Apple CEO Cook made his keynote speech for the first time at the annual Apple Developers Conference. This is also a milestone marking the arrival of Apple in the Cook era. However, Cook's work is also very risky. It is not easy to get out of the shadow of Jobs first. Secondly, analysts, investors, and hundreds of millions of "fruit powders" are all looking for signs of Apple's innovation slowdown, or wherever it appears. Signs of mistakes. However, Apple's statement has a core focus, that is, Cook is now preparing to launch an attack on Microsoft (Microsoft) and Google (Google). At the moment, Apple is competing with Microsoft's newly released Windows 8 operating system. On the other hand, Apple wants to challenge the Android system's advantage in the number of mobile phones. The following is the strategy taken by Apple:
After Microsoft introduced Windows 8, Apple released the new MacBook Pro with a retina display. With Microsoft successively releasing Windows 8 and Metro UI, and starting to support the ARM architecture, it seems that Microsoft is ready to make such a huge computing platform more mobile through a series of new product releases. In addition, Microsoft recently introduced a tablet computer named Surface. Those start-up companies that are centered on mobile services, especially those that focus on tablet PCs, should be very concerned about the release of Microsoft Windows 8.
However, recently Apple has regained the city with the release of the new MacBook Pro. The new MacBook is equipped with an advanced retina display. It is said that the standby time is as long as 7 hours. At today's price, it can be said that Apple once again raised the threshold for those PC makers who rely on the "Windows system + Intel chip" to eat. Although Apple still occupies only a small share in the current global PC market, its operating profit is unmatched by other PC makers. In the future, it is possible to completely drain the profit margin of ordinary PC makers. Since Apple has maintained and expanded its profit gap with ordinary Windows PC manufacturers, Microsoft's strongest item, that is, its Windows PC business has been limited. For Apple, this is equivalent to a crush on Microsoft's core business, while Apple continues to maintain its position as an industry leader in its main business, which is the mobile business.
The integration of Apple and Facbook has also caused a big blow to Google's Android system. At the latest, Apple and Facebook announced that Apple will integrate Facebook more deeply with the upcoming iOS 6 operating system. Users will find it easier to log in to Facebook using iOS6, and it will be easier to upload photos or music using iPhone or iPad.
This move is strategically directed at Google and the Android system, but in my opinion, the biggest beneficiary is actually Facebook. According to reports, Facebook’s mobile business has been unsatisfactory. One of the reasons is that uploading content from mobile devices to Facebook has not always been convenient. The strategic alliance between Apple and Facebook seems to solve this problem. At the same time, by setting a default program to integrate Facebook on iOS, iOS developers also have a channel to access more and more social network information streams. If implemented well, this move will further suppress Google's social platform Google+. For a long time, Facebook has been skeptical of not paying enough attention to the mobile business. Now, by purchasing the photo-sharing application Instagram, Facebook can finally give a strong response to this claim.
As for the Android system, the number of handsets equipped with this system is very large, and it still holds the top position in terms of shipments, but the health of this ecosystem is doubtful. Most of the Android developers I interviewed have stated that Android has always been unable to provide sustained profits and revenue to high-value developers. Part of the reason is due to the fact that Android's app store is too fragmented, and Android devices have different shapes and sizes, and there are even many different Android versions. Google apparently is working to solve this problem, but has not made substantial progress. And Apple's strategy of integrating devices, software, and application stores has enabled Apple to promote market innovation faster and more widely than Google, so Google cannot cope with it.
Another problem with the Android system is how to win users who can bring it high profits. Now these high-margin users often choose to use the iPhone or iPad. Tablet PCs have become even more apparent. How many of you have seen the Android tablet? In today's PC world, the most profitable users are Mac users. In the smart phone world, it is showing the same trend.
What does Apple's statement mean for startups? Apple's move may put pressure on some early successful companies in areas such as maps, payments, and loyalty programs (feedback mechanisms that stimulate users' repeated consumption, such as the score card mechanism). However, my first impression is that Apple is not trying to stifle the efforts of these innovative companies. This view may be contrary to the mainstream view, because the more mainstream view is that technology giants such as Apple, Microsoft, Google or Facebook often imitate or acquire good ideas and incorporate them into their ecosystems, resulting in stifle innovation. result.
The expansion and improvement of Apple in the areas of maps and payments are the inevitable result of a platform to manage the innovation of the ecosystem. As the owner of this platform, Apple naturally has a wealth of interest in the platform in the business, so as to make the platform more powerful and more attractive to developers involved in the construction, but also attract more users to spend. We can look at any of the major platforms, such as Xbox, Facebook, Google, Twitter, Microsoft's Windows servers, or Amazon's web services. They are all in order to attract consumers, gamers, social users, or corporate users. The platform's involvement in areas and functions has been expanded to make the platform more powerful so as to attract more developers and ecosystem providers, thereby providing a more in-depth and more useful end-user experience.
Therefore, there is no need for a startup company to continue to innovate without having to continue to innovate. As Apple continues to improve the functionality of the iOS platform, startups must also continue to innovate, otherwise they will be in trouble. In most cases (but not all), I am even more worried that a startup company is failing in implementation or is not able to continue to innovate, compared to whether a technology giant can extend its platform to a new area. Keep in mind that Apple's iCloud goal is to kill Dropbox. Apple's music social networking Ping aims to get rid of the music site Pandora or prevent music service providers like the streaming music service Spotify from appearing. I am not criticizing Apple's innovation here. I just want to say that start-up companies that can execute and innovate can continue to thrive.
Although I believe that a startup company may face greater risks if it performs unfavorably, how do I view Apple's statement and Apple's influence on specific entrepreneurial areas? First of all, I think it is still too early to make a judgment, and I will continue to observe what kind of service terms Apple will launch for developers. Once we know what developers can do with these innovations from Apple, we will have a better perspective.
But let me guess, I think that in the field of loyalty cards and consumer feedback, Apple's Passbook may overwhelm a few fledgling startups. In the past 24 months, there have been a large number of newcomers to this field, but only a few companies have gained strong momentum. For example, they mainly do loyal consumer feedback programs 5Stars and group buying site ScoutMob. They may be The two companies that live the longest. In addition, we still need to look at which technologies Apple allows developers to use. It can be said that in this crowded area, the air has become much thinner. One or two elite companies may survive, and other companies are at great risk.
Payments and maps are two larger categories. I am not too worried about the rapid growth of leading companies in this field. This is partly due to the large space available in these two areas. Smart, innovative startups can always find suitable locations to innovate and attract customers. In addition, after a cursory reading of the letter to developers (I did not conduct in-depth research on this), it can be seen that Apple seems to adopt a relatively developer-centric approach to maps. However, if you are a company that mainly makes payments or navigation, and you still rely on outdated technology or business models, it is worth worrying about. I don't think that Apple can completely control these two areas, so innovation is still needed. There is one thing that makes me happy, that is, Apple will open the intelligent voice assistant Siri into a platform service. Although Apple has made a lot of improvements to Siri, so far, although the Siri feature is very cool, there are actually not many Siri users. Perhaps as Siri continues to improve, more and more people will find Siri this service is becoming indispensable. Despite these announcements, Siri is still not a platform service. Developers cannot yet use the Siri platform to extend applications. I believe this is not an easy task because Apple must strictly limit the use of Siri in this area. However, when other developers can use Siri to extend applications, this is indeed a worthy issue. If this day is true, it will mark Siri becoming a mainstream feature.
In short, the Apple World Developers Conference shows Apple's industry leader style, showing that Apple is a proactive, savvy contender. And it is effectively pushing the iOS ecosystem forward.
After Microsoft introduced Windows 8, Apple released the new MacBook Pro with a retina display. With Microsoft successively releasing Windows 8 and Metro UI, and starting to support the ARM architecture, it seems that Microsoft is ready to make such a huge computing platform more mobile through a series of new product releases. In addition, Microsoft recently introduced a tablet computer named Surface. Those start-up companies that are centered on mobile services, especially those that focus on tablet PCs, should be very concerned about the release of Microsoft Windows 8.
However, recently Apple has regained the city with the release of the new MacBook Pro. The new MacBook is equipped with an advanced retina display. It is said that the standby time is as long as 7 hours. At today's price, it can be said that Apple once again raised the threshold for those PC makers who rely on the "Windows system + Intel chip" to eat. Although Apple still occupies only a small share in the current global PC market, its operating profit is unmatched by other PC makers. In the future, it is possible to completely drain the profit margin of ordinary PC makers. Since Apple has maintained and expanded its profit gap with ordinary Windows PC manufacturers, Microsoft's strongest item, that is, its Windows PC business has been limited. For Apple, this is equivalent to a crush on Microsoft's core business, while Apple continues to maintain its position as an industry leader in its main business, which is the mobile business.
The integration of Apple and Facbook has also caused a big blow to Google's Android system. At the latest, Apple and Facebook announced that Apple will integrate Facebook more deeply with the upcoming iOS 6 operating system. Users will find it easier to log in to Facebook using iOS6, and it will be easier to upload photos or music using iPhone or iPad.
This move is strategically directed at Google and the Android system, but in my opinion, the biggest beneficiary is actually Facebook. According to reports, Facebook’s mobile business has been unsatisfactory. One of the reasons is that uploading content from mobile devices to Facebook has not always been convenient. The strategic alliance between Apple and Facebook seems to solve this problem. At the same time, by setting a default program to integrate Facebook on iOS, iOS developers also have a channel to access more and more social network information streams. If implemented well, this move will further suppress Google's social platform Google+. For a long time, Facebook has been skeptical of not paying enough attention to the mobile business. Now, by purchasing the photo-sharing application Instagram, Facebook can finally give a strong response to this claim.
As for the Android system, the number of handsets equipped with this system is very large, and it still holds the top position in terms of shipments, but the health of this ecosystem is doubtful. Most of the Android developers I interviewed have stated that Android has always been unable to provide sustained profits and revenue to high-value developers. Part of the reason is due to the fact that Android's app store is too fragmented, and Android devices have different shapes and sizes, and there are even many different Android versions. Google apparently is working to solve this problem, but has not made substantial progress. And Apple's strategy of integrating devices, software, and application stores has enabled Apple to promote market innovation faster and more widely than Google, so Google cannot cope with it.
Another problem with the Android system is how to win users who can bring it high profits. Now these high-margin users often choose to use the iPhone or iPad. Tablet PCs have become even more apparent. How many of you have seen the Android tablet? In today's PC world, the most profitable users are Mac users. In the smart phone world, it is showing the same trend.
What does Apple's statement mean for startups? Apple's move may put pressure on some early successful companies in areas such as maps, payments, and loyalty programs (feedback mechanisms that stimulate users' repeated consumption, such as the score card mechanism). However, my first impression is that Apple is not trying to stifle the efforts of these innovative companies. This view may be contrary to the mainstream view, because the more mainstream view is that technology giants such as Apple, Microsoft, Google or Facebook often imitate or acquire good ideas and incorporate them into their ecosystems, resulting in stifle innovation. result.
The expansion and improvement of Apple in the areas of maps and payments are the inevitable result of a platform to manage the innovation of the ecosystem. As the owner of this platform, Apple naturally has a wealth of interest in the platform in the business, so as to make the platform more powerful and more attractive to developers involved in the construction, but also attract more users to spend. We can look at any of the major platforms, such as Xbox, Facebook, Google, Twitter, Microsoft's Windows servers, or Amazon's web services. They are all in order to attract consumers, gamers, social users, or corporate users. The platform's involvement in areas and functions has been expanded to make the platform more powerful so as to attract more developers and ecosystem providers, thereby providing a more in-depth and more useful end-user experience.
Therefore, there is no need for a startup company to continue to innovate without having to continue to innovate. As Apple continues to improve the functionality of the iOS platform, startups must also continue to innovate, otherwise they will be in trouble. In most cases (but not all), I am even more worried that a startup company is failing in implementation or is not able to continue to innovate, compared to whether a technology giant can extend its platform to a new area. Keep in mind that Apple's iCloud goal is to kill Dropbox. Apple's music social networking Ping aims to get rid of the music site Pandora or prevent music service providers like the streaming music service Spotify from appearing. I am not criticizing Apple's innovation here. I just want to say that start-up companies that can execute and innovate can continue to thrive.
Although I believe that a startup company may face greater risks if it performs unfavorably, how do I view Apple's statement and Apple's influence on specific entrepreneurial areas? First of all, I think it is still too early to make a judgment, and I will continue to observe what kind of service terms Apple will launch for developers. Once we know what developers can do with these innovations from Apple, we will have a better perspective.
But let me guess, I think that in the field of loyalty cards and consumer feedback, Apple's Passbook may overwhelm a few fledgling startups. In the past 24 months, there have been a large number of newcomers to this field, but only a few companies have gained strong momentum. For example, they mainly do loyal consumer feedback programs 5Stars and group buying site ScoutMob. They may be The two companies that live the longest. In addition, we still need to look at which technologies Apple allows developers to use. It can be said that in this crowded area, the air has become much thinner. One or two elite companies may survive, and other companies are at great risk.
Payments and maps are two larger categories. I am not too worried about the rapid growth of leading companies in this field. This is partly due to the large space available in these two areas. Smart, innovative startups can always find suitable locations to innovate and attract customers. In addition, after a cursory reading of the letter to developers (I did not conduct in-depth research on this), it can be seen that Apple seems to adopt a relatively developer-centric approach to maps. However, if you are a company that mainly makes payments or navigation, and you still rely on outdated technology or business models, it is worth worrying about. I don't think that Apple can completely control these two areas, so innovation is still needed. There is one thing that makes me happy, that is, Apple will open the intelligent voice assistant Siri into a platform service. Although Apple has made a lot of improvements to Siri, so far, although the Siri feature is very cool, there are actually not many Siri users. Perhaps as Siri continues to improve, more and more people will find Siri this service is becoming indispensable. Despite these announcements, Siri is still not a platform service. Developers cannot yet use the Siri platform to extend applications. I believe this is not an easy task because Apple must strictly limit the use of Siri in this area. However, when other developers can use Siri to extend applications, this is indeed a worthy issue. If this day is true, it will mark Siri becoming a mainstream feature.
In short, the Apple World Developers Conference shows Apple's industry leader style, showing that Apple is a proactive, savvy contender. And it is effectively pushing the iOS ecosystem forward.
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