Dcci founder Yanping: The mobile internet boom has not yet come

In his view, despite the emergence of many internet giants in the Internet sector, the basic pattern has been stable, but for the mobile Internet, the development of the boom has not come. The value of the Internet has shifted, and the mobile internet, mobile app is part of the future focus of development areas.

Yanping thinks, although belongs to the investor's mobile internet upsurge to come to an end, but the mobile internet which belongs to the entrepreneur is just beginning, the business is never late.

The following is a transcript of yanping speech:

Yanping: Many are old friends, the entrepreneur assembly is the industry exchange, is also a friend's party, just before the meeting didn't start met a lot of foreign friends. This year we worked with sing to launch the 2013 entrepreneur Survey report. There will be a share with you, in fact, just sitting in the following time also more emotion, the past year time has been too many changes, too much change of feelings, including too much for everyone here in our own commercial business has undergone significant changes. What exactly is it? Let's share the data and the business analysis of the entrepreneur survey before I want to do a little on-site interactive survey. It also makes it easier for everyone to communicate with each other.

My problem is that so far everyone and Tencent have friends who have cooperated to raise a hand?

So far with Ali have a hand to cooperate with?

So far with Baidu have cooperation friend raise a hand?

So far I do not like with Baidu, Ali, Tencent cooperation is simply to do their own, and do not need other people's investment financing, I do not need to do on the platform of others to do their own applications, have such ideas and practices of friends to lift a hand? (Very few)

The biggest change in the early 2013 is the alliances of the market, the collision of plates, the integration of industry and the mountain of the Internet, the mountain is accurate is the platform, including the stage of ecological competition arrived, two years ago I have a Weibo is to the root platform to share the changes, Google, Microsoft root platform changes, So far, all the changes in China's Internet are on the root platform, in other people's creation of the ecological inside to play, to create for other people's ecology, to do all kinds of so-called innovation and so-called subversive work, this is the fundamental status quo.

A year ago, the idea of bat was shared with Weibo, a year ago, all internet companies had the idea of making mobile phones, so far how many people are doing mobile phones, including why do mobile phones, behind the conflict with the root platform, including these big companies want to build a kind of shape, is not small enterprises to do the application of large enterprises to do the ecology of the platform, they have no success, including a series of recent mergers and acquisitions rumors, more so that we see the entire industry, our industry has so far become a very real bat-game of the ecology. Sina Weibo has been invested in a stake can be said to be such a point in time, I may be wrong, but there is a little correct ingredient is not completely wrong. Sina Weibo lost its dream, the opportunity to become a platform, as it gained 580 million of its money. At home, 360 and the possibility of becoming half a platform, the entire ecological rule in China since 2013 has been three to dominate the pattern of the industry, including Ali's revenue in 2015 years will be more than Tencent to become the first of the industry, seating will happen this year, has surpassed Baidu, One-quarter profit has become the first.

We're going to do new products that are doing an eco-building work, as well as a closed-loop build and get-through part of the mobile or offline and offline combinations.

Including the mountain behind, Sohu, NetEase, grand, especially the grand old Internet empire dream of enterprises, may become more and more marginalized, because not the ecological platform, including u cool, everyone, the public comments, the future is independent development or alliances or belong to many large platforms, The fact that the market is brutal is moving in this direction. Including the phone part, despite the two years of development, it seems that some people have given up on the phone to consider, but we have to say that from 2013, 2014 began the real internet mobile phone boom has just begun, soon everyone will see the second wave of various aspects of action, including the back of the action or ecological, That is, the industry, whether it is marketing or flow of access, or the division of the electricity business, our internet business is more and more ecological, ecological approach is in line with the most basic principles of economics, with considerable scale and growth force at the same time the cost of resource acquisition is lower, efficiency is higher, the effect of selling borders more obvious, Ecological development is the direction of the Internet, will cause the head of mobile internet more and more big. The most basic pattern of mobile internet, the top ten has been divided by the three big almost,

Including the commercial level, hand tour is the 2013 major outbreak point, this is an important direction of entrepreneurs, but only the electric and mobile O2O is the market mainstream market. Including the changes in the industry in the long tail part of the three mountain is also the three major cooperation platform, to create a focus on the long tail and the possibility of personality and local market, this may be expanded into an economic phenomenon, that is, economies of scale, we do business does not necessarily have to be a front-line, or a gleam in the line, But can become second line and three line, not necessarily pure pursuit quantity.

At the same time in the direction of closure, Google's closure and Apple's closure of the industry has a negative effect, including the construction of bat three ecological circle formed after the subsequent part of the Chinese Internet to a certain extent divided into three laps.

Although so many big old emerged, the basic pattern has been laid, but the mobile Internet is still in the early days. The real mobile Internet development of the explosion of the wave has not come, is now just a warm-up, but everyone in the happy rodeo just, because whether it is technology, products, applications or user market this market is still in the 5%, 10%, 15% infiltration of the earliest stage. Including our repeated view is not the extension of the PC Internet, is not just the extension of PC Internet power, and the future of this market major variables in the data sensing part will be very much, we will see significant changes in the industry, the real enemy of the internet is not the internet itself, like Tencent's real enemy is not 360, Baidu's enemy is not 360 but Ali the same. The confrontation between the Internet industry and the traditional industry in the past 2013 years will become a lot of contradictions focus on the issue of the point. Whether in the field of finance or OTT Telecom or the field of electricity and video publishing, the entrepreneurial boom in this field is booming, but in the past two years the field has been facing unprecedented pressure from all sides.

The "Apple" of the three big platforms we see, including Microsoft, will be the brighter part of the 2013 mobile internet market growth. Including the three major domestic platforms, why is Ali the most action? Because Ali lack the most things, Ali in the open platform part of the initiative and effectiveness is relatively deficient. Includes the number and partitioning of the major platform developers, including how mobile apps have been partitioned by bat. Including seeing the other second line or the first line of the second line in the platform of the direction of efforts, platform for the efforts of the current eco-reshuffle in the present, such efforts are becoming how local and how the lack of the fundamental impact of the ecological aspects of the market.

This is the data from the entrepreneur survey, after a few years of migration transformation process, our entrepreneur Team mobile app developer ratio is close to 20%. The proportion of stationmaster's group drops to 66.6%, in our opinion this speed is comparatively slow, the proportion is still a bit high.

What is the next wish? Close to 60% are still planning to develop the site, and 60% of the center of gravity has shifted to a new mobile app including 25.6% is the WebApp part.

The size of a mobile developer's team is no smaller than the size of the site, and the number of teams with more than 50 people is relatively limited. including in the profitability of the part of the ability and performance, we see the mobile side of the profitability seems to be more strong.

From the profit model and the future focus? Advertising, both in terms of actual performance and expected value, marked a significant drop in 2013 and future expectations, while the revenues from electricity dealers, open platforms, gaming fees, including wireless, have grown markedly from expected values and market performance. This is the ecological structure of the transfer, which is why 2012 years of the entire Ali department in the advertising marketing part of the revenue unexpectedly close to Baidu's search part of the revenue.

The value of the Internet has shifted, including the focus of the future areas, mobile Internet, mobile app is the most significant part. is a relative part of the current growth, including the game, which can be said to have increased by more than 10 percentage points in 2013 from 2012.

We use the Sing discuz! related tools, the tool that the customer likes to use to analyze the user behavior tool and the security tool, the Advertisement management tool three parts to have the remarkable growth. This is the site's operations are also beginning to the so-called large data direction, in order to fine management operations and diversification of the value of the way to cash in. Functional improvement of the direction of consideration and the entire Internet tide is very fit, "open, get through", whether it is search or with QQ or with micro-letter and so on are such a level of consideration. Get through to become the Internet Basic application tool the most fundamental consideration. Throughout the 2012, the trend of Internet access has been in full swing, the past part of the Advertising Alliance, advertising network such as the opening, including based on the API data, 2013 is based on the ecological integration of the full business chain value chain of the depth of the open form of cooperation, Openness becomes a rich form of real business value.

Entrepreneurship has helped the evaluation of the platform is such a result, Tencent is not the first in the box, but if the merger should be in the first place, including the ability to open the micro-letter, including the functional account is only just beginning, but its expectations and evaluation has been relatively high, reached 40% of the evaluation. We have to say that the future of micro-trust will be very good, the future of the micro-letter must be "connected", but based on the possibility of connecting the commercial state is actually limited. The moment when we are at the peak of the micro-faith imagination is to think more about how to add and subtract.

The number of future Android is slightly lower than 2013, and Apple will rise significantly, in another analysis, such market measures will lead to Google at the lower level must become a semi-closed.

From the income point of view, Google, which accounts for more than 80% of China's mobile phone market's market share, has created 65.6% of the revenue. Despite its strong income-generating capacity, apple but his market penetration is limited, and that's what we talked about when we talked to some investors, and the big question now is not whether it's a product or its screen size, but that it's too high a profit margin to hamper market share, And the dominance of the market based on its share. In the top part of the Internet, market share is a very important basis for market dominance.

From the developer's choice of mobile application type development, 2013 hand tour, management tools, landscaping category, including mobile phone games, music class and 2012 compared to a significant increase in the hands of the hot to almost overflowing situation, but the winners are still a minority, including this field grand, Giant, Tencent, NetEase other than the force there is the possibility of creating miracles, the market has the possibility of upside down, but more see that everyone more enterprises are from the cash flow short-term content and revenue level considerations.

The mobile developer's access to the application access and function, the location becomes the first need, of course, including the user's use behavior. From our relevant evaluation of the Chinese market, the top 1000 evaluation statistics, most of the application developers take data capture after acquisition is actually always up or other considerations and applications, or even only with the advertising alliance at the level of cooperation, the real data system based business system architecture This process seems not so deep.

At the end of today's report, as pictured, four years ago at the Webmaster Conference and shared with you, today, whether the changes in the lower levels, the changes in the middle tier and the changes in the application layer, is basically such an ecosystem to carry out, this is two years ago, the Webmaster Conference on the mobile as the center of the Internet infrastructure, So far this has become true, including even heavier internet applications such as video, where more than 30% of its traffic has come from mobile terminals.

The last thing we want to say is, the mobile Internet is still in the early days, like the mobile Internet grab prize to speed up the speed to move still in time, and the mobile Internet is the extension of the PC Internet, this new ecological rules are not the same, only go farther people can have real innovation, can have real harvest. The boom in mobile internet, which includes investors, has come to an end, but the wave of mobile internet start-ups is just beginning, and entrepreneurship is never too late. What we need to do is to look down to work, while looking up the road, looking up the road the most need to pay attention to the changes in the market ecological level, the mobile Internet director or ecological ruler may be Geim, but many of the protagonist is our own, we are very optimistic about the market development, Related to one another historical beyond the data needless to say, only the best hope or the most central heartfelt blessing to the people at the scene, I hope that tomorrow's Internet conference has been the siege of the land has been a considerable gains, I wish you, Sincerely hope that you can move the Internet to embrace the same time to feel the mobile internet more soft body temperature, development better, thank you!