èšäºã®ç¿»èš³ã¯ç§ã®ãã®ã§ãããç§ã¯ããã®ç¿»èš³è ã§ã¯ãªãã®ã§ãå¯èœã§ããã°ãã®å質ã«çŠç¹ãåœãŠãªãããã«ãé¡ãããŸãïŒèª°ããå ã®èšäºãèªã¿ããå Žåã¯ãäžèšã®ãµã€ãã§èŠã€ããããšãã§ããŸãã
ã ãã
Apple iPhoneïŒè¿ãå°æ¥ãã¢ãã€ã«ããã€ã¹ãšãã£ãªã¢ã«äžãã圱é¿ã¯æå°éã§ãã
ç°¡åã«
Appleã¯ãé©æ°çãªã¿ããã¹ã¯ãªãŒã³ãé©æ°çãªãŠãŒã¶ãŒã€ã³ã¿ãŒãã§ã€ã¹ãªã©ã®æ©èœãåããã¹ããŒããªiPhoneã§ãã¯ã€ã€ã¬ã¹ããã€ã¹æ¥çã«é©åœãèµ·ããã€ããã§ãã åæã«ãã¹ã¿ã€ã«ã®æ奜家ãæè¡æ奜家ãé©æ°çãªiPhoneãããžã§ã¯ãã«åãã§ããããšã¯ééããããŸãããéä¿¡ãããã€ããŒã®èŠ³ç¹ãããããšãã¯ã€ã€ã¬ã¹ãã«ãã¡ãã£ã¢ããã€ã¹ãšããŠæåããã«ã¯ãããã€ã¹ãéåããããšã®ãªãã¡ãã»ãŒãžã³ã°ãšãã«ãã¡ãã£ã¢ããŒã¿ã®ãã©ãã£ãã¯ã®èœåãå®èšŒããå¿ èŠããããŸãã ãããè¡ãã«ã¯ãã¿ããã¹ã¯ãªãŒã³ã䜿çšãããŠãŒã¶ãŒãšããŒã¿å ¥åã®æè¡çèªèãããã³ã·ã§ãŒãã¡ãã»ãŒãžã®è€éãªããããã£ãšéæ¿ãªãŠãŒã¶ãŒã€ã³ã¿ãŒãã§ã€ã¹ã®çµ±åãšãã2ã€ã®éèŠãªã¿ã¹ã¯ãiPhoneã解決ããå¿ èŠããããŸãã æºåž¯é»è©±ã®è²©å£²è ã®èŠ³ç¹ããèŠããšãiPhoneã®åæäŸ¡æ Œã¯ãé³æ¥œãåçããããã€ã¹ã®æ¢åã®ãªãŒããŒã«å¯Ÿããé倧ãªç«¶äºçžæã§ã¯ãªãããšãæå³ããŸãã iPhoneã®äŸ¡æ Œã300ãã«æªæºã«ãªããšããã«ãSony Ericsson Mobile Communicationsã·ãªãŒãºã®ãã¬ãŒã€ãŒããããããŸãã
åæ
2007幎1æ9æ¥ãAppleã¯åŸ æã®iPhoneãçºè¡šããŸãããããã¯ãAppleãé©æ°çãªã¿ããã¹ã¯ãªãŒã³ãšé©æ°çãªãŠãŒã¶ãŒã€ã³ã¿ãŒãã§ã€ã¹ã§ã¯ã€ã€ã¬ã¹ããã€ã¹æ¥çã«é©åœãèµ·ããããšãæåŸ ããŠããããã€ã¹ã§ãã äŒèª¬çãªiPodã®æé«ã«è§Šçºãããã¹ã¿ã€ã«æ奜家ãæè¡æ奜家ããé©æ°çãªiPhoneãã¶ã€ã³ã«åãã§ãããããšã¯ééããããŸããã
ãã®èª¿æ»ã§ã¯ãäŒèª¬çãªãã¶ã€ã³ã®ããã«iPhoneãè³Œå ¥ãããè³Œå ¥è ã®ã»ã°ã¡ã³ããäžè²«ããŠç¹å®ããŠããŸãã ãã ãããã®çãã»ã°ã¡ã³ã以å€ã®åæ¥çèŠéãã¯ãåäžã®æºåž¯é»è©±ãããã€ããŒãšäŸ¡æ Œã®ãããå€ã«å¶éãããŠãããããã»ãšãã©ã®æºåž¯é»è©±ãããããŒãœãã«ã³ã³ãã¥ãŒã¿ãŒã«è¿ããããéåžžã«å°ãããªããŸãã
売ãæã®èŠ³ç¹ãããã¯ã€ã€ã¬ã¹ãã«ãã¡ãã£ã¢ããã€ã¹ãšããŠæåããã«ã¯ãiPhoneã¯ã¡ãã»ãŒãžãšãã«ãã¡ãã£ã¢ãã©ãã£ãã¯ãéä¿¡ããèœåãå®èšŒããå¿ èŠããããŸãã
ãããè¡ãã«ã¯ãiPhoneãŠãŒã¶ãŒã€ã³ã¿ãŒãã§ã€ã¹ã«æ¬¡ã®ãã®ãå¿ èŠã§ãã
-ãã¹ãŠã®ã¢ããªã±ãŒã·ã§ã³ã§ã·ã³ãã«ã§çŽæçã§è«ççãªæ§é ãæäŸãã
-ç©ççãªå ¥åããã©ãŒãã³ã¹æ©èœã«å¯ŸãããŠãŒã¶ãŒã®æåŸ ãæºãããŸããïŒ
-ãããã¯ãŒã¯ãµãŒãã¹ã®ç³ãåã®ãªãããã©ãŒãã³ã¹ã
iPhoneç»é¢ã®ã·ã³ãã«ãã¯å©ç¹ã§ãããAppleãæ瀺ããã»ã©é©æ°çã§ã¯ãããŸããã
Appleã¯ééããªããããã€ã¹ã®ãŠãŒã¶ãŒã€ã³ã¿ãŒãã§ã€ã¹ãæ§ç¯ããåãªã人éã«äœ¿ããããã«æ©èœãçµ±åãããšããåäŸã®ãªãã¹ãã«ãæã£ãŠããŸãã ããã¯ãé³æ¥œãåçããå€ãã®ã¢ãã€ã«ããã€ã¹ã«æ¬ ããŠãããã®ã§ãã
2006幎12æã«ãã¹ãã³ã§å®æœãããé³æ¥œä»ãã®äž»èŠãªã¢ãã€ã«ããã€ã¹ã®ãŠãŒã¶ãŒã®èª¿æ»ã§ã¯ãæºåž¯é»è©±ãŠãŒã¶ãŒã¯çŸåšã®ãªãã¡ãŒã®å©äŸ¿æ§ãšäœ¿ããããã«ç±å¿ã§ã¯ãªãããšã瀺ãããŸããã
æåã®ç»åã§ã¯ãiPhoneã¯éèŠãªã¢ããªã±ãŒã·ã§ã³ãžã®ã·ã³ã°ã«ã¯ãªãã¯ã¢ã¯ã»ã¹ãæäŸããç»é¢ã瀺ããŠããŸãã ãã®ã¢ãããŒãã¯ããŠãŒã¶ãŒèª¿æ»ã«ããã°ãæã䜿ããããããã€ã¹ãšããŠè©äŸ¡ãããPalm Treo UIã®ã¢ãããŒããšéåžžã«äŒŒãŠããŸãã
ä»é²1-Palm Treo 700pãšApple iPhoneã®ç»é¢æ¯èŒ


ãã ããiPhoneã®äœ¿ããããã¯ç»é¢ãè¶ ããŠããŸãã
iPodã®ã€ã³ã¿ãŒãã§ãŒã¹ã¯éåžžã«çŽæçã§ãããšèªèãããŠããããšãç 究ã«ããå€æããŠããŸãããiPhoneã®ãŠãŒã¶ãŒã€ã³ã¿ãŒãã§ãŒã¹ã¿ã¹ã¯ã¯ã¢ããªã±ãŒã·ã§ã³ã®å¥¥æ·±ããç¹ã«ã¡ãã»ãŒãžã³ã°ãšãããã¯ãŒã¯æ©èœã«é¢é£ãããã¹ãŠã®ãã®ã§ãã
iPodãªã©ã®ãã«ãã¡ãã£ã¢ãã¬ãŒã€ãŒïŒé³æ¥œããããªããŸãã¯ãã®äž¡æ¹ïŒã¯ãæºåž¯é»è©±ã«æ¯ã¹ãŠæ¯èŒçåçŽãªããã€ã¹ã§ãã ä»ã®ãã¹ãŠã®ã¢ãã€ã«ããã€ã¹éçºè ãšåæ§ãAppleã¯ãã«ã¡ã©ãã¡ãã£ã¢ãã¬ãŒã€ãŒããè€éãªã¢ããªã±ãŒã·ã§ã³ã®ã¡ãã»ãŒãžã³ã°ãæèšãã€ãã³ããªãã€ã³ããŒã¢ããªã±ãŒã·ã§ã³ãªã©ã®æ©èœãŸã§ãæºåž¯é»è©±ã®è³Œå ¥è ãæåŸ ããå€ãã®æ©èœãçµã¿åããããšããå°é£ãªèª²é¡ã«çŽé¢ããŠããŸãã ãã®ãããªããã€ã¹ã®åŸæ¥ã®ãµãã©ã€ã€ã¯ãé·å¹Žã«ããã£ãŠãã®èª²é¡ã«çŽé¢ããŠããŸããã
Strategy Analyticsã¯ãiPhoneã«ç©çããŒããŒãããªãããšã¯ãAppleãã¡ã³ã§ã¯ãªã人ã«ãšã£ãŠæ倧ã®ãã€ãã¹é¢ã«ãªããšèããŠããŸãã
iPhoneãŠãŒã¶ãŒãSMSãé»åã¡ãŒã«ããã€ã€ã«ããŠéä¿¡ã§ããªãå Žåãã€ã³ã¿ãŒãããã§Webãµã€ãã®ã¢ãã¬ã¹ãå ¥åãããããããã¯ãŒã¯ã§äœæ¥ãããšãã«å¥ã®ã¢ã¯ã·ã§ã³ãå®è¡ããã®ãç°¡åã§ããããã¯è¡šç€ºæã«å¿ èŠã§ãããã®ããã€ã¹ã¯é»è©±ã§ã¯ãªããã¡ãã£ã¢ãã¬ãŒã€ãŒïŒã€ã³ã¿ãŒãããã¢ã¯ã»ã¹ãã¡ãã»ãŒãžã³ã°ãé»è©±ããã³ãã¹ãŠã®äºæ¬¡æ©èœïŒã
Appleã¯ããã«ãã¿ãããšåŒã°ããæ°ãããã¯ãããžãŒãiPhoneã«å°å ¥ãããããšãçºè¡šããŸããã éä¿¡äºæ¥è ã«ãšã£ãŠãSMSãšWebãã©ãŠãžã³ã°ãµãŒãã¹ã«ã¯çŽæçãªããã¹ãå ¥åãå¿ èŠãªããããã«ãã¿ããã®æåãäžå¯æ¬ ã§ã
ã¹ã¿ã€ã©ã¹ã䜿çšããã«ã¿ããã¹ã¯ãªãŒã³ãåããããã€ã¹ã«ããã¹ããå ¥åãããšããååã¯ãAppleã«ãšã£ãŠæ·±å»ãªãã¹ãã«ãªãã§ãããã Appleã¯ãQWERTYããŒããŒãã3.5ã€ã³ããã£ã¹ãã¬ã€ã®ããã€ã¹ã®ã¿ããã¹ã¯ãªãŒã³ã«ããŸãæŒã蟌ããŸããïŒ ãããããªãããµã€ãºãããªã¥ãŒã ãæåéã®åé¢ã«é¢é£ããåé¡ã¯ã©ã®ããã«å æãããŸããïŒ èªåä¿®æ£ãªã©ãžã®ç¹å¥ãªã¢ãããŒãã¯ãããŸããïŒ ãã®å ŽåããŠãŒã¶ãŒã¯ãããã®å©ç¹ãããã«èªèããŠåãå ¥ããããšãã§ããŸããããããšãããã€ã¹ã®ç°åžžãªç¹æ§ã«æ³šæãæãã§ããããïŒ
ããã«ã觊èŠãã£ãŒãããã¯ã®æ¬ åŠã¯ãå€ãã®å Žåãããã€ã¹ã®ã¿ããã¹ã¯ãªãŒã³ã䜿çšãããšãã«ãŠãŒã¶ãŒã«äžäŸ¿ããããããŸãã LGãã§ã³ã¬ãŒãããã€ã¹ïŒã¿ããããŒä»ãïŒã®æ¶è²»è ã¬ãã¥ãŒã«ãããšãããã¯å€ãã®ãŠãŒã¶ãŒã«ãšã£ãŠéåžžã«è¿·æã§ãããã¡ãã»ãŒãžã³ã°ãªã©ã®ããã¹ããµãŒãã¹ã®äœ¿çšãå¶éããå¯èœæ§ããããŸã
ããã¹ãå ¥åã®ãããã¯ãèæ ®ããªããŠããç§ãã¡ã®çµéšã¯ãå€ãã®æœåšçãªè²·ãæãããã®ãããªå€§ããªãªãŒãã³ç»é¢ã®è匱æ§ãªã©ã®åé¡ãæžå¿µããããšã瀺ããŠããŸãã
ãµãŒãã¹çµ±åã¯ã¢ããã«ã«ãšã£ãŠæ°ããªææŠã§ã
ããã«ãiPodã®å Žåã®æ¶è²»è ãšã®çŽæ¥æ¥ç¶ãšã¯ç°ãªããAppleã¯Singularãªãã¬ãŒã¿ãããã¯ãŒã¯ãšã®é£æºã«å€§ããäŸåããŠãæ°ããããã€ã¹ã®ãµãŒãã¹ãé ä¿¡ãåºåãããã³æäŸããŠããŸãã
ãŸããæºåž¯é»è©±äŒç€Ÿã¯ãé»è©±ããµããŒãããæ©èœãšãµãŒãã¹ã«åœ±é¿ãäžããããšèããŠããŸãã Appleãç¹å®ã®Apple補åã®æäœæ¹æ³ã«æ £ããŠããå¿ å®ãªãŠãŒã¶ãŒã®ãªãŒãã£ãšã³ã¹ã®æŽåæ§ãç¶æãããå Žåãããã¯ããããAppleã«ãšã£ãŠåé¡ã§ãã
ãŠãŒã¶ãŒããµãŒãã¹å¥çŽã§ããã€ã¹ãè³Œå ¥ããå Žåãé»åæ©åšã®è³Œå ¥ã«å¯Ÿãã顧客ã®æåŸ äŸ¡æ Œã¯ç°ãªããŸãã
ãŸããæœåšçãªè²·ãæãæºåž¯é»è©±ã®äŸ¡å€ãä»ã®å®¶é»è£œåãšã¯ç°ãªãæ¹æ³ã§èŠãŠããããšãç¥ãããŠããŸãã
199ãã«ã®ãã©ãã¯ãžã£ãã¯ãµã ã¹ã³ãš4GBããã€ã¹ã®äŸ¡æ Œã499ãã«ããã®iPhoneãªã©ãè£å©éä»ãã®ããã€ã¹ã®éžæã«é¡§å®¢ãçŽé¢ããå Žåãæœåšçãªåžå Žã¯ãããŒã¹ã¢ãã«ã§ãã£ãŠãå¶éãããå¯èœæ§ããããŸãã
ãããã«
iPhoneã®å€§å¹ ãªäŸ¡æ ŒåŒãäžãããªãå ŽåãAppleã¯äž»ã«èªç€Ÿãšç«¶åããŸãã
åŸæ¥ã®æºåž¯é»è©±ã¡ãŒã«ãŒã¯ãåžå Žã®ãã®è¶ ãã¬ãã¢ã ã»ã¯ã·ã§ã³ã§ãã«ãã¡ãã£ã¢ããã€ã¹ãšç«¶åããŠããŸããã ããã»ã©é«äŸ¡ãªMP3ããã€ã¹ã¯ã»ãšãã©ãããŸãããAppleã¯çŸåšã瀟å ããã€ã¹éã§ã®ã¿ç«¶äºåããããŸãã IPhoneã¯ãiPodãè³Œå ¥ããäºå®ã®å°æ°ã®äººã ã®éžæã§ããããã®ã°ã«ãŒãã¯äž¡æ¹ã®ããã€ã¹ãè³Œå ¥ããããã®ãã¡ã®1ã€ã ããéžæããŸãã
iPhoneã¯åœåSingularã®ã¿ã§è²©å£²ããããããEDGE / W-CDMAåžå Žã§çŸåšã®iPhoneã®äŸ¡æ Œããã100ã200ãã«å®ãäŸ¡æ Œã§ãäž»ã«Sony Ericssonãšç«¶åããŸãã ãµã ã¹ã³ãLGãã¢ãããŒã©ããç±³åœã®iPhoneã«å¯ŸããäŸ¡æ Œç«¶äºåã®ãã300ãã«æªæºã®çŽæ¥ç«¶åçžæã§ãã
ç±³åœã§ã®ãŠãŒã¶ãŒèª¿æ»ã«ãããšããã¹ãŠã®ã»ã°ã¡ã³ãã®ããã€ã¹è³Œå ¥è ã¯ãã£ãªã¢å°çšã§ãã ãããã¯ãŒã¯ã®åŒ·åºŠãšä¿¡é Œæ§ã«é¢ããã¢ã€ãã¢ã«åºã¥ãéžå¥œã«ãããå€ãã®æœåšçãªiPhoneãã€ã€ãŒã¯CDMAã®æœåšçãªçºå£²ãèŠè¶ããŠè²·åã延æããããšã«ãªããŸãã
ããã«åºã¥ããŠãè£å©éä»ãã®éä¿¡æ©åšãç±³åœã®ãµãã©ã€ã€ãŒã«å¿ å®ãªãŠãŒã¶ãŒã®åžå Žã®ç¶æ³ã§ã¯ãAppleã«äŸ¡æ Œã®é«éš°ã匷ããããšã¯å°é£ãªäœæ¥ã«ãªããšèããŠããŸãã
ã±ãã³ã»ããŒã©ã³ã
æŠç¥åæã®æŽå¯
www.strategyanalytics.net
PSå¯èœã§ããã°ãããªããèšäºã«åŠå®çã«æ祚ããããšã決ããå Žåã®ãªã¯ãšã¹ã-çç±ãæžããŠã建èšçãªæ¹å€ã®æºåãã§ããŠããŸãã 説æãªãã®ãã€ãã¹ã ãã§ã¯ãããè¯ãã³ã³ãã³ãã«ã€ãªãããŸãã