VCs ' appetite for mobile internet is fading

Silicon Valley October 28 news in Shenzhen, the 2012 Android Global developers Conference revealed that the "appetite" of the mobile internet is fading.


　　


according to the organizing committee to provide this reporter's draft, the General Assembly in the exhibition area in the special project investment and financing negotiations zone, held a grand investment and financing matchmaking activities. Participate in the activities of the VC enterprises have Sequoia Capital, with Albert, IDG Capital, Tencent's industry, the mutual-win fund, Ding-Hui Ventures, Plateau capital, Pine wo Capital, Kai Peng Hua Ying and the Qing Branch Chong cast nine. The conference's "Project investment and financing matchmaking meeting" event will be held three, each project side will have 10 minutes with VC enterprises "cultivate feelings" to win the favor of investors, seize the financing opportunities. However, the reporter two days in the venue of the interview found that the organizing committee of the nine VCs are actually present only IDG capital, Tencent Industry, win the fund, Ding Hui and the Qing branch to create four. As a result, the planned three blind dates will actually be two.


　　

A member of the
organizing committee said that "the blind Date will not be ready enough". But what reporters see at the Android Global Developers ' conference is not necessarily full of preparation. Chinaventure Group's latest research report coincides with the reporter's experience of the scene.


　　


according to Chinaventure group statistics, the third quarter of this year, the disclosure of mobile Internet investment cases 8, total investment of 111 million U.S. dollars, market activity and the last quarter is basically flat, but still in the doldrums compared to the same period last year.


　　


Chinaventure Group senior analyst Feng Po to reporters that the past two years in the mobile Internet industry financing trends, 2011 for the industry, the most active in the fourth quarter of 2011 disclosure cases reached 21. The 2011 activity is not unrelated to China's VC/PE market as a whole, followed by the 2012-year "capital of Winter" also led to a sharp decline in the mobile Internet industry financing activity. In addition to the overall environmental impact of the market, the decline in mobile internet financing is another important reason is the lack of profit model, in addition to games and advertising, other mobile applications have failed to establish a stable and mature business model, and the recent large-scale Internet companies to speed up the layout of mobile Internet, Also increased the industry's competition and investment risk.


　　


For future investment trends, Feng Po analysis that the current mobile internet segments are potentially huge market size and innovation space, the future will remain the most active entrepreneurial field. For now, large internet companies have become the biggest stumbling block for entrepreneurs as they move up the mobile landscape. Such as Tencent recently announced the investment of 1 billion Security innovation fund, Tencent mobile phone butler also led with more than 10 electronic market set up the official genuine "security alliance", showing the Tencent Layout Mobile internet basic security services market intentions. Feng Po said that in the short term, mobile payments are expected to become a recent investment hotspot.