Recently, the Innovation Workshop partner Lang Chun in Zhejiang newspaper group Media Dream Factory hosted the "First New Media Summit" to share her and innovation workshop on its main investment areas of mobile internet views, summed up the innovation workshop in this area of investment experience.
Tiger sniffing clips, sorted as follows:
Trend
Although the Internet is a tool, but this mobile internet is a new industry wave, a number of years in each of the industrial wave, are http://www.aliyun.com/zixun/aggregation/15614.html "> The technology drive has changed the structure of an industry. This time it was brought by Apple. Two years on the way to subvert a lot of the industrial chain, today, Apple's market capitalisation is more than 541 billion. Microsoft is the market capitalisation of 257.1 billion, and Facebook's market capitalisation, Nokia has evaporated most of the market value. The few added together have not been many apples.
Google as the representative of the Android system, subversion of the entire terminal industry chain, whether the early Ericsson, Nokia quietly fade out, including the publishing industry a lot of things, the game of the Birds company finally launched a successful game, but also changed the pattern of the cartoon industry.
Mainstream user migration
2012 Mobile internet users are 80 million to one billion, this is the mainstream user migration time period.
The combination of terminals and networks represented by Apple has led to a drop in terminal prices, with iOS and Android currently covering about 120 million of terminals.
China so far sales of the top ten of the terminal price is above 2000 yuan, the activity ranking is about 1500 yuan level. The future can be seen, the end price will soon be reduced to 1000 yuan level, China's users will quickly explode.
Consumer transformation
Looking back at the whole development of the mobile Internet, it is now a temporary explosive point.
Now 75 million of the core users, can be considered a high asset users, is to the next 1.3 billion users quickly spread. And now the way products are mainly profit by advertising, advertisers are more willing to find three high customer base for the audience, a high degree of income, high consumption capacity.
Mobile internet consumption has a little transformation, not the advertising model, but the service charge mode. It is not necessarily that a high income group will buy his income. I give an example, I am a senior user of the Internet, but to pay for the service, so far, I only spent money on Tencent, is Tencent QQ members. I want to build a group of parents, which is built seven groups, the last is not enough, but also to upgrade the senior group, we must buy QQ members to promote the senior group.
Now the changes in the mobile Internet population, from the more refined users, formerly known as low-end users, as well as mainstream users to this part of the migration. Most of the time the mobile phone is their most important pastime and sustenance of the tools, this group of people to spend and spend the willingness to be very strong.
Mobile Internet has entered the second phase
From the product point of view, the Internet and mobile Internet is the stage, the first is how to make this thing better, the second is to make this thing to kill time. The third is related to consumption and trade. We now look at the structure of investment, from the first stage, into the second stage. Since last year, we have invested in some of the mobile Internet card projects, desktop iOS, application sinks are shops, and mobile phone assistants and so on. There are also games, social, entertainment can be considered points.
The other is to combine the product and the user's point of view, we prefer what kind of products, is relatively simple example, is to see the software is very powerful PS, but will use a small number of people, the United States after the Mito, the magic hand played almost, now with light and shadow of the people are not much. I suggest that the product should not be too complex, pick up can be used, do not need any tutorials and tools, you can easily walk down, this product is we like.
How small companies compete against big companies
From the mobile internet, said So-and-so things Tencent, Ali, Baidu did how to do, this problem is a problem, nor is it a problem, the Internet is a relatively mature industrial chain. But what do you spell? is to fight the channel, resources. But the mobile Internet is a high-speed development of the enterprise, who spelled fast. The internet is a fish ecological chain, mobile internet is fast fish eat slow fish, the last to survive must be the ability to perform very strong speed of a class.