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微软当年收购诺基亚手机业务,埋伏下部分Android核心专利的钳制能力。2015年,据说这块有60亿美元之巨。或有夸张,但它之前曾借此钳制过。
weiruandeyitudaodishishenmeni?
一、针对华为?
buxihan。zhiqianyouanli,jiushizhengsongbuyidegaotongyupingguo。
yinpingguoshihexinkehu,gaotongqichubuhaochedisipolian。shoulunjizhongxingsong,yeshiquzhezhixiang4jiaodmqiye,qizhongjiubaokuofushikang。2017nian,kuakecaifangguogaotongchuangshirenyufawufuzeren,tamenbiaotaiweiwan,jixiangyaomeitilijielichang,youbuxiangduipingguozhijieshiya。neitian,kuakelvxianfalekuaixun,jieguoguanfangpr“jianyi”shanchu。
跟高通一样,微软的目的肯定不是针对富士康,它不过敲山震虎。zhiyuhouzheshifoushiguotaimingkouzhongdehuawei,kenengxingyinggaibijiaoda。
guotaimingdeyisishi,weiruanxiangyaozhuanlifei,youbuganzhijieqisuhuawei,pahouzhesusongfanji,tongshihuijidandaluyonghudizhizishen,suoyizhinengnadaigongchangkaidao。
yitianqian,yitiaobijiaoweimiaodexinxisihuanshiguojinrihuati:waihao“yudazui”huaweizhongduanzhangmenrenyuchengdong,zaimwcshangtanzhedieshouji,ji5gdematex。youdemeitiwen,shuoruguomeiguogongsijujuehuaweicaiyongos,jiangruheyingdui。yushuo:“gongsiqiwangyuandroid、windowszhangqihezuo,danruopobudeyi,zhinengshishibjihua,gongsiyoudulideneibucaozuoxitong。”
2012年,任正非确实表达过这一忧虑。2016年,我也当面问过余承东。他说:“公司有能力研发OS,但不会这么做。”
kaolvdaoyiduanshijianyilai,huaweiduominggaoguanyufayanguandaochixubuduandiduoshijiaofasheng,yuchengdongdeyanlun,sihujirenyizhongzhudong“qiaobiangu”deyinxiang。dagaitagenweiruanyijingjuyuduoshile。
huaweizhongduanchuhuoxunmeng,guanfangyijingxuanranchuchaoyuesanxingdemubiao。erqie,huaweizhongduanpinleizhengkuaisukuochong。chuleshouji、pingban、pc,haiyougengduoqianrushishebei。erqie,huaweiyezaimailixuanraniotdeweilai,zhiqiangengaotong、ailixinpklianjieshuliangyuce。
涉及到微软的Android专利部分,它当然有理由在华为进一步爆发前介入,形成稳定的收费机制。
laikankankancaiwumian。yigebanyueqian,weiruanfaleshangjicaibao,jubuzhibiaoweidayuqi,tayeyouyaoqiandedongli。
hekuanghuaweiyouzijidulidecaozuoxitong,weiruanmenbukenengbujidan。
guotaiminganshiweiruandanxindehuawei“fanzhi”,daodishigeshenmeluoji?
yinggaibushidanxinshoufeibukechixu,huaweibukenengyinbuxiangfuzhuanlifeierwanquanqiyongandroid。houzhegengduodezhudaoquanzaigugejingyingdepangdakaiyuanshengtai,weiruanzhishijuyouyidingdeqianzhinenglieryi。
chulehuaweidulideos,weiruanyinggaidanxinhuaweiweilaizai5glingyudefanjiba。
你知道,华为5G专利全球最多,微软自身硬件设备以及诸多基于Windows的第三方终端,恐怕无法绕过一个正在融合的趋势——5G化的PC时代。zheishipczhenzhengzaixianbingchuangjianyizhongkechixudeshangyemoshideguanjian,yibeishiweiyidashangji。mwcshang,womenconglianxiangneiliyeganshoudaoleyizhongqidai。
ruguoweiruanzhibaixingsonghuawei,huiyouzheizhongganga:
2. 后者以独立OS平衡,或许实际不会奏效,毕竟一家采用,后续研发成本高企,系统应用有限,缺乏生态规模,用户体验恐怕差异性也较大,但可以创造一些缓冲;
3. 假如华为在5G领域反制微软,那么,基于Windows的5G新终端,将很难绕过专利钳制。华为确实有一种均势平衡的能力。
buguo,ruozheizhongjumianchuxian,kendingshizuihuaidejieguole。buqingchuhuaweiyuweiruanzhijiandejiugexijie,danshuangfangzhijianweilaiyinggaihuixunzhaohepingxiangchudecelve。
zaiandroidzhuanlifanchouli,tamentanbushangshenme“jiaochashouquan”。weiruanzhanjuyulunzhudao,jiyushangshuyewucengmiandejinghe,huoxuhuiyoufuzadeliyizhihuan,yidachengmouzhongpingheng。danshijiuyanqianlaishuo,yulunzhong,huaweikenenghuixiandebeidong。
guotaimingzhenduiweiruanfanan,suirankanshangquyouli,dantabaweiruanyuhuaweidemaodungongkaipilu,yedengyushizaibaituoyali,piqiuqishimeiyouhuidaoweiruan,houzhefanerdadaolemude,neijiushibianxiangshiyahuawei。
jiexialai,huaweiruguomeiyouxindehuiying,huozhezhishiqiangdiaozijiyoudulideos,neizhihuiliuxiafumianyinxiang。
mengwanzhouyianzhengchuyuzuifuzadejiedian,weiruankenengyouliyonghuaweibeidongshikedeyongyi,shituhuodeliyi。ruguobucheng,yedengyuaihualehuaweidexingxiang。
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而微软、IBM、高通、英特尔、思科们,也都曾对中国不断崛起的科技业,尤其是yebiaodaguoyoulv,bingxiangmeiguodangjutijiaoguofanzhidebaogao。qizhongsanjia,zaisuoweiruanjianyuandaimahuatishang,shenzhizhenduizhongguozhengfuxingguosong。
buguo,huaweiyuweiruanzheigehuati,nanshuomeiyouhuaweidezeren。bijing,weiruanyongyouandroidzhuanliquan。womenbuzhangwoxijie,danguoqujinian,duojiaandroidshoujiqiyejiaonaguojuezhuanlifei。
dangran,zhongguoqiyezhongyeyoubuyongjiaonade。juwosuozhi,haoxiangzhiyouyijia,jiushilianxiangjituan。yinweilianxiangshouzhongtongyangyongyouandroidzhuanli,yuweiruanyoujiaochashouquanxieyi。ciwai,lianxiangjituankeshiweiruanzaipclingyuzuiweiguanjiandehezuohuobanzhiyi,weiruanfanerxuyaotaohaolianxiang。
er、zhongguanshijiao:weiruankongpayougengshenyitu
但若只停留平衡华为的地步,那就小看了微软。我个人认为,微软的中观与空管意图恐怕更深。
zuiweiyinrenzhumude,huoxushitongguozheiyishouduancijiguge,bingyuhouzhechuangjianxindepingheng。
chuangjianxindepingheng?zheishishenmedaoli?
jiezhekanjiumingbaile。nizhidao,jinnian12yue,weiruanjiangfangqiwindows 10 mobiledegengxin。dengyushuo,weilaishoujiyidongduanxitongbuzaigengxinle。qiandaidangrankeyiyong,dantiyanjiubuhuitishengle。
danshi,zheibingbuyiweizheweiruanhuifangqiyidongduanyewu。tayaoganmani?woxiang,ruonilejieguoqu4nianweiruandeyunjisuanyewudehua,niyinggaiduitakuapingtai、kuaxitongdeyunhuataojianyouyinxiang。weiruanyijingjibenwanchenglezhuanxing,bianshenquanqiudierdayunjisuanjutou,jinciyuyamaxun。
jiushishuo,weiruandechanpinyufuwu,yijingbushiwanquangushouwindows,tayishentouandroid。zheiyunadelajinianqiandanrenceoshidebiangelinianwenhe。tachangdaotonglixinyubaorongxing。
erweiruandezheizhongbianhua,qishiyeshiduizishendeyizhongzhonggouyudianfu。nizhidao,19nianqian,tazaoyuguofanlongduan,yinweicaozuoxitongkunbangxiaoshoutaiduozijiaruanjianyufuwu,sunhaidisanfangliyi,yingxiangxiaofeizhexuanzeyudingjiaquan。dangnian,fenchaiweiruandeshengyinyidugaoqi。jinguanduoguoyijie,danweiruanhoulaiqueshiyezaishitusuzaobutongdeshangyemoshi。
yinggaishuo,yunjisuan、wulianwang、aidefuwumoshi,jileweiruanjihui,nenggourangtaderuanjianfuwu、yunjisuanfuwu,chaoyuezishenwindowsyueshu,fuwugengguangdeshijie,androidzhishiqijielideturangzhiyi。ruci,jibianwindowswufacongpcshichanghuodegengduoliyi,taderuanjianfuwu、yunjisuanyewufanerhuijinyibuzhuangda。
如此,微软对于Android的态度,就绝不会是游击战,获得一点专利费而已了。它一定有更长远的图谋。虽然谷歌理念下,Android是一个开放的生态,但是微软的这种服务模式,却变相将Android的开放生态反过来重构,将它OTT掉,成了一种全新的商业模式。
danshi,zaizheigeguochengli,tayoubixuyuandroidkaifangtixichuangjianrongruyugongdeguanxi。zheishejitayugugedezhongzhongjinghe,zheihuikaoyanweiruandewenhuaquxiang。
这里面,既反映了微软自身的矛盾,也有Android体系开源性与商业效能之间的矛盾。huaweimenzhiqianbiaodachaoyuededongxiangli,bujinjinshifangzhiqianzhi,yeyouchaoyueandroidfanli、tishengpinzhitiyandeyongyi。
zhiqian,sanxingzaigongbudulicaozuoxitongshi,yebiaodaguoleisidexiangfa。bijing,androidtixizhixia,wulunnizenmeercikaifa,tadedabufenyuansurenghaishileitongde。zhinengshoujichanyegaodutongzhihua,hendachengdushangbushizhongduanxingtai,qiaqiashicaozuoxitongdetiyan。
够了。虽然无法写透,有我无法掌控的部分,但我觉得,我已经触到问题的本质了。微软的举动,看似制造了一些话题,但它背后有太多复杂的产业变迁。suiranyouxierenbeiqing,youxierenjuedewuliao,danwogerenxinhuaileguan。yinweitahuicuchengxindebianhua。youxiedongxibixuchaoyuediyu、guojiacengmianlaikantacaihao。