2013年2月19日星期二

Kinect

It’s not going to be based on whether they have (a more expensive) Netflix, whether they have original TV/video content or interactive XBOX 360 controller kids television shows which integrate with Kinect. They will lose unless these two things are sorted out well and quickly.Microsoft is living in a naive dream-world. I have heard people still there arguing that the transition of the brand from hardcore gamers to casual users and tv-uses was an intentional and crafted success. It was not. It XBOX 360 wireless controller was an accident of circumstance that Microsoft is neither leveraging nor in control of. xBox was for years the only network-connected HD-ready device already attached to tv’s that had multi-use potential (games, DVD, Netflix) in the household to justify and amortize its high cost of purchase to the family’s bread-winners. The hardcore/soft-tv transition and any lead they feel they have is simply not defensible by licensing other industries’ generic video or music content because those industries will gladly sell and license the XBOX 360 controller cases same content to all other players. A single custom studio of 150 employees also can not generate enough content to defensibly satisfy 76M+ customers. Only with quality primary software content from thousands of independent developers can you defend the brand and the product. Only by making the user experience simple, quick, and seamless can you defend the brand and the product. The transition they are seeing (87 hours per month of use, more TV/music use than game use) will continue to happen despite their active “strategic” efforts to encourage it and get more Xbox Live subscribers.Apple is already a games competitor broadly, even if Apple-TV isn’t yet a game platform or a console. Mobile wii controller generally and iPad specifically have grown the total hours of game play and grown the overall game market. Only in the last 18-24mo has that overall growth turned from a segment-expanding rising tide to a tsunami swamping the console game vendor profit boats hitched to the docks. It is accelerating. Apple, if it chooses to do so, will simply kill Playstation, Wii-U and xBox by introducing an open 30%-cut app/game ecosystem for Apple-TV. I already make a lot of money on iOS – I will be the first to write apps for Apple-TV when I can, and I know I’ll make money. I would for xBox if I could and I knew I would make money. Maybe a “console-capable” Apple-TV isn’t $99, maybe it’s $199, and add another $79 for a controller. The current numbers already say a lot, even with Apple-TV not already an open console: 5.3M sold units in 2012, 90% year-over-year growth — vs. xBox 360 — about 9M units in 2012, 60% YoY decline.So, because these two critical issues – user expereince and indie content – are not nearly in order and I see big investments in future interactive content happening, as well as idiotic moves to PS3 Controller limit used games or put harder content protection into place than exists in mobile or tablets – i predict massive failure and losses here. 745TDBanty 130219

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