Hardware Is Dead. Software Is Dead, Too / Nexus 4 down to $199, Google

 

 

Microsoft-Nokia: Hardware Is Dead. Software Is Dead, Too

BY DENNIS K. BERMAN

Where does software begin and hardware end? The answer is it doesn't matter.
With Google Inc.'s $12.5 billion purchase of Motorola Mobility and Microsoft Corp.'s $7 billion purchase of Nokia Corp.'s phone business, we are now inside a truly converged world, where distinctions between form and function have evaporated. Software is hardware. Hardware is software. Everything is everything.
BlackBerry tried it before, though never on this scale. Today only two true mobile "ecosystems" have flourished: Apple Inc.'s iOS and Google's Android. We are now witnessing the collapse and reordering of the remnants, with Nokia, Microsoft, HTC and BlackBerry chief among ...

《科技》英業達李詩欽：微軟志在專利 中時電子報

英業達董事長李詩欽昨日指出，台灣廠商應持續投資，特別是挑選不熟悉的新領域布局，會比購併更有意義，過去台廠常忽略智財權的重要性，但要決戰時，手上若沒握有智財權的子彈，將無競爭力。
微 軟昨天宣布收購諾基亞手機業務及專利，引發科技產業熱烈討論，是否將引起合作夥伴更加靠攏Google？李詩欽回應，很難評估，但他認為，微軟收購諾基亞 不完全是為了硬體，「專利」的考量更勝於營收擴大或產品，而且「微軟要做硬體也不是第1次，且多次強調已非軟體公司，只是這次動作比較大」。
至於台灣品牌如宏碁或是代工廠，近期市場也有建議整併的聲音傳出。不過，李詩欽認為，現在產品、技術、市場都有很大的變化，客戶自己也都在調整，台廠應持續加強工程設計、製造優勢，特別是自主研發，擴大投資智財權，會比互相整併更有意義。
他進一步建議，台廠應投資不熟悉的新領域，且各家切入的領域要有差異，放眼長線布局，就像先前英業達投資綠能，也是熬過數年低潮，下半年益通就會轉虧為盈。
NB大廠英業達上半年表現相對同業突出，第3季預估出貨季增1成，也是產業最佳，對於下半年本業展望，李詩欽表示，根據內部最新數字，下半年業績約比上半年成長1成，上、下半年比重約47％比53％，但第4季展望不明朗，第3季很有可能就是今年高峰。
不 過，李詩欽相當看好5～7吋平板手機（Phablet）市場，他引述IDC資料指出，第2季亞太地區（不含日本）5～7吋的Phablet的出貨量較去年 同期爆增620％，也比上一季倍增至2,520萬支，幾乎是當地平板電腦（1,260萬台）、筆電（1,270萬台）的總和，英業達內部將加緊腳步發展， 做為明年主攻的產品。

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