BAT mergers and Acquisitions: Mobile Internet launch of "Enclosure movement"

The mobile internet has been seen by many entrepreneurs as a great opportunity to challenge bat, Alibaba, Tencent and even the next bat. But a few years later, everyone found that the world of mobile Internet seems to be their (BAT).

2013, bat big three or secretly exerting their own products, or carry out tyrants-style acquisitions, speed gongchenglvede on the mobile end.

Behind this is the giant's insecurities. Once the PC Internet, Alibaba circle business chain, Tencent Circle users, Baidu Circle of traffic, but in Analysys International analyst Zijianzhe View, the domestic Internet industry is at the crossroads of industrial change, the relationship chain, mobile user accumulation and the flow of the entrance of the pioneering, etc., are not completed overnight, "and its time-consuming accumulation, Not as easy as acquisitions.

Some in the industry have portrayed the Internet's acquisition spree as a wave of internet giants dividing up second-tier assets.

This May 10, the last night before Mr Ma's outgoing CEO, he left a "last piece of puzzle" for Alibaba's mobile layout, with a 294 million dollar purchase of 28% per cent of the High German software company.

From a stake in Sina Weibo to high-German software, Ma Yun's CEO in the last 10 days to complete two important investments, and in 2010, Ali's acquisition and investment pace has always been around the "electricity quotient" word.

But now, in 2013, Alibaba, through investment or mergers and acquisitions, UC, Sina Weibo, MO Mo respectively to browser and mobile social networking becomes the important entrance of mobile internet, the friend union provides the mobile data analysis, the Gold map constructs the O2O entrance, plus Taobao, gathers the economical, the American regiment and so on electric business platform, As well as Alipay this O2O business of the important "binder", Ali O2o closed loop to build the basic formation.

Alibaba's aggressive investment strategy reveals its urgency to make up for its "short board" business, especially as the industry's rumored Alibaba listing is likely to be boosted by a flurry of valuations. As for the lack of "internet gene", the addition of "Ali" can be completed from the tool to the Mobile Life service transformation.

Compared with Alibaba, Tencent has made use of micro-letter to obtain "ticket". Tencent is also building a new ecosystem around the user ID system of micro-letters.

After the realignment of Tencent will also be in the mobile internet tide "Walking on legs", one is the core of the platform-level products at the PC end, and to get through the user information flow of each product, constitute a firewall; Secondly, under the optimization of the internal organizational structure, it stimulates the autonomy of the middle layer of the Organization and promotes the innovation and competitiveness of the mobile Internet products.

Baidu, which has been criticized for being slow and conservative, is in urgent need of a truly platform-level product in the mobile internet, compared with Tencent, which is catching up with Alibaba, who has got the ticket.

In July this year, Baidu spent 1.85 billion of billions of dollars to win 91 to seize the mobile portal; August, glutinous rice net strategic investment 160 million US dollars, obtains 59% equity, the layout o2o;11 month, the Baidu Strategic investment Shenzhen Hundred digital Technology Limited company, cuts into the hardware terminal, the layout moves the ecology.

Baidu's mobile layout is more like a combination of boxing: In addition to search, Baidu Map, Baidu voice assistant, 91 mobile phone assistant and 100%, respectively, representing the future mobile internet search for several potential portals: maps, voice and app, app search and hardware entrance. And with Ali "Pepper" type of investment methods, Baidu more value absolute holding.

No matter what kind of investment, in the current trend of mobile Internet development is fierce, the three big giants will not miss the opportunity.

Bo, an IT critic, commented to reporters Alibaba is the commercial company type, the advantage lies in the commercial ability strong, the balance ability is strong; Tencent has the advantage of products, micro-letter has let Tencent in the mobile internet occupy a favorable position, and Baidu's advantage is the technical ability, short Board is mobile client, user perception slow, The future Baidu via 91 for app distribution business overlord, imagination Space is huge.

And a mobile developer to the reporter regrets: "Now the mobile Internet is already a bat of the world, the app independent survival of the space is being squeezed, want to occupy the mobile Internet market position, the rest of the time is not much." ”