谷歌专利大战喜获摩托罗拉奇兵驰援
卡利尔补充说,谷歌收购摩托罗拉移动的交易之所以获批,部门原因是由于“谷歌的专利组合尚不十分发达,尤其是与苹果和微软等公司相比。” 巴克莱资本公司(Barclays Capital)分析师安东尼•迪克莱门特本周一在致投资者的信中写道,这起收购一开始可能会使谷歌的营收增长有所减缓,但长期看来是积极的,因为这些专利有助于谷歌抗衡竞争对手。而这些竞争对手“为了抵抗来自安卓的竞争,会变得非常热衷于发动专利诉讼战,因为许多公司显然已经无力抵挡安卓在智能手机市场上的步步紧逼” 就在上周,苹果还对摩托罗拉提起了诉讼,称后者使用了iPhone上的专利技术。专利战的战火不断蔓延。本周,苹果又向韩国三星(Samsung)再次提起诉讼,声称三星所使用的新一代安卓系统、也就是所谓的“冰淇淋三明治”系统(Ice Cream Sandwich)侵犯了苹果iOS系统的专利权。 随着交易获批,摩托罗拉的专利到手(虽然两家公司仍在等待中国政府的批准),谷歌必须迅速加强与对手,特别是苹果的竞争力度,尤其是在平板电脑方面。平板电脑是安卓系统的短板,而苹果已经在准备发布iPad3了。谷歌在智能手机市场上还有很大的竞争空间,它面临的最大的风险,在于能否迅速行动,保住市场份额。 到目前为止,谷歌在专利诉讼方面的劣势还很明显。来自摩托罗拉的新专利使它有了与苹果死嗑的枪支弹药。卡利尔表示:“拿战争来比喻这种局面最贴切不过了。要想和其它专利持有者坐到谈判桌上谈判,首先自己也得掌握足够的专利才行。” 译者:朴成奎 |
The deal won approval in part because "Google is underdeveloped in terms of its patent portfolio, especially in relation to companies like Apple and Microsoft," Carrier added. The merger could slow Google's revenue growth at first, according to Barclays Capital analyst Anthony J. DiClemente. But it is on balance positive, he wrote in a note to investors Monday, because the patents will help battle competitors that "have felt the urge to become extremely litigious in the space to help stave off competition from Android, as many are clearly not able to fight off Android's gains head-to-head in the marketplace" -- in smartphones, anyway. Just last week, Apple filed a lawsuit against Motorola based on patents on technology used in the iPhone. And this week Apple added further to the growing pile of legal actions by lodging its second lawsuit against Samsung, claiming that the new iteration of Android, dubbed Ice Cream Sandwich, violates Apple's iOS patent rights. With the Motorola's patents in hand and the deal approved (the companies are still waiting for China's OK), Google must move quickly to step up its competition with Apple, in particular, especially in tablets, where Google's Android operating system is lagging even as Apple is getting ready to release the iPad 3. There is much more competitive parity in the smartphone market, but the risk for Google there lies in not moving quickly enough to hold on to market share. Until now, Google was at a big disadvantage, litigation-wise. Having all the new patents gives it ammunition. "The closest analogy is war" Carrier said. "You need to come to the negotiating table with your pile of patents just to be able to negotiate with the other patent-holders." |