Apple is fundamentally great at creating innovative new platforms that consumers love because they're easy to use and rationalize digital fragmentation. It wasn't the first in PCs, MP3 players, smartphones or even tablets -- yet Apple revolutionized each of those categories. Apple doesn't really make money by selling software or even digital content, but it seamlessly integrates software and content to support a high margin hardware business.
苹果在本质上非常擅长打造具有创造力的新平台。它们因为易于使用,让数字生活变得合理,而广受消费者青睐。它并不是第一家跨入PC机、MP3、智能手机甚至平板电脑领域的公司,但它却彻底革新了这些领域。苹果并不真正通过出售软件或数字内容赚钱,但是它无缝集成了软件和数字内容,从而支撑了高利润的硬件业务。
But Apple's DNA is about quantum leaps, not incremental ones. So if they were to become an acquisitive company, I'd argue is has to be as big and bold in buying as it is in product innovation. The three main vectors Apple might pursue are:
但是苹果骨子里追求的是巨大突破,而不是循序渐进。所以如果他们想要成为一家雄心勃勃的公司,我认为在他们在收购上需要同产品创新一样高瞻远瞩,勇往直前。苹果需要追求的三大主要推动力分别是:
1. Buy Content. Content is strategically important to Apple's platforms, but in the grand scheme of Apple it's a pretty meaningless part of their business. If you add up all the content, software and services (e.g., iCloud subscriptions), it's only about 6% of Apple's revenue. To put that in perspective, all the chargers and other accessory stuff amounts to about 50% of the revenue Apple generates from content + software + services.
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