May 26, the New York Stock Exchange close statistics show: U.S. Apple shares to 244.11 U.S. dollars, the total market value of 222.1 billion U.S. dollars over Microsoft, become the world's largest technology companies, and second only to the oil giant Exxon Mobil, the United States by market capitalisation as the second largest company.
"Wall Street has seen the end of an era, and the new era has begun: the world's highest technology products are no longer on your desk, but in your hands." The New York Times reviews Apple's market capitalisation beyond Microsoft.
At the same time, almost all the media agree that the idea of Apple's constant innovation defeats the old Microsoft product. Microsoft's personal operating system has been completely defeated by Apple's iphone and ipad.
There are many ways to interpret this incident, but there is little doubt that the iphone and ipad that can be held in hand are the terminals of the mobile Internet, and their prosperity is a sign of the advent of a mobile internet era. In China, a battle to seize the mobile internet terminals have also been produced, joined the group of people of all kinds, the mind, but are deliberately and actively strive for, hoping to get the benefits of a new round of shuffle, the distribution of mobile internet market cakes.
Mobile Terminal connects New World
The December 2009 Morgan Stanley report also showed that by 2020, mobile internet terminals ("terminals") would be more than 10 billion, including smartphones, e-books, tablets and various entertainment terminals. The devices include BlackBerry, IPhone, Android, Kindle, ipad, and the world's most sensational products over the past 10 years.
Grabbing the mobile internet market is, in a way, a scramble for the markets of these terminals, because people have to be able to bind the mobile Internet services through these handsets.
From an intuitive point of view, the mobile Internet is like moving the Internet that appears on a computer desktop to a handheld device. Therefore, some people think that, in fact, the mobile Internet and the internet itself is not much different, but the convenience of the internet has increased.
But it's not that simple.
"Mobile internet is a way of life, but also an industrial model." "The former secretary general of the Chinese Academy of Sciences, a well-known telecommunications expert Ziqiang in a forum in Shenzhen, said that today in the fixed Internet can do, in the mobile internet can do, and mobile internet can do a lot of things, is fixed the internet cannot do."
On another occasion, Xiang CEO, we are entering a new era, mobile internet will be an innovative revolution, we must from a new perspective to understand and recognize the industry. "Mobile phones should be a revolutionary intelligent terminal or an application," he added. In the application, we have to remember three very important things, identity, location services, electronic payment integration. If the mobile Internet becomes only a transmission, it is not enough to access it online. ”
In other words, the future of mobile terminals in the provision of Internet browsing and general entertainment, is expected to provide identity, location services, electronic payments, such as a more solid life services and other functions. Future people will be able to solve many problems through terminal equipment.
Telecom giant Rimini
There is no doubt that, due to the special pattern of China's mobile communications, the three major operators in mobile internet market, China Unicom and Chinese Telecom, attach great importance to the snatch of mobile terminals.
In contrast to ordinary enterprises, they are Big Mac, is the army. The fund is abundant, the scale is big, the strength is strong. However, after all, they have their own industrial limitations, coupled with such factors as operating system, technological innovation ability, the ability to grasp the user experience, and so on, they want to compete for larger sites in the mobile Internet field, in addition to independent research and development, more need to adopt a lien strategy, Cooperation and other means to develop their own terminal equipment.
First, China Mobile. According to China Mobile Group Terminal deputy general Manager Sheng introduced, the user is currently in the network to use the TD terminal to 800多万部, td3g terminal style reached more than 300 kinds, ranked the first three 3G terminals. At present, the terminal type covers from mobile phone, landline, reading this, notebook computer, data card, gateway and all kinds of industry applications, TD has formed its own unique characteristics.
China Mobile is also brewing its own blockbuster products in response to new patterns in the smartphone market brought by Apple's iphone and Google handsets. OPhone is a product that China Mobile has hit heavily. The first 3G ophone, released September 16, 2009, fully adopted the intelligent Terminal software platform developed by China Mobile. This year, China Mobile has made a mature upgrade to the ophone system. The new version is also fully compatible with Android2.1 (the latest version of the smartphone system launched by Google).
China Telecom's CDMA users doubled by the end of last year and have maintained strong growth this year, planning to hit 100 million users by the end of the year. Recently, China Telecom also worked with Rim, the company, to launch the BlackBerry phone Storm 9530, which is aimed at users of China Telecom, and plans to launch a BlackBerry for individual users this September. At the same time, China Telecom also before the Apple ipad entry, the company launched a use of telecommunications 3G Internet access to the tablet computer Lifepad, is Feng.
For China Unicom, the maturity of WCDMA industry chain is one of the advantages that it can rely on. It is reported that the current WCDMA mobile phones in the global 3G mobile phone market accounted for more than 80%, which is China Unicom to obtain 3G license after the information technology and industrial advantages, the development of mobile phone customization strategy The most important source. In the terminal development, Unicom with its own network advantages, the implementation of a flexible "competing" strategy, the first launch of the iphone and Le phone two "strategic" type of mobile phones, the former is with the foreign Apple, the latter is cooperation with Lenovo.
Some observers believe that the three-mode operator 3G Terminal equilibrium pattern formed preliminarily. But the author thinks, the intense competition can break this kind of equilibrium at any time.
Apple "IPad" Shockwave
May 1 This year, Apple ipad 3G version on the other side of the ocean listing, although only a new version of the sale, but still attracted the industry's attention.
In just 28 days, the ipad sold up to 1 million units. By contrast, the first iphone took 74 days to reach that figure, and Apple's world-famous player ipod has spent more than 1.5 of its time on the sale.
The ipad is like a stone thrown into a pool of spring, and the entire mobile internet industry seems to be reactivated again. However, unlike Microsoft, Apple's pace of entry into China is not straightforward. At the same time, the mobile Internet domain is not like the PC domain as the threshold of telecommunications operators, which gives domestic enterprises to fight the time and space.
Domestic telecommunications operators to take the two kinds of countermeasures, can cooperate, can also find ways to contend. The so-called "competing", in this show incisively and vividly.
China's three telecoms operators have expressed goodwill and even co-operation with Apple's revolutionary product.
However, China's operators and manufacturers are not only Apple lead, in the ipad officially in the domestic large-scale publicity at almost the same time, some domestic businesses have launched their own "Pad." Even insiders believe that the "Xphone" after the "Xpad era" is coming.
May 27, China Telecom, Jiangsu Yangzhou, the company launched the "Local design" of the domestic first 3G tablet computer lifepad. It is reported that Lifepad uses Android2.1 operating system, built-in EVDO and Wi-Fi internet module, and loaded the business entertainment applications as well as the 3G business of China Telecom.
As early as April 28, the Great Wall computer has been quite low-key release of two tablet computers- The 7-inch gpad and 11-inch Gbook.gpad price is only 2000 yuan, using the ARM system architecture, and can be external 3G modules, but also has 800x480 resolution and the fuselage less than 1.5cm ultra-thin design. Another big aspect of Gpad is the GPS navigation module. Some insiders believe that, as the first to launch a tablet computer products manufacturers, the Great Wall of the computer's low-key seems to show their own products or a little confidence in the market.
In contrast, Hanwang took a rather high-profile stance when it officially released its tablet computer--touchpad on May 18-smashing an "apple" ice sculpture in public at the press conference. Touchpad uses Intel chips, pre-installed Windows7 and Windows XP operating systems, and supports 80多万个 extension applications.
In addition, Acer, patriots and even Gome have recently released or launched their own-brand tablet computers. Lenovo executives also made clear that its tablet computer already has a good listing plan, but the specific time of the listing is not disclosed.
There are signs that a pad-like tablet computer war is about to begin and that some in the industry have even defined 2010 as a tablet year.
Lenovo with "Le phone" exerting force
Lenovo is a company that needs to be specifically mentioned at this stage of the terminal War on China Mobile's Internet development.
April 19, 2010, Lenovo Group held a mobile interconnection strategy and new product launch in Beijing, announced the official launch of mobile interconnection strategy in China, and launched the Lok phone, Skylight, IdeaPad U160 Mobile Internet terminals.
Lenovo's smartphone phone, which has a strong hardware configuration, an ultra gorgeous interface based on Android and an integration of Web services, is thought to be comparable to Apple's iphone. Its 3.7-inch super touch screen with contact photos or the name of the center of the four-blade grass modelling, not only visually bring users a pleasant feeling, but also the traditional telephone, SMS and the network era of mail and instant messaging (IM) integrated. Mr Liu bluntly said Lenovo saw the iphone as its biggest competitor in the field.
The advent of mobile Internet is indeed an opportunity for Lenovo. Because, in the personal PC era, Lenovo, although carrying the banner of China's IT industry, but there is no hard to say. Because Intel and Microsoft control almost all of the world's core technology resources for PC manufacturing. Also controls most of the PC industry's profits. And this time Lenovo's phone, the situation is completely different, Intel and Microsoft completely pull over. Lenovo Music Phone is a Qualcomm CPU, the operating system is Lenovo based on the development of Android itself. That is to say, Intel and Microsoft have been completely put aside. Lenovo has gained unprecedented autonomy.
At the same time, Lenovo's good government resources and social networks provide strong support for Lenovo's expansion in mobile internet.
Although the music phone is a small terminal, it is Lenovo Grand Mobile Internet dream of the stepping stone.
Internet companies and software companies have been killed in battle.
June 8, Baidu and the world's largest open source smartphone platform of the non-profit organization Symbian Association announced a strategic partnership, the two sides will set up a joint laboratory to promote wireless "box computing" technology platform on the Symbian Platform for the development and integration, which is Baidu after the launch of "palm Baidu" and so on, Another development in the field of wireless interconnection.
In April this year, Tencent also stepped in to collaborate with hardware vendors in order to move the Internet's layout. Intel announces that it will jointly develop the next generation mobile internet platform Meego with Tencent. Tencent will use Meego to expand its products and services to new devices like smartphones, tablets and netbooks. Before this, Tencent has relied on mobile phone QQ and mobile phone QQ built-in mobile browser has a large number of mobile internet users.
The mobile internet has also provided opportunities for innovative and entrepreneurial companies.
There have been a number of "future" companies into people's eyes. Focus on the mobile browser as the best technology is one. Not so long ago, with the Nokia investment, the company, which owns a UC mobile browser, "is valued at $ hundreds of millions of." This is the fourth round of investment by the technology. It is reported that UC Browser has made more than 300 million downloads worldwide, the user's monthly usage (PV) over 35 billion.
Yu, the chief executive of Science and Technology, believes that with the increase in bandwidth, the popularity of intelligent terminals, mobile data services have been ushered in the golden age of No suspense, "2009-2011 is the development of mobile Internet, 2011 Mobile Internet will usher in the industry blowout inflection point." ”
There are still a lot of companies laying out mobile internet apps. Haiding District is located in the proud days of Huijin company, since the beginning of 2007 in the Java platform to develop "search and eat to play" software, providing life search services, the number of users million. In 2009, the company launched the "Flight Butler" client. For the middle and high-end consumer groups, to provide coverage of the entire process of air travel classification information Services and integrated marketing services. The software has been selected as the official Apple Store recommendation software, the iphone into China, the official recommended application software, has become Lenovo "Le phone" the first batch of built-in software.
Zhongguancun based on voice, handwriting recognition and other intelligent human-computer interactive technology company, the company, has also been testing water mobile internet field. According to the company's chairman Zhanglianyi introduced, Jie Tong currently has dozens of people's team, into the company's "Days of Community" construction and promotion. And days of the community is the Czech Republic dedicated to mobile Internet users to create a cover for mobile phone game download, forum Exchange and life Information services as one of the large forums. As the Czech Republic in the early days of mobile value-added services for operators to develop software experience, the Czech transition is also logical.
Also located in Zhongguancun High-tech Park, the Flying Yue Network Technology Co., Ltd. is smelling the mobile internet age two-dimensional code and one-dimensional business opportunities. The company's CEO Yunfeng told reporters that in Japan, two-dimensional code technology has been widely used, the Japanese outdoor advertising kanban, tram posters, magazines, advertising materials and even the convenience store food and book packaging, will print a set of two-dimensional code, For the convenience of consumers with camera phone directly linked to the relevant web pages to browse, download the bell or buy goods. Yunfeng that the application of two-dimensional code in the future will have a broad prospect. And based on the development of a two-dimensional code technology called "Code on the Amoy" mobile software.
Start-up companies associated with Location-based services have also emerged. One of the most eye-catching is "play the Quartet" (Shanghai Atlas CAI Network Technology Co., Ltd.)-by the team from Microsoft, EMC, MIT, as the earliest domestic class Foursquare mobile phone client applications, "play the quartet" in February this year opened the beta, and investors favor. The software can help mobile Internet users to identify and report their location through mobile phones, share their current situation with friends, and merchants will give discounts according to the user login. Just as America's Foursquare and microblogging Twitter have exchanged, the Quartet has also cooperated with Sina Weibo. In this way, the immediacy of information plus the position of the user at any time, the world of mobile internet has not only become "flat", but also become "three-dimensional".
China Mobile Internet: Opportunities and bottlenecks
Mr. Xingdong, a renowned internet expert, believes China has a clear opportunity in the mobile internet age.
Because in the mobile Internet arena, the industry has not yet formed the monopolistic advantage of the W-intel (Microsoft and Intel Alliance) architecture similar to the fixed internet age. In the face of the world's largest potential market, China Mobile internet companies, supported by the government, will likely have a chance to catch up and become an important force leading the development of the global mobile internet industry.
Opportunity is there, but we also have to face up to the development "bottlenecks" in every aspect of our developing country.
The development of China Mobile Internet industry, because there are three major operators to intervene and other factors may face more complex situation. Consumers will test the product positioning and service capabilities of Chinese companies, especially monopolistic companies.
Second, technology is also a bottleneck. Lenovo music Phone's launch has been first. So can we now assert that it is a winner in the mobile internet age? I'm afraid I'm not optimistic. First, Lenovo does not have the ability to develop a perfect mobile operating system on its own, and Lenovo has no successful experience running any app Store, commentators say. So, even if the music phone has achieved great market success, it does not mean that Lenovo's transition to the mobile internet has been successful. Only one day, Lenovo has the ability to end up like Apple and achieve success, we can think of Lenovo's transformation has been successful. Otherwise, Lenovo is simply an extension of a hardware product line.
Third, the mobile phone operators in the mobile payment link card dead, the high price of mobile terminals is also restricting the development of China Mobile Internet factors, need to cooperate with each other, and gradually solve.