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三星敗訴 蘋果成移動市場霸主大綱

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三星敗訴 蘋果成移動市場霸主

Apple Inc. (AAPL) wasn't the only winner in court Friday. Nor was Samsung the only loser.
蘋果公司(Apple Inc.)並非上週五法庭上唯一的贏家,三星電子(Samsung Electronics Co.)也不是唯一的輸家。

When the iPhone maker prevailed over the Korean conglomerate in their patent dispute, the big loser may have been Google Inc. (GOOG). In effect, Apple has been fighting a proxy war against the search giant by going after makers of devices running Google's Android mobile operating system-including Samsung Electronics Co. (SSNHY, ), HTC Corp. (HTCXF, ) and Motorola Mobility. They now are fighting directly since Google acquired Motorola in May.
當iPhone製造商蘋果在這場專利之爭中戰勝韓國企業集團三星時,真正的輸家可能是谷歌公司(Google Inc.)。其實,蘋果一直通過向搭載谷歌安卓(Android)移動操作系統的電子產品製造商(三星、宏達國際電子股份有限公司(HTC Corp.)和摩托羅拉移動(Motorola Mobility)等)發起訴訟,而在與搜索巨頭谷歌打一場代理人戰爭。自從谷歌今年5月收購了摩托羅拉後,蘋果和谷歌現在展開了直接較量。

Granted, the case doesn't strike a mortal blow at Samsung's mobile business-the Korean giant can absorb damage costs and engineer around patents it was found to violate-but the verdict does give Apple more momentum. It is suing Android makers in multiple countries and has already scored other legal victories establishing that devices running Android violate its patents.
這個侵權案雖然不會對三星的移動業務造成致命打擊(這家韓國巨頭可消化損害成本,避開那些被判侵權的專利進行產品設計),但這個判決結果確實給了蘋果更多動力。蘋果目前正在多個國家起訴採用安卓系統的手機制造商,並且已經打贏了數場官司,證明搭載安卓系統的產品侵犯了蘋果的專利。

Ultimately, Apple appears to want Android makers to redesign their devices so more features are unique to the iPhone.
蘋果最終的目的似乎是,讓搭載安卓系統的手機制造商重新設計自己的產品,這樣iPhone就可以擁有更多獨一無二的功能。As there is no end in sight for the legal battles facing makers of Android devices, they 'will increasingly look to hedge their bets,' argues intellectual-property consultant Florian Mueller. That means looking at other operating systems to run their devices.
知識產權顧問米勒(Florian Mueller)認爲,採用安卓系統的手機制造商仍將面臨無數官司,因此它們將越來越多地尋求兩面下注。這意味着它們開始尋求讓自己的手機產品搭載其它操作系統。

Enter Microsoft Corp. (MSFT), whose Windows Phone operating system is backed up by a solid patent portfolio. Indeed, manufacturers like HTC and Samsung not only make Windows Phone devices, they also pay Microsoft royalties on their Android devices. That is because, like Apple, Microsoft says Android trespasses on its intellectual property. So to hedge their Android bet, it makes sense that manufacturers will increase their focus on Microsoft devices.
此時微軟公司(Microsoft Corp.)將進入這些廠家的視野,其Windows Phone手機操作系統背後有一系列可靠的專利作支撐。事實上,宏達國際和三星等手機制造商不僅生產Windows Phone手機,他們也會爲自己生產安卓手機而向微軟支付專利權使用費。這是因爲與蘋果一樣,微軟也說安卓侵犯了自己的知識產權。所以,爲了上個雙保險,製造商多投入一些力量來生產使用微軟操作系統的手機也是有道理的。

The California case could be especially helpful to Microsoft in the tablet market. Android had a 60% share of the smartphone market in the 12 months through June, compared with Apple's 20% share, according to Strategy Analytics. But in the tablet market, Android had a 33% share next to Apple's 63% share. No rival tablets compete against the iPad as effectively as, say, Samsung's Galaxy smartphones compete against the iPhone.
這樁加州訴訟案可能尤其有助於提升微軟在平板電腦市場上的地位。據市場研究公司Strategy Analytics統計,在截至今年6月底的12個月裏,安卓在智能手機市場上佔有60%的份額,蘋果僅爲20%。但在平板電腦市場上,安卓的市場份額則僅爲33%,遠落後於蘋果的63%。沒有任何一款平板電腦能像三星Galaxy智能手機對抗iPhone那樣與iPad產生有效競爭。

So Microsoft's Surface and other tablets running Windows looked set to be the first real challenger for the iPad when they come out this fall. If this case causes manufacturers to reduce their focus on developing Android tablets, Microsoft would get an added boost.
因此,微軟Surface和其它搭載Windows操作系統的平板電腦,它們在今年秋季面市時有望成爲iPad的首個真正挑戰者。如果這個侵權案令製造商減少對研發安卓平板電腦的關注,微軟將得到進一步提振。

Inc. (AMZN) may want to watch its back. Its Kindle Fire is an Android device. Also, it is one of the only tablets with meaningful sales besides the iPad. And with a 'mini' iPad that competes directly with the Fire likely coming soon, Apple might add Amazon to its list of legal targets. Amazon has a weaker patent portfolio than Google, argues Mr. Mueller.
亞馬遜公司( Inc.)可能要小心了。該公司的Kindle Fire就是一款搭載安卓系統的產品,而且是除iPad之外爲數不多幾個銷售業績還不錯的平板電腦之一。由於蘋果近期內可能會推出一款可與Fire直接競爭的“迷你”iPad,因此它可能會將亞馬遜也列入其訴訟對象名單。米勒認爲,亞馬遜的專利組合弱於谷歌。

If it was even possible for Apple to have a stronger hand in mobile, this legal victory deals it another trump card. Everyone else is just fighting to sit at the same table.
如果說蘋果過去只是有可能在移動市場上擁有更多優勢的話,那麼打贏這場官司就等於是給了蘋果另一張制勝王牌。其它公司現在爭奪的不過是與蘋果圍坐在同一張桌子周圍的機會。