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发表于 2010-12-16 01:05 · 加拿大
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记得读到腾讯的这条新闻前很巧的看了原文，当时还想写个帖子曝一曝来着
Microsoft (MSFT) has a hit on its hands with Kinect, the new motion recognition controller for the Xbox 360.
The company last week said it sold 2.5 million Kinects in the first 25 days of retail sales, and continues to forecast sales of 5 million units by year end. Caris & Co. analyst Sandeep Aggarwal this morning asserted in a research note that Kinect should provider at a least a $1.2 billion boost to Microsoft’s top line in the first year, or about $2 billion in gross revenue for the Kinect ecosystem, including software.
Aggarwal sees Kinect benefiting Microsoft four ways:
* The company is seeing a “material attach rate” for Kinect among the 45 million Xbox installed base.
* Kinect is driving higher adoption and market share gains for Xbox in the console segment.
* They are seeing an uptick in the sale of new game titles.
* Kinect should reduce attrition and boost new subscriber growth for Xbox Live.
The interesting long-term question: how can Microsoft expand the use of Kinect beyond gaming? |
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