Depth Analysis: Opportunities and challenges in the age of large data

It can now be found that the mobile Internet, the next generation of the Internet, cloud computing, things networking, social networking brought about by the new wave, affecting the industry, affecting the society and people's lives. On the May 4, 2006, Nokia's market capitalisation was much higher than Apple's, and on May 4, 2011 Apple was much higher than Nokia's. Nokia was the most successful European company in the 90 's, and the first decade of the century was disappointing. Nokia now has a market capitalisation of One-tenth in 2007. In the 90 's, Apple was the most disappointing company, 21st Century was the most successful company, 2007 years of Super Intel, ibm,2008 Google, 2010-year super Microsoft and so on.

The U.S. government was founded in 1776, Apple is 200 years behind it. There are 154.5 million people in the United States and Apple's staff is 49400. Apple's assets and cash flow are higher than the U.S. government, and the U.S. government has a lot of debt. What Apple relies on, Apple bundled hardware and software, combining products and services to achieve the vertical integration and running-in optimization of the entire industry chain. The advent of the iphone and ipad has changed the rules of the game, and has always dominated the development of the industrial chain, with a combination of openness and monopoly. Apple's innovation not only originates from the market, but also creates the market, not only is the technological innovation or the business model innovation. Its culture is not the engineer culture, nor the marketing division culture, but the designer's culture.

Nokia, which was the dominant mobile phone 5 years ago, is down 94% from 2000. Nokia meets the performance on the mobile phone, unresponsive to the smartphone's transformation, and the handset operating system clings to Symbian and then to Microsoft. The slogan of the transition to the mobile Internet was introduced in 2006 and the Ovi Music store in MP3 was launched in 2007, but it was discontinued in 2011.

Ericsson and Sony, a joint venture in the early years of communications, specializing in the development and production of mobile phones, using Ericsson's reputation as an operator and Sony's brand in consumers, the mobile phone sold well, this thing stimulated Nokia, Nokia to separate the communication system, with Siemens joint venture NSN, Nokia is focused on mobile terminals, NSN and Nokia both operate well. But Apple's iphone came out, Apple is not simply to do mobile phones, but to turn the phone into a consumer terminal, pay attention to the user experience, but also the mobile phone and computer and audio-visual terminals to do a multiple-screen interaction, and set up an open application platform, causing tens of thousands of developers involved, so Sony Ericsson Ericsson later sold all of Sony Ericsson's shares, even if the restructuring, Sony also a serious loss. NSN, too, is now to lay off staff. Nokia is not well. Ericsson withdrew from the handset market as a mobile communications boss. The appearance of Apple has played a role in aggravating.

Ericsson, while abandoning terminals, has focused on three major areas of growth, namely, mobile broadband, management services and network outsourcing services BSS and OSS. In June 2011, Ericsson spent $1.15 billion to acquire BSS supplier Telcordia, claiming to be facing global 50 billion-net equipment, using the network to enable cloud (note: Ericsson network enabling cloud based and combined with current telecommunications network and equipment, to provide operators with significantly improved user experience, New business opportunities, faster time-to-market and lower costs, and are creating an innovative platform in this way to help achieve a networked society. To achieve monitoring, service and integration, to open the data business to society and industry, the world's fifth largest software company.

The transition of Intel (Intel). From CPU to cell phone chips, into the tablet computer and security areas. Compared to Intel's CISC, ARM's RISC instruction set operates simply and Intel's CPU is facing competition. The main push Super extreme This strategy, focus on the use of convenience and quick response. Into mobile communications, Intel August 30, 2010 acquired 1.4 billion U.S. dollars for the wireless business unit of the world's top mobile phone manufacturing platform provider, Infineon, a mobile communications company that provides mobile chips to compete with Qualcomm. Expanded into the Information security field, August 19, 2010, 7.8 billion U.S. dollars to acquire information security company MacFee and its mobile phone security software company Tencube and trust Digital, the security embedded in its CPU, so that security software and hardware to do a closer cooperation, Help Intel launch a mobile-phone security operating system that helps Intel move into mobile communications.

Japan's electronics industry cannot keep up with the changes in Internet development and gradually lose its competitiveness. Sony plans to lay off about 10,000 people in the year, and the 6%,nec company, which employs the total, plans to lay off 10,000 people worldwide this year. Japanese companies are under pressure to shift. But Japan still has strong strength in parts and components.

Hewlett-Packard did pc,10 25 billion dollars a year ago to buy Compaq computer, a strategic move from innovation to cost, hard to rival Dell and Lenovo. Hewlett-Packard missed the important transition of computers, including the rise of tablet computers and cloud computing and the mobile device market. The August 2011 break-up of the PC business and the abandonment of Palm WebOS, which plunged 60% in value in the past two years, announced a 8% cut in May 2012. Companies that have spent tens of billions of of billions of dollars on management software over the past two years have a tendency to shift to big data and mobile Internet.

IBM has successfully transformed IT services from a PC based manufacturing industry. 2006 years selling PC business to Lenovo. 2010-2011 6 billion dollars to buy some enterprise management software and large data analysis companies.

Microsoft buys Skype for 8.5 billion dollars, and enters social, internet telephony and videoconferencing. December 2011 release supports both Intel and arm Win8. April 2012 to purchase 1.056 billion U.S. dollars AOL owned more than 900 patents, layout mobile search. June 2012, Yammer, a corporate social networking software company, bought 1.2 billion dollars. June 2012 release of 10-inch 499-dollar Tablet PC surface into the hardware field. Microsoft has been pushing the tablet computer, showing strong moves into the mobile internet and social networks, as well as targeting big data markets.

Google in August 2011 to buy Motorola Mobile 12.5 billion U.S. dollars, into the mobile communications sector, but a year later lay off 20%. Integrate services to place social strategies first, from product-centric to user-centric transformation. Google's strong access to the mobile Internet market via Android and Chromic, and the introduction of tablet computers to squeeze into the hardware market.

What about these companies that have to go into social networks, social networking, big Facebook? First acquisition of mobile phone location service provider gowalla,2012 April 9 spent 1 billion U.S. dollars to buy 1.5 years and only 13 employees of the Instagram, the company specializes in photo delivery.

Amazon is now selling tablets, he has 18 million of music, massive movies and TV dramas, books and magazines and apps, and he wants to keep users tightly tied to the Amazon, which has affected other electric dealers, and the US Barnes has also launched a 199-dollar tablet. In May 2012, Microsoft announced a 300 million dollar takeover of a partial stake in the company.

Microsoft, Yahoo, Facebook, Amazon, Tencent, Qihoo, Sogou, Jinshan and so on have launched their own browser, now in a melee era, information technology changes bring a shuffle, who want to grab a place.

Now Tencent, Taobao, Sina, Baidu, Renren all open platform, as long as entering here, there are people angry, can make money with advertising, so the development is very fast. Now all do the Internet businesses do mobile phones, Qihoo, Aliyun, Millet, Tencent, Baidu, grand all do mobile phones, as well as NetEase, Sina, Renren, etc. are intended to release the special mobile phone, ICP become a mobile phone provider. Internet enterprises into the mobile phone industry chain, as long as buy my mobile phone, boot on my network, equal to buy a mobile phone into my circle, and then bundled users, my users, my ads more, from advertising to cash out, and further enhance the market value.

Smart Terminals trigger a patent war. Apple has filed patent lawsuits against Samsung and HTC smartphones in 10 countries around the world, including mobile-phone sliding unlock patents, which Apple has forced rivals to pay for royalties. Apple reached a patent cross license agreement with Microsoft in August 2012, but does not include the look and feel of the phone. As early as 2002, Swedish Neonode company made a sliding unlock patent application. Google, which acquired 17,000 patents from Motorola, also bought 217 patents from IBM, and on May 2, 2012, Nokia filed patent infringement lawsuits against HTC, RIM and US electronics group ViewSonic, a lawsuit that involved 45 patents.

Microsoft has taken 1.056 billion of billions of dollars this year to acquire 300 U.S. patent rights and more than 900 patents, and Microsoft has passed it on to Facebook, which is Half-price, because Microsoft is a shareholder in Facebook and is supporting Facebook to help Facebook fight Google and Apple.

What is the most profitable business now? In 2005, I used ICP's largest five companies to calculate the income and market value, 2011 again statistics, when the largest ICP is Microsoft, Google, Yahoo, ebay and Amazon, their average P/e ratio is 7.02 times times, last year again calculate is 3.83 times times. Compared with the top five of telecom operators and the top five of IT products manufacturers, from the price-earnings ratio, ICP is higher than the telecom operators, telecom operators than equipment suppliers, that is, selling products the most worthless, do the second pipeline, do the best content, the entire output value of profit to service, the sale of goods is to do coolie, pipe is setter, And do the highest service. If used for reference to last year's P/E data, Facebook17.5 times, Twitter46.7 times, Baidu 38.5 times times, Apple 4.97 times times, are far higher than the telecom operators.

The top 10 technology industry companies, the first in the 90 's IBM, the top 10 telecom companies and computer manufacturers accounted for the main position. The first place in 2000 was Microsoft, and software vendors accounted for an important position. The second 10 years of the new century have changed, Apple, Microsoft, IBM, ATT, mobile internet companies become dominant. Now into a time from computer to software to mobile.

Originally telecommunications is to call, of course, there are real-time point-to-point telegram, now there are micro-letter, fly chat, in the Internet subscription mode, online telephone, video and so on without paying another, these are called OTT Business, OTT (over the top pass) is the term of football, is now a short circuit carrier business synonym, Now the whole industry chain competition pattern has changed greatly.

China Telecom now proposed to "go to the telecommunications", is the telecommunications, to evolve into the Internet company, we all see the trend of the Internet, rather than upstream downstream, operators to join this trend. China Unicom to engage in cloud services, the Chinese mobile also said to operate independently of Internet companies, and Microsoft to carry out cloud computing cooperation, and Xinhua cooperation to push Pangu search. Telecom operators want to change, but the key is how to turn.

Information and communication technology enterprises in the integration and transformation, is now their own plots do not have a good, always want to do others, like the siege, the city outside the want to enter the town, outside the city of thought. Apple enters the telecoms and television industry from computer companies, and Google is ready to enter the communications and television industry from web content services companies. Yahoo is ready to enter the television industry from web content services. Microsoft is ready to enter the mobile end product area. Aliyun mobile phone, Tencent QQ mobile phone, Sina, Baidu is also ready to launch its characteristics of the use of bundled mobile phones. Software companies, with their software strengths, enter the communications terminal and television industry.

Now all talk about Fusion, several C fusion, connection, control, calculation, creation, customization. Throughout the process, the entire IT industry in a shuffle, the era of change, the face of large data, cloud computing, Internet of Things, and other changes in social life, production, including management of all aspects. Now facing a new era.