Dong: Mobile Internet mobile games may be the first to make money

News and Information September 11-14th, 2012 (11th session) China Internet Conference held in Beijing International Conference Center. This session "open, integrity and integration-to meet the new era of mobile interconnection" as the theme, and for the internet, mobile Internet, E-commerce, network marketing, cloud computing, things networking, network security, innovative entrepreneurship, more than 10 subdivision areas for in-depth discussion. During the conference, the Gobi Investment managing director Dong was invited to receive the news and technology interview.

Tong said that this year is a watershed for mobile internet, smartphone shipments of the first half is more than 90 million, this year close to around 200 million, when a user group reached 2.3 billion, it will erupt. China has shipped more shipments this year than the US, and China is also the world's best mobile Internet breakout point.

[VIDEO] Dong: Mobile games may be the first to make money

When it comes to the criteria for choosing an investment object, Tong says, the first is how big your market is, and how good it is. The second is the geographical location, you do this matter what is the core competitiveness. The third is the people and, whether the team has been running-in, whether there has been a better experience, and the right people and.

Tong that mobile internet will be profitable sooner or later. And the internet is similar, in 2000 when the internet just came out, we make money is not easy, are burning money. When you reach a certain size, making money naturally becomes a normal way.

Dong finally said that China's mobile internet users are really on the 3.4 billion scale, the outbreak point will certainly come out. Because more than 1 billion of China's population, half become mobile internet users no problem, by that time there must be a lot of highly profitable companies appear.

The following is a transcript of the interview:

News and science and technology: everyone dispatch friends good! During the 2012 Internet conference, we are very honored to invite Mr. Tong, managing director of Gobi Investment, please Siang to say hello!

Dong Bright: everyone good friends! I am the Gobi investment Dong Bright.

News technology: This Internet conference mobile Internet has become a theme, you think we mobile Internet development in what state? When will it reach the point of explosion?

Dong: This year is a watershed for mobile internet, we look at the number of smartphone shipments, the first half is more than 90 million, this year nearly 200 million, when a user group reached 2.3 billion, it will erupt. China has also surpassed the U.S. in shipments this year, and China is also the world's best mobile Internet breakout point.

News technology: Do you think China's mobile internet in the world is in a more advanced position?

Dong: Can't say the leading, can only say that the first half of the smartphone shipments is already number one, this year has surpassed the United States, this data is very powerful.

Dong, managing director of Gobi Investment

News technology: What do you think of the impact of intelligent terminal on mobile internet, what is the relationship between the two?

Dong: This is like the Internet and PC, because the mobile phone has a variety of, can make users more convenient to connect to the Internet anytime and anywhere to use more applications, I think it should be a very big breakout point and space.

News technology: Gobi Investment in several mobile internet companies, you think these companies give you the most impressive one?

Dong: Gobi Investment Investment Mobile Internet Earlier, 2007 we voted a madhouse is the largest mobile internet advertising companies, they signed the "Angry Birds" in the domestic advertising agent. Last year and this year we also invested in similar to Camera360 such as mobile phone camera software, more than 40 million of users, daily active users millions of, but also a very large scale.

News technology: As an investor, we choose the investment object, when we mainly consider what factors, how do we determine it has a future and the market?

Dong: We look at three points will be more important, first of all, your market size, this is to say, the timing of the time is good. The second is the geographical location, you do this matter what is the core competitiveness. The third is the people and, whether the team has been running-in, whether there has been a better experience, to do this thing the gene is better, right and right.

News Science and Technology: Before also appeared some press, the enterprise investor and the founder has some contradictions, how do you view this relation? How to deal with the relationship between the two is more reasonable?

Dong: I also started a business, I think investors and founders like marriage, of course, there is divorce, but relatively few. Investors and entrepreneurs really come together, their goal is very clear, can make one thing bigger, to investors and entrepreneurs have a better return. Only in this process, the two sides will have a number of different views and suggestions, but overall, as investors, the overall respect for the entrepreneur to do its own choice, as long as the entrepreneur does not harm the interests of the entire company. When it endangers the interests of the entire company, as investors, there are also our investors, we have to be responsible for them, we have to intervene.

News technology: We have to focus on the mobile internet. When it comes to mobile internet, people are thinking about profitability, which is a problem. Why do you think the profit of mobile internet is so difficult?

Dong Bright: And the internet is similar, in 2000 when the internet just came out, we make money is not easy, are burning money. When you reach a certain size, making money naturally becomes a normal way. But in the early stage you need more input, so that more users to use your products, this is the Internet and mobile internet High-tech industry characteristics, the early need for investors and entrepreneurs to take the risk of the industry to develop. But now, think mobile phone games may be the first to make money, it is close to the money, has been a lot of companies monthly income reached about 10 million yuan scale, has been quite considerable.

Another point, in fact, is that the mobile O2O more and more popular, more and more smartphones, and offline many applications combined more tightly, it has a lot of ways to make money.

News technology: China's mobile Internet development has not been able to profit stage?

Dong: I mean the size of the user is not so much, China's mobile internet users are really on the scale of 3.4 billion, the outbreak point will certainly come out, there must be the first one to start a budding company out. Because more than 1 billion of China's population, half become mobile internet users I feel no problem, by that time there must be a lot of very profitable companies appear.

News Science and Technology: now also has the voice said, mobile internet faces many bubbles, many people throw money in, caused the false prosperity, how do you think?

Dong: We say bubbles, sometimes I think it is not bad feeling, the internet bubble also has, but it is because of the internet bubble, more users to use the Internet. When mobile internet comes, I believe there will be this bubble, but we from investors to entrepreneurs, we see when the bubble ebb, who is still on the scene, gold will always glow.

News Science and Technology: You think in this piece of Red Sea, the future more shiny point will appear in where?

Dong Light: There are several points. One point is the mobile phone game, especially online games, just said the mobile phone and O2O have a lot of space, the 3rd is in line with the mobile phone many features of the application also has a great development of space, such as cameras, lbs and voice, these vertical industries in the future will explode a very large company.

News and technology: Thank you, boy. Thank you to watch the netizens, we are here today.