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專欄 - 蘋果2_0

風投稱iWatch或許根本就不是手表 蘋果做的是應用

Philip Elmer-DeWitt 2014年03月28日

蘋果(Apple)公司內部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數百萬用戶中已經有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經營該公司。
硅谷著名風投安德森?霍洛維茨基金的合伙人本尼迪克特?埃文斯稱,神奇的可能并非是智能手表本身,而是其應用程序接口。

????Android手表

????谷歌(Google)上周發布了面向開發者的Android Wear可穿戴設備平臺,并推出兩條宣傳視頻。不過,這可能倒幫了蘋果(Apple)的忙。

????這兩條視頻就制作質量和宣傳價值而言無疑都是上乘之作,很好地詮釋了觸屏手表在通過無線與已經聯網的智能手機聯接后的諸多功能。

????但正如本尼迪克特?埃文斯所指出的,透過視頻,我們看到了谷歌與蘋果截然不同的智能手表設計理念。

????埃文斯剛剛成為安德森?霍洛維茨(Andreessen Horowitz)基金的合伙人。他在個人博客上寫道:“谷歌Wear的設計理念是,智能手表是Android智能手機的遠程觸摸遙控器。我們不妨把它與關于新的蘋果‘Healthbook’應用平臺的傳言進行一番比較。”

????Google (GOOG) may have done Apple (AAPL) a favor when it posted two promotional videos for what it's calling Android Wear: A new extension to the Android operating system released last week to developers.

????The videos are very good -- both for their production values and for showing what can be done on a wrist-based touchscreen connected wirelessly to a smartphone that's connected to the Internet.

????But they also suggest -- at least to Benedict Evans -- that what Google has planned for the wrist may be very different from what Apple has up its sleeve.

????"The Wear concept," Andreessen Horowitz's newest partner writes on his personal blog, "is that smart watches are remote touch displays for an Android smartphone. Now contrast this with the rumors of a new Apple 'Healthbook' app."

????“Healthbook”泄漏圖。來源:9to5Mac

????幾張泄漏出來的截圖顯示:Healthbook以卡片形式記錄一系列健康和健身數據,包括含水率、血壓、血糖、心率、呼吸和血氧飽和度等。

????我們很難想像一只小小的手表能測量這么多數據,同時還能符合蘋果首席設計師喬納森?艾維苛刻的審美觀。但如果埃文斯猜測的沒錯,它沒必要二者兼備。

????埃文斯寫道:“假設蘋果確實在開發類似Passbook的卡片式健康應用,那么,如果你購買、打開一部‘Healthbook’認證的血壓計,將會發生什么事情?”

????“有些人認為,蘋果會像iOS7現在的做法一樣,使用低功耗藍牙技術自動探測周圍的健康設備并提示(如血壓計)。然后,用戶也許還能安裝Healthbook卡片來管理這部設備……甚至還能在任何裝有傳感器的設備上安裝Healthbook應用。如此一來,蘋果就打造了一個即插即用的個人健康設備管理平臺。無需多種應用程序、無需本地代碼、不用應用程序商店、也不用自己做硬件配置。”

????“這也許解釋了為什么蘋果最近招聘的‘可穿戴設備專家’聽起來不像是研發手表的人,倒像是在研發測量多種技術性指標的醫療設備。因為蘋果打算增強醫療保健設備的功能,而不是把它們一股腦地裝入自家的手表或手機里。換言之,簡單的傳感器會裝入手機(例如iPhone 5S自帶的計步器),而一些復雜精密的設備會由一個被授權的蘋果平臺去管理,而不是整合進任何蘋果產品設備中。”

????埃文斯稱,蘋果和谷歌的問題在于產品代碼應如何保存。兩家公司都宣稱可穿戴設備的“智能部分”應該放在智能手機或平板身上,后者每隔幾年就能輕輕松松地更新換代。

????埃文斯總結說:“(智能手表)其它的部分應該就是一個普通傳感器,或一塊屏幕,或者兩者兼有。”(財富中文網)

????譯者:項航

????Leaked Healthbook screenshots show a display of "cards" offering a range of health-related data: Hydration, blood pressure, blood sugar, heart rate, respitory rate, oxygen saturation, etc.

????It's hard to imagine a device that can measure all those things fitting into something stylish enough to meet Jony Ives' exacting taste in watches. But if Evans is right, it wouldn't have to.

????"Suppose for the sake of argument," he writes, "that Apple does indeed plan a health app that's card-based, somewhat like Passbook. What would happen when you buy and turn on a blood pressure monitor that is certified for 'Healthbook'?

????"Well, one would expect that Apple would use the Bluetooth LE auto discovery that's already in iOS7 to detect it automatically and tell you. And then, suppose it offers to install the Healthbook card to manage it... Suppose it does the same for any sensor you might buy? Then Apple has created a zero-setup platform for personal health devices. No apps, no native code, no app store, no configuration at all.

????"This would be one answer to why Apple's recent hires of 'wearables experts' sound a bit like a team for a hospital device rather than a watch, measuring various quite technical things -- because Apple plans to enable such devices, not try to pack every single one into its own device. That is, the straightforward sensors should live in the phone (like the pedometer that's already in the iPhone 5S) and the complex and demanding ones should be enabled by an Apple platform, not become part of an Apple device."

????The issue for Apple and Google, Evans writes, is where the code lives. Both companies seem to be saying that the "smart" part of wearable devices should be concentrated in the smartphone or tablet -- something that's easy to update and gets replaced every couple of years.

????"Everything else," Evans concludes, "should be a dumb sensor or dumb glass or both."

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