联邦快递CEO:中国引擎推动国际业务(节选)
您提出了一个新的发展领域:一项名为联邦快递TechConnect的新业务,为客户提供iPad和Nook等电子设备的维修服务。这让我很好奇,因为听起来,它可不像是联邦快递的核心业务。 首先,我们或许是世界上最大的电子设备维修商,因为从根本上来说,是联邦快递发明了便携式包裹跟踪设备。由于这种设备已经大量地植根于联邦快递的方方面面,因此,维修这些设备绝对是我们的强项。所以,我们会告诉众多大客户,如果有需要,我们可以为他们提供维修服务,完全是水到渠成的事。 维修业务蕴藏着多大的机遇? 这一市场规模高达150亿美元,并且客户粘度很高。换句话说,我们拥有其他公司无法比拟的优势。我们拥有零售网络,联邦快递每天有成千上万的工作人员造访几百万个不同的地方,所以,如果客户希望将电子设备寄送给我们进行维修,我们现有的运输网络就可以将设备运送到中央维修站。当然,我们没必要设立500家效率低下的维修点。所以说,这是一个缝隙市场,但非常重要。当然,我也绝不会自大地认为,在未来五年,该业务的发展会超过运输业务。 译者:阿龙/汪皓 |
I was surprised to learn about another new area of growth for you: a new service called FedEx TechConnect, where you will repair electronic items like the iPad and the Nook. It doesn't sound as if it's a core business to FedEx. First of all, we're probably one of the biggest repair shops for devices like that in the world for the very simple reason that FedEx (FDX) basically invented the handheld, package-tracking device. Because a lot of that equipment is built into our DNA, we became very good at repairing it. And it was just a natural progression to tell a lot of our big customers that if you want us to also repair these devices, we can do it for you. How big an opportunity is it? It's a $15 billion market, and it's also a very sticky application. In other words, nobody has the assets that we do. We have the retail network. We have thousands of people that stop in millions of locations every day, so if you want to send your electronic device to us to be repaired, we've got the transportation networks to get it to a centralized repair shop. We don't have to have 500 of these less efficient repair shops. So it's a niche market, but it's an important niche -- although I don't think we're going to be here in five years talking about that business overwhelming the transportation business. |