Mobile internet for the new decade: operator's most overlooked opportunity

Internet people believe that telecommunications (voice services) and the Internet (data Services) are two parallel industries (parallel services), mobile Internet is their integration. The value-added service of Internet is not the value-added service of telecom core business, but the value-added service of data core business.　　It is easy for telecom people to see the existence of the core business of leaking data, which leads to inaccurate judgment and investment direction. Text/qiping The next decade is the Golden Age of mobile Internet development. The main trend has been clear, the focus of the entire industry is shifting, the focus of business and the focus of income, from the voice business to the data business transfer from the telecommunications business to the Internet business.　　The main challenge for operators comes from internet companies breaking the "telecom Garden" movement. Telecom operators, if they look at the core business of Internet data, are fully capable of entering this field, to varying degrees to achieve transformation and upgrading, to avoid marginalization in the next ten years.　　Therefore, the operators should face the objective existence of the data core business. The illusion of telecom operators ' judgment on the mobile internet, telecom operators have come to the crossroads of the separation of the network industry. Continue to do the pipe, or a considerable effort to turn the data direction.　　The pipeline has a core business advantage, but the obvious problem is that it will be marginalized in revenue; From the point of view of the Internet, telecom operators have a big illusion when they judge the situation, which makes them lose their confidence unnecessarily.　　The illusion is that the previous period of time in the core business advantages of doing bad Internet value-added services, is insufficient capacity. The decision by telecoms operators may include a big misunderstanding of the internet business, which implies that "the basic business of the mobile Internet and the core business is the telecommunications business".　　Internet people do not agree with this judgment, they believe that operators do not do a good job in the Internet value-added services, is the lack of core business support, rather than a core business support to do a bad value-added business. Where does the disagreement of the situation appear?　　It turns out that the understanding of what is the core business is quite the opposite. The most amazing and incredible thing about the Internet is that the telecom operators understand the Internet business as a value-added service in the telecom base business and the core business. Internet people believe that telecommunications (voice services) and the Internet (data Services) are two parallel industries (parallel operations), so need two sets of different, parallel core business and core competitiveness. Mobile Internet is essentially the integration of these two industries and two core businesses. Operators are not good at the Internet business, not their ability and system problems, but they are missing the overall data core business existence!　　In this way, the operator is tantamount to an infantry (value-added service) charge under the cover of no artillery fire (core business). The fact that this blind spot exists is that telecoms operators invest heavily in irrelevant places, but at the heart of what the general Internet business can see, there is no need for acquisitions or investments. In actual combat, is often based on the advantages of telecommunications, bypassing the core data business, directly to the mutualNetworking value-added services. For example, a large carrier and when to compete online book business, but found that the reason for not to do it is the lack of logistics information in the core competitiveness support. This cannot be attributed to institutional or capacity issues. There is no intelligent logistics capacity, through a simple acquisition, you can have.　　This phenomenon is universal and can only be described as a problem in global judgment. From the internet point of view, the telecommunications operators look at the leak, mainly as the future mobile internet business and revenue focus of the data core business. This core business, in nature, has gone beyond the boundaries of the traditional core business of telecommunications, into another line. In the past, the core business and core advantages of the telecom industry were given by the state. Now it needs a new build. Of course, this does not mean that everything should be independent innovation, do it yourself. Many of the leading companies, including Google, are also strengthening their core businesses through ongoing acquisitions. If the acquisition does not work, but also through cooperation to form strategic complementarity. such as foreign operators and it enterprises cooperation. But if you miss the strategic heights, there is no way. Therefore, the key lies in the correct strategic judgment.　　The direction of judgment is correct, how to do, but the strength is a little weak, the effect of a little bit of a close question. The data core competence which is easy to be leaked by telecom operators 1, Data core technology: The core technology of obtaining the qualification data representing advanced productivity is the base of data core business. Telecom operators in the past, the core technology is the type of IC (pipeline technology or pipeline intelligent technology), data core technology is basically the type of it (such as software technology or software services technology). The productivity characteristics of mobile Internet are integrated in ICT technology (BT and DT all pay more attention to this aspect).　　The current operators pay more attention to the value chain one end of the device and user experience, but the middle of it core technology out of control, is the marginalization of productivity reasons. 1 operators out of control of the first layer of core technology: Open systems first-class enterprises to do the standard, the current control of mobile Internet standards at the top level, is open system standards. Chinese operators are now less influential in the open systems of mobile technology, but passively follow, often subject to people.　　The current approach is based on open source code and Java Technology route, and the more WAP will not adapt to China's terminal environment. 2 carrier's second-tier core technology: Browser and widget (widget) mobile browsers are the main points of the IT struggle to control the mobile Internet. Browsers that support WEB2.0 and 3D and are not dependent on a particular operating system are at the forefront of the current process; It is equivalent to industrial assembly line production of "standard parts."　　Apple's dominance of the operator is technically attributable to the core capabilities of the component engine and component APIs. 3 The third layer core technology of the operator's runaway: Middleware middleware makes the mobile terminal have more and more intelligent processing ability. Based on the CDC (Connected Device revisit,The Java technology for connecting device configurations is worth paying attention to. In fact, mastering the core technology does not mean developing from scratch. Originally only has the operation superiority Grand also does not master the core technology, discovers in the upstream Korea game technology manufacturer, utilizes the market and the value the advantage, the acquisition Korea technology company, one hand reverses passively, is a successful leaping over type development example.　　It is important for leaders to determine what is worth staring at and what is not worth in a variety of technologies. 2, data core business 1 The first core position of the operator out of control: basic Technology Support Layer This is the basic technology platform which can support the data Service platform for the mobile operating system. At present, Google, Apple and other Internet companies are the leader of this layer of business and the main winners. This layer of business is still active in innovation, there are still opportunities in the future, such as positioning (LBS), take in the hands of the operator in ten years did not big development, because the positioning technology and positioning applications directly related to the middle of the core business platform.　　If positioning as a technical support platform, it can become the mobile Internet on Wangfujing Street. 2 operators out of control of the second core position: Basic Business Support layer This refers to data, payment, logistics, credit, security and other supporting data services platform of the basic business platform. It belongs to the business of sitting and collecting, which is very suitable for the enterprises of the telecom operators.　　To pay for example, if the payment as a basic data business platform, not just financial business platform, will have the future of mobile e-business business operating system significance, can play the role of data value-added services multiplier. 3 operators out of control of the third core position: ASP platform layer This refers to directly for the data value-added services to build a platform. For example, Tencent QQ is such a platform. At present its market has surpassed China Telecom and Chinese Unicom. There will continue to be such businesses in the future.　　Mobile stores are a business that operators can do, but are now encountering competition from equipment providers and Internet service providers. About mobile Internet data core business, I at all levels of China Mobile, departments, provinces, said 14 times, and there are many articles published, this will not be launched.　　You can see me in more detail. Overall assessment of the situation, can be summed up in the mobile Internet involves the core of data technology and core business areas, operators are in full fall, the opening of the gate hole state. As far as I can judge, the main problem is the strategic judgment and the industrial card position, which does not involve the system and ability. Or that sentence, operators to face the data core business objective.