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专栏 - 苹果2_0

苹果、亚马逊、安卓应用商店赚钱能力比较

Philip Elmer-DeWitt 2012年04月09日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
苹果应用程序商店每收益1美元,Kindle则收益89美分,Android只有23美分。看来,谷歌应该向亚马逊取经,好好学学该如何运营应用程序商店。

    从1月中旬到2月末共计45天的时间里,调研公司Flurry analytics的分析师们进行了一项非常有趣的调查。

    他们找出了一系列在iOS、Android和亚马逊(Amazon)这三大应用程序商店中售价相同、且最受欢迎的应用程序。这三大应用程序商店的收益主要来自程序内购买。随后,分析师们比较了三大平台给应用程序开发者带来的收益。具体数据请参见上图。

    如果将苹果应用程序商店产生的收益定为100%,那么亚马逊应用程序商店的每位活跃用户给开发者带来了89%的收益,而谷歌Android应用程序商店的这一数字仅为23%。

    皮特•法拉格在Flurry blog博客上写道:“亚马逊在Kindle Fire上改造了Android系统,使其能将用户吸引到自己的交易平台上。亚马逊展现了自己的商业能力,与谷歌应用程序商店给开发者带来的收益来比,亚马逊的收益是其三倍以上。”

    法拉格淡淡地补充道:“随着市场逐渐成熟,人们的经济行为将趋于合理。基于营收潜力考虑,我们预计越来越多的开发者会涌向亚马逊。我们还认为,部分厂商将效仿亚马逊,定制自己的Android系统,例如目前领先的Android OEM厂商三星(Samsung)就可能如此。”

    译者:项航

    For 45 days, from mid-January to the end of February, the folks at Flurry analytics ran an interesting experiment.

    They found a basket of top-rated apps that are available for the same price on three major app stores -- iOS, Android and Amazon -- whose revenue was generated primarily by in-app purchases. Then they compared the revenue generated by those apps for the developers who created them. The results are shown in the chart at right.

    Setting the revenue generated on the Apple (AAPL) App Store at 100%, it found that Amazon's (AMZN) apps generated 89% per active user and Google's (GOOG) Android apps 23% relative to iOS.

    "Amazon, who forked Android in order to put consumers into their own shopping experience on Kindle Fire, is showing its commerce strength, already delivering more than three times the revenue in its app store compared to what Google generates for developers," writes Peter Farago on the Flurry blog.

    "As markets mature, rational economic behavior emerges," he adds dryly. "Based on revenue potential, we expect to see increasing numbers of developers support Amazon. We also believe that companies such as Samsung, the leading Android-supporting OEM, could also consider emulating Amazon's move to fork Android. "

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