BGR內容:
---原文與翻譯文---
標題:The HTC death watch has officially begun
HTC的死亡倒數已正式開始
HTC’s ability to survive as an independent company may be past the point of
no return. Asymco’s Horace Dediu notes that once most manufacturers start
posting operating losses on their handset sales, they very rarely recover and
usually get bought out by larger companies. History has shown that this has
been the case with Motorola and Nokia, that it’s most likely about to be the
case with BlackBerry and that it will probably be the case with HTC as well.
HTC做為一間獨立經營的公司,可能已經踏上不歸路了。
Asymco網站的Horace Dediu(延伸閱讀之文章)提醒說當大多數的手機製造商
在銷售其自身所生產的手機上出現營業虧損的話,很少有公司能夠重新回到獲利的情況,
且通常會被另一家大型公司所購併。在過往歷史中,已經出現Motorola、Nokia等例子,
而這也是BlackBerry將要出現的情況,與HTC可能會出現的情況。
That doesn’t mean you should expect HTC to be sold off tomorrow, however.
In the past it’s taken anywhere from a year-and-a-half (BlackBerry) to five
years (Motorola) for a company to get bought out once it starts posting
negative handset operating margins. The one exception to this pattern has
been LG, which Dediu points out is a conglomerate that has lots of other
revenue sources and thus doesn’t rely primarily on mobile phone sales to
make its money.
這並不是說您應該期待HTC明天就會被賣掉,但是從過往例子來看,
一家手機廠商從開始出現營業虧損到被購併的時間,快則1年半(BlackBerry),
慢則5年(Motorola)。而唯一不符合此情況的手機廠商只有LG一家廠商,
Dediu表示這是因為LG還有手機以外許多可以獲利的事業群,
且LG也不是主要靠銷售手機來賺錢的。
In other words, the chances that HTC — which does rely heavily on handset
sales — will be able to stay alive as a standalone business look very slim
indeed.
換句話說,HTC非常依賴手機的銷售量,而參照其他公司的例子之後,
HTC要繼續以獨立公司的身份存活下去的機會是很渺茫的。
--- 翻譯文完---
延伸閱讀中的各家手機廠商開始虧損後到被購併之時間圖表:(單位:季)
http://i.imgur.com/9LmZZK0.png
圖表中的重要資訊整理:
BlackBerry(RIM) 6季:從12Q1開始營業虧損,並將被私募基金購併
Siemens 7季:從2004年開始營業虧損,並於2005年賣掉手機部門(譯註:賣給BenQ)
Ericsson 7.5季:從2000年開始營業虧損,並於2002年與Sony合組Sony Ericsson
Nokia 8季:從11Q2開始營業虧損,並於13Q3決定被Microsoft購併
Sony Ericsson 15季:從08Q2開始營業虧損,並於2012年初被Sony購併
Motorola 20季:從07Q1開始營業虧損,並於2012年初被Google購併
HTC:從13Q3開始營業虧損……
HTC會賣給鴻海,還是華碩
甚至是三星
讓我們繼續看下去
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