On its surface, 2019 was the difficult year that most of us had anticipated. The simmering trade tensions (perhaps diffused by the new phase-one trade agreement) raised the prospect of constrained opportunities for US tech companies in China. Fears of intrusive government regulation, antitrust scrutiny and a consumer privacy backlash hung like a San Francisco fog over the major tech firms.
Just like 2018, 2019 was a banner year for tech. Alphabet stock is up 29 percent this year, Microsoft 52 percent and Apple Inc. 74 percent. They’re all beating the S&P 500 index, which is up 26 percent, and the year saw a slate of tech IPOs — a record haul, despite the poor market performance of unicorns like Uber Technologies Inc. and Slack Technologies Inc. and the debacle at WeWork.
By my measure, the year was defined by several breakthroughs:
Photo: Reuters
照片:路透
AirPods took off. Critics can no longer claim that Apple under Tim Cook hasn’t minted a mainstream hit, after the success of the Apple Watch and now these awkward ear accessories. The company is expected to sell 60 million units, double last year’s tally, and retailers are having a hard time keeping them in stock. One new research report said the AirPod’s popularity has surpassed the iPod’s at its peak. It’s a remarkable shift in fashion and culture — we’re now a species with no compunction about sporting white dongles from the sides of our heads. Amazon.com Inc., Google and others have introduced their own versions, with limited success so far.
Voice-activated speakers continue to boom. This year, 78 million people in the US used a smart speaker like the Amazon Echo or Google Home, up about 18 percent from last year, according to estimates from EMarketer. That’s almost a quarter of the American population and comes despite the troubling revelations that companies farm out a small percentage of customer queries to human workers. Do people care about Silicon Valley snooping on their most intimate conversations? Some do, but apparently most are either confident in the noble intentions of tech companies or comfortable with sacrificing a bit of privacy for the privilege of asking a computer to play the latest hit tunes and recite the weather.
It was the year of TikTok. The Bytedance Inc.-owned video service is suddenly everywhere and putting a scare into Facebook and Snap Inc. The service has 680 million users, crossed a million downloads in February and then 1.5 billion in November, according to Sensor Tower. Irony isn’t dead, after all: At the very height of Sino-US tensions, teenagers around the world, in unison, flocked to an Internet service operated and owned by a Chinese company.
Photo: AFP
照片:法新社
So what’s on tap for 2020? 5G will reinvigorate the growth of smartphone sales; Samsung Electronics Co. and Lenovo Group Ltd.’s Motorola will finally make foldable phones work; streaming services will push further into sports and live news, striking another blow to terrestrial cable and satellite TV; new products will invigorate a market for home robotics, and a distracted administration of US President Donald Trump in an election year will fail to mount any credible attack on the tech giants.
(Bloomberg)
表面上看來,二○一九年就如我們多數人所預期,是艱難的一年。一觸即發的貿易緊張局勢(這緊張情勢或許因新的第一階段貿易協議而撥雲見日),讓美國的高科技公司在中國的發展可能受到更多限制。政府的侵入性監管、反壟斷﹝∕反托辣斯﹞審查、消費者隱私權的反撲,這些擔憂有如舊金山的霧霾般籠罩著科技大公司。
Photo: Reuters
照片:路透
如同二○一八年,二○一九年也是科技業發展特別旺的一年。Alphabet﹝谷歌母公司﹞的股票上漲了百分之二十九,微軟上漲百分之五十二,蘋果上漲百分之七十四,都超過了標準普爾500指數的百分之二十六漲幅。這一年也有很多科技公司上市──創紀錄地多,儘管交通網路公司優步和企業即時通訊服務商Slack等新創獨角獸公司股票上市後表現不佳,以及WeWork的潰敗。
在我看來,幾項重大的突破定義了這一年:
AirPods的起飛。Apple Watch(蘋果手錶)現在這些笨拙的耳機配件取得成功後,評論家們不能再說提姆‧庫克領導下的蘋果沒有創造出引領潮流的熱門商品。這一年蘋果預計會賣出六千萬組AirPods,是去年的兩倍,零售商也常賣到缺貨。一份新的研究報告稱,AirPod受歡迎的程度已超過了iPod的鼎盛時期。AirPod是時尚和文化的重大轉變──我們現在已是一種無怨無悔地在頭部兩側突變出白色藍芽傳輸器的生物。亞馬遜、谷歌和其他公司也各自推出了無線耳機,但迄今成效有限。
Photo: AP
照片:美聯社
聲控喇叭繼續蓬勃發展。根據市場研究機構EMarketer的估計,今年,美國有七千八百萬人使用像Amazon Echo或Google Home這樣的智慧喇叭,比去年增加了約百分之十八。這人數幾乎是美國人口的四分之一,雖然有消息披露令人不安的情況──有一小部分的客戶查詢,公司是交給人工來處理。人們是否介意矽谷監聽自己最親密的對話?有些人介意,但顯然大多數人不是對科技公司的崇高意圖深具信心,就是為了可以叫電腦播放最新流行歌曲和報天氣,而願意犧牲一些隱私。
這是屬於TikTok(抖音)的一年。這屬於北京字節跳動科技公司的影音服務忽然變得無所不在,嚇壞了Facebook和Snap公司。據App分析平台Sensor Tower統計,抖音有六點八億用戶,二月份的下載量為一百萬,十一月的下載量則有十五億。諷刺畢竟仍未死:在中美關係最緊張的時候,世界各地的青少年卻都不約而同紛紛湧向一家由中國公司營運和擁有的網路服務。
那麼,二○二○年有哪些發展潛力?5G將重振智慧型手機的銷售;三星電子以及聯想集團的摩托羅拉,最終會順利推出可折疊手機。串流媒體服務會進一步推廣至體育及實況新聞的發展,讓有線電視和衛星電視再受打擊;家用機器人市場將因新產品而注入活力,而川普政府在大選年將疲於奔命,無暇對科技巨頭採取任何有效的攻擊。
(台北時報林俐凱編譯)
Follow Up
讀後練習
True or False
1. US-China trade tensions have cast uncertainty over the prospects of US tech companies in China.
2. Tik-Tok has gained limited success so far.
3. Apple has sold more AirPods than iPods.
4. Privacy issues over voice-activated speakers have hindered their sales in the US.
(Lin Lee-kai, Taipei Times)
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