2007 China Network video development Prospect

Internet

Streaming Media video manufacturers ' rise vs venture capitalists ' concern

Recently, by Sadie Group, China Computer newspaper jointly founded, held in Beijing, "2007 China New Economic Industry Annual conference" is designed to gather streaming media-related industries content service providers, technology product providers, network operators and investment and financing elite bipartisanship streaming media industry in the future direction and leading trend, To promote streaming media network video industry has become the Internet industry and hundreds of media focus. Peer-to-peer technology will be large-scale concurrent video flow into the possibility of a complete change in the Internet now the larger the Web site, the more server state, return to the "non-centric", the power returned to the user's network new trends. China has a large and rapid growth of broadband netizens, broadband Internet access has exceeded 60%, thus laying the foundation for the rapid development of this industry. In this event, the network video live on behalf of the Enterprise PPLive at the same time, "Top ten Entrepreneurial Team" and "Ten Most investment Potential project" two awards once again caused the industry and the network video attention. It is tempting to think that not so long ago, Bill Gates boldly predicted at the annual meeting of the World Economic Forum in Davos, Switzerland, that the internet will "subvert" the status of television in 5 years, as online video products grow. In the "Streaming media Summit" in this annual venture, Bluerun Fund partner Chen Wei said more specifically: "The streaming media industry has experienced a start, the focus on the gradual warming stage, the investment sector is also returning to rational thinking, many of the VCs are also beginning to maintain a more cautious mentality, They are concerned about the development of the industry chain will experience the industry rivals to "shuffle" the pain of the process, but also optimistic about the further development of the media industry, the concern of the VCs and the change in the amount of money is very subtle ah! ”

"Subtle" two words, the video industry has been the development of the opportunities and risks faced.

According to the author understand, the current video industry is mainly divided into YouTube model of video sharing and Peer-to-peer technology as the core of the video viewing platform two categories, two types of sites belong to the video field, but the business model, the direction of development is very different. The former primarily mimics YouTube's successful mode of operation on the other side of the ocean, user-led is the human sharing platform, the author will call it the video field of C2C, the current representative of Tudou, I le 56, 6 rooms, green Entertainment, the strength of each family is still in hundreds, the era of flourish. The animations of policy risk and content will be two major challenges in this field.

The latter is to create a stable and smooth, rich content video platform, by providing video services to users to gather users, the author will call it the video field of the consumer, this field is currently represented by PPLive, but there are many ppstream, Uusee and other large followers, although a single large, But the competition is still very fierce.

Let's take a look at the development of these video pplive for example. According to third party data, as the world's largest streaming video service provider, PPLive has a user of about 75 million, exclusive network video market share of more than 50%. It has been investigated that the pplive developed at a time when the domestic video-sharing model was hot to the top, but the company that built on Peer-to-peer technology did not go into the ocean of video sharing or red or blue. Build a popular client platform is its always direction, to provide users with innovative services is the enterprise young entrepreneurial team unremitting pursuit. At present, we still cannot predict whether this young team led by Bill Yao has chosen a road leading to the stream media kingdom, however, does not conform to the same, does not apply mechanically is an industry navigator pioneer should have the quality and demeanor.

In 2007, China's new economic industry venture capital annual meeting, won the top ten entrepreneurial team PPLive team All behaved calmly, they think: the whole industry in the early stage of development, distance from the real industrial model to form a certain distance. However, from the trend of view, the television terminal because of its own limitations, is no longer the only video terminal. The Internet video is the active, collaborative and sharing media, is considered to promote video development of the most potential terminal. China's Internet through the initial click of the economy, to the subsequent search, E-commerce emerged, the characteristics of the network has been repeatedly played, and continue to provide users with updated services, until the change of people's traditional lifestyle. Web2.0 is never a new technology, it just marks the internet is no longer a farsighted area, but will be with the traditional field of deeper integration. This includes, of course, video.

Mr. Chen, a Bluerun fund partner, is a representative of venture capitalists also put forward their own view: "video mode to bring people more powerful impact than the traditional plane mode, at the same time, this trend will certainly bring new value to customers, this is the basis for development, but, VC also need to be in the" periphery " Careful recognition of the investment project will be made only after a wide range of assessment and analysis of the development and trends of the industry. “

technology = Profit? The Red Sea or the blue ocean

The usual technological revolution is this: a need to promote the birth of technology, the birth of technology can be widely used to change people's lives. This point in the Peer-to-peer streaming media, the same application, in the entire annual venture, technology has been repeatedly mentioned, as Peer-to-peer streaming media industry has attracted attention to another important reason: Peer-to-peer streaming media network video technology successfully achieved the Internet operating costs of efficient control. Bill Yao a metaphor: If the network video domain does not use Peer-to-peer streaming media technology, then need the huge bandwidth to support the normal operation, for example to support 1 million people to watch online at the same time, need 50g-500g bandwidth support, if, 1 g of bandwidth need 150,000 RMB cost, then, Manufacturers each month in the bandwidth of the purchase will need to invest nearly million yuan cost, such investment is bound to cause a huge operation cost consumption, not conducive to the sustained and effective development of enterprises. However, if the same as PPLive has its own research and development of Peer-to-peer streaming video technology, the successful reduction of operating costs to the original 1%, resulting in the revenue output effect can be fully demonstrated the advantages of technology and leadership! Similarly, low cost operation, the risk coefficient is also greatly reduced, many VC can be assured of "cast". The new media operation is strongly supported by the new technology, but also by the model to promote, the fact that this view has been in the entire streaming media industry has reached a consensus! This is one of the main reasons why 40 senior venture capitalists selected PPLive as "the top ten Most potential projects".

After the technology is operating mode, facing a blue sea, how to build the industrial chain. This chain involves operators, CP, technology providers, SP differentiation areas, overlap, but also fragmented! The person who is good at making the topic will initiate a big discussion, such as "Technology is king PK content". However, the current development of the field of streaming media seems to be the end of this topic: this is not a simple question of who is the king, this industry chain each link has their own development space, and only the benign development of each link, only the prosperity of the entire industry, The internet's "marrying" video will really become possible. For example, Phoenix New Media, in addition to pplive content provider, they also have other channels of communication, but the development of the entire enterprise focus on the content provider, the same example and light under the light of e-view, young and old entrepreneurs are in the "one industry chain, the end of the beginning" situation. is because they are clearly aware that each has different advantages, in the strong traditional media, the division of labor is the best policy, China's Internet in the development of many years after finally dabbled in the field of streaming media, this piece of field needs everyone to cherish and love. "This is a combination of the era, especially in the early days of industrial development, the industrial chain in all aspects of the demand for cooperation is far greater than the competition needs, mutual cooperation and development than the mutual repression of the benefits and long-term pattern generated more and more lasting." ”