For the IT industry, 2012 was a year of waning. Apple shares down the altar, by oil companies more than the former market value of Microsoft's first remaining only CEO Ballmer "stubborn" ability, the domestic Ali department was a good, but the case of corruption led to the tragedy of Tears chopped su; Lenovo eventually boarded the global sales first, but dominated a declining market The first two years of vigorous three-net integration, the dictionary can no longer find ...
In the 2013, the Snake of the world, the various imagination about mobile Internet, will continue to hit the global IT industry sonorous. The embedding of Internet finance, the upgrading of mobile terminals, the launch of 4G, the reverse attack of big Yankees such as Nokia and Microsoft, and the business model exploration of Tencent and Sina, all seem to revolve around the mobile internet.
2013, will be "mobile Internet theme innovation Year", in the future of the snake in the IT world how to change, and see the Times reporter brought the snake of it Big Ten forecasts.
Shang: 4G beginning of year
The original meaning of calligraphy vivid and imposing, style free and easy, also refers to the momentum is very prosperous.
The new Year of the snake 2013 is China's 4G year of the year seems to be a certainty, February 2, Mobile in Hangzhou and Wenzhou officially launched trial commercial, regardless of telecommunications and Unicom is willing to, 4G is the year of the snake is the hottest topic in the communications industry.
Trend Analysis
4G this year will stir China's communications market wind, this matter, do not predict, the answer is inevitable, it is worth predicting, only one problem, 4G license how to send.
The rumor was that China Telecom would also get TDD licences, which is obviously unfair to telecommunications, which were the successor to the mobile market, and that the most powerful and vulnerable two operators compete in the same field. But if telecommunications also issued FDD licence, and fear of repeating the 3G era pattern, the purpose of state support for Tdd-lte is naturally difficult to achieve.
Another kind of rumor is, let China Telecom take Two card: Tdd-lte and FDD, develop which kind, oneself look to do. This is a bit like unicom, the weakest operators to get the most resources, this is not a way, only from the technical point of view, the two 4G technology has a fairly high proportion of overlap, compatible with the base station equipment and terminal chips have products available, the cost of the site can be significantly reduced, in the promotion of the market, telecommunications manoeuvre space is also greater, Especially in the terminal, telecommunications will be completely out of the 3G era of the early inorganic can sell embarrassment.
Of course, before the 4G licensing day, any possibility will happen, and then a telecommunications restructuring is not absolutely impossible, so, even guess it, the taste of the forecast is not here?
Do not distinguish snake: "Thousand Machine side" in the snake
The original intention is that the dragon is the snake does not discriminate, refers to good or bad, not good or good.
The new solution to the snake, including Apple, smartphones, the homogeneity of serious, so that the people difficult to choose.
Trend Analysis
Samsung and Apple are ahead of the pack in the smartphone market, but these two buddies don't have a good lead in industrial design. While the iphone is still the highest-rated smartphone, the iphone 4, 4S, and 53-generation products look almost unchanged, making people aesthetically fatigued. And Samsung in the lawsuit with Apple at the same time, take out the new products, the appearance is also quite moderate, see what characteristics.
What about the rest of the vendors? In addition to Nokia, HTC, basically revolves around Android. In particular, the low-end smartphone, almost exactly the same, are color 4-inch touch screen, three or four virtual entity button. Turn on the screen and only slightly different on the UI. Even if the difference in hardware is not obvious, anyway, are dual-core processor, 500M or more cameras, etc., the basic attitude is: Others have, I have.
Emergence of "thousand Machine side" The main reason to be attributed to the manufacturers do not dare to innovate, see other design in the market, not brain, a little changed to become their own products, the cost of how low ah. But "Thousand machine side" the consequence is the consumer is unable to choose, finally returned to the price war old road.
Only wish 2013, manufacturers do not be short-sighted, copied to change another year, in the low-end market, it is time to come up with their own unique temperament of the product.
Hunting Phosphorus dive: the "hardships" of the internet financial Happiness
The original meaning of action is extremely cautious and covert, hidden murderous.
A new solution to the snake although the current market share of internet finance is small, but they are hunting phosphorus dive, step by step, will eventually create a huge challenge to the traditional financial industry.
Trend Analysis
Internet companies have signalled their foray into the financial sector in 2012, although traditional banks cannot see them with telescopes. The internet giant, represented by Alibaba, launched a microfinance program that ended July 2012 with a total loan of over $26 billion. And everyone loans, pat loans and other Peer-to-peer network loan platform as the representative of the new strength, with 2 years to scale to 300; At the same time, the central bank issued by the non-financial institutions of the payment licence increased, accumulated more than 223 ... Behind these figures is the ambition of all to enter the internet finance industry.
Internet finance has the innate advantage of Internet, in which search engine and social network create a high transparent environment for Internet finance to make up for the defect of asymmetric information in traditional financial industry. It has been predicted that, once the Internet financial growth, the target will be directed at two core of the traditional financial industry, in addition to credit, the other is to pay settlement business. Last year, the news that a Hangzhou cabbie started paying for its fares became a hot topic. When people look at the head to see how Alipay from the network payment tools into the real life, Tencent immediately again break people's thinking inertia, it has to do is to open the channel between its tenpay and micro-letter, so that 300 million of users through micro-letter consumption to pay.
Imagine even buy breakfast, play rental, such as daily chores can be through the internet to "pay", then we can be far from Internet finance? In the 2013, the more diversified Internet financial model will bring new vigor to "lethargic" traditional financial industry and bring more "possibility" for ordinary people's life.
Long flexor snake extension: Snake the summit of the Moving battle
The intention of the dragon was wronged, while the snake's momentum grew.
New solution to the snake, the former chip industry overlord, can be likened to the dragon, Qualcomm, today's mobile phone chip, the moment known as a snake, and today's potential, can be described as long flexor snake extension.
Trend Analysis
It's not that I don't understand, the world is changing fast. Just two or three years ago, Intel and Qualcomm were still big brothers and little boys in the chip arena. Despite their development in different chips, Qualcomm's market capitalisation is only half that of Intel in volume terms. And 2012, Qualcomm completed the perfect overtaking, brother to take down the eldest brother, sitting on the top of the chip boss. On February 1, 2013, the U.S. stock close, Qualcomm market value reached 114.6 billion U.S. dollars, and Intel for 106.2 billion U.S. dollars.
Intel can only blame itself for the embarrassment that caused the dragon's snake to stretch. In 2006, 7 years ago, they sold their mobile chip business XScale to Marvell for 600 million dollars, focusing only on the development of the PC sector. Aside from the short-sighted and strategic missteps of policymakers, Intel's arrogance is seen from the side.
However, in the snake, the temporary condescend to the Intel is not a chance. From the single core, dual-core, quad-core and even future eight cores, more and more applications require higher processing performance, and process and processes are Intel's advantages. Starting in 2012, Intel has launched a series of Low-power mobile processor platforms and smartphone reference designs for the cost-effective smartphone segment. Once Intel is out of the high power of jail, its counter-attack will be more powerful.
Words at both ends, Qualcomm can dominate the mobile market for many years, but also has a strong foundation and capital, Intel now really want to learn, not the process and processes, not Qualcomm's "No production line", but how to build like Qualcomm's ecological system. Intel, which has lost its first-ever advantage, has lost many of its upstream and downstream partners, and how to recapture what has been lost from Qualcomm and other rivals can only be slow and steady.
Snake food swallowed: multi-gold dealers spread money to buy market share
Swallowed like a snake, swallowed like a whale. A metaphor for the strong gradually annexation of the weak.
In 2013, the new snake will continue to play a game between electric dealers. Vertical electric business because the capital winter is difficult to maintain, comprehensive class of electric dealer like "Snake food swallowed", one of their acquisitions or cooperation, and constantly expand their own.
Trend Analysis
Affected by the cold and other factors of domestic and foreign capital market, vertical electric dealers seem to jump from summer to winter in 2012. Red Children by Suning easy to buy 66 million dollar mergers and acquisitions, maternal and infant brand kiss baby and Gome to reach strategic cooperation, 500 city was sent to Tencent, walk show net turned to cooperate with ebay, Mai-Lin's wheat network and Korea fun days joint venture, good buy was sent to seek mergers and acquisitions, handle nets, tick group, full regiment, such as collective settled in Jingdong, Taobao ... In the 2012, the electric business industry, which failed to get out of the profit dilemma, entered an intensive integration period.
Looking back at these "alliances" mode of cooperation, the 2012 electric business "snake food swallowed" situation actually opened the vertical to the crisis situation of the pain scar. Many vertical electric dealers have been driven by capital, they do not have any profitability, but rely on price and marketing promotion, resulting in false prosperity; In the case of the capital market slump, VC has shrunk the investment of the electricity trader, the vertical electric trader encounters the capital crisis successively.
Take the red child as an example, it should be in the quick turnover of fast products to obtain users and Word-of-mouth, on the other hand to continuously develop high margin product to maintain profits, but in the online shopping maturity did not meet a certain standard, such a vision is not realistic. And for the worry department stores of Suning easy to buy, the acquisition of red children this matter will undoubtedly be twice the effort.
In a short time, the road to mergers and acquisitions will not disappear. Liu said that the BoE will also consider the acquisition of expansion, expand the category. Suning Appliances (002024, shares bar) also said that the future of Suning will continue through the open platform, investment and other means of equity participation in the field of electronic business integration. Acquisitions are easy to integrate. Some sources said that Tencent because of dissatisfaction with the sales of 500 cities, the cooperation between the two sides has been nominal.
Snake Bead Bird Ring: It's time for Microsoft to "repay the favor"
The original intention refers to the big snake title pearl, Oriole title white repay the story.
The new Year of the snake, Microsoft has a place on smartphone systems with Nokia's Lumia series. By the year 2013, it was time for Microsoft to reciprocate and feed its die-hard allies.
Trend Analysis
In 2012, Nokia's Lumia series mobile phone successfully hit a turnaround, and achieved good sales and performance, which also gives ally Microsoft in mobile OS system with enough confidence to support. In the process of cooperation, Nokia, like a red-eyed gambler, will be left with all the chips on Microsoft, not only willing to act as Windows Phone system pawn, and rather from the abolition of their own Symbian and Meego, but also gave up Android, single-minded follow Microsoft.
After Nokia made such a huge sacrifice, its ally Microsoft is always tepid, the past year not only not to the Nokia to see the resources to support and tilt, but also a knife behind the Nokia hit a surprise WP7 system can not upgrade, not up-compatible. In full by users criticized at the same time, Nokia CEO Elop I am afraid really is the dream is not dead, the heart first broken: In the abandonment of other retreat, it can only go down, only a strong smile, continue to tilt the Microsoft nasal polyps.
For Microsoft, Nokia is just a fulcrum for the revival of mobile-os systems, at least on the shoulders of the former Finnish giant, the mobile phone hegemon. But with the rapid changes in the mobile Internet, operating platform does not always dominate the supremacy, do not think ahead of the brilliant, is bound to be extremely weak hidden dangers, and in the face of Nokia and Microsoft's most serious problem, MO has been from behind the iOS and Android carved out of the remaining market share.
One-word snake: PC Manufacturer "Keep formation" for a cup of soup
An array of military troops, described as arrayed in a long line.
The year of the Snake New solution pc industry fierce competition, but did not appear a single big, rely on the former vendors between the sales gap is not small, ranking like Higo, also count everyone can get a piece of the soup bar.
Trend Analysis
Into the post-PC era, mobile terminals will firmly occupy the mainstream consumer layer, the PC industry is increasingly fierce competition and frustration.
Tablet PCs are shipped over laptops in 2013? This is almost nail. This year the tablet's global shipments are expected to reach 240 million units, and the decline of PCs is an inevitable trend. When the global smartphone shipments were the first to exceed the total "PC tablet", people were so surprised: the Smart Revolution in the pocket came along? Now, the tablet will be "solo", the PC has been hard to turn the tide.
The curtain call for netbooks and Intel to stop developing chips for desktops are all a prelude, but a hero's twists and turns will always write down the inspirational story of a struggling rebound. Throughout the world PC manufacturers, will not easily give up, although the right to vote in the hands of users, but as long as you firmly believe that "more than a little higher than life" belief, "cock silk reverse attack" live drama is always staged. The word "transformation" for HP, Lenovo, Dell and other giants, has long been unfamiliar, but is the so-called ship big turn difficult, especially in today's fast-changing it market, a slight mistake, will be fatal blow. Whether it is to promote multiple-screen interaction, or to switch to the embrace of enterprise-level market, or PC products and mobile phones, tablets and other integration, is a huge issue.
Fortunately, PC manufacturers know how to line up a word snaking, "keep formation" is very important, the market share of relatively stable, more conducive to their time and energy to Rimini, elaborate research and development, offering the killer is expected to star-grade products of the sword out of scabbard.
Dragon Walking Snake: virtual operator in communication market
The original intention snake was swept away, describing the mammoth.
New solution to the snake of the Serpent no doubt, the virtual operators will be the snake of the market hot, the media will still be a huge focus on its coverage, and Su Ning, Gome and other marches is the Dragon Walk snake, or sneak? It's hard to say.
Trend Analysis
"The entry of virtual operators, the market will be expected to have low-cost calls and even free call service." "Experts say this kind of words, let many consumers exciting, wow plug, virtual operators quickly appear bar."
Similar look forward to 2009 also appeared, the same year with the Transfer Network policy formally in Tianjin and Hainan two pilot. Many people are looking forward to the implementation of the transfer network, the user breakthrough number of the shackles, the position of God more stable, operators in order to compete for "God", will certainly play a price war, service war, will serve the comfort of their own. But what is the reality? The pilot can almost be called a failure.
As a virtual operator, although do not need to pay huge sums of money for the basic network construction, the burden is light, but also because of this, the life of the door is pinched in the hands of the basic operators. Open how much network capacity, net settlement price how much, these must look at the basic operator's face.
Do not think that when the virtual operators appear, they will introduce ultra-low price or free communication services, the price war can only let virtual operators die faster, do not believe you go to Baidu, do not trust you to Google again, a similar example of a lot of foreign virtual carrier model is more mature, but the failure of the same example is a lot.
For the emergence of virtual operators in the country, it is worth to welcome, but do not expect too high, or loss will be very large.
Snake to Dragon: Cloud computing must first drop false
No matter how formal the original metaphor is, the substance is the same.
Although the new solution of the snake is seen everywhere cloud concept, many enterprises are often even what is "cloud" did not understand, on the "cloud computing." 2013, let Cloud really landed, is the relevant enterprises and departments of the most important.
Trend Analysis
"It's embarrassing not to talk about cloud computing now. "This is a computer industry people say in emotion." 2012, cloud Computing in the policy and market are vigorously promoted, everywhere flowering, rapid development, cloud storage, Cloud notes, Cloud books, cloud albums ... Various enterprises, to see the concept of cloud to participate in a.
From the scale, Shanghai, Beijing, Shenzhen, Guangzhou four first-line central cities have joined the "cloud Center" enclosure war, Shanghai's goal is to build "Asia-Pacific Cloud Computing Center", Beijing's "Xiangyun plan" to 2015 to form 50 billion yuan industrial scale. What does that mean, in the US, where cloud computing is maturing, the number of data centers has been slashed from the past 1100 to around 300 now, after a surge in demand. The lesson here is to not just pursue scale enlargement and avoid unnecessary leaps forward.
From an application perspective, few people think seriously about what cloud computing can do. But the nature of cloud computing should be the application, if not the application of large scale is meaningless. Although 2012 Baidu launched a collection of cloud storage, albums and address books and other applications of the "Baidu Cloud" services, Alibaba, Shanda and other similar business, but can take the shot, the real mature application case is almost no.
All this shows that although the surface of the cloud computing Center in the form of the brain, the application of the nature is not much progress. Data show that the global cloud computing services market will reach $176.8 billion trillion by 2015. If in the present environment, enterprises can no longer evade the cloud, but only the cloud industry as a "face project", it is bound to drop false time.
To seek "subversion" under the shadow of Tencent
The original intention is used to describe doing superfluous things, not icing on the cake.
The new snake is taking advantage of the wave of mobile internet, the Internet companies to add new features to the product, and some unique vision, some pure "gild the lily."
Trend Analysis
Mobile Internet is not only the continuation of the Internet, some people say "in fact it needs to be subversive, but how to do, no one knows." "No one knows how to succeed, and many people don't know how they failed," he said. Many applications of the development of the company itself is doing "superfluous" things, such as the development of "Panorama" application, development of preferential card classification applications, the development of video call applications, the results found that Apple in the iOS system in the replacement of the above features, so someone died do not know how to die.
This makes it clear that in mobile products, the addition of a single function is difficult to discern whether it is "subversion" or "superfluous", only when a new function, is to integrate a broader industrial chain, to ensure that they are tied to a sinking ship.
So we saw that the video site predicted that 2013 mobile users will grow at a high speed, and some people began to consider the combination of electrical and commercial sites, video products will be linked to the Electronic Business site related product page. We also found that mobile map makers such as Gould are trying to get users to shop on the map.
But for most companies, the lack of a "micro-letter" as a star product is a headache. What new products and functions should be introduced? Take Baidu as an example, many people think it in mobile cloud and lbs business layout belongs to "after knowing", for example, added "Baidu side" a kind of search for life consumption, but failed to the public comment on how the network impact.
May not fail, at present it seems only Tencent family. 2012, when the "micro-letter" with voice, video Call function, operators have said "Wolf". Tencent's ambition in fact far more than this, "micro-letter" of the "Avatar" mobile phone QQ may be in the new Year will also show a terrible ruling force.