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<スマートゲーム機>任天堂は450億の赤字から蘇るのか!!?


 バージの記事ですが任天堂は3DSを千五百万台売ったにも関わらず、2012年3月決算で大赤字です。(450億円)ReutersがMacquarie’s Gibson氏ら米国の複数のアナリストの見解をまとめています。
  1、今やゲームは何時でもどこでも色々な機器で楽しむ時代
    任天堂はこのサービス感覚が判っていない。複数の機器で同じゲームを楽しむ感覚が理解できていない為、ポータブルゲーム機と据付ゲーム機の間の切り替え感覚が提供できていない。学校の帰り道で任天堂DSではじめたゲームの続きを自宅のWii で楽しめない。この点はWii Uも駄目だろう。
    これはアップルやネットフリックス、電子書籍各社が提供している感覚ですね。
  2、Wii Uは原価が高い
    記事はWii Uの原価を350ドルと見ているようです。これは2006年に出た時より100ドル高いそうです。 これでは売れないだろうと。
  3、ゲームに排他性が高い
    Marioを何ゆえiPhoneに持っていかないのか理解できない。
   色々なゲームをスマート機器に対して開放すべきだ。

   

Another issue is that Nintendo still tightly maintains exclusivity of its popular brands, cutting away at potential cash it could earn from, say, bringing Mario to the iPhone.
The solutions that analysts suggest include some unpalatable ideas, like opening up Nintendo’s brands, perhaps doing that by getting rid of the company’s leadership.

 
   


The ubiquity of gaming seems to be the biggest issue facing the company. Gamers don’t just game on a couch anymore; they game in cars, on trains, planes, beds and, yes, even on toilets. (In fact, according to one survey, five percent of 15,000 gamers polled said they game on a toilet.) While Nintendo has portable devices, the DS and 3DS, it hasn’t created a system that allows gamers to switch easily between their portable offerings and their at-home one. The Wii U, due out later this year, apparently won’t address that issue either.

 ★★ A failing Nintendo needs to shake things up tomorrow, analysts say
 ★★ Nintendo to make a loss of $835 million in 2011, despite selling 15 million 3DS units


But with that Wii boom waning, the successor being prepared by the creator of Super Mario looks like a losing proposition as Apple Inc and other smartphone and tablet makers take gaming to the bathroom, the commuter bus and back to the bedroom.

“They have been beaten by smartphones and tablets, in particular, for consumers spending and, more importantly, time,” said David Gibson, an analyst for Macquarie in Tokyo.

Its emerging foe is Apple, already the nemesis of flagging Japanese titan Sony Corp, whose seamless go-anywhere devices – the iPhone, iPad and rumored plans for a games controller and “iTV” – are positioning it to grab swathes of the gaming market where Nintendo once held sway.

In a report this month, Macquarie’s Gibson pointed to a recent survey by mobile gaming site MocoSpace. It asked 15,000 gamers where they gamed; 53 percent said they played in bed, 41 percent in the living room, 72 percent commuting and 5 percent on the toilet.
Yet a game started on a Wii can’t be continued on a DS on the way to work or school. The Wii U, slated to go on sale in time for the year-end shopping season, does not address that convergence hurdle.

 ★★ Nintendo’s hard choices for a soft landing

 
   ナレッジマネジメント学会 専務理事 山崎秀夫 borg7of9 twitter

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