Internet portal competition to escalate

Where do you access the Internet?

The problem that is almost ignored is an important topic in the hearts of every internet man.

Internet portal, once popular because of search engines, Li "box World" blueprint has been in this extension; On the other side, with the QQ instant Messaging client software, MA Teng built a powerful one-stop service.

Until Qihoo 360 was listed, the browser, which had been neglected and was in doubt, broke the Internet portal myth created by search engines and client software.

From the moment that Qihoo 360 boarded the US New York exchange on March 31, its profit model began to run naked. Look at its prospectus, 2010, Qihoo from online advertising revenue has 38.826 million U.S. dollars, accounting for 67.3% of total revenue.

Obviously, the "Free + value-added services" of the security software itself, is not the main revenue points. Behind it, is the security software client users into the 360 security browser, the browser as a gateway to the Internet, the mass of users of the flow of the current: On the one hand, 360 browser home embedded Google search box, can be divided into advertising with search engines; The most important source of revenue is the advertising position in the 360 browser's secure Web site navigation.

In fact, looking back on the history of the Internet, the browser's entrance debate has never stopped.

Internationally, Netscape (Netscape) was the world's largest browser company is also the most widely used browser, Microsoft integrated IE browser into the Windows operating system bundled sales, killing Netscape. 2008, Google launched Chrome browser, the next three years, has been shaking Microsoft ie monopoly situation.

At home, with the help of the development of WebKit Open Source Engine, 360, Tencent and Sohu have been rattling, Shanda, Baidu and Alibaba in the browser market is eager to rumors have been rampant. Moreover, the browser's war has been burned to the mobile phone, UC Browser is also the layout of mobile phone browser built mobile social platform.

"Creating an Internet company with a market value of nearly 4 billion dollars to become a battleground for the internet giant is a crazy browser," an Internet veteran told the press.

It can be said that 360 of the listing, the real detonation of the browser will "user flow" into "cash flow" ability, resulting in the Internet entrance competition is bound to be more intense.

From the entrance to the platform

Interestingly, browsers in the global market and the Chinese market is not the same development routes. Internet critic Bo pointed out that, for example, ie, Firefox, Apple browser Safari, opera and other well-known browsers have their own core engine open, but also to the better core engine to better drive the network applications, and domestic browsers closer to users.

Others pointed out that foreign browsers like "geek" toys, and China's browser is a tool to make money for business returns.

Yanping, general manager of Dcci Internet Data Center, points out that at this stage the entire Internet competition in China has moved from the competition of websites and websites, products and services to platform-level competition. Browsers are a very important part.

In other words, the browser in China, has been and is still proved to be a large-scale profit-making tools, at the same time, is a platform for the battle weapon.

Anti-view of the current Chinese browser competition pattern, has presented "one super, two tyrants, three strong."

Microsoft IE, the originator, is still the leader of China's PC, followed by the second and third-ranked 360 browsers and Sogou browsers, followed by Google, Baidu and Tencent.

As for Baidu and Tencent, the core business is search and instant messaging, and browsers are more like defensive weapons that optimize platform strategy. For 360 and Sogou, is the listing and the future platform to build the key.

In the course of the listing of Qihoo 360, Zhou has introduced 360 of the joint operations of web games to institutional investors, saying that the revenue growth rate will be higher than the advertising revenue generated by web site navigation. Shortly before the listing, Qihoo also released a 360 group buying platform. Open platform, is Zhou? Face the "talent" and other media keywords. Moreover, the choice of group buying and web game of the two models, the advantage is lightweight, easy to change, in order to test the water open platform, which can be seen in business intelligence.

Similarly, Sogou from Sohu after the break-up, is also trying to build a browser, input method and search engine Trinity business model, and build an open platform.

Sogou CEO Wang Xiaoquan stressed that the browser is not only an independent product, must be connected to the user through the bridge to personalized needs, the future will be made a platform.

"From the profit model, we all have similarities", he to "talent" reporter said, first of all, are running the navigation Web site, 360 and Sogou are doing; second, is the search, now 360 outsourced to Google, Sogou with their own search; again, the game's joint operations, 360 access to a lot of third-party game operations products, Sogou may consider outsourcing the game to a swim.

In his view, the game and search in PE (P/E) on the ceiling is not the same, Sogou to do their own search, and the game outsourcing, it is based on the more attention to search.

It is noteworthy that, from the entrance to the platform, the internet giants struggle became more like the Warring States era.

Alibaba in August last year, after the investment Sogou, at the beginning of this year, also began to provide customized online shopping security browser, the implied signal is: in E-commerce and browsers, Ma Yun and Charles Zhang has for the platform of both sides of the game.

From Internet to mobile internet

In the future, Tencent and Baidu, or even 360, Sogou will never miss this browser feast, because the browser's war has been burned to mobile terminals.

Perhaps, that year, as a VC Yu choose to go to the sea, their own entrepreneurial moment, mobile browsers and even mobile internet market prospects, is not recognized by everyone.

After 3 years of sharpening, UC Browser Global user volume breakthrough 200 million, the cumulative download of over 700 million, the monthly User usage (page view) of more than 70 billion, the equivalent of global users per second average use UC browser click the page 23,148 times.

It seems there is no longer any doubt about the power of mobile browsers, but the question of whether a mobile browser will be replaced by a single app or App store (such as Apple's App Store) is an uncertain prospect;

For the judgment of future trends, Wang Xiaoquan to the "talent" reporter said, as the Internet bandwidth is more and more powerful, the Web page standards become more and more powerful, the final will be a Web page to replace the client, the browser as a Web page will become more important; , the future trend will be like PC, gradually from application to browser.

At the same time, UC excellent as chairman and CEO Yu is actively leading UC farewell to "anemia" state.

"The mobile internet industry, the profit model is three major categories." First, advertising revenue for manufacturers; second, user-oriented games and various value-added services; third, the face of the electronic commerce of buyers and sellers. "Yu told the talent reporter, because the latter both need to collect the user, all need to move payment, and this is precisely in China Mobile Internet now a very big bottleneck."

Finally, at the beginning of this year, UC announced the choice of the largest third-party payment channels with Alipay to cooperate to the profit model landing. In fact, as early as the early 2009, MA and Yu sat together looking forward to mobile internet and mobile browser in the spring, and reached Alibaba Group's strategic investment in UC.

It is noteworthy that the mobile browser also do not want to miss the "opening" opportunity, but also on the road of platform.

UC is a browser for the core to build mobile social platform, has been a member of the Baidu Product decision-making committee Mingyuan is now in the open platform for the construction of UC Park. He told the "talent" reporter, the general platform is divided into 37, 46, UC Park provides 55. He predicts that even larger platforms than Facebook will be developed on the phone's client side.