Mobile search business value in the end how much?

For China's Internet, BAT is around the topic, these three giants compete in various fields are the focus of the industry, especially in the field of mobile Internet. According to the latest data from Fat Cats, the first half of this year was driven by two major factors: increasing mobile search traffic and increasing liquidity of Baidu Mobile, with the proportion of mobile services expanding. In the first quarter of 2014, revenue from Baidu Mobile's business was lower than the overall revenue In the proportion of over 25%.

Here, fat cats would like to say Baidu, let's talk about the Facbook, Facebook's stock price movements from the point of view, in June 2013 (Facebook mobile revenue share of 30%), Facebook shares rose strongly from around 24 US dollars , Which hit a record high of 72 U.S. dollars in March this year. Currently, it remains at around 64 U.S. dollars and has more than doubled in one year. This shows that the capital market places more emphasis on the development of Internet companies' mobile businesses. Previously, Baidu revealed in the fourth quarter of 2013 earnings, the proportion of mobile business exceeded 20%, growing rapidly. Despite the rapid quarter-on-quarter growth of the traditional PC Internet business, the proportion of Baidu's mobile services has continuously expanded, indicating that Baidu's mobile business development far exceeds expectations of the outside world.

It is not difficult to see that, according to the current development trend of Baidu's mobile revenue, announced the second quarter of 2014 earnings report in late July, the proportion of mobile business is likely to exceed 30%, when Baidu's share price is expected to enter the strong rise of the channel.

So, why Baidu mobile business revenue will grow rapidly? After in-depth analysis and research, fat cats that Baidu has three major features to promote the entire Baidu in the field of mobile Internet outbreak.

First, the entrance advantage.

As we all know, as early as 2013, on the basis of strengthening the construction of mobile ecology, Baidu has focused on the four major entrances of mobile search, application distribution, map and mobile video, and 14 million users of mobile products, with the core of which Of the "mobile phone Baidu" users in the last 3 months from 400 million to 500 million, more than 60 million daily active users.

Due to the decentralization of mobile terminal information, mobile Internet services and content is increasingly rich, search favorite is the information decentralized, more dispersed, more valuable search. It is Baidu has the technical advantages, therefore, Baidu use based on big data, Baidu brain precise recommendation technology to be able to more accurately match the user and advertising, mobile advertising can get a higher CTR. In terms of revenue, Baidu Net Union uses CTR (Ad Content Matching) data based on big data to increase webmasters' average revenue by 70%.

At the same time, mobile devices solve the short board of Baidu account system, each mobile phone, tablet has a unique device number, Baidu do not have to lock the user account, the same can accurately portray the user's portrait, analyze the characteristics of users , Consumer preferences, so as to more accurately recommend related content and services.

Second, the brand advantage.

Undoubtedly, in the Internet "search" field, Google and Baidu have been defined, in foreign countries is "Google" in the Chinese world is "Baidu", Google Baidu search search has become more and more social and social. In the field of mobile search, Baidu is currently over 72% market share, but also confirmed its brand value in the handheld world.

Mobile end fragmentation of the use of time, but also make mobile search more inclined to the localization of search and life service class search. Due to limitations of mobile devices such as screens, mobile search is also required to accurately grasp user needs, which requires accurate understanding and understanding of users' real intentions. And Baidu's huge search data and cutting-edge mining technology have laid the groundwork for docking these needs.

Third, technological superiority.

Baidu in technology research and development and investment, we all see. Needless to say, the more mature search technology is more mature, Baidu is used to build the next five years of mobile search prototype cutting-edge technology, the future demand for mobile search will be closer to life and entertainment, search box not only to carry out text search, but also Can identify the user input voice and image information.

For Baidu, developers and businesses in two groups to build a community of developers ecosystem and business ecosystem, Baidu do mobile search has more than just search tools, browsing tools it is integrated services, a large platform for commercial transactions.

So, after Baidu mobile search, rely on simple technology research and development, data accumulation certainly not, have to be able to have the foresight and strength of the ecosystem.

Thus, it is not difficult to see that, according to data contrast, BAT mobile revenue Baidu accounted for the highest proportion, the mobile Internet era, search advertising is still the most efficient business model. Baidu mobile business model has been enriched from a single search advertising rich for search advertising, application distribution into, LBS, online video ads and other models. In connection with people and services, significantly higher efficiency of Baidu.

From the perspective of Tencent, using the case of Jingdong 618, the two tier one entrances of Tencent WeChat and QQ collectively bring about only 7% of mobile orders to Jingdong Mobile, while Jingdong APP accounts for 18% of the total orders. WeChat and QQ in the electricity supplier conversion efficiency performance below most expectations. The potential for e-commerce in social networks is limited. Ali's situation is clearly better than Tencent, Q1 mobile revenue 11.62 million, or an increase of 6 times over the same period last year against the backdrop of this can not be separated from Taobao vigorously marketing, UC, microblogging diversion. However, lack of access, user habits slow migration is the reason for Ali's lag.

In contrast, Baidu big data, artificial intelligence and other basic technological innovations have spawned the realization of mobile business model, such as artificial intelligence technology through intelligent recommendation, enhance the click-through conversion of search advertising. Big data, LBS provides users with more convenient local services. The positioning, voice, image recognition and other technology breakthroughs to enhance the user convenience of mobile applications, but also more dimensions to enrich the user big data.

According to Li Mingyuan, vice president of mobile communications and general manager of Mobile and Cloud Division, Li Mingyuan said: Compared with the PC Internet era, search services in the mobile age have put forward higher demands on technologies such as big data, cloud computing and artificial intelligence. Baidu is good at the area.

In April of this year, Baidu officially released the "Big Data Engine" including "Baidu Brain" to provide big data analysis and mining capabilities to the outside world and demonstrate the data collaboration capabilities between Baidu cloud capabilities and APP terminals. In May, Baidu announced the establishment of an artificial intelligence laboratory in Silicon Valley and hired Dr. Wu Nanda, the world's leading artificial intelligence scientist, as its chief scientist and Baidu Research Institute.

Obviously, leading technologies such as deep learning and artificial intelligence are now widely used in various fields such as personalized recommendation and precise matching of mobile advertising in Baidu. The rapid growth of revenue share proves that technology is playing a huge role in the commercialization of Baidu.

As a result, Fat Cat believes that the traditional Internet giant, in the field of mobile Internet can continue to maintain the leading edge is the most important issue facing. At present, Alibaba mobile revenue in its total revenue accounted for about 12%, while Tencent mobile revenue in its total revenue accounted for 15%, Baidu mobile revenue accounted for more than 25%. In terms of long-term value, Baidu Mobile's technology platform and product clustering advantages will play an increasingly important role in its strategic layout of "connecting people and services," which will further stimulate the commercial value of Baidu's mobile business. Baidu to promote mobile Internet era faster run faster.