Kai-Fu Lee: The Future channel is mobile internet instead of PC

Lee Kai-Fu, Chairman and CEO of Innovation Workshop

News and Information October 19, the 2012 China Mobile Developer Conference, sponsored by CSDN and Innovation Workshop, was held in Beijing, and the conference will take "opportunities and challenges under the mainstream of mobile" as the theme, Invited the Baiyu industry elite for China Mobile Internet status and trends and mobile internet trends in the end cloud synergy and other hot topics for in-depth discussion. News and science and technology as a special support media will be the General Assembly to report the whole story. Innovation Workshop chairman and chief executive Lee Kai-fu Kaifu delivered keynote speeches.

Lee said that in the game field, many developers here say the game will be done abroad, to do the iphone, IOs, Android can not earn money, we have to make a prediction that Andrew is very profitable.

At the same time, Kai-Fu Lee think how to let everyone connected to the world, so that social communication to achieve the best, the main channel will be more mobile internet, rather than PC.

The following is the transcript of Lee Kaifu's speech:

Kai-fu Lee: very happy to have the opportunity to share with you. The topic I want to talk about today is about penetration and value.

What is infiltration and value? When we look at the beginning of any field, there may be a small group of users, who will be willing to try new areas, the market has a good start. There will be new users, they have new needs, new habits will continue to penetrate, and they will use this area more deeply.

What I want to talk about today is that we have seen the last few years, when we started this conference two years ago, we can say that we are just getting started. Last year we saw a spread, and today I want to talk about infiltration.

Today, I want to talk about three points, the first is to share a good news, today's internet has entered the 200 million era of successful spread. The 2nd I want to talk about is how mobile internet will deal with the future 300 million or 500 million of users, how to penetrate. Finally, I want to talk about how to make money, is a problem of monetization.

Chiang has used this very good data just now. If we only look at user behavior, global smartphone devices are already over 600 million, and only 45 billion apps have been downloaded in iOS. What is particularly exciting is that every user using the app has 94 minutes each day, which is a long time. Their habit of using, or the degree of addiction to the mobile Internet is more than the Internet, more than 30% of the time. It can even be said that people using the PC Internet time is eroding, is declining, mobile internet usage is growing.

If we look at the operating system, on the right-hand side of the chart, Android is basically the leader in all mobile options. In the past three years, its growth rate is very amazing. In mobile applications, the game is still the world leader, accounting for 70%.

What will happen in China? If you are very excited about this picture, feel the rapid rise of mobile internet, the era of mobile monetization has come, we can see that China's development will be faster, the habit of mobile internet penetration is faster, China's Androcheng long faster, China's game ratio will be greater. From the global perspective China, the difference between China and the world is a word, is "more", the mobile internet exciting things, in China we are more exciting.

One of the most exciting things about mobile internet in China is that it has entered the age of 200 million of users. Today we can see, if we say last year we are optimistic that there will be 150 million next year, will not have more, the end will reach 150 million, many people are discussing this matter. But it is not until the end of the year that China's mobile internet users have reached 200 million. This is based on the data obtained from our investment in the League of Friends. iOS has reached 60 million and Android has reached 140 million. We all saw 5,000 people attend the meeting last year, everyone is boiling, very optimistic. The numbers we've seen this year are far bigger than last year, and that's a very exciting thing to do.

How fast is this speed? If measured carefully, we will find that the mobile internet growth rate is about 6 times times the Internet. It took 36 months to grow on the Internet, and in the mobile internet it took only 6 months.

Over the past two years, I have made bolder predictions at meetings and conferences, and there have been some more severe questions. Today we can just recap whether these predictions are correct.

By the time the Innovation Workshop was founded in 2009, the mobile internet and smartphones would bring forth the wave of the Internet, a day that has been fully seen.

The second is that Android's platform will prevail. There was a lot of scepticism about the percentage of Android in that time, but it turned out to be true.

Third, we see that the first batch of applications will be tool-oriented, and now these are very popular. From the pea-pod games, security guards, security assistants, stores, 91, and so on, it does prove that the tools are the first wave.

And we predicted that China will have a unique number of mobile applications, bandwidth is very small, but the client is very bad. In 2010, we boldly predicted that the price would drop to 1500 pieces of an Android phone. In 2011 it was 750 dollars. Some users may feel that this price is not good to use, but do not worry, at that time the bad use of the next year will be good. 2010 we predict that entertainment and social networking will become the mainstream application development opportunities. Today we have also fully witnessed, we also predict the international download fee model in China does not work, in China we need to take a new monetization model. From the data we also see that the free download is the real mainstream.

In 2011, we talked about Android will be a ride in China dust, users will be from white-collar development to mainstream users. The game will be the first batch of the best money, the best universal opportunity. It's not any game, it's not a PC transplant, it's just a simple stand-alone game, and it's slowly getting into asynchronous socializing. and the high quality of the game, today we are indeed beginning to see. On the whole, our predictions are more accurate. What predictions will we make today?

We see last year's mainstream so-called thousand mobile phones and this year compared to a huge difference, 1000 dollars can buy a very good dual-core mobile phone, but also is 4.3 inches, and is high-definition. The mobile phone on the right is 2000 yuan last year and has dropped to 1000 this year. Last year, 1000 of mobile phones, this year to 700 yuan, a rapid decline in the price, the ability of thousand yuan mobile phones, we saw the mobile phone 400 yuan this year, and even someone said that 200 yuan can buy an Android phone. The fall in prices is certainly an important factor in its popularity and spread.

In addition, the capacity of the thousand-dollar mobile phone has also been rising, bringing a completely different user experience. We watch music, in the past, we are more accustomed to the choice of listening to music, as the mode of listening. Now the processing is getting faster, even in some new software, such as love singing, you can sing while singing, and put your own echo into the ear, let you feel that you sing very well, although you may sing very bad. This effect was not achieved a year ago. With the iphone and high-end thousand or more Android able to do so, the music experience from listening into participation, into a karaoke experience. This was not achieved a year or two ago.