Inventory Intelligent Terminals Four business models: a cloud multiple screen is the trend

The first destructive creation of the global http://www.aliyun.com/zixun/aggregation/6520.html "> Consumer electronics Storm" is the deepening of the integration of computer networks and communications into two major areas, Industrial barriers, formerly built by traditional telecoms operators and equipment manufacturers, ended up falling apart in Apple's intelligent mobile terminal revolution. In the near future, we hope to see television, automobiles and other important parts of our daily life will be intelligent.

First of all see Mobile terminal intelligent fast upgrade, mobile Internet era is no longer a dream. We are in an era of intelligent terminals, the data show that in the end of 2011, China's PC ownership of 320 million units, the number of smartphones, 130 million, tablets (PAD) holdings of 30 million units, and these types of products are very high penetration rate.

In the intelligent terminal industry chain, there are currently four kinds of business models.

Mode One: Enter the supply chain of the mainstream intelligent terminal manufacturer. In the case of smartphones, Apple's iphone sales have exploded globally in the past few years, and many of the components that have entered Apple's supply chain, both corporate performance and industry status, have been rapidly developing and upgrading. The first reaction to a large number of investors is that Chinese companies are only earning very low hard-earned money, no technical content and low gross profit margins. In fact, this is a kind of tinted glasses, in the global division of labor system, more and more enterprises in China through cooperation with the international giants to provide solutions to the problem of optimization, and constantly obtain orders, itself is the embodiment of competitiveness, but also the Chinese electronics industry technology level to improve the mark.

Mode two: Hardware and software integration is the general trend. In the past, Wintel combination of the leading PC industry chain, is a model of division of cooperation, the industrial chain of each link focus on their own areas, the basic non-interference. In the age of smartphones, Apple pioneered the "App Store+iphone" model, essentially the integration of software and hardware, through the industrial chain of the upstream and downstream: hardware terminals sticky users, software services platform to obtain user value; This kind of soft and hard integration has greatly enhanced Apple's competitive advantage and achieved unprecedented commercial success.

Mode 3:1 Yundo is a big trend. The different intelligent terminals are not isolated, but linkage, can achieve a cloud of multiple screens, such as Apple's App store can be on the iphone, also on the ipad, but also on ITV. In fact, there are many "one cloud multiple screen" mode of enterprise, such as video cloud, game cloud, voice cloud and so on, these enterprises provide cloud service platform, distribute to different terminal screen; At this stage, not all terminal screens can achieve commercial value, but this model can build up a strong competitive advantage: Some screens are used to realize value, Some screens are used to glue the user.

Mode IV: The value of quality content/application is increasing. The popularization of intelligent terminals and the interaction of multiple screens bring about the rapid amplification of the propagation effect, which is very advantageous to the rapid transformation of high quality content and high quality application value.

Find strong and strong quality enterprises. Looking to the future, the above four kinds of business models correspond to the intelligent terminal industry chain four different links (components-terminals-platform-content), but common point to each link on the high quality enterprise strong. Apple, for example, is just the tip of its business model, with the core of its business model being "software and hardware Integration" and "one cloud and multiple screens", which will maintain Apple's overall competitive edge for a long time and push Apple's "strong and strong".

(Responsible editor: Lu Guang)