Mobile Internet: Starting the "engine" of the smart industry

Thematic background

No need to call artificial phone, open the mobile phone can see around the taxi, to the phone to say where and where the destination can call a taxi; immediately see the driver's license plate, phone number and company that will pick you up, don't worry about the "cheat" of the black cars.

Is it difficult to take a taxi? The smart-phone software called "drop-A-taxi" is helping people solve such problems.

Take a mobile phone to surf the internet, tweet, play games, listen to music and even shop ... The popularity of smartphones has allowed people to quickly enter and become obsessed with the mobile internet age.

Recently, the Global Mobile Internet Conference held in Beijing, 14 venues, 230 speakers, in the main venue ticket fares as high as 10,000 yuan, 32 countries and regions more than 16,000 industry participants attended the meeting. With the previous "2013 Mobile internet cold Winter", there is a discrepancy between capital and entrepreneurial enthusiasm in this high-profile show.

Statistics show that from December 4, 2012 to May 9, 2013, the share market mobile Internet index cumulative rise has reached 59.65%. The mobile internet era is coming fast.

Interpretation of the present situation

Domestic mobile internet industry acquisition frequency

In recent time, the domestic internet industry surging, a temporary merger and acquisition.

The Alibaba Group CEO of the Post, Alibaba once again shot. May 10 evening, the gold map announced that through the issuance of shares to obtain Alibaba Group 294 million U.S. dollars investment, Alibaba will hold about 28% of the High German shares, become the company's largest shareholder. This is after Alibaba 580 million dollar shares Sina Weibo, Baidu 370 million US dollar buys PPS video, in less than 1 months time domestic internet industry third big merger case. Coupled with the previous Baidu, Qihoo 360 and Tencent bid Sogou rumors, people can not help but ask, why the domestic Internet industry suddenly mergers and acquisitions?

Industry insiders said the most direct reason is to seize the mobile internet portal. According to statistics, as of the end of last year, the number of Chinese mobile phone users reached 420 million people, mobile phones become the first Internet users in China terminal.

In the first quarter of this year, China's mobile internet market size of 20.42 billion yuan, an increase of 75.4%. Faced with such a huge and fast-growing market, Alibaba, Baidu and Tencent's top priority is to copy the PC era's portal advantage to the mobile end. Take Baidu Archie Art acquisition PPS video, its biggest advantage is the mobile client. Data show that the total number of PPS users in the mobile end has exceeded 150 million, the ipad and the iphone platform in the middle and the third and first place, occupy the entire mobile video market 30%. After the acquisition of PPS, Baidu Archie Art in the mobile user base, user time and other indicators will be firmly on the industry first.

Alibaba's capital operations in recent years are mainly based on 5 mobile internet domains, such as mobile social networking, platform portals, developer data, O2O applications and maps. The holdings of Gould, is a fancy in the mobile phone map market leading position. According to statistics, the first quarter of this year, the map of the domestic mobile phone map to occupy the client market 29.8% of the share, ranked number one.

The Chairman and CEO Ma Ma at the meeting said, "last year began to feel the entire Internet service has changed completely", the original is the use of PCs, the second half of last year completely reversed, into mobile end use mainly, "Tencent QQ has more than 800 million of the monthly active account, 550 million of them are logged on by mobile phone.

"The last 5 years have been the 5 years that mobile internet has developed rapidly in China," he said. "Millet Technology Chairman and CEO Lei said." In his keynote speech at the first Global mobile Internet conference in 2009, he predicted that "mobile phones will replace PCs as the most common terminals for the public." Today, the trend of the year has become a reality.

Market Analysis

The era of mobile internet is getting better

Mobile Internet, in short, is the combination of mobile communications and the Internet, using mobile devices to enjoy the internet anytime, anywhere. Mobile Internet is mainly around the 2008, especially the iphone and other smartphones after the emergence of the entire industrial chain of rapid development.

Researcher Chove, Research Institute of Science and Technology policy and Management Science, CAS, a few years ago dedicated to the mobile Internet project, in an interview with reporters, he said, "mobile Internet mobile + Internet", mobile Internet is the product of mobile and internet convergence, not simple addition, but multiplication "mobile internet = Mobile x Internet." Its appearance needs two conditions, one is to the terminal to move, is not in front of the computer network; second, bandwidth increase, can ensure smooth browsing.

According to him, in 1999, Japan launched the first mobile internet in the world. Subsequently, China followed, but, "up early, catch a late episode", after 7, 8 years slow development. By 2008, with the development of China Telecom 3G and the increase of smartphone users, and the rapid impact of the Beijing Olympic Games, China's mobile interconnection is gradually on the right track.

China Internet Network Information Center reported that by the end of June last year, the proportion of Chinese netizens using mobile phones for the first time more than half, the first mobile phone to surpass desktop computer became the first big Internet terminal.

According to Analysys think-tank forecast, 2013 China Mobile Internet market scale will reach 202.4 billion yuan, 2015 will exceed 300 billion yuan. With considerable market expectations, emerging mobile internet companies and traditional internet giants have been targeting the mobile sector and stepping up their effort.

Cangian, senior analyst at Analysys International, said that the current domestic mobile Internet development in terms of scale, income, maturity and technology, most of them are ahead of the foreign or more advanced. Currently, China Mobile Internet users also exceed the number of users of the Internet.

But the most important thing is that the domestic mobile internet field has a bright future. Xingye Securities (601377, share bar) analyst Li Mingjie pointed out that with the 2013 3G user explosion and user fragmentation time, mobile internet will face more than desktop Internet market space, will also have a significant impact on social development and economic transformation.

Industry insiders pointed out that compared to the current domestic mobile phone users around 1.05 billion, and mobile internet users more than 800 million. "It is estimated that 1.1 billion-1.2 billion is the peak of mobile subscribers, so the number of potential users in the domestic mobile internet is theoretically doubled." ”

Huang, vice chairman of China Internet Association, said that with the cooperation of China and South Korea, Japan, Singapore and other countries and regions in the 3G business, China and even the Asian region are gradually developing into the most potential mobile internet market worldwide.

Deep observation

Will subvert traditional industries

Industry experts point out that the cumulative data in the mobile Internet and social fields will be a gold mine to be dug up, through the user's behavior, focus on topics, buying habits, geographical location, etc. data mining, will be able to achieve accurate information push and shopping, catering, tourism, entertainment and other life services.

"Mobile interconnection" is not only the network connection, but also the mobile internet industry and the whole society of all walks of life connection.

Fu, CEO of Jinshan Network, said the mobile Internet industry, represented by O2O, is more powerful than the PC Internet industry and will subvert traditional industries. He thinks this is the beginning of the mobile internet industry just opened up.

With the rapid development of mobile Internet, the market pattern of communication and service is changing quietly. For a time, smart cities based on mobile internet are increasingly being pushed around.

According to the Information Research Department of the National Information Center, the total number of urban construction cities in China has reached 154, and the total investment is expected to reach 1.1 trillion yuan. A new round of industry opportunities is coming.

From the domestic point of view, "Smart Canton" has achieved good construction results, it is reported that the formation of mobile office, mobile law enforcement, remote meter reading, mobile phone card, wireless POS, intelligent public transport, school bus monitoring and other 74 mature industry information applications, covering 1.3 million users.

At the same time, in order to further shape mobile Internet products and business brands, Guangzhou Unicom to start the construction of Vauxing communication, happiness Guangzhou, palm 10010 Portal 3 millions products, Wo Jing Tong, wo wind chimes, wo Palm home, Wo Tong, 5 100,000-level handheld doctor application, to help push Guangzhou to achieve "wisdom Canton", " Happiness Guangzhou ".

Guangzhou Unicom first launched in China based on Unicom WCDMA wireless technology, the realization of bus, ferry, station terminals, temporary service points, such as WiFi coverage in public places, to provide free access to the public anytime, anywhere, at the same time to achieve information dissemination and e-commerce platform. Statistics show that more than 3,000 buses have been installed to provide free WiFi services to more than 1 million passengers a day. "However, the real mobile Internet development has not come to the boom, now just a warm-up, but everyone in the happy enclosure just, because whether it is technology, product, application or user market, the market is still in the 5%, 10%, 15% infiltration of the earliest stage." "Industry insiders Dcci Internet Data Center founder Yanping Comments on the development of mobile Internet."

However, Joe told reporters that despite the broad prospects of mobile internet, China's users are considerable, compared with foreign countries, bandwidth and cost is still an important factor in restricting development. "Before and after 2008, I can take a mobile phone to see the film, the screen is very smooth, do not worry about traffic, the cost is very cheap." Back home, the obvious is the slow speed, but also to worry about the cost. ”