????霍尼韋爾面臨的威脅不只是丟失幾個百分點(diǎn)的市場份額這么簡單,。Nest成功吸引了百思買（Best Buy）等主流零售商的關(guān)注，顯示曾經(jīng)一潭死水的恒溫器市場已經(jīng)開始發(fā)生變化,，因?yàn)榘偎假I的顧客以年輕人為主,。因?yàn)榘偎假I是Nest恒溫器的銷售商，為此,，霍尼韋爾也將百思買也告上法庭,。法德爾在11月接受采訪時向我表示：“這是一個水平低下而且不完善的市場。恒溫器業(yè)務(wù)非常龐大,?！保ú贿^，我們并不清楚霍尼韋爾營收中有多少來自恒溫器,。）
????經(jīng)濟(jì)停滯不前導(dǎo)致的開支緊縮也強(qiáng)化了智能恒溫器的吸引力,。德蘭尼稱，業(yè)主們現(xiàn)在選擇通過簡單的改變,，比如試用一款新設(shè)備,，來升級自己的家，而不是大肆改裝,。
????所以最終還是錢的問題,。對于這一點(diǎn)，科特比誰都清楚,。他在1月份的那次會面中稱：“調(diào)查的時候,，大家都表示支持高能效。但當(dāng)花的是自己錢時,，他們的想法就不同了,。”科特過去還曾表示,，如果人人都積極使用現(xiàn)有的霍尼韋爾產(chǎn)品,，美國每年的能源費(fèi)用能省下近四分之一。因此,，Nest公司顯然是霍尼韋爾的心腹大患,。
????譯者：項(xiàng)航 |
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????What's potentially at stake here is more than just a few points of market share for Honeywell. The Nest's ability to capture the interest of a major retailer like Best Buy (BBY), where the product is sold -- and which is also named in Honeywell's filing -- suggests the diversification of a market that has long been stagnant, if only by taking into account the younger demographic of Best Buy's shoppers. "This is an underserved and unloved market," Fadell told me when we spoke in November. "The thermostat business is big." (It is not clear what portion of Honeywell's revenues come from such devices.)
????The belt-tightening caused by the dragging economy has also made a smart thermostat much more compelling. Instead of doing large-scale remodels, homeowners are opting to make simpler modifications to upgrade their homes, like trying out a new device, Delaney says.
????So in the end, it comes down to the bottom line, and Cote knows this better than anyone. "Everybody's in favor of energy efficiency on a survey," he said in that January meeting. "But when it's their own money, they think of it in a different way." He has also stated in the past that if everyone aggressively used existing Honeywell products, the United States' annual energy bill would be cut by up to a quarter. For Honeywell, certainly the Nest is one obstacle getting in the way. |
