The pattern quietly changes the internet giant's transformation "dark war"

Zhang Yixuan Dingfiffi Baidu focus on search, Teng deep social networking, Ali focus on electricity, this is the industry for the three enterprise market pattern description. But as netizens migrate to mobile Internet, this pattern quietly changes in early August, Tencent Micro-letter 5.0 online became the hot topic of discussion on the Internet. New micro-letter joint Tenpay introduced payment function, docking bank card, scanning barcode, book cover and so on to achieve shopping; Also on the same day, based on Taobao and Sina Weibo user account interoperability and data exchange, "Weibo Taobao version" officially online. Alibaba announced shortly after the launch of the "micro-blog Taobao version", issued a statement, "in order to protect the users of Taobao consumers feel and control the risk of transactions, the temporary suspension of the application of micro-letter-related applications in the service market order," and said Micro-letter team also recently introduced a number of Taobao products and Taobao sellers in the micro-letter marketing restrictions. Tencent responded explicitly, saying the measures were "not aimed at Taobao," and explained that Tencent valued the user's experience of micro-credit, and that some of the offending accounts violated the micro-credit public platform principle and user agreement. In recent times, the Internet has been full of gunpowder. In the mobile internet era, internet companies are facing a growing pressure to transform. The contention of the entrance, the increase of business and the expansion of the territory have made the big Internet giants enter the era of all-round competition. Mergers and acquisitions to compete for Internet competition in the New Era China Internet Association released the "China Internet 100 (2013)" shows that Tencent, Alibaba, Baidu ranked the top three of China's Internet, 2012 3 corporate revenue and more than billions of billion, accounting for the Internet Hundred enterprises revenue half. "The industry concentration is high, the scale benefit is obvious", has become the prominent characteristic of the current Chinese Internet hundred enterprises. But the big three, dubbed "BAT" by the industry, did not feel safe. "The internet is a rapidly changing industry and the competition is fierce," said Ma Ma, chairman and chief executive of Tencent's board. Tencent has never had a day to sleep, we always worry about a certain omission at any time will give us a fatal blow, always worried that users will discard us. "To this end, the families are constantly looking for new competition points, users and access to become a common choice, and mergers and acquisitions and openness is the focus of the competition strategy." In recent years, "BAT" has accelerated the pace of mergers and acquisitions. In Tencent's mergers and acquisitions list, there are online travel websites with the same process network and art Dragon NET, the Electronic Business website Easy news and good Lok buys, the social game company hot and so on long a string; the Alibaba's merger list involves the shrimp net, the APP "on the Road", Sina Weibo, the poor travel network and so on, covers the music, the traveling, the social, the map and so on and Baidu to Magic Chart elves, tenants, PPS, etc. to achieve a capital injection or acquisition, but also cost 1.9 billion U.S. dollars wholly-owned acquisition of 91 Wireless, set a new record of the amount of internet mergers and acquisitions in China. Industry analysts said that the Internet first camp enterprises to import and resource monopoly mergers and acquisitions, constitute the current Internet market mergers and acquisitions behavior of the main body, mergers and acquisitions focus in the mobile Internet and vertical areas, the card location and layout intent is obvious. "The first campInternet enterprises, are in the import-oriented enterprise layout and Monopoly. Li, chief analyst at Analysys International, said: "91 Wireless services, gold (15.04,-0.25,-1.64%) maps are important portals of the mobile internet, Sina Weibo is also one of E-commerce portals." "Internet Laboratory founder Xingdong Analysis, the current Internet is rapidly transforming to the mobile internet, while the Giants" big ship turn relatively difficult, "in the era of rapid industrial change, through the purchase of external more innovative vitality of the team to make up for their own innovation deficiencies, become an inevitable choice. There is expert analysis, in the global Internet development from closed to open trend, with the user needs of diversification and personalized change, the force of a single family has been difficult to meet. Set up an open platform, open arms to attract third-party developers, aircraft carrier-carrying fighter groups of the collective combat model, has increasingly become a new strategy for the Giants competition. The competition upgrades the territory expands the market pattern to change quietly "I am also very nervous to see your micro-letter. "At the Shenzhen IT Leaders summit at the end of March this year, Ma Yun, chairman of Alibaba Group, said. Baidu focus on search, Tencent dig social, Ali focus on electricity, this is the PC Internet age, the industry for "BAT" three market pattern description. But as China's internet demographic dividend weakens, especially to the mobile Internet, the pattern is quietly changing. Bo, an Internet expert, said that with the previous few years in their own strengths in the field of different, everyone is entering each other's market. For example, Tencent Force mobile payment, expanded with Ali's competition surface, Ali investment shrimp net, Sina Weibo, etc., also with Baidu and Tencent have obvious business overlap, in addition, Baidu and Tencent have map products. The expansion of the business boundary, especially for the mobile internet market, makes the competition between "BAT" increasingly strong. In the field of electrical business, "Social + electrical Business" has become a common concept. With the payment and powerful scanning function of micro-letter 5.0, enough to see its power, especially the new O2O area of determination; "Micro-bo Taobao version" of the launch, but also shows Ali to consolidate the position of his electric business efforts, and Baidu has launched a group purchase, and its docking with the map, and then the intention of the electric business is very obvious. The payment field, Ali and Tencent also compete constantly. Previously, Alipay and Tenpay had been rivals, today, micro-letters and Baidu also joined the war group-Baidu has won a third party in July this year, the Chinese fund also launched a "micro-finance", that is, through micro-credit trading functions to achieve funds trading, cash access, in the micro-credit trading channels based on the promotion of financial services, This will be with Alipay prior to the introduction of "Balance Treasure" to form a positive competition. In addition, the mobile Internet, another portal-browser area, the competition is also fierce, this from Ali and Baidu, Tencent has been the acquisition of UC News can be seen. "When ' BAT ' enters the whole field competition, the contact surface increases, the likelihood that the gun goes off will rise." Li said that the dispute between Ali and the micro-letter was only aIn microcosm, similar cases in the future may be further increased. "BAT" competition between more and more, in addition to the entrance of the dispute, will be all-round competition, is intended to establish their own independent ecological system. Mobile era of creative first "new Enclosure movement" under the entrepreneurial grab the entrance, Rob Traffic, Rob users, "BAT" the whole business competition is escalating, will certainly have an impact on China's internet industry, especially the large number of small and medium-sized enterprises and entrepreneurial team. "Is this the best of times, is there a chance to start a business now?" "This is a question that Ma is often asked about in contact with entrepreneurs. The existence of "BAT" "Three Mountains", and the practices of tree barriers among enterprises, have repeatedly complained of stifling the space and power of the entrepreneur's continuous innovation and development. This from the "China Internet 100 (2013)" can also be seen, 100 strong enterprises more than 60% operating time more than 8 years. "The super stable structure starts to form, the new start-up company development is more difficult." Xingdong said that the Chinese Internet is still more of an "old company" than the Silicon Valley, which pays more attention to the investment of the new website and the more healthy metabolism of the whole industry. In Xingdong's view, if the mergers and acquisitions of big internet companies can be active, the overall activity of internet start-ups in China will be greatly increased. Now, the change of the competition strategy of the Giants, let many small and medium-sized pioneering team see another answer hope. "Six or seven years ago, entrepreneurs often complained that only the way out, and now, even if not listed, as long as products do well, even if there is no profit, there will be a future." "Bo said. "The position of the first camp of the internet is basically already clear, the competition between them will be omni-directional in the future, while other Internet enterprises need to rely on the enterprise of the first camp to exist." "Li analysis. With the launch of the open platform, depending on the large number of users owned by the Open Enterprise, the entrepreneur will be expected to obtain the most needed user resources. In addition, some open platforms also have a more mature multi-channel payment system, but also help developers to the flow of liquidity. Of course, the Giants are not all the competition brought about by the good, the gate fire, implicating sometimes inevitable. Take Ali and micro-letter competition for example, let micro-letter "Amoy customers" and other third-party entrepreneurs "injured" is inevitable. E-commerce observer, million-engine consulting CEO Ruzenwang said: "By Ali the impact of the move, before the micro-trust in the ecology of Taobao marketing company, the prospects are slim, the next development is still to wait and see." ”