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专栏 - 苹果2_0

风投称iWatch或许根本就不是手表 苹果做的是应用

Philip Elmer-DeWitt 2014年03月28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。
硅谷著名风投安德森•霍洛维茨基金的合伙人本尼迪克特•埃文斯称,神奇的可能并非是智能手表本身,而是其应用程序接口。

    Android手表

    谷歌(Google)上周发布了面向开发者的Android Wear可穿戴设备平台,并推出两条宣传视频。不过,这可能倒帮了苹果(Apple)的忙。

    这两条视频就制作质量和宣传价值而言无疑都是上乘之作,很好地诠释了触屏手表在通过无线与已经联网的智能手机联接后的诸多功能。

    但正如本尼迪克特•埃文斯所指出的,透过视频,我们看到了谷歌与苹果截然不同的智能手表设计理念。

    埃文斯刚刚成为安德森•霍洛维茨(Andreessen Horowitz)基金的合伙人。他在个人博客上写道:“谷歌Wear的设计理念是,智能手表是Android智能手机的远程触摸遥控器。我们不妨把它与关于新的苹果‘Healthbook’应用平台的传言进行一番比较。”

    Google (GOOG) may have done Apple (AAPL) a favor when it posted two promotional videos for what it's calling Android Wear: A new extension to the Android operating system released last week to developers.

    The videos are very good -- both for their production values and for showing what can be done on a wrist-based touchscreen connected wirelessly to a smartphone that's connected to the Internet.

    But they also suggest -- at least to Benedict Evans -- that what Google has planned for the wrist may be very different from what Apple has up its sleeve.

    "The Wear concept," Andreessen Horowitz's newest partner writes on his personal blog, "is that smart watches are remote touch displays for an Android smartphone. Now contrast this with the rumors of a new Apple 'Healthbook' app."

    “Healthbook”泄漏图。来源:9to5Mac

    几张泄漏出来的截图显示:Healthbook以卡片形式记录一系列健康和健身数据,包括含水率、血压、血糖、心率、呼吸和血氧饱和度等。

    我们很难想像一只小小的手表能测量这么多数据,同时还能符合苹果首席设计师乔纳森•艾维苛刻的审美观。但如果埃文斯猜测的没错,它没必要二者兼备。

    埃文斯写道:“假设苹果确实在开发类似Passbook的卡片式健康应用,那么,如果你购买、打开一部‘Healthbook’认证的血压计,将会发生什么事情?”

    “有些人认为,苹果会像iOS7现在的做法一样,使用低功耗蓝牙技术自动探测周围的健康设备并提示(如血压计)。然后,用户也许还能安装Healthbook卡片来管理这部设备……甚至还能在任何装有传感器的设备上安装Healthbook应用。如此一来,苹果就打造了一个即插即用的个人健康设备管理平台。无需多种应用程序、无需本地代码、不用应用程序商店、也不用自己做硬件配置。”

    “这也许解释了为什么苹果最近招聘的‘可穿戴设备专家’听起来不像是研发手表的人,倒像是在研发测量多种技术性指标的医疗设备。因为苹果打算增强医疗保健设备的功能,而不是把它们一股脑地装入自家的手表或手机里。换言之,简单的传感器会装入手机(例如iPhone 5S自带的计步器),而一些复杂精密的设备会由一个被授权的苹果平台去管理,而不是整合进任何苹果产品设备中。”

    埃文斯称,苹果和谷歌的问题在于产品代码应如何保存。两家公司都宣称可穿戴设备的“智能部分”应该放在智能手机或平板身上,后者每隔几年就能轻轻松松地更新换代。

    埃文斯总结说:“(智能手表)其它的部分应该就是一个普通传感器,或一块屏幕,或者两者兼有。”(财富中文网)

    译者:项航

    Leaked Healthbook screenshots show a display of "cards" offering a range of health-related data: Hydration, blood pressure, blood sugar, heart rate, respitory rate, oxygen saturation, etc.

    It's hard to imagine a device that can measure all those things fitting into something stylish enough to meet Jony Ives' exacting taste in watches. But if Evans is right, it wouldn't have to.

    "Suppose for the sake of argument," he writes, "that Apple does indeed plan a health app that's card-based, somewhat like Passbook. What would happen when you buy and turn on a blood pressure monitor that is certified for 'Healthbook'?

    "Well, one would expect that Apple would use the Bluetooth LE auto discovery that's already in iOS7 to detect it automatically and tell you. And then, suppose it offers to install the Healthbook card to manage it... Suppose it does the same for any sensor you might buy? Then Apple has created a zero-setup platform for personal health devices. No apps, no native code, no app store, no configuration at all.

    "This would be one answer to why Apple's recent hires of 'wearables experts' sound a bit like a team for a hospital device rather than a watch, measuring various quite technical things -- because Apple plans to enable such devices, not try to pack every single one into its own device. That is, the straightforward sensors should live in the phone (like the pedometer that's already in the iPhone 5S) and the complex and demanding ones should be enabled by an Apple platform, not become part of an Apple device."

    The issue for Apple and Google, Evans writes, is where the code lives. Both companies seem to be saying that the "smart" part of wearable devices should be concentrated in the smartphone or tablet -- something that's easy to update and gets replaced every couple of years.

    "Everything else," Evans concludes, "should be a dumb sensor or dumb glass or both."

 

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