week.

    There is much Apple could do to streamline and rationalize the TV interface -- making it easier to find what you want to watch when you want to watch it. And no company has done more in terms of integrating the four screens of Blodget's household (see here for what happened when he discovered AirPlay).

1 2 下一页

我来点评

  最新文章

最新文章:

中国煤业大迁徙

500强情报中心

财富专栏