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经济学人344:韩国互联网巨头 机不可失

时间:2014-06-06 01:50来源:互联网 提供网友:mapleleaf   字体: [ ]
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  Business
商业报道
South Korea's internet giant
韩国互联网巨头
Now or Naver
机不可失
At home, South Korea's biggest web portal has thrashed Yahoo and kept Google at bay.
在国内市场,韩国最大的门户网站Naver已经击败了雅虎和谷歌。
Now its owner plans to conquer the world with its messaging service
而现在,这间公司的老板正准备以手中的即时通讯软件去征服世界
Cutesy characters cost extra
可爱的卡通人物则需要额外收费
DOWN jackets are typically stuffed with duck, not chicken, feathers. Why? Ask Naver.
羽绒服里通常以鸭绒作为原料,那为什么不用鸡的羽毛呢?去问Naver就行。
So ran an ad in 2003 for a South Korean web portal of that name featuring an innovative1, crowdsourced question-and-answer service.
而这正是2003年韩国门户网站Naver所打出的广告,并且,这广告是以一项革新的聚众问答服务为特点来推广自己。
In spite of such features, Naver's chances looked slim as it was launched into a crowded market dominated by Yahoo of America and Daum, another South Korean company.
尽管有着自己的一些特色,但在一个早已被美国的雅虎和另一间韩国公司Daum所垄断了的市场里,Naver似乎没有什么商机。
Last year Naver indexed its 100-millionth question: a user asking for the title of a particular song, that begins with a giggle2.
去年,Naver录得它的第1亿个提问:一位用户在询问一首以傻笑开头的歌。
An answer took just 14 minutes to arrive: Blow, by Kesha, an American singer.
仅仅14分钟,他便得到了答案:一位美国歌手Kesha所唱的歌曲Blow。
Every day around 18m people visit its homepage.
每天大约有1千8百万人浏览它的主页。
2_副本.jpg
It has almost 80% of the South Korean search market, making the country one of just three where Google is not top.
在国内搜索市场中,Naver拥有约80%的使用量,而这让韩国成为了谷歌公司无法称霸的三个国家之一。
Google accounts for just 4% of searches; Yahoo, now trailing behind as the tenth most-visited portal, stopped producing specialist content for the South Korean market in 2012.
在韩国,谷歌仅占有4%的搜索使用量;目前已经在常用门户网站排行中落到了第十位置的雅虎,在2012年便停止了为韩国市场提供专门的栏目。
When Naver was set up, there were not many web pages written in Korean.
Naver创立之时,韩国还没有太多网站。
So the Q&A service was a masterstroke—the users who answered others' questions provided lots of free content.
所以这套问答服务推出是一个非常绝妙的举动—用户们可以在这儿提问并得到免费的回答。
Naver handed out grades, from commoner to superman, to encourage them to keep writing.
Naver还给用户们进行了从平民到超人的评级,以鼓励他们的持续贡献。
Everyone wanted to be God in cyberspace3, says Lim Wonki, the author of The Secret of Naver's Success, published in 2007.
2007年出版的《Naver的成功秘诀》作者Lim Wonki曾表示:每个人都想做虚拟世界的上帝。
Some Western web portals are suffering declining ad revenues, but Naver's are still rising.
部分西方门户网站正处于广告收益下滑的处境当中,但Naver却仍在增长。
Jay Park of Samsung Securities, a stockbroker4, says the portal's online-advertising5 sales, which provide three-quarters of Naver's revenues, grew by 7.7% last year.
三星证券股票经纪杰?帕克说,去年占该网站总收入四分之三的在线广告业务收入增长了7.7%。
He expects it to keep growing at this sort of rate.
他期望该网站能保持这样的增长比率。
As the money rolls in, it no longer has to rely on free material from users, and can buy up lots of exclusive content, from encyclopedias6 to videos, which it blocks rival search engines from accessing.
随着现金的增加,Naver不再需要去以来用户们的免费资源,从而可以收购从百科到视频各种类别的专属项目,接着便可以屏蔽其竞争对手的搜索引擎。
Unsurprisingly, this annoys them.
不出所料地,这一行为引起了其竞争对手们愤慨。
In 2012 Kim In-sung, who built up Empas, a search engine, published a critical book, Naver's Two Faces.
2012年,Empas搜索引擎创始人金贤成出版了1本名为《Naver的两副面孔》的书来抨击Naver。
He says it is heaven for users but a black hole for content providers.
他表示,虽然对用户们来说是天堂,但对于内容提供者来说则是黑洞。
News organisations grumble7 that Naver pays them a pittance8 for licensing9 their stories.
多家新闻组织抱怨Naver仅给予他们微薄的报酬便使用了他们的报道。
Naver started out as an in-house venture by the IT division of Samsung, the country's largest industrial conglomerate10.
最初,Naver是作为韩国最大的企业联合集团三星IT部门中的一个内部分支。
But Samsung had sold the last of its shares in the company by 2004 and Naver is now the sixth-largest of the companies in the local KOSPI share index.
但三星早已在2004年以前就将全部Naver的股权卖出,与此同时Naver已经是韩国本地股市KOSPI中规模排行第六的公司。
Mr Kim says it has begun to exhibit some of the least attractive traits of the chaebol, in particular by buying up smaller potential rivals and by using its market power to stop other portals getting access to content.
金先生说目前Naver已经开始展现出了一些财阀特有的且不受人欢迎的行为,尤其是在收购小型潜在对手以及利用自身的市场力量去妨碍其他门户网站取得资讯方面表现得极为明显。
In 2013 the country's Fair Trade Commission threatened the firm with a big fine, for allegedly unfair business practices.
2013年,国家公平交易委员会因而警告该公司,声称他们将会对不公平交易行为开出巨额罚单。
Naver persuaded it to drop this in return for it spending 100 billion won on helping11 smaller internet firms and on educating consumers about their rights.
为了平复此事,最终Naver拿出1000亿韩元来进行对小型互联网公司的赞助,以及对消费者权益进行推广,从而说服了委员会取消罚款计划。
Naver responds to all this by arguing that users still have a choice of portals:
Naver对以上种种指控,则回应用户依然能够选择自己要使用的门户:
when a nude12 video of a Korean singer went online last November, visits to Google spiked13 because Naver had blocked it.
去年十一月,当一个韩国歌手的裸体视频被发到网上,由于Naver屏蔽了该视频,谷歌的浏览量随之急剧攀升。
Naver also says it is itself suffering unfair conditions in the mobile market, because 90% of South Korean smartphones run on Google's Android operating system, which offers Google as the default search engine.
与此同时,Naver还声称在移动终端市场里,自己才是遭受到不平等竞争的一方:韩国90%的智能手机使用的都是由谷歌公司开发的安卓系统,这意味着谷歌能够以默认搜索引擎这一方式来攻占移动搜索市场。
Despite this, Google has only 15% of the mobile search market.
但尽管如此,谷歌现在仅占有15%的移动搜索市场份额。
Go abroad, go mobile
走向国际,走向移动
A bigger threat is KakaoTalk, a mobile platform and messaging app that, like Naver, offers games, e-books, photo storage and other services, launched in 2010 by a founder14 of Naver who left the firm. South Koreans now spend more time on it than they do on Naver.
还有个更大的威胁是来自一款移动平台和即时通讯软件KakaoTalk。就像Naver一样,KakaoTalk也提供了游戏、电子阅读、照片储存以及一些其他服务。这是一款由Naver其中一位创始人离职后在2010年所推出的产品。目前,韩国人在KakaoTalk的使用时长上,已经压倒了Naver。
KakaoTalk's domestic success spurred Naver to go abroad and go mobile.
KakaoTalk在国内市场的成功,促使着Naver要走向国际,以及走向移动。
When a tsunami15 hit Japan in 2011, Naver's employees there huddled16 at the office and, in one-and-a-half months, created Line, a free mobile messaging and call service that is now being promoted as the Facebook of Asia.
2011年日本受到海啸袭击之时,Naver的员工们在办公室里齐心协力,前后花了一个半月的时间最终开发出了一款免费移动通信软件,也就是如今被人推为亚洲Facebook的Line。
Within 18 months it hit the 100m-user mark, which took Facebook and Twitter around four years; in November 2013 it surpassed 300m downloads, making it a serious rival for WhatsApp, an American messaging service Facebook is paying $19 billion for.
Facebook与Twitter花了四年时间才累积到了100万名用户,而Line在18个月内就完成了这项指标;在2013年11月里,Line获得了超过300万次的下载,而这则令其成为了WhatsApp的强劲对手。
If, as Mr Park predicts, Naver owes half of its revenue to Line in five years, it will have become one of Korea's few global players among internet firms.
正如帕克先生所预言的,如果Naver能在五年内令Line的收入攀升至集团总收入的一半,那么它将成为少数能在国际市场上分一杯羹的韩国互联网公司。
However, Naver's shares fell sharply on February 20th, after Facebook announced its takeover of WhatsApp—on the assumption that the social network's backing would make WhatsApp impossible to beat.
然而在Facebook宣布了其对WhatsApp的并购之后,2月20日当天Naver的股价严重下挫。
Naver's shares recovered this week on rumours17, which it denied, that a big Japanese tech firm, Softbank, was offering to buy a stake in Line.
这正是基于外界的猜测:有了社交网络的支持后,WhatsApp将成为一个无法击败巨人。由于传闻称日本科技巨头软银将入股Line,本周Naver的股价有所回升,但Naver方面否认了这一消息。
Naver's early attempts to get into big foreign markets went badly.
Naver早前拓展海外市场的尝试均以失败告终。
Plans aired in 2009 for a Naver California and a Naver Korean-American never took off.
2009年,公司计划的两个项目Naver之攻陷加州和Naver之美韩联合从未得到执行。
Another big rival to Line, WeChat, is the most popular messaging app in China and, like KakaoTalk, is backed by Tencent, Asia's biggest internet firm.
Line的另一位强劲对手则是微信,这款软件与KakaoTalk一样有着全亚洲最大的互联网公司—腾讯的支持,而且目前微信早已成为了中国市场中最热门的即时通讯软件。
So Naver is concentrating on two smaller countries where Line already has a foothold, Thailand and Taiwan, and on places where smartphone use is low but set to boom, such as India and Mexico.
因此Naver在重心转移到了自己先前进行市场开发过的两个较小的国家和地区—泰国和台湾,以及一些智能手机普及率低但即将有爆炸性增长的国家和地区如印度和墨西哥。
In the past year it has spent around 250 billion won on marketing18 its messaging app in these and other countries.
过去几年中,Naver已经在上述的和其他的一些国家地区花费了约2500亿韩元来推广自己的即时通讯软件。
But Naver's real strength abroad, says Mr Park, is its decade of experience in the portal business, doing everything from games to shopping to online newspapers.
但帕克先生表示,在海外市场中,Naver真正的优势在于其长年累月的门户网站业务经验—他的无所不能包含了从游戏到网络购物到线上报纸新闻的所有服务。
Line can do all these too, whereas WhatsApp is, until Facebook gets its hands on it, mainly a messaging service.
Line也能够做到上述一切。相比之下,在Facebook接管之前WhatsApp仅仅只是一个即时通讯应用。
Facebook still relies heavily on advertising, but Line makes 70% of its money from games and electronic stickers—oversize and elaborate emoticons, with names such as Cony the Rabbit and Brown the Bear, which users can insert into picture messages.
现在Facebook的收入仍十分依赖于广告业务,但Line已经从游戏和电子贴图业务中赚取了70%的利润。该软件的电子贴图是特大号的精美表情符号,且不同的表情符号有各自的人物和名字,例如可妮兔和布朗熊。用户可以通过图片信息的方式发送电子贴图。
Coca-Cola and Barcelona football club have paid Line to design special stickers for them.
可口可乐公司与巴萨足球俱乐部已经向Line公司付款并要求其制作专属自己的贴图。
It is unclear if smartphone users in Europe and America will warm to such cutesy characters, but Naver hopes to draw those wary19 of Facebook's open network to Line Band, a closed social-networking service.
目前还无法确定欧美的智能手机用户们是否会接受如此可爱的卡通人物,但Naver方面希望能将对Facebook的开放性心存疑虑的使用者吸引过来,让他们到自己旗下更具私密性的社交网络平台Line Band上互动。
Though Mr Park expects Line's valuation to converge20 with that of Facebook in the long term, for now it is tiny by comparison—about 9% the size.
虽然帕克先生期望Line的估值能从长远角度看追上Facebook,但两者对比起来Line的规模还是非常小-大约是后者的9%。
Nevertheless, in 2010 Naver's founder, Lee Hae-jin, chided employees for slacking and reminded them of their company's master plan: a first decade struggling; a second decade, marching to number one.
尽管如此,Naver的创始人李海珍在2010年鞭策着员工们,提醒着他们公司有着宏大的目标:头十年里努力奋斗;在第二个十年内,走向世界之巅。
1.stuff with 使塞满;灌输某种思想
Rihanna seen strutting21 her stuff with her new hair and blackberry.
蕾哈娜看支护在她的新发型和黑莓她的东西。
It can always pay its bills, because it prints the stuff with which bills are paid.
政府总是可以偿还债务,因为他可以印偿还债务用的钱。
2.ask for 请求;要求
We ask for a glass of barolo each.
我们各要了一杯巴罗洛葡萄酒。
Dare to ask for something you've always wanted.
要有胆量要求做一些你经常都想要做的事情。
3.set up 建立;准备;安排
Saudi arabia has set up an anti-corruption agency.
沙特已经建立了一个反腐机构。
The students also set up debating teams.
学生们还成立了辩论队。
4.hand out 分发;拿出
They said that excellent companies actively22 look for excuses to hand out rewards.
他们在书中说道卓越公司积极寻找理由去分发奖金。
Plans were under way at his center to hand out maps so people would understand which areas were at risk.
他所在的研究中心当时也开始制定向民众分发地图的计划,好让人们知道哪些地区存在风险。


点击收听单词发音收听单词发音  

1 innovative D6Vxq     
adj.革新的,新颖的,富有革新精神的
参考例句:
  • Discover an innovative way of marketing.发现一个创新的营销方式。
  • He was one of the most creative and innovative engineers of his generation.他是他那代人当中最富创造性与革新精神的工程师之一。
2 giggle 4eNzz     
n.痴笑,咯咯地笑;v.咯咯地笑着说
参考例句:
  • Both girls began to giggle.两个女孩都咯咯地笑了起来。
  • All that giggle and whisper is too much for me.我受不了那些咯咯的笑声和交头接耳的样子。
3 cyberspace YvfzLi     
n.虚拟信息空间,网络空间,计算机化世界
参考例句:
  • She travels in cyberspace by sending messages to friends around the world.她利用电子空间给世界各地的朋友们发送信件。
  • The teens spend more time in cyberspace than in the real world of friends and family.青少年花费在电脑上的时间比他们和真正的朋友及家人在一起的时间要多。
4 stockbroker ihBz5j     
n.股票(或证券),经纪人(或机构)
参考例句:
  • The main business of stockbroker is to help clients buy and sell shares.股票经纪人的主要业务是帮客户买卖股票。
  • My stockbroker manages my portfolio for me.我的证券经纪人替我管理投资组合。
5 advertising 1zjzi3     
n.广告业;广告活动 a.广告的;广告业务的
参考例句:
  • Can you give me any advice on getting into advertising? 你能指点我如何涉足广告业吗?
  • The advertising campaign is aimed primarily at young people. 这个广告宣传运动主要是针对年轻人的。
6 encyclopedias a88b1e8f5e10dbff92d83626a0e989f5     
n.百科全书, (某一学科的)专科全书( encyclopedia的名词复数 )
参考例句:
  • However, some encyclopedias can be found on the Web. 同时,一些百科全书能也在网络上找到。 来自互联网
  • Few people think of encyclopedias as creative enterprises; but they are. 鲜少有人想到百科全书是创意的工作,但它确实是。 来自互联网
7 grumble 6emzH     
vi.抱怨;咕哝;n.抱怨,牢骚;咕哝,隆隆声
参考例句:
  • I don't want to hear another grumble from you.我不愿再听到你的抱怨。
  • He could do nothing but grumble over the situation.他除了埋怨局势之外别无他法。
8 pittance KN1xT     
n.微薄的薪水,少量
参考例句:
  • Her secretaries work tirelessly for a pittance.她的秘书们为一点微薄的工资不知疲倦地工作。
  • The widow must live on her slender pittance.那寡妇只能靠自己微薄的收入过活。
9 licensing 7352ce0b4e0665659ae6466c18decb2a     
v.批准,许可,颁发执照( license的现在分词 )
参考例句:
  • A large part of state regulation consists of occupational licensing. 大部分州的管理涉及行业的特许批准。 来自英汉非文学 - 行政法
  • That licensing procedures for projects would move faster. 这样的工程批准程序一定会加快。 来自辞典例句
10 conglomerate spBz6     
n.综合商社,多元化集团公司
参考例句:
  • The firm has been taken over by an American conglomerate.该公司已被美国一企业集团接管。
  • An American conglomerate holds a major share in the company.一家美国的大联合企业持有该公司的大部分股份。
11 helping 2rGzDc     
n.食物的一份&adj.帮助人的,辅助的
参考例句:
  • The poor children regularly pony up for a second helping of my hamburger. 那些可怜的孩子们总是要求我把我的汉堡包再给他们一份。
  • By doing this, they may at times be helping to restore competition. 这样一来, 他在某些时候,有助于竞争的加强。
12 nude CHLxF     
adj.裸体的;n.裸体者,裸体艺术品
参考例句:
  • It's a painting of the Duchess of Alba in the nude.这是一幅阿尔巴公爵夫人的裸体肖像画。
  • She doesn't like nude swimming.她不喜欢裸泳。
13 spiked 5fab019f3e0b17ceef04e9d1198b8619     
adj.有穗的;成锥形的;有尖顶的
参考例句:
  • The editor spiked the story. 编辑删去了这篇报道。 来自《简明英汉词典》
  • They wondered whether their drinks had been spiked. 他们有些疑惑自己的饮料里是否被偷偷搀了烈性酒。 来自辞典例句
14 Founder wigxF     
n.创始者,缔造者
参考例句:
  • He was extolled as the founder of their Florentine school.他被称颂为佛罗伦萨画派的鼻祖。
  • According to the old tradition,Romulus was the founder of Rome.按照古老的传说,罗穆卢斯是古罗马的建国者。
15 tsunami bpAyo     
n.海啸
参考例句:
  • Powerful quake sparks tsunami warning in Japan.大地震触发了日本的海啸预警。
  • Coastlines all around the Indian Ocean inundated by a huge tsunami.大海啸把印度洋沿岸地区都淹没了。
16 huddled 39b87f9ca342d61fe478b5034beb4139     
挤在一起(huddle的过去式与过去分词形式)
参考例句:
  • We huddled together for warmth. 我们挤在一块取暖。
  • We huddled together to keep warm. 我们挤在一起来保暖。
17 rumours ba6e2decd2e28dec9a80f28cb99e131d     
n.传闻( rumour的名词复数 );风闻;谣言;谣传
参考例句:
  • The rumours were completely baseless. 那些谣传毫无根据。
  • Rumours of job losses were later confirmed. 裁员的传言后来得到了证实。
18 marketing Boez7e     
n.行销,在市场的买卖,买东西
参考例句:
  • They are developing marketing network.他们正在发展销售网络。
  • He often goes marketing.他经常去市场做生意。
19 wary JMEzk     
adj.谨慎的,机警的,小心的
参考例句:
  • He is wary of telling secrets to others.他谨防向他人泄露秘密。
  • Paula frowned,suddenly wary.宝拉皱了皱眉头,突然警惕起来。
20 converge 6oozx     
vi.会合;聚集,集中;(思想、观点等)趋近
参考例句:
  • The results converge towards this truth.其结果趋近于这个真理。
  • Parallel lines converge at infinity.平行线永不相交。
21 strutting 2a28bf7fb89b582054410bf3c6bbde1a     
加固,支撑物
参考例句:
  • He, too, was exceedingly arrogant, strutting about the castle. 他也是非常自大,在城堡里大摇大摆地走。
  • The pompous lecturer is strutting and forth across the stage. 这个演讲者在台上趾高气扬地来回走着。
22 actively lzezni     
adv.积极地,勤奋地
参考例句:
  • During this period all the students were actively participating.在这节课中所有的学生都积极参加。
  • We are actively intervening to settle a quarrel.我们正在积极调解争执。
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