China Mobile internet surfer: Draw Gu Heart at a loss

The intermediary transaction SEO diagnoses Taobao guest stationmaster buys the Cloud host technology Hall

China Mobile Internet sector, there are many business model innovators, but the successor to the innovator, is more plagiarism.

Yongzhong

The mobile internet in China is still in the bright spots of the year. And the so-called booming and flourishing, in the years to come will be a stunning one after another legend. On the other hand, like the traditional internet, plagiarism will not only continue to exist, but will continue to focus on the oligarchs.

Only those companies that have developed to a certain stage in the giant internet companies have been able to grow into new trees. On the other hand, the traditional ecological chain of the strong, does not necessarily have an advantage.

Operator "Surfing" failed

August 19, NetEase company chief executive Ding Lei with "easy Letter" appeared in front of the public. He said, "should give users more choice." The entire industry will IM tool "easy letter" appearance, as against Tencent "micro-letter" challenge, Ding Lei, as well as investment "easy letter" on the other side of China Telecom, has not denied.

At this time, Tencent's "micro-letter" has been launched 2 years seven months.

Previous attempts by China's three major operators in the field of instant messaging (IM) ended in a de facto failure. and to micro-letter as the main Ott (overthe top, refers to bypass operators to develop data class business) class IM products, has given the three operators a collective sense of oppression.

China Mobile as early as May 2007 on the launch of the "Flying letter" business, although in 2010 had reached 200 million users of the scale, but with the advent of the mobile internet wave, almost can be described by "Bingbairushandao". Although China Mobile in public, said the letter is still in the rising channel, "by the end of 2012, flying 300 million users, active users nearly 90 million", but within the group, flying letter Business development adverse conclusions, has already made. April 2013, China Mobile decided to "restructure the flying letter business."

With the letter active users have not yet been formed in contrast, in January 2011 only to market micro-letters, active users have reached 235.8 million, the total number of registered users is close to 500 million. If the Tencent company's most core IM product QQ, the total number of active users up to 818.5 million, or even more than 740 million of China Mobile phone users Total (the above are the end of the second quarter of 2013 data).

Compared with China Mobile, the other two operators, China Telecom, Chinese unicom in the IM market attempt, may even be "dismal end" to describe. August 5, 2011, China Unicom launched "Friends", currently, the product in the market has almost no trace; the same year October 27, China Telecom also released a similar product "Wing chat", the product also ended in failure. At the beginning of the announcement, China Telecom and Unicom also held high the banner of "entering the mobile Internet fusion communication field".

Faced with the mobile internet era, the three major operators have a strong resource, almost complete failure. Partly because of ' genetic determinism ', and more because ' bias ' led the three operators to guard each other, leaving the market in a micro-trust.

The mobile Internet market's business updates, even faster than the traditional internet. Operators in the new business development and deployment process, complete process, and the inherent telecommunications level of business security capabilities of thinking, limited its business deployment speed, not as fast as internet companies. Operators have advantages, in the mobile internet era, not only can not fully reflect, but may become a burden. For example, the micro-letter large-area downtime, in the public opinion, is only a single point of events, will not form a large area of negative public opinion, business recovery after the continued use of the end, but if the same business, operators have downtime, then it is a serious accident. This is not the same as consumers ' psychological expectations of operators and mobile internet companies.

The "bias" between different operators also makes the mobile phone number of the operator has a natural advantage of disadvantage. For example, China Mobile's letter-flying business, for a long time, only to provide registration services for China Mobile numbers, and until now, still can not achieve from the PC or client to the other two operators mobile phone users to send free text messages. For the internet and even the mobile internet "open" the fact of neglect, become the three major operators IM business development failure of another major reason.

A chance to rewrite history.

China Telecom was the first to try to rewrite the history of mobile Internet through a tie-up with internet companies, but the odds of a successful strategy remain questionable. China Telecom has a 73% stake in the Yi-Xin joint venture. NetEase accounted for 23% of the shares, but also has sufficient operational authority, but the challenge is also grim, even if the short-term goal, if the letter can not achieve a six-year development of 100 million registered users, active user 50 million target, the joint venture will be the direction of development, is still unknown.

The chief executive of NetEase, Lei Ding, hopes to rewrite the existing pattern of the mobile IM market through easy letter, even proposing to challenge the micro-letter monopoly. But on the other hand, it is not clear whether the future will really become a break from the existing pattern. Perhaps, through a directional breakthrough in specific areas, more fruitful results than all-out war can be achieved.

For example, more use of lbs (locationbased service, location-based Services), with the IM platform of the MO, since August 3, 2011 on line, just two years, the number of users has also exceeded 50 million; at the end of 2010, Lei to borrow Millet mobile phone brand on the road of rice chat, Also broke through 40 million users today.

"Focusing on a particular advantage may be more likely to be a space for development in the face of a strong commonality of micro-trust." "Jinhui, vice president of Hong Hua Technology, told me so. Kang Hua Science and Technology is committed to creating a new pattern of mobile medical platform, Jinhui said, OTT, APP, IM, lbs combination, to include medical and other industries to bring new opportunities. In Jinhui's view, "this opportunity is not traditional internet companies have the ability to swallow all, in the next five years, in the Internet field has the opportunity to generate new large companies, but the model is certainly different from the past." ”

Personally understand the information is that Kang Hua Science and technology is plotting a new platform "can't Afford", "the meaning of injury is very simple, is in the medical profession, hope that patients or patients, not in the medical process to appear two times injury." "But jinhui on the basis of trade secrets, refused to" injury "platform to do further elaboration. But the implementation of mobile Internet and im will certainly be taken into account. This is a situation that most companies will declare.

Recently, the State Council issued "on the promotion of information consumption to expand domestic demand," and proposed to the 2015 information consumption scale of more than 3.2 trillion yuan target. "Information consumption can be said to be a new concept, driven by this macro concept, is bound to be a number of industries further integration and integration, and ICT will play a more important role." "Jinhui said. He cites Tesla (Tesla) cars, which have become hot spots in Silicon Valley and around the world, "bound to be one of the rewriting histories," he said. "Tesla is not only the application of ICT technology in the most traditional automotive industry, but also the subversion and restructuring of many industries, from the automotive industry to cloud computing, from the energy industry to the future of the road, the changes will be unprecedented changes." Jinhui said, "according to the long-term law of China's Internet development, this innovation in two, will inevitably affect and spread to the domestic ICT industry, but not just Tesla a few months later in the domestic market." ”

The Sword gu the heart

March 15, 2013, Microsoft announced the closure of China (including the Taiwan region) outside the global MSN services, and its users integrated into Skype, the Chinese market outside of the IM dispute, basically ended. And at this time, China's IM dispute, precisely intensified, Shiji.

April 30, 2013, Alibaba Group to 586 million U.S. dollars, the strategy of Sina Weibo microblogging, and micro-Bo and micro-letter competition, has been over years. Then, the micro-letter began to govern the public account, marketing account is a large range of cleaning, with the associated more, Taobao merchants.

During this period, the rumors of micro-letter charges, China Mobile was involved in the rumor, while the Chinese Unicom and Telecom is to the point that its own network will not be affected by micro-credit, and did not consider fees. "Innovation" briefly gives way to the smoke and dust of different ecological circles.

Starting from August 9, Alibaba Group has imposed a freeze on the use of two-dimensional code, and clearly announced that the use of two-dimensional code of all merchants to punish, the move is seen as the Alibaba Group to drive micro-letter away from its own ecological circle, many experts in the industry also believe that the Alibaba Group's security considerations are not tenable.

It is no exaggeration to say that, whether the telecom operators, or the internet giants, although the hands of abundant funds, strong products, richer resources, but still in the sword gu Heart dazed, mutual struggle endless stage.

On the other hand, and business more close to the innovators, whether it is a mo, rice chat, such as IM tools, or the upcoming "injury" platform, and so on, are the oligarchs stare at the concerns. At the same time, not only do operators worry about mobile internet, but the traditional internet giants are also taboo about mobile internet. In particular, the business across the traditional internet and mobile internet large companies, with each other because of the expansion of the ecological circle, and set off a new round of fighting.

"The most likely way to rewrite the history of social-economic models in China today is still internet companies, but not necessarily the existing Internet giants." "Jinhui said," The intention of the letter is to carry out a comprehensive confrontation with the micro-letter, and our intention is to combine industry innovation, not only easy to believe different, and rice chat, MO and so on are also different. Even in China, the copycat's chances of success are falling, and any business that wants to succeed must have unique characteristics. "he said.

Also because of this, jinhui that unless Ishin use China Telecom's VoIP (Voice over the Internet Kyoto, usually understood as a network of telephone business) to do enough articles, otherwise the chances of success will be very low. In China, companies that currently have the qualification for public VoIP services are limited to three carriers because of policy constraints.

"In China, the biggest difficulty is not innovation, but our approach to innovation." "In the United States, if you're doing a project that someone else is doing, it's very difficult to get an investment, but in China, if you're doing something that nobody else has done, you're not going to get the investment," says Jinhui. ”

Note: This is the first issue of the Davos forum in Dalian, the publication has been censored, here for the original. Welcome to the new Media website "Four Seasons Network" (URL: www.1234g.com), public number "communication Observation" (Ictview). Contact the author, please add micro-signal: yzw5614052.