Surface Duo 2将至，微软手机的野望仍未熄灭

三易生活2021-08-02

一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Blackgarlic
2021-08-02
Blackgarlic
Great
- zh2021:
  [强]
Kevin29
2021-08-02
Kevin29
希望在人間
catlee
2021-08-02
catlee
Up up up
- Kevin29:
  upupup

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2156016299?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9","is_english":false,"pubTime":"2021-08-02 08:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2156016299","market":"us","top_or_hot":-1,"title":"Surface Duo 2将至，微软手机的野望仍未熄灭","media":"三易生活","content":"<div>\n<p>一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...</p>\n\n<a href=\"https://36kr.com/p/1336104225151233\">Source Link</a>\n\n</div>\n","source":"36kr_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Surface Duo 2将至，微软手机的野望仍未熄灭</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSurface Duo 2将至，微软手机的野望仍未熄灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1336104225151233><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...</p>\n\n<a href=\"https://36kr.com/p/1336104225151233\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://36kr.com/p/1336104225151233","article_id":"2156016299","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2156016299","pubTimestamp":1627863055,"sourceInfo":{"source_id":"36kr_stock","name":"36氪"},"weMediaInfo":null,"summary":"如今对于微软来说，智能手机产品线或依旧还存在一定的价值。","collect":0,"end_time":0,"defaultTopTitle":"36kr.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"MSFT":"微软"},"translate_title":"The Surface Duo 2 is approaching, and the ambition of Microsoft's mobile phone is still not extinguished","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0fe26f69b33b507db04334234074ce1f","symbols_score_info":{"MSFT":0.9},"content_text":"一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。\n如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。\n根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载高通骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。\n但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。\n\n在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。\n如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的三星Galaxy Z Fold 2可供选择。\n\n当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”\n根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。\n但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。\n\n更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。\n既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。\n\nWindows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。\n而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。\n\n开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。\nSurface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。\n\n所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":805815282,"gmtCreate":1627869692446,"gmtModify":1703496854701,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805815282","repostId":2156016299,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5399184,"gmtCreate":1627870916484,"gmtModify":1663231805239,"authorId":3574387078391491,"author":{"id":3574387078391491,"idStr":"3574387078391491","authorId":3574387078391491,"name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":805815282,"type":1,"supId":0,"prevId":0,"content":"[强]","text":"[强]","html":"[强]"}],"langContent":"EN"},{"id":805802829,"gmtCreate":1627868259461,"gmtModify":1703496810690,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"htmlText":"希望在人間","listText":"希望在人間","text":"希望在人間","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805802829","repostId":2156016299,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":805176817,"gmtCreate":1627867729539,"gmtModify":1703496794663,"author":{"id":"4088904026393610","authorId":"4088904026393610","name":"catlee","avatar":"https://static.tigerbbs.com/10b51b62f6928124f9d054708de98592","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088904026393610","idStr":"4088904026393610"},"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805176817","repostId":2156016299,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5398703,"gmtCreate":1627868242296,"gmtModify":1663231801535,"authorId":3579135726453814,"author":{"id":3579135726453814,"idStr":"3579135726453814","authorId":3579135726453814,"name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":805176817,"type":1,"supId":0,"prevId":0,"content":"upupup","text":"upupup","html":"upupup"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":28,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2156016299"}