(펌^로이터통신) MS(엑스박스) VS 소니(PS): 게임 전쟁==닌텐도가 빠졌다 ?
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- 2009-08-21 14:41
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오늘 로이터통신에서 재미있는 기사를 읽었습니다.
http://www.reuters.com/article/technologyNews/idUSTRE57J63620090820?virtualBrandChannel=11611
=======================
1. "MS의 엑스박스와 소니 PS이 차세대 홈엔터테인먼트 시장에서 최후의 승패를 겨룰 것"이라고 분석하고 있습니다. 정말 재미있습니다.
흔히 게임하면 닌텐도 MS 소니를 거론합니다. 같은 게임업체라도 차세대 엔터테인먼트 시장의 맹주를 노리는 것은 MS와 소니라고 주장합니다.
IT라는 큰 판도에서 보면 닌텐도의 자리는 없다는 것입니다.
이 기사를 읽으면서 글로벌 기업들은 판을 읽는 기준이 다르다는 것을 느낍니다.
우리의 의식은 네이버에 갖혀 삽니다.
'넓은 세상이 어떻게 흘러가는지 관심갖는 분이 더 많아지면 좋겠습니다'.
2. 또 앞의 글에서 제가 "온라인게임 네이버 아이리버가 해외 시장에서 성공할 수 없는 이유"를 거론한 적이 있습니다.
온라임 게임업체들, 물론 지금 좋은 성적을 내고 있습니다. 그러나 아직 메이저 업체들이 온라임 게임에 진입하지 않았기 때문에 가능한 것이라고 저는 생각합니다.
비유하자면, 애플이 들어오기 전에 양덕준 사장이 큰 소리쳤던 것과 비슷한 상황입니다.
3. 우리나라 온라인 게임이 더 이상 발전하기 어렵습니다.
온라인 게임은 우선 이미지가 몹시 나쁩니다. 이는 우리나라 게임시장의 환경이 열악하기 때문입니다. 막노동하는 것과 비슷한 온라인게임을 어떻게 권할 수 있습니까? 이러한 상품은 결코 '메인스트림(주류)'가 될 수 없습니다.
인력 구성도 문제입니다. 게임업체에 우수한 인력들이 많지 않습니다. 글로벌 메이저 업체와 상대가 안 됩니다. 위정현 교수(중앙대)는 "(온라인게임을 전략산업으로 육성하려면) 병력특례를 계속 배정해야 한다"고 주장하기도 합니다. 일리 있지만 소수 의견입니다.
위정현 교수^김동현 교수(세종대) 모두 온라인 게임의 미래를 매우 걱정하고 있습니다. 게임업체 사장님들도 마찬가지입니다. 저는 올해봄에 두 교수를 포함해 게임업체 사장님을 10분 정도 만났습니다. 경험이 많은 사람일수록 온라인게임의 미래를 암담하게 보고 있습니다.
=========
Microsoft, Sony slug it out over living-room "hub"
Thu Aug 20, 2009 3:38pm EDT
By Gabriel Madway - Analysis
SAN FRANCISCO (Reuters) - Microsoft Corp's Xbox 360 and Sony Corp's PlayStation 3 are locked in a battle to control entertainment in the living room beyond videogames, a competition that is only growing more intense with the increasing popularity of digital distribution.
The two rivals have tens of millions of users, making them well-placed to capitalize if a critical mass of consumers begins to move toward a single "digital hub" that offers a buffet of media, including movies, TV shows, music and games.
The all-in-one hub has been touted for years as the future of home entertainment, but consumers have been slow to change, still opting to play their content on a variety of devices.
Although analysts caution that it is still early in the game, they say Microsoft --- which had a four-year head start -- is leading Sony, with steady revenue from paying subscribers and a strong slate of content deals, including partners such as Netflix and Facebook.
Although the companies do not provide sales data for their entertainment networks -- Xbox Live and the PlayStation Network (PSN) -- Jesse Divnich, an analyst with EEDAR, said sales have more than doubled year-to-date. He expects their combined revenue to top $1 billion in 2009, with Microsoft well ahead.
"We're seeing the videogame systems try to take control of our living room by offering all the different services and entertainment needs we have, all in one box."
Xbox Live and PSN both offer movies, shows and videos, on top of game downloads. Neither offers music downloads, although users can play songs from their libraries.
Xbox Live Gold members pay $50 a year for additional goodies, including online multiplayer gaming and Netflix access. PSN offers online gaming for free.
But Microsoft has over the years amassed a dedicated group of gamers, said Wedbush Morgan analyst Michael Pachter, who estimates 11 million people pay for Xbox Live Gold.
"Microsoft made it simple -- do online games, then move that online game player into watching movies and the next thing you know he's going to be tuning in to Internet television. They've been very smart about it."
David Cole, founder of research firm DFC Intelligence, said the PlayStation 3's Blu-ray player broadens its appeal, but he said people are still mainly buying consoles for games.
"There are so many devices that you can use to watch video or listen to music ... now I've got to go buy a game system to do that, and a fairly expensive one?"
RACE TO BUILD A BROADER PLATFORM
Many set-top boxes, along with Apple Inc's Apple TV, offer movies and shows, but analysts say videogames give consoles an advantage.
The Xbox 360 is the No. 2 home console in the United States, and sales are showing strength in a difficult economy. The PlayStation 3 is No. 3 and has struggled, but Sony just slashed its price to $299, which should help boost sales.
Nintendo's Wii is the best-selling home console. Analysts say the Wii has a major opportunity to offer more content, given its huge customer base of families and more casual gamers.
But Nintendo has yet to position the Wii as a broader entertainment hub. "The focus is really about videogames," said Cammie Dunaway, Nintendo of America's executive vice president of sales and marketing.
Microsoft and Sony are massive companies, with their game businesses constituting only one small part. But both emphasized their ability to leverage the strengths of the larger company to turn their console into the living room hub.
"I like our position in the race," said Shane Kim, vice president of strategy and business development for Microsoft's interactive entertainment business.
"This is the entire reason why Microsoft got into the Xbox business in the first place, why we made the strategic investment in Xbox Live ... to build a broader consumer entertainment platform."
He said recent deals with streaming-music service last.fm, pay-TV broadcasters Canal Plus and BSkyB show that the Xbox is becoming a one-stop media center.
Xbox Live launched in 2002 and has 20 million members with an installed base of more than 30 million consoles.
At the same time, Sony said its sheer breadth of expertise across technology and content gives it the edge in a battle that will be more of a marathon than a sprint.
"We're a software company, hardware company, music company, a movie studio," said Eric Lempel, director of PlayStation Network operations for Sony Computer Entertainment America.
Sony's PSN, launched in 2006, has more than 26 million members. There are 24 million PS3 consoles on the market, along with 53 million PlayStation Portables, which can also access the network.
Sony has said it plans to better utilize and expand the PSN platform. Lempel said the company has an array of devices -- from Vaio PCs to Sony-Ericsson phones -- that will be able to tap into the content on PSN, giving the company a broad reach.
(Reporting by Gabriel Madway, editing by Matthew Lewis)
© Thomson Reuters 2009. All rights reserved. Users may download and print
http://www.reuters.com/article/technologyNews/idUSTRE57J63620090820?virtualBrandChannel=11611
=======================
1. "MS의 엑스박스와 소니 PS이 차세대 홈엔터테인먼트 시장에서 최후의 승패를 겨룰 것"이라고 분석하고 있습니다. 정말 재미있습니다.
흔히 게임하면 닌텐도 MS 소니를 거론합니다. 같은 게임업체라도 차세대 엔터테인먼트 시장의 맹주를 노리는 것은 MS와 소니라고 주장합니다.
IT라는 큰 판도에서 보면 닌텐도의 자리는 없다는 것입니다.
이 기사를 읽으면서 글로벌 기업들은 판을 읽는 기준이 다르다는 것을 느낍니다.
우리의 의식은 네이버에 갖혀 삽니다.
'넓은 세상이 어떻게 흘러가는지 관심갖는 분이 더 많아지면 좋겠습니다'.
2. 또 앞의 글에서 제가 "온라인게임 네이버 아이리버가 해외 시장에서 성공할 수 없는 이유"를 거론한 적이 있습니다.
온라임 게임업체들, 물론 지금 좋은 성적을 내고 있습니다. 그러나 아직 메이저 업체들이 온라임 게임에 진입하지 않았기 때문에 가능한 것이라고 저는 생각합니다.
비유하자면, 애플이 들어오기 전에 양덕준 사장이 큰 소리쳤던 것과 비슷한 상황입니다.
3. 우리나라 온라인 게임이 더 이상 발전하기 어렵습니다.
온라인 게임은 우선 이미지가 몹시 나쁩니다. 이는 우리나라 게임시장의 환경이 열악하기 때문입니다. 막노동하는 것과 비슷한 온라인게임을 어떻게 권할 수 있습니까? 이러한 상품은 결코 '메인스트림(주류)'가 될 수 없습니다.
인력 구성도 문제입니다. 게임업체에 우수한 인력들이 많지 않습니다. 글로벌 메이저 업체와 상대가 안 됩니다. 위정현 교수(중앙대)는 "(온라인게임을 전략산업으로 육성하려면) 병력특례를 계속 배정해야 한다"고 주장하기도 합니다. 일리 있지만 소수 의견입니다.
위정현 교수^김동현 교수(세종대) 모두 온라인 게임의 미래를 매우 걱정하고 있습니다. 게임업체 사장님들도 마찬가지입니다. 저는 올해봄에 두 교수를 포함해 게임업체 사장님을 10분 정도 만났습니다. 경험이 많은 사람일수록 온라인게임의 미래를 암담하게 보고 있습니다.
=========
Microsoft, Sony slug it out over living-room "hub"
Thu Aug 20, 2009 3:38pm EDT
By Gabriel Madway - Analysis
SAN FRANCISCO (Reuters) - Microsoft Corp's Xbox 360 and Sony Corp's PlayStation 3 are locked in a battle to control entertainment in the living room beyond videogames, a competition that is only growing more intense with the increasing popularity of digital distribution.
The two rivals have tens of millions of users, making them well-placed to capitalize if a critical mass of consumers begins to move toward a single "digital hub" that offers a buffet of media, including movies, TV shows, music and games.
The all-in-one hub has been touted for years as the future of home entertainment, but consumers have been slow to change, still opting to play their content on a variety of devices.
Although analysts caution that it is still early in the game, they say Microsoft --- which had a four-year head start -- is leading Sony, with steady revenue from paying subscribers and a strong slate of content deals, including partners such as Netflix and Facebook.
Although the companies do not provide sales data for their entertainment networks -- Xbox Live and the PlayStation Network (PSN) -- Jesse Divnich, an analyst with EEDAR, said sales have more than doubled year-to-date. He expects their combined revenue to top $1 billion in 2009, with Microsoft well ahead.
"We're seeing the videogame systems try to take control of our living room by offering all the different services and entertainment needs we have, all in one box."
Xbox Live and PSN both offer movies, shows and videos, on top of game downloads. Neither offers music downloads, although users can play songs from their libraries.
Xbox Live Gold members pay $50 a year for additional goodies, including online multiplayer gaming and Netflix access. PSN offers online gaming for free.
But Microsoft has over the years amassed a dedicated group of gamers, said Wedbush Morgan analyst Michael Pachter, who estimates 11 million people pay for Xbox Live Gold.
"Microsoft made it simple -- do online games, then move that online game player into watching movies and the next thing you know he's going to be tuning in to Internet television. They've been very smart about it."
David Cole, founder of research firm DFC Intelligence, said the PlayStation 3's Blu-ray player broadens its appeal, but he said people are still mainly buying consoles for games.
"There are so many devices that you can use to watch video or listen to music ... now I've got to go buy a game system to do that, and a fairly expensive one?"
RACE TO BUILD A BROADER PLATFORM
Many set-top boxes, along with Apple Inc's Apple TV, offer movies and shows, but analysts say videogames give consoles an advantage.
The Xbox 360 is the No. 2 home console in the United States, and sales are showing strength in a difficult economy. The PlayStation 3 is No. 3 and has struggled, but Sony just slashed its price to $299, which should help boost sales.
Nintendo's Wii is the best-selling home console. Analysts say the Wii has a major opportunity to offer more content, given its huge customer base of families and more casual gamers.
But Nintendo has yet to position the Wii as a broader entertainment hub. "The focus is really about videogames," said Cammie Dunaway, Nintendo of America's executive vice president of sales and marketing.
Microsoft and Sony are massive companies, with their game businesses constituting only one small part. But both emphasized their ability to leverage the strengths of the larger company to turn their console into the living room hub.
"I like our position in the race," said Shane Kim, vice president of strategy and business development for Microsoft's interactive entertainment business.
"This is the entire reason why Microsoft got into the Xbox business in the first place, why we made the strategic investment in Xbox Live ... to build a broader consumer entertainment platform."
He said recent deals with streaming-music service last.fm, pay-TV broadcasters Canal Plus and BSkyB show that the Xbox is becoming a one-stop media center.
Xbox Live launched in 2002 and has 20 million members with an installed base of more than 30 million consoles.
At the same time, Sony said its sheer breadth of expertise across technology and content gives it the edge in a battle that will be more of a marathon than a sprint.
"We're a software company, hardware company, music company, a movie studio," said Eric Lempel, director of PlayStation Network operations for Sony Computer Entertainment America.
Sony's PSN, launched in 2006, has more than 26 million members. There are 24 million PS3 consoles on the market, along with 53 million PlayStation Portables, which can also access the network.
Sony has said it plans to better utilize and expand the PSN platform. Lempel said the company has an array of devices -- from Vaio PCs to Sony-Ericsson phones -- that will be able to tap into the content on PSN, giving the company a broad reach.
(Reporting by Gabriel Madway, editing by Matthew Lewis)
© Thomson Reuters 2009. All rights reserved. Users may download and print
