Wednesday, June 25, 2008

iPhoneの刺客たち

Forbes.com:Attack Of The iPhone Killers
Brian Caulfield, 06.16.08, 6:00 PM ET

まるで悪いホラー映画のワンシーンのようだ.
SamsungとRIMが地下室に転げ落ちている.
そこで待っているのは,Apple CEO Steve Jobsと,彼のチェーンソーコレクションだ.
ああ,そこに行ってはいけない.

It's like a scene from a bad horror movie. Samsung and Research in Motion are among the companies trundling down the steps into the basement. And down there, waiting for them, is Apple Chief Executive Steve Jobs and his chainsaw collection. Dudes, don't go down there.

Appleの使いやすく,メディア再生が得意な仕掛けは,
スマートフォン市場に深く入り込んだ.
去年iPhoneが発売されてから半年で,Appleは2007年の4Qに26.7%までシェアをのばした.
この猛攻撃は落ち着いた--Appleのシェアは2008年1Qに19.2%まで減少した--
が,Appleはさらに高速なiPhoneを投入する.
7/11に発売されたあと,Appleのライバルたちには,長く辛い年となるだろう.

Apple's (nasdaq: AAPL - news - people ) easy-to-use, media-friendly gizmo has cut deeply into the smart phone market. Six months after putting out the iPhone last year, Apple had seized 26.7% of the U.S. market in the final quarter of 2007. The assault was put on pause--with Apple dipping to just 19.2% of the market during the first quarter--as Apple reloaded with a faster iPhone. After it goes on sale July 11, however, it's going to be a long, hard year for Apple's rivals.

その理由は?
Appleはライバルたちにパニックをおこした.ブラウザを充実させたり,ワイド画面を搭載させたりだ.
しかしiPodのように,ライバルたちがAppleに対抗しようとすればするほど,
物真似と思われてしまう.
2001年,Appleは小さなマーケットだったデジタル音楽の業界に入り込んだ.
2005年には,iPodはカテゴリーのひとつとして考えられるようになり,
SanDiskやMicrosoftなどのライバルは薄く,板型のAppleの変形型のような製品を発売した.

The biggest reason? Apple has caused a panic, with competitors scrambling to crank out Web-friendly, widescreen phones. But like the iPod, the harder rivals try to blunt Apple's strengths, the worse they look in comparison. In 2001, Apple started out with just a thin slice of the market for digital music players. By 2005, its iPod was synonymous with the category, with competitors such as SanDisk (nasdaq: SNDK - news - people ) and Microsoft (nasdaq: MSFT - news - people ) cranking out slim, slab-like variations on Apple's designs.

しかし,Appleよりスマートフォンシェアの多い会社の中で,RIMはトップシェアだ.
まず,RIMのBlackBerryがすでにスマートフォンで44.5%のシェアを誇っている.
最高の強みなのは,RIMの電話はJobsが決して出さないようなものばかりだ.

But of all the companies now up against Apple in the smart phone market, Research in Motion (nasdaq: RIMM - news - people ) has the best shot at coming out on top. Chiefly because that's where RIM's BlackBerry sits already, with 44.5% of the smart phone market. It's greatest strength: RIM's best phones are the kind of gear Jobs would never crank out.

BlackBerry 8700cを見てみよう.
ダークグレーの端末は,奇麗なマット使用になっている.
しかしもし外出先でメールを見る時,
小さなキーと頑丈なスクロールが仕事にはベストなツールとなる.
オンタリオ州ワーテルローにあるRIMが作った
企業eメールシステムと,ビジネス管理の為の携帯電話は,
多くの利益を生む,強いツールだ.

Take the BlackBerry 8700c. The chunky gray gadget has all the beauty of a belt-sander. But if you're looking to polish off a load of e-mail on the go, its nubby keys and sturdy scroll wheel make it the perfect tool for the job. And RIM's deep ties to corporate e-mail systems--and the work the Waterloo, Ontario, company has put into making its handsets easy for businesses to manage--mean these are power tools packing plenty of juice.

しかしAppleはフレンドリーで,BlackBerry Pearlのような電話で
RIMの消費者に迫っている.
今年3Qに発売されるタッチスクリーンのBlackBerry Thunderは,
iPhoneの足りない部分を相殺する.
タッチスクリーンと,RIMの企業eメールシステムを合わせたものだ.

Apple, however, threatens to blunt RIM's drive into consumer-friendly smart phones with handsets such as the BlackBerry Pearl. The touch-screen BlackBerry Thunder, set to launch in the third quarter of this year, aims to neutralize the threat by countering the iPhone's blank, touch-screen interface with one of its own, and adding RIM's support for corporate e-mail systems to the mix.

Thunderの詳細は,まだわかっていない.
しかし,RIMがワイドで,メディア再生に優れ,
iPhone,iPod,Macの為のiTunes storeが売っているコンテンツの恩恵を預かるものでないことは確かだ.
RIMはAppleより売れるだろう.
Appleが小さなプラスチックキーを搭載して,
クレジットカード会社の副社長からCrackBerry(BlackBerryの俗称)を取り上げていればだ.
しかし,Appleも馬鹿ではない.

Details on the phone itself are thin. However, it's hard to imagine RIM being able to back up that wide, media-friendly screen with the wealth of multimedia content Apple has packed into its iTune store for its iPhones, iPods and Macs. RIM might do better than Apple if it were to roll out a phone with tiny plastic keys aimed at prying your credit card company's vice president away from her CrackBerry. But Apple is too smart to go there.

他の電話は,新iPhoneを留まらせる気だ.
6/20にApple製品と親しいSamsungから出る携帯だ.
SamsungはARMホールディングスを作り,iPhoneにCPUを提供している.
さらには,Samsungはデザインと難しい製造方法を組み合わせ,素晴らしい製品を作る事が出来る.
例えば,非常に薄いU600とU700だ.

Another phone that aims to slow down the new iPhone when it goes on sale June 20 comes from Samsung, a company intimately familiar with the Apple device. Samsung makes an ARM Holdings (nasdaq: ARMH - news - people )-based microprocessor that serves as the brains of the iPhone. Moreover, Samsung can couple design smarts with truly wicked manufacturing skills to create amazing gear, such as the vanishingly thin U600 and U700.

SamsungのiPhoneキラー,Instinctは全ての人が感動するわけではない.
残念ながら.
InstinctはiPhoneより少し小さく,ブラッククロムでコーティングされている.
他の会社がうらやむものだ.
さらに,この見かけで199ドルしかせず,ライバル製品と比べ物にならない.
新iPhoneとはちがい,Instinctは無線lan無しで,内蔵メモリも小さい.
タッチパネルもあまり良くない.

Samsung's iPhone killer, the Instinct, isn't about to amaze anyone, however. The phone is little more than an iPhone knockoff, right down to the blank black face and chrome trim--a disappointment from a company that shouldn't stoop to knock off anyone. Worse yet, the phone's look, and $199 retail price, invite comparison to a competitor the Instinct doesn't match. Unlike the new iPhone, the Instinct lacks wi-fi, it has less memory and its touch-sensitive interface is less sophisticated.

次はAppleに内部から攻撃を仕掛けるGoogleだ.
Google CEO Eric SchmidtはAppleの役員だ.
彼はいくつかの会議に参加していて,
Googleはソフトウェアをウェブ化するのに注力し,
HTCやSamsung,LGからフレンドリーな電話を4Qに出す予定だ。

Next up, Google (nasdaq: GOOG - news - people ), another company with an inside track at Apple. Google Chief Executive Eric Schmidt holds a seat on Apple's board. And he's admitted that he's had to sit out some meetings, with Google readying an effort to pump its software into Internet-friendly phones due in the fourth quarter from such manufacturers as HTC, Samsung and LG Electronics.

最初は,GoogleのAndroidと呼ばれる姿勢は,かなりの脅威だ.
Googleはオンラインサービスのホストをしており,
携帯電話にそれらを移植できる.
問題はタイミングだ.
Android携帯が最初に見られる時までに,Appleがただの類似品になってしまうのかもしれない.

At first glance, Google's so-called Android effort poses quite a threat, since Google has a host of online services it can pour into the handsets (see "Seeking Out Android"). The challenge: timing. By the time the first of these handset arrives, Apple could already be synonymous with Web-friendly phones.

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