2011年8月15日

谷歌收购摩托罗拉震动亚洲手机行业格局 Google Deal Shakes Up Asia's Mobile Landscape

歌公司(Google Inc.)收购摩托罗拉移动公司(Motorola Mobility Holdings Inc.)的举动建立了一个与亚洲厂商竞争的格局,除摩托罗拉以外,亚洲厂家已经成为安装谷歌Android操作系统的智能手机的最大生产商,其中包括宏达国际电子股份有限公司(HTC Corp.,简称:宏达国际),三星电子(Samsung Electronics Co.),LG电子(LG Electronics Inc.)以及华为技术有限公司(Huawei Technologies Co.,简称:华为)。

总部位于台湾的宏达国际曾经是一家不知名的手机合同制造商,近年来通过生产热门Android手机EVO和Thunderbolt,该公司已成为全球顶级的智能手机厂商之一。据研究机构IDC的数据,今年二季度,在全球智能手机出货量中,宏达国际占比11%,高于去年同期6.8%的水平。

韩国的三星电子和LG电子以及日本的索尼公司(Sony Corp.)和瑞典的爱立信(Telefon AB L.M. Ericsson)合资组建的索尼爱立信公司(Sony Ericsson)也都在大举进军Android手机市场。

在快速发展的价格不到200美元的智能手机市场,华为以及中兴通讯股份有限公司(ZTE Corp.,简称:中兴通讯)的份额也在上升。这两家中国电信设备制造商近来在手机制造领域频出重拳。

谷歌试图消除这起收购可能会如何影响上述公司的担忧。谷歌公司首席执行长佩奇(Larry Page)在公司的官方博客上说,这笔交易将不会改变我们的承诺,Android将继续作为开放式平台运营;谷歌将把摩托罗拉作为一个独立的业务实体进行运营。佩奇还说,许多硬件合作伙伴为Android的成功做出了贡献,我们期待继续与所有合作伙伴一道努力,以提供卓越的用户体验。

宏达国际的一位发言人说,该公司支持这笔交易,并说交易对Android的生态系统是一个积极的发展。这位发言人还说,我们相信此次交易有利宏达国际推广Android手机。

三星电子、LG电子以及华为拒绝立刻置评。索尼爱立信和中兴通讯没有立刻回复记者的置评请求。

市场研究机构Strategy Analytics的分析师莫斯顿(Neil Mawston)说,对其它Android手机厂商来说,谷歌收购摩托罗拉既是威胁也是机遇。这笔交易会稍稍降低Android生态系统在三星电子和宏达国际等其它Android硬件合作伙伴心目中的吸引力,因为Andorid作为一个竞争平台,其公平性有所降低。

比如摩托罗拉可能会优先获得Android的一些最新更新。他说,如果合作伙伴开始踌躇,这种不确定性可能会为微软公司(Microsoft Corp.)的Windows手机操作系统等与谷歌竞争的平台提供机会。

但莫斯顿说,谷歌正面临来自微软、苹果(Apple)及其他公司越来越多的知识产权诉讼,此次通过并购摩托罗拉获得的专利可能会帮助谷歌更好地为自己辩护,从而为Android手机制造商提供更大的信心。

谷歌在管理摩托罗拉移动中国业务上可能也面临挑战。分析师说中国业务是摩托罗拉移动的重要增长领域之一。摩托罗拉移动已经竭尽全力提振在中国的业务,包括专为中国用户设计的几部手机,配有手写输入和双卡双待功能、以及能让手机接入移动网络的小芯片。

去年,谷歌与中国政府在审查要求和网络攻击问题上展开公开争执,后来谷歌将中文服务转移到了香港,并且一直在逐步结束在内地的部分重要伙伴关系。

网络搜索和Gmail等重要谷歌服务的使用变得不稳定,包括摩托罗拉移动在内的Android手机制造商也为了中国用户将手机上的谷歌服务换成了百度和微软等谷歌竞争对手的服务。

记者未能在周一联系到中国官员置评。

中国政府对互联网和移动设备行业均有着广泛的影响。按用户数量计算,中国在这两个行业都是世界最大的市场。摩托罗拉移动及其他手机供应商必须在无线互联网技术等方面达到特殊要求,才能获准在中国销售产品。中国也是按入网人数计算世界最大的手机市场。

Loretta Chao/Yun-Hee Kim

(更新完成)

(本文版权归道琼斯公司所有,未经许可不得翻译或转载。)


Google Inc.'s move to acquire Motorola Mobility Holdings Inc. sets up a competitive landscape with the Asian companies that─aside from Motorola─have become the biggest producers of smartphones using its Android operating system, including HTC Corp., Samsung Electronics Co., LG Electronics Inc. and Huawei Technologies Co.

Taiwan-based HTC, once a little-known contract manufacturer of handsets, has in recent years become one of the world's top smartphone vendors by creating popular Android devices like the Evo and Thunderbolt. In the second quarter, the company had 11% share of smartphone shipments globally, up from 6.8% a year earlier, according to research firm IDC.

Samsung and LG of South Korea and Sony Ericsson, the Japanese-Swedish joint venture between Sony Corp. and Telefon AB L.M. Ericsson, have also pushed heavily into Android devices.

And Huawei and ZTE Corp., both Chinese telecom-equipment makers that recently have made aggressive pushes in handset manufacturing, are gaining in the burgeoning market for smartphones costing under $200.

Google sought to allay concerns about how the acquisition might affect those companies, with CEO Larry Page saying on the company's official blog that the deal 'will not change our commitment to run Android as an open platform' and that Google will run Motorola as a separate business. 'Many hardware partners have contributed to Android's success and we look forward to continuing to work with all of them to deliver outstanding user experiences,' Mr. Page said.

An HTC spokeswoman said the company supports the deal, which 'is a positive development to the Android ecosystem, which we believe is beneficial to HTC's promotion of Android phones.'

Samsung, LG and Huawei declined immediate comment. Sony Ericsson and ZTE didn't immediately respond to requests for comment.

Neil Mawston, an analyst at market researcher Strategy Analytics, said Google's takeover of Motorola is both a threat and an opportunity for other Android producers. The deal 'will make the Android ecosystem a little less attractive to other Android hardware partners' like Samsung and HTC because 'Android has becomes less of a level playing field,' he said.

Motorola could get prioritized access to some of the latest Android updates, for example. If partners become unsettled, the uncertainty could open opportunities for rival platforms like Microsoft Corp.'s Windows mobile operating system, he said.

But Mr. Mawston said the patents Google is acquiring with Motorola could also help Google to better defend against the multiple intellectual-property lawsuits that are escalating from Microsoft, Apple Inc. and others─providing greater confidence for Android device makers.

Google also faces potential challenges managing Motorola Mobility's China business, which analysts say is one of the company's key growth areas. Motorola Mobility has gone to great lengths to boost its China presence, including the production of several handsets designed only for Chinese users, with handwriting input and dual-SIM card capabilities, the small chips allowing access to mobile networks.

Following a public spat with the Chinese government last year over censorship requirements and cyber attacks, Google moved its Chinese-language search services to Hong Kong and has been phasing out some of its key partnerships in the country.

Access to key Google services, including Web search and Gmail, has become unstable, and makers of Android phones─including Motorola Mobility─have replaced Google services on their devices with services from rivals like Baidu Inc. and Microsoft for Chinese users.

Chinese officials couldn't be reached for comment Monday.

Authorities have wide influence over both the Internet and the mobile-device industry in China, the world's biggest market by users in both categories. Motorola Mobility and other handset vendors must meet special requirements, including over wireless Internet technology, to have their products approved for sale in China, the world's largest mobile market by subscribers.

Loretta Chao/Yun-Hee Kim

没有评论: