华尔街日报 微软平板电脑Surface的深层影响

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Beneath Microsoft's Surface

微软平板电脑Surface的深层影响

2012年06月21日07:17

(本文版权归道琼斯公司所有,未经许可不得翻译或转载。)

Microsoft Corp.'s first-ever homegrown computer has created confusing new battle lines in the tech sector, turning longtime allies into rivals and underscoring a philosophical split over the purpose and future of tablet-style devices.

微软(Microsoft Corp.)自行推出的首款电脑在科技行业开辟了一条令人困惑的新战线,它此举将一些长期盟友变成了对手,并凸显出业界在平板电脑的用途和未来上存在的观念分歧。

The Surface tablet, unveiled by Microsoft Monday, has an unusual detachable keyboard that makes it a standout rival to Apple Inc.'s iPad and conventional laptop computers as well.

Microsoft/Associated Press微软首席执行长鲍尔默认为,笔记本电脑和平板电脑之间的差别将逐渐消失。微软周一发布的Surface配备有平板电脑中很少见的可拆卸键盘,这一特色使Surface成为苹果(Apple Inc.)iPad和传统笔记本电脑的一个引人瞩目的对手。

Microsoft's tablet alters its longtime role as software supplier to computer makers. But more broadly the move underscores a debate with Apple over what a tablet should be: a new category of consumer devices, or a traditional PC in a slimmer, on-the-go package.

微软的平板电脑使该公司长期向电脑生产商提供软件的供应商身份发生了改变。不过,更广泛而言,此举凸显出微软与苹果在如何界定平板电脑这一问题上的争论:平板电脑究竟是一类新的消费设备,还是一种更轻薄更便携的传统个人电脑。

Steve Ballmer, Microsoft's chief executive, argued Monday that tablet users want to be able to use their gadgets both for passive activities such as watching a movie, and for creating spreadsheets or other workplace functions. The Surface, to address those goals, includes screen covers that double as clip-on keyboards.

微软首席执行长鲍尔默(Steve Ballmer)周一称,平板电脑用户希望自己的设备既可以用于看电影等被动活动,也可以用于创建数据表或完成其他工作任务。为实现上述目的,Surface配有的保护套还可用作键盘。

'They want to be on their couch, they want to be at their desk and they want to be on the go,' Mr. Ballmer said. 'People want to do all of that without compromising the productivity that PCs are uniquely known for.'

鲍尔默说,人们希望电脑能在沙发上用,能在办公桌上用,能在旅途中用。人们希望在不牺牲个人电脑特有的高效的情况下实现这一切功能。

His company, and others such as Intel Corp., have projected that differences between tablets and laptops will fade as the latter add touch-screen capabilities and more convertible designs with keyboards emerge.

相关报道微软发布平板电脑 欲与iPad竞争关于微软Surface平板电脑的疑问微软和英特尔(Intel Corp.)等其它公司一直预言,随着笔记本电脑增加触控屏功能,以及更多可变键盘设计的出现,平板电脑与笔记本电脑之间的差别将逐渐消失。

Apple, by contrast, has consistently argued tablets are entirely separate from portable PCs. 'If you force them together, I think the PC is not as good as it can be, and I think the tablet is not as good as it can be,' said Tim Cook, Apple's chief executive, at the D: All Things Digital conference last month.

与此相反,苹果一直坚持认为,平板电脑与便携式个人电脑完全不同。苹果首席执行长库克(Tim Cook)在上个月举行的《华尔街日报》D10大会上说,如果你将两者强行合在一起,我认为个人电脑和平板电脑都无法将自己的优势完全发挥出来。

The Cupertino, Calif., company speaks with some authority, given its extraordinary success in creating a new market with the iPad in 2010. Apple is expected to be responsible for nearly two-thirds of the 107.4 million tablet computers units research firm IDC expects to be shipped this year, while devices running Google Inc.'s Android operating system are estimated to take a 36.5% market share.

鉴于2010年苹果凭藉iPad成功创造了一个新的市场,该公司在这方面有一定的权威。据研究公司国际数据公司(IDC)预计,今年平板电脑发货量将达1.074亿部,预计苹果将占近三分之二,而估计塔载谷歌(Google Inc.)安卓(Android)操作系统的设备将占36.5%的市场份额。

The iPad and other tablets are already eating into demand for laptop computers in industrialized countries, particularly for low-end models called netbooks aimed at simple Web tasks. Research firm Gartner Inc. is forecasting unit PC sales will increase just 2.7% in 2012, while tablet sales are predicted to nearly double this year to nearly 119 million units.

在工业化国家,iPad和其他品牌的平板电脑已经开始侵蚀笔记本电脑的需求,仅用于简单上网任务的低端机型上网本的销售尤其滑坡得厉害。研究公司Gartner Inc.预测,2012年个人电脑销量增幅只有2.7%,而预计今年平板电脑销量将增长近一倍,达近1.19亿部。

Intel has attempted to generate more excitement by encouraging the creation of sleeker portables called Ultrabooks, which include convertible models that can be used like tablets. But sales have been slow so far.

英特尔一直试图鼓励更轻薄的便携式电脑超级本(Ultrabook)的出现,希望藉此引发更多的关注。有些款超级本可以“变身”,被当作平板电脑使用。但目前为止超级本的销售情况一直不理想。

The Surface, with its detachable keyboards, is another alternative that could pose additional competition for laptop makers. 'With the Surface, Microsoft is promoting versatility, and really directly competing with Ultrabooks,' said Forrester Research Inc. analyst Sarah Rotman Epps.

具备可拆分键盘的Surface让消费者又多了一种选择,它可能会给笔记本电脑生产商带来新的竞争压力。研究机构Forrester Research的分析师艾普斯(Sarah Rotman Epps)说,微软的Surface以多用性为卖点,实际上是在跟超极本直接竞争。

Where Microsoft sets pricing for the Surface--particularly in relation to the iPad, which starts at $499--could ultimately determine its true competitor.

Marianna Day Massey/Zuma Press图片:微软硬件家族的杰作与败笔微软把Surface的价位定在什么地方(特别是与起价499美元的iPad相比),可能会最终决定谁是其真正的竞争对手。

The Surface comes in two versions. Microsoft said the model using Windows RT--a variant of the Windows 8 operating system--and chips from Nvidia Corp. should arrive first and be in line with pricing of similar tablets.

Surface有两个版本。微软说,使用Windows 8操作系统的变种Windows RT采用英伟达(Nvidia Corp.)芯片的版本应该会率先上市,其价格和类似的平板电脑差不多。

A more powerful version running Windows 8 and chips from longtime partner Intel will start closer to the pricing of Ultrabooks, which often cost $900 or more.

功能更强大的版本运行Windows 8,采用微软长期合作伙伴英特尔的芯片。这个版本的起价将会更加接近于超极本,超极本的价格通常不低于900美元。

Patrick Moorhead, a market researcher with Moor Insights & Strategy, said Microsoft may try to ease relations with computer makers by pricing Surface $100 or so higher than their offerings. But that could hobble its own sales efforts, he said.

咨询公司Moor Insights & Strategy的市场研究员穆尔黑德(Patrick Moorhead)说,微软可能会将Surface的价格定在高于笔记本电脑100美元左右的价位,以缓和它与电脑生产企业间的关系。但他说,这样做有可能阻碍微软自己的销售。

Mr. Moorhead predicted some hardware companies that had been planning to release tablets based on the new versions of Windows may change their minds. 'With Surface, the dynamic between Microsoft and its customers changes, forever,' he wrote in a research note.

穆尔黑德说,一些硬件公司原本计划推出采用新版Windows操作系统的平板电脑,预计微软此举会让他们改变主意。他在一份研究报告中写道,有了Surface,微软与其客户的关系将发生永久性改变。

Some of Microsoft's hardware partners were indeed annoyed by the announcement, since Surface could compete with their products, people familiar with the matter said. The development project was kept closely guarded, even among Microsoft executives.

知情人士说,微软某些硬件合作伙伴确实对Surface的发布感到恼火,因为它有可能与这些硬件厂商的产品形成竞争关系。Surface的开发被严格保密,甚至微软许多高管也不知情。

Some executives at chip and computer system makers weren't told about Surface until days before the launch event, and even then were informed about the project only in broad strokes, according to people familiar with the matter.

知情人士说,一些芯片与电脑系统生产商的高管直到离发布会仅剩几天的时候才得到有关Surface的消息,甚至到那个时候,微软也只是泛泛地向他们介绍了一下这个开发项目。

Hardware companies Hewlett-Packard Co., HTC Corp. and Acer Inc. declined to comment on their relationships with Microsoft. Lenovo Group Ltd. and Dell Inc. said they remain committed to releasing a lineup of tablet-style computers powered by Windows software. A Lenovo spokesman said the company is 'in a very strong position to compete and win in the tablet market, against all comers.'

硬件公司惠普(Hewlett-Packard Co.)宏达国际(HTC Corp.)和宏?(Acer Inc.)拒绝评论它们与微软的关系。联想集团(Lenovo Group Ltd.)和戴尔(Dell Inc.)表示,它们仍然致力于推出一系列安装Windows软件的平板式电脑。联想一位发言人说,该公司在平板电脑市场具有打赢一切竞争对手的充分条件。

A Microsoft spokeswoman declined to comment. But Microsoft executives Monday sought to play down tensions with its hardware allies. Mr. Ballmer said the company's relationships with hardware companies are 'essential' to Windows 8 and Windows RT.

微软一位发言人拒绝置评,但微软高管周一力图淡化该公司与硬件伙伴之间的矛盾。巴尔默表示微软与硬件公司间的关系对于Windows 8和Windows RT是“至关重要”的。

'We believe in the strength of that ecosystem, of software and hardware companies that work together to deliver selection and choice,' Mr. Ballmer said.

巴尔默说,我们相信生态系统的力量,相信一起为用户提供选择的软件和硬件公司的力量。

Some Microsoft allies argue that Surface could help spur innovation, by setting expectations for what new tablets computers should be. 'It's a great thing for the marketplace to see competition around a great design,' said Rob Chandhok, who heads software strategy for chip maker Qualcomm Inc.

微软的一些合作伙伴认为,Surface可能有助于刺激创新,因为它会引发人们对新型平板电脑究竟应该是什么样子的想象。芯片生产商高通公司(Qualcomm Inc.)的软件策略部负责人钱德霍克(Rob Chandhok)说,让大家围绕一件了不起的设计开展竞争,对市场而言这是一件非常好的事情。

Shira Ovide / Don Clark

Shira Ovide / Don Clark