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谷歌与亚马逊宣告停战,互联网巨头厮杀谁获益更多?

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On July 9, according to the latest reports from foreign media: Global Internet giants Amazon and Google ended the “war state”, and YouTube’s original video service YouTube resumed on Amazon’s set-top box. The armistice between the two sides also means that the blockade strategy of more than a year has finally come to an end. In this fight, who will benefit more from Google and Amazon? It is also one of the world’s four largest Internet giants. Google and Amazon have gradually escalated their conflicts in the past two years. As the business layout continues to overlap, this has also increased the friction between the two companies. In order to check and balance the other two giants, they have blocked the other products. And the strategy of the service to hinder the development of the other party. Although the positive confrontation between the giants is normal, the blockade will inevitably harm the company’s own interests. What deep meaning does the two sides have brought to the outside world? The global Internet giant’s new business expansion infiltrates into Google and Amazon’s positive “tear”. In the Internet industry, user dividends cannot always maintain rapid growth. The global Internet giants will inevitably appear after an earlier round of traffic harvesting. The core business grows to meet the ceiling. Comparing the financial performance data of the previous quarter, we will have a deeper understanding of the decline in their core business growth. In 2019Q1, Google’s parent company, Alphabet, had total revenue of US$36.339 billion in the first quarter, although it had a 17% increase from US$31.1 billion in the same period last year, but this was the lowest growth year in the past three years, which was lower than market expectations. Net profit was US$6.657 billion, down 29% year-on-year. In the first quarter of 2019, Amazon’s operating income was 59.7 billion US dollars, up 17% year-on-year. It was the lowest year-on-year growth rate since the first quarter of 2015, and the market expectation was 59.68 billion US dollars. Net profit for the first quarter reached a record $3.6 billion, which was 2.25 times that of the same period last year. From the perspective of revenue growth, both Google and Amazon are facing a slowdown in growth. In order to further enhance the stock price growth space to win more trust from investors, the giants must take the lead in the layout to seize the favorable position. Although Google and Amazon’s core business do not coincide, but with the diversification of business layout, the new business overlap makes the two giants that are originally parallel lines become intersect. In order to tap the growth potential of new business, Google and Amazon have increased the layout of smart home and streaming media in recent years. Both hardware and content services may bring them a new round of growth momentum. In terms of smart speakers, Google has Google Home, Amazon has Echo; in video sites, Google has Youtube, and Amazon has also launched Video Direct. From the perspective of product and service, the two sides are indeed comparable. The business layout overlaps, which also makes Google and Amazon’s gunpowder taste, of course, the most fundamental reason is because the business development touches the interests of the other party. Because of the diversified layout of the giants, their competition and friction are intensified, in this context, in order to protect their own The company’s rights and interests have both blocked or blocked each other’s business to counter each other’s development. In 2015, Amazon banned the sale of Google devices on its platform, and Google Chromecast and Nest smart thermostats were taken from Amazon’s online store. Delete. In September 2017, Google removed YouTube from Amazon’s latest Echo series Echo Show. As a retaliatory measure, Amazon stopped selling Google’s hardware products, such as Google Smart Speakers and Nest Cameras. Separate with Amazon’s Echo speakers and Amazon’s Ring camera In the process of tearing up, although the two sides have some signs of peace, such as Amazon put Google’s Chromecast back to its online store, but because the two sides did not reach a consensus during the negotiation process, this strategy has continued Although the strategy of taking the water into the river does not seem to protect the business of its own, but for Google and Amazon, the blockade strategy is not a panacea, there is no small negative impact on the business development of the two giants.谷歌与亚马逊摩擦升级封锁对方虽正常 但杀敌一万自损三千策略并不可取站在客观的角度来看,其实谷歌与亚马逊的这种封杀对方业务的做法也算是很正常,毕竟在市场发展到一定程度后,企业的横向布局特别明显。巨头都在做”寻求安全心理范围”的布局,即在确保营收和利润之外,进行前瞻性的布局来保证企业最大化的利益。只是互联网巨头本身业务发展很广,很难脱离其它平台,毕竟它不可能在各个领域实现垄断,但封杀之举并不是一个万全之策,在美股研究社看来,谷歌跟亚马逊的这一做法其实对自身的发展也有不小的打击。一、谷歌与亚马逊的封杀举措虽是维护自身利益,但该做法也会损害到用户的体验互联网巨头在向外扩张的道路上,与同行之间的竞争与碰撞是难免的,但亚马逊和谷歌封锁对方的产品跟服务却是做了很不好的示范,其争夺公开化且让用户成为争端的牺牲者。对于用户而言,他们本身是有选择平台服务跟产品的权益,但巨头却只顾平台利益而去牺牲掉用户的选择权,一定程度上来看其实这也有种霸道的做法,毕竟用户是无辜的。本身互联网是开放的,互联网巨头的业务大部分都是以C端为突破口,谷歌是在搜索领域处于绝对性地位,亚马逊是在电商领域处于头部地位,可以说这两个巨头在核心业务上都占有很多话语权。为了自身利益牺牲到广大用户的权益,这种做法并不可取同时也会让部分用户对这些巨头产生一些负面看法。二、谷歌与亚马逊的业务重合后竞争加剧,但彼此的业务发展也离不开对方的平台不论是智能家居还是视频服务其实未来发展确实有很大的想象空间,巨头布局这两个业务看重的仍然是未来能够获取下一个流量突破口。不论是谷歌的智能家居产品要想被更多消费者购买,平台很关键,随着电商购物逐渐成为年轻用户购物的主流平台,亚马逊在全球电商领域占据不少的市场份额。作为全美最大电商网站,亚马逊占据美国34%的在线零售市场,可以说谷歌的智能家居产品销量的增长需要亚马逊这个电商平台。同理对于亚马逊来说也一样,亚马逊通过机顶盒、平板电脑、电视棒等产品提供视频服务,逐步成为YouTube的竞争对手之一,但据eMarketer调查显示,美国线上串流影片观众中,95%都会观看YouTube影片。对于亚马逊来说,产生制作的视频内容要想被更多用户看到,Youtube的影响力不能忽视。因此,从战术上来说,亚马逊和谷歌放出的武器势均力敌。三、智能家居与视频服务相辅相成,谷歌与亚马逊在这两个领域都未挖掘到更多商业价值虽说现在智能家居被炒的很火热,以智能音箱为代表的智能产品销量也在递增,但毕竟这个领域并未迎来大爆发。据IDC数据显示,今年第一季度全球智能家居设备出货量增长了37%,达到1.686亿台。IDC称:”这一增长由家庭内部对互联设备的日益接受所推动,这些设备包括智能电视、智能音箱、摄像头、智能门锁和门铃等。”一方面智能家居的发展离不开视频内容,两者是相辅相成,好的硬件跟优质的内容才能吸引到更多用户;另一方面对于谷歌跟亚马逊来说这两项业务要想获得更多突破,还是需要在消费级市场产生更大的反响,在整个市场还未完全发展起来,封锁之举不利于推动智能家居在行业的快速发展,反而还会起到一定的阻力作用。对于谷歌和亚马逊来说,短期的封锁策略虽说能够制衡到对方的发展,但站在更长远的角度来看,这种做法并不明智。因此,这也不难理解近日会有外媒爆出,谷歌跟亚马逊停战握手言和。谷歌与亚马逊两年封杀对外宣告停战 互联网巨头开放合作谋求共赢才是重点在谷歌与亚马逊的正面抗衡持续一年多之后,7月9日,据外媒最新消息亚马逊和谷歌公司结束了”战争状态”,双方都将在今年晚些时候恢复对对方的产品销售跟服务应用。在美股研究社看来,双方的和好其实也是情理之中,毕竟封锁策略持续太久并不是一个可行的方式,对于谷歌和亚马逊来说,它们的和好应该还是达成了某些观念上的共识。此前知名市场调研公司《Markets And Markets》近日发布报告称,全球智能家居市场规模将在2022年达到1220亿美元,2016-2022年年均增长率预测为14%。这么庞大的市场规模,难怪谷歌跟亚马逊都垂涎已久。据IDC数据显示:今年一季度智能音箱(包括智能显示屏)出货量增长最快,达到了2320万台。亚马逊智能音箱出货量为510万台,市场份额达到了22%。紧随其后的是谷歌,设备出货量为410万台。虽说亚马逊跟谷歌目前还是占据一二位,但它们在这个领域面临的竞争对手并不只有对方。除了亚马逊和谷歌,前五大智能家居设备厂商还包括中国的阿里巴巴、百度和小米公司。这三家公司目前以中国市场为主,但中国最近已超越美国,成为全球最大的智能音箱市场。谷歌跟亚马逊除了要防患对方,其它竞争对手的崛起同样不能忽视。对于谷歌和亚马逊来说,不论它们采取什么样的发展策略都是围绕平台价值最大化以及如何巩固它们在互联网行业的地位,毕竟没有任何一个平台能保证在这个行业一直处于领先地位,但一旦战略上出现失误或者过错,随时都有可能被其它竞争对手赶上甚至是取代。对于谷歌和亚马逊来说它们的停战,一定程度上也说明它们从正面撕逼的位置有所缓和,封锁策略病不利于它们业务的发展,尤其是两家都面临业务营收增速放缓的问题。可以说互联网巨头业务上的重合虽说让它们的竞争加剧,但互联网本身就是一个开放的平台,谷歌与亚马逊之间与其采取封锁策略损失短期利益,还不如考虑更长远的发展。如何在既是竞争对手又是合作关系之间找到更平衡的方式,也许也会让谷歌和亚马逊的智能家居业务以及视频业务有更好的发展。本文来源:美股研究社(公众号:meigushe)http://www.meigushe.com/——旨在帮助中国投资者理解世界,专注报道美国科技股和中概股。。

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