In the 2014, the scientific and technological community, wearable equipment, smart home and the rise of O2O attracted a large number of investment, VCs and mergers and acquisitions have hit new highs. Science and technology industry is the fastest changing, the company's shortest life, the most brutal competition in the industry, decades of inheritance billion market value can be instantaneous ashes. For the tech giants, the fastest-growing industry is the toughest. How the Giants will be laid out in 2015 and make the following predictions for everyone.
Foreign articles:
Apple
2014 is Apple's harvest year, and despite the decline in ipad sales and a lack of new growth in business, the company's share price has almost doubled as the iphone's big screen and differentiated strategy have been effective. Driven by strong sales of the iphone 6 and plus, Apple's sales of software and content will increase next year, potentially overtaking ipad sales. Apple's pay will strengthen the ecosystem and may involve apple in financial lending. Iwatch and smart Home platform business or will detonate new growth points.
Google
Google made a lot of attempts and business expansion in 2014, the acquisition of Smart home star company Nest,android system continues to rise in share, but because of the later Facebook and other companies in mobile advertising, and corporate applications, Google Glasses, unmanned cars, etc. from the profit is still far. Google's share price fell in 2014, but, as Silicon Valley famously said, the impact is greater than market capitalisation for technology companies.
2015, believe that Google in the enterprise and education market will start to profit. Cheap smartphone Android One and smart home platforms will further boost Google's competitiveness if they are properly promoted. Although this year's capital markets are disappointed with Google, the trend is that Google is still the white Horse of the Giants.
Amazon
Amazon's 2014-year slump has been challenged by its strategy of expanding its low-margin profit, which has finally fallen by about 20% per cent. Heavy hardware Fire Phone to a bad beginning, resulting in large write-downs. Ali and other China's listed companies have caused a certain amount of pressure. From a business perspective, Amazon's E-commerce and cloud computing has expanded globally, and an hour of delivery and takeaway delivery in the US has secured its place. The challenge for Amazon's technology companies is small, and the company is just grabbing more of the traditional retail sector. Amazon will continue its strategy of big investment in 2015 and continue to strengthen its fresh and delivered goods.
Samsung
Samsung was the worst-performing technology giant in 2014, with sales of Android phones falling, corporate profits almost halved, shares falling, and the company reorganizing its mobile phone division. Samsung's situation could be more dangerous in 2015. While the smartphone life cycle is not over, Samsung's market share will be further eroded by the rise of low-end handset makers, represented by Chinese manufacturers. Samsung's efforts in software and service operating platforms have failed, and there are no other growth points beyond the traditional supply chain and marketing advantages. Samsung's performance could fall further this year.
Facebook
The 2014 is a bumper year for Facebook, and the continued breakthrough in mobile advertising has led to rapid revenue growth and a huge acquisition of WhatsApp and Oculus VR. The shares rose about 50%. Facebook will continue to make breakthroughs in mobile advertising and video advertising in 2015, and its early acquisitions may also provide significant revenue Instagram.
Domestic article:
Baidu
2014, Baidu continued to be in search, map, application distribution field deep, mobile end income growth, share price increase is also more obvious. But Baidu in recent years the lack of bright new products, light applications did not affect the market, the 2014 launch of the through train on the market impact is not small. 2014, Baidu launched smart bicycles and smart glasses and other equipment, but these devices are more to express a cutting-edge posture, rather than mature products. 2015 Baidu may make more product attempts, but still rely on the traditional search and map business.
Alibaba
Alibaba 2014 scenery listing, and a lot of mergers and acquisitions, into the medical, IT, film, games and other new industries. But the expansion of Ali's business appears to be somewhat dispersed, with its main business complementary and binding degree is low, 2015 may be difficult to see a big improvement.
Ali will continue to enjoy the growth dividend of the electricity industry in 2015, as China is gradually opening up private capital into the financial sector. Ali small micro-finance or will become the next growth point.
Jing Dong
Similar to Alibaba, Beijing-East 2014 also listed in the United States, and enjoyed the rapid growth of China's electric dealers dividend, become the largest electric power provider platform. With Haier and the United States and other home appliance companies and Beijing-east contract, Jingdong channel status will be more solid, and will be in 2015 channel sinking, C2B mode and smart home appliances and many other attempts. Jing Dong in fresh and feeding business is also in the attempt, with O2O heat, jingdong in these areas will also increase investment.
Qihoo 360
360 2014 in the capital market cold, because the search did not reflect the expected performance, the end of the year's share price and the highest point in comparison has been halved. December, 360 announced cooperation with the light, and cool set up a joint venture mobile phone company, and to the Baidu artillery, frequent movements. 360 in the security and application distribution received later cheetahs and other companies threats, search lost to Baidu, the need for a new business growth. 2015, 360 of the focus may be mobile phone hardware. But the need for hardware and software is completely different, the market can have enough space to accommodate 360, is a big question.
(Responsible editor: Mengyishan)