隐藏在oPhone后面的是中国移动在移动互联网产业链上的巨大野心,但能否将这个产业的潜力激活,还需要耐心等待。
吴颖/文
“联想的3G版Ophone 9月正式上市,这将是第一部TD版的Ophone,中国移动将对其采用深度定制的模式(即中移动、手机厂商、渠道商共同参与手机的营销,并由中移动给予终端和话费双重补贴)。”联想移动营销副总裁陈文晖最近明确表示。来自中国移动的消息也印证了这一说法,截至本文发稿之日,内部人士透露:中国移动主导开发的手机操作系统OMS(Open Mobile System)将于8月17日正式发布,搭载了OMS的手机Ophone的整体战略也会随之浮出水面。而与Ophone密切相关的提供下载手机应用平台的在线软件商店(Mobile Market)也将于近期上线。
就在大家都在猜测中国联通到底什么时候能够引进iPhone(手机上网)以及中国电信是否能携手黑莓的时候,中国移动则最先推出了搭载了其主导开发操作系统OMS(Open Mobile System)的手机。时间上的领先只是表象,隐藏其后的是中国移动在未来移动互联网产业链上的巨大野心。
这一次,中移动再次显示了强大的号召力,目前已经有将近10个厂家加入到Ophone的研发并陆续推出产品,其中既包括联想移动这样的本土手机厂商,也有三星、摩托罗拉、LG等国际厂商,特别是戴尔,这家PC直销企业,也要推出一款Ophone手机,进入中国手机市场。有消息称,全球还将有40多个厂家跟进,今年内会有多款Ophone上市。
Ophone最本质的不同是由运营商主导操作系统,从而给自己提供一个业务平台,这意味着中国移动可以将数据业务完整地内置在手机里,比如无线音乐随身听、飞信、139邮箱等,使用者的感觉是这些业务就是手机的基本功能。因此Ophone可能会在两方面带来根本性的影响。一方面对于中国移动来说,推出Ophone绝不仅仅是为了改变目前TD终端匮乏的现状,更重要的是,在其3G互联网战略中,Ophone将是最重要的布局之一。另一方面,由于整个手机开发的游戏规则发生了变化,对于众多参与其中的手机厂商来说,Ophone可能是个机会,但也有可能是个陷阱。
中移动:把住互联网的入口
从全球范围看,由运营商主导一个手机操作系统,也称得上是“前无古人”。去年,由于无法在后期运营的利益分成上达成一致,中移动引进iPhone计划夭折,因此很多人认为中移动推出Ophone是退而求其次的选择。实际OMS项目启动于2007年下半年,由中国移动研究院牵头。当时中国的3G前景并不明朗,iPhone也刚刚上市,因此中国移动开始计划介入手机操作系统既不是针对3G,更和iPhone扯不上关系。OMS采用了谷歌Android手机操作系统的源代码,可以说是Android的二次开发产品,而Android恰好是2007年推出的,中国移动又是Android联盟的首批会员,或许这才是当时中国移动尝试开发手机操作系统的更直接的原因。其实在中国移动研究院,跟踪和研究的技术很多,OMS只是其中一个,因此当时并没有引起更多的关注。
不过竞争环境很快发生了变化,随着电信重组和3G牌照的发放,新的市场格局正在形成。实力最强的中国移动承建最不成熟的国产3G标准TD-SCDMA网络,较弱的中国联通运营最成熟的WCDMA,而刚刚进入移动通信领域的中国电信则拿到了向3G演进最快的CDMA2000。面对竞争对手的猛攻,中移动在3G之战中提出了“超常规”的思路。在这样的背景下,OMS开始提速并逐渐走向台前。
从OMS到Ophone,有三个重要参与者。OMS是中国移动研究院提出并牵头,也是研究院的重点项目之一。承担OMS系统研发任务的是一家名为播思通讯的公司,不久前刚刚完成1740万美元的第二轮融资。联想移动则是最早开发基于OMS系统手机的厂商。OMS从提出到基于OMS的手机推出,只用了一年半的时间,这对于一个手机操作系统来说,是不能想象的速度。除了OMS搭上了Android的“顺风车”之外,中移动的全力推进也是重要原因之一。对于中国移动来说,OMS和Ophone被赋予了非比寻常的意义。
中国移动这两年在移动互联网上的全面布局已经昭示了它要通吃整个产业链的野心。中国移动的多位高管都曾经表达过这样的意愿:除了提供“通道”之外,还要提供“通道”里的信息。其实在2G的时候,中国移动也不是只甘心做通道,曾经试图通过移动梦网控制用户获取数据业务的入口,不过后来大量免费WAP的兴起,这一设想最终并没能实现。现在随着移动互联网的逼近,中国移动当然会想方设法在快速增长的数据业务中分得更多的利益。王建宙就曾明确表示:“随着3G的到来,我们绝不会只做通道,新的模式一定会出现。”
种种迹象表明,在线软件商店将是中移动在移动互联网上采用的最重要战略。苹果App Store的成功使得在线商店一时间受到众多厂商的追捧。App Store正式上线不到一年,下载量就超过10亿次,超过90%的iPhone都在此购买过应用程序,这如今是苹果旗下最赚钱的业务之一,分析师预计其2009年的营收可能会超过12亿美元。中移动也是追捧者之一,从7月初的短暂测试来看,中移动的Mobile Market很有可能被打造成中国版的App Store,这也是全球首个运营商主导的在线手机软件商店。
目前推出手机应用商店的厂商多集中在手机终端制造、手机操作系统研发领域。与他们不同,中国移动的Mobile Market面临严重的终端适配问题,中国移动有无数品牌和型号的手机,很难一一适配。即使是最成功的App Store,目前上市的iPhone也仅仅只有3个型号。因此在Mobile Market运行初期,中移动必须只针对少数机型集中力量进行开发。Ophone就是锁定的机型之一。中国移动目前征集的Mobile Market应用基本以针对Ophone和 JIL Widget(由中国移动、SoftBank Mobile、沃达丰与Verizon组建的联合创新实验室,以手机widgets平台的开发为主)。因此Mobile Market+Ophone将是中移动移动互联网战略的重要产品组合。这在很大程度上借鉴了苹果的经验,这也是为什么Ophone虽然属于Android血统,从外观看却和iPhone很像的原因。
可以说App Store的成功给了中移动很大信心,因为与其说是iPhone的成功,倒不如说是App Store的成功。苹果的众多追随者被App Store中层出不穷的各种内容和应用吸引,成为iPhone忠实的拥趸。中国移动有将近5亿用户,远远大于2000万的iPhone用户数,因此如何吸引合作者开发足够有吸引力的应用才是Mobile Market能否获得成功的决定性因素。Mobile Market也将仿效App Store向应用开发者提供分成,目前,中移动还没有公布其具体的分成模式,但据移动内部人士透露:“开发者将获得商品实际销售收入的70%,中国移动获得商品实际销售收入的30%。”这与App Store的分成模式完全一样。而为了鼓励开发TD应用,中国移动将在1年内采用0:100的分成模式,即所有收入均由开发者获得。
对于中国移动来说Ophone是移动互联网的入口,牢牢地把握住入口,就大大增加了在移动互联网上的掌控权,才可能拥有入口之内的无限机会。
手机厂商:机会?陷阱?
Ophone改变了传统手机终端开发的产业链条,对于手机企业来说,Ophone就像是一把双刃剑。一方面,Ophone获得了运营商的支持,中移动在产品开发、推广、营销上都会介入,并享受高额度的补贴,手机厂家可以和运营商共进退,在一定程度上降低了成本和风险。但另一方面,中移动也通过主导操作系统,进一步加强了产业链的掌控,手机厂商的自主应用开发受到很大制约。
目前的情况是,国产手机厂商对Ophone的热情相对国际厂商要更高一些。即将推出TD版Ophone的联想移动就是这些厂商中的代表。联想移动是其最早的手机合作厂商,Ophone的名字就是由联想移动最早提出的。今年6月,联想移动向上千名友好用户发出第一批EDGE版的Ophone手机O1,帮助中移动造势。陈文晖介绍说:“2007年下半年,OMS开始研发的时候,联想移动就已经介入了。2008年夏天, O1项目正式启动,我们调集了主要研发力量成立了项目组,在Ophone上的投入已经高达数千万元。”除了联想移动以外,中兴等厂商也计划在今年第四季度推出多款Ophone手机。
据说,中移动最早是希望找一家在全球手机市场份额排名前五的厂商合作开发Ophone,但最终并没有找到合适的合作伙伴。在对待Ophone的态度上,可以把国际厂商分为两类,一类是像诺基亚这样的在某一个成熟的手机操作系统上积累很深,因此不会轻易涉足另外的操作系统。更重要的是它们本身的应用开发实力很强,触角已经涉及到移动互联网的应用层面,并希望在这块“蛋糕”上分得一大块。另外一类是像三星、LG这样的多平台厂商,产品几乎囊括了所有的手机操作系统,再多一个OMS也无所谓,他们的尝试暂时只是为了响应中移动的号召而做出的一种姿态而已。
而Ophone对于一些国内厂商却是有战略意义的产品。2G时代,在山寨手机和国际厂商的夹缝中,国内手机厂商的实际生存空间非常小。他们更多的把希望寄托在3G时代。但是在两个成熟的3G标准上,国内厂商仍然落后于在全球已有成熟经验的国际厂商。业界广泛认为国内手机企业的3G机会实际是在TD上。虽然这是产业链中最薄弱的环节,但在TD手机开发方面,中国企业至少能有个领先国际企业的机会。因此,国内厂商肯定会亦步亦趋地跟随着中国移动的步伐。对于有些国内厂商来说,选择TD,选择Ophone实际上是没有选择的选择。不过虽然表面看来,Ophone模式使国内终端制造商,靠上了中移动这个“大佬”,但一味依赖Ophone,是否会令本来在应用开发上就非常薄弱的中国手机厂商彻底沦落为硬件提供商呢?
据内部人士透露,Ophone最初的售价可能在5000元左右,虽然中移动会有一些补贴,但在目前手机价格大幅下降的趋势下,这个价位还是很冒险的。对于这样一款形似iPhone,实为中移动移动互联网终端机的产品,用户的接受程度到底怎样,目前还无法预知。再加上Ophone的命运还与TD的建设和Mobile Market的发展前景息息相关,因此Ophone的未来充满变数。


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