谷歌Android利润分成微不足道

    科技博客Asymco的分析师贺拉斯•德迪欧对其所谓的谷歌（Google）“Android经济状况”进行了广泛研究，作为该研究的一部分，德迪欧于本周一发表了对谷歌Android收益表的估计，这可能是第一份关于该收益表的独立估计。

    如上图所示，Android通过三种类型的广告销售为谷歌带来收入（谷歌的搜索、AdSense以及AdMob）。刨除成本和营收分成后，还留下了少量利润给谷歌：据德迪欧称，约为每台Android设备每年2.75美元。

    这个数目大不大？为了有所比较，德迪欧于周二发布了一个表格，将苹果（Apple）2011年前三个月的收益表与谷歌2011年全年的Android估计收益进行了比较。

    因为与苹果一比较，Android的柱状图几乎微不足道，为此，德迪欧发布了下面这个放大版本。要搞明白到底是怎么回事，可能要查看适度比例的Asmyco图表。点击此处查看。

    德迪欧写道：

    “由于Android生态系统中很多成员能拿到Android营收的40%作为分成，所以思考谷歌发挥的影响力时，很重要的一点是考虑这些图示的比例。可以说谷歌对来自搜索的财富的分配大大激励了其生态系统参与者。

    “然而，实际创造出的财富很少。因此，一个很小的数目乘以40%更是少得可怜。”

    下图为放大四倍之后。如果仔细观察，在下图的中心靠近底部的位置可以看到我们在上面展示过的Android图表。

    As part of an extended look at what he calls Google's (GOOG) "Android economics," Asymco's Horace Dediu on Monday published what may be the first independent estimate of the company's Android income statement.

    As the chart at right shows, Android generates revenue for Google through three kinds of ad sales (Google's Search, AdSense and AdMob). After costs and revenue sharing are taken out, there is some profit left over for Google: roughly $2.75 per Android device per year, according to Dediu.

    Is that a lot? To put his numbers in perspective, Dediu on Tuesday posted a chart comparing Apple's (AAPL) income statement for the first three months of 2011 with Google's estimated Android income for the full year.

    Because the Android chart is dwarfed to near invisibility by Apple's, Dediu posted the scaled up version copied below. To understand what's going on, you'll probably have to see the Asmyco charts at their proper scale. Click here.

    As Dediu writes:

    "As various members of the Android ecosystem are rewarded from the 40% revenue share of Android, it would be important to consider the scales involved in these illustrations when considering the influence Google exerts. It could be argued that Google's spreading of wealth from search creates strong incentives for participation in its ecosystem.

    "However, there is little wealth created. 40% of a little is a lot less."

    The 4 X scale charts below. If you look closely, you can see the Android chart we showed above at the center of the image below, near the bottom.