BAT Mobile hegemony: Who is the "King of Change"?

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BAT Big Three from the PC Internet, the mobile Internet in the new battlefield is a confrontation, whether in the overall layout or specific product line, around the user and market competition intensified. However, although Ali invested heavily in the purchase of Gould and UC, Tencent under the stake in the public comments and 58 with the city, but in the specific ability to change, Ali Tencent still did not give a bright spot, but this year in the capital operation of relatively calm Baidu in the move to turn the present on the transfer of a qualified transcript.

According to BAT's latest earnings, Baidu accounted for more than 30% of Q2 mobile revenue as of June 30 this year, while Ali ended up with a 19.4% per cent mobile-end earnings in the first quarter of this year's June 30. Tencent, although also recently released its Q2 earnings, but did not refine the mobile revenue this single item. The industry's latest data on Tencent's mobile revenue is still around 15% in June. At that time, the widely circulated figure, Ali mobile revenue accounted for about 12%, Baidu is 25% of the lead bat camp.

From this point of view, if the bat three giants of the mobile supremacy of the battle to do a golden autumn, said Baidu to win Ali Tencent became the real "king" is not too. Even from the current layout and business growth, Baidu is now and in the next period of time to fully lead the mobile end is also justified.

From their own ability to see, Tencent, although sitting on the micro-letter and mobile phone QQ two big app, but not only show each other, and the bad relationship between the ecological, and even micro-mail this in the mobile end of the native application also can not bring enough cash for Tencent profit. This makes the social advantage of Tencent in the mobile end, although has a large amount of users and influence, but in the specific ability to become the mobile end of the game to win the battle to stand out.

Ali's Alipay Wallet in the mobile end and micro-letter, hand Q of the situation there are many alike, although living in the mobile consumer payment link, but its own change is not ideal. On the one hand, the user determines the length of the payment treasure is difficult to become in the mobile end of Ali to make money business; On the other hand, micro-letter payment, Baidu Wallet in the distribution of the user group, the user stickiness of the decline is to let pay treasure for Ali to provide mobility to become a drop in

And Ali Tencent, compared to the plight of the search to start Baidu very good solution at the mobile end of the problem. First, the dominant position of mobile search allows Baidu in both users and advertisers have rivals difficult to match the competitive advantage. Data show that since 2013, mobile phone Baidu to three months to increase the speed of 100 million users to become one of the fastest growing app. Only a year later, mobile search has surpassed the news client to become the second mobile application of Internet coverage. CNNIC data showed that from December 2013 to June 2014, mobile search usage increased from 73% to 77%. Easy view, the first quadrant and other institutions data show that Baidu Mobile search market share between 70% to 80%. From this, Baidu not only in the mobile search field formed a single big situation, and with mobile revenue accounted for more than 30%, but also established Baidu in the field of mobile search hegemony, and mobile overall business growth from the user to the profit growth of the benign business model.

Second, mobile search + mobile distribution +lbs The trinity of the overall layout, especially like mobile phone Baidu, Baidu map of such viscous products, but also increased Baidu in the mobile end of the competitiveness. According to Cnnic's latest report, Baidu Maps currently to 63.7% of the user market share ahead of Ali's gold and Tencent's map and other products. While micro-mail and mobile phone QQ in the user's length and viscosity of the advantages, but its connection between people's social characteristics determines the difficulty of the user into cash production capacity. And Baidu's map, search and other business is born with the advantages of connecting people and services, in Baidu's ability to push and technology driven by the bat mobile hegemony in the "Lying King" also in the will.