Mobile Internet anomaly: large scale, no money

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Looks promising but doesn't make money. As the "City dream rate" of mobile internet is being pushed up, investors and developers are starting to watch out.

The internet concept, dubbed the Web 3.0 by TechCrunch contributor Jay Jamison, has been widely questioned after a highly touted last year.

The challenge reached a high point with the recent move to a foreign social application in China, where a $100 million trillion-dollar round of financing was estimated. One investor believes that mobile internet companies, which grew up in the shadow of giant companies and do not see the revenue model, could get a 100 million dollar valuation, which means the industry is not far from a bubble.

At present, the mobile internet field appears strange "two yuan phenomenon".

This year, the size of domestic mobile internet users has reached 450 million, surpassing last year's forecast. But in the first quarter of 2012, the quarter-on-quarter growth rate of domestic mobile internet users began to decline, from 8.6% in the fourth quarter of last year to 5.1% in the year, according to the Analysys data. In addition, there are few products with a clear revenue model in front of a huge user base.

Baidu CEO Robin Li is the first to sing empty mobile internet industry big guy. At this May's Baidu Alliance summit, Li said that the current mobile internet industry is like in the wine driving, the profit model is not clear, advertising fee model is only looking beautiful. He calls for entrepreneurs to look for business models before starting a business.

The voice from the capital world, the founder and CEO of Huaxing Capital in this year's mobile Internet conference, said the mobile internet has a bubble, next year will enter a quiet period, 2014 ~2015 years will be a star company.

In fact, the attitude of capital has begun to change. In the second quarter of 2012, there were only 4 domestic mobile internet investments, and on average, the number of mobile Internet investments this year decreased from 22 in 2011.

The ease of view analysis that this year mobile internet investment heat cooling mainly from three major reasons. First, most of the application of the business model is not clear, the user viscosity is poor, the ability to become weak. Some analysts believe that the mobile Internet is performing the same bubble in the 2000 phenomenon. The dotcom bubble of the 2000 was the collapse of a profit-making model.

Second, the mobile Internet environment is not mature, the user did not cultivate a good pay habit, payment system has not been sound, the brand advertisers still hold a wait-and-see attitude, the market still need to cultivate.

Finally, the big Internet giants with the advantage of capital, strong access to the market, to the small and medium-sized enterprises pose a threat, as well as the increase in channel marketing costs.

In terms of revenue, although the domestic mobile advertising market prospects are huge, but on the one hand, the market has 70% of advertisers are the industry advertisers, brand advertising is still holding a wait-and-see attitude; On the other hand, to easy media and other internet marketing enterprises also enter the mobile advertising market, accelerate the industry shuffle

In addition, the mobile Internet traffic channel also exists web-side and app directional differences, and the existence of such differences also affect the mobile interconnection advertising forms. Dolphin Browser CTO Liu Tie that the growing sophistication of the Html 5 technology reduces the cost of application developers, Cross-platform, and does not require debugging on a particular model or system. But from now on, app's manifestation is more contagious, and app's local computing way, make the advertisement load speed and the richness of the advertisement is more competitive than the web side. The hosting form includes login page, Banner, notification bar, etc.

But he also believes that the mobile Internet is staging the PC industry 10 years ago. Who starts the layout first, who has the larger user, who has the advantage of later. For this, it is advantageous to try to develop on the web side as early as possible.