Mobile Internet 3Q War or hard to avoid

Recently, the mobile phone security industry is not calm. Tencent announced the 1 billion innovation fund to engage in mobile phone security, combined with the Internet Conference on Tencent board chairman Ma and 360 chairman Zhou 祎 separated chanting words, let many people smell "gunpowder". Therefore, the industry has discussed, Tencent to invest 1 billion security innovation fund, what is the purpose? Will mobile internet be 3Q war?

From the current point of view, mobile phone security is the inevitable trend of free, mobile phone security itself is not profitable. And the mobile phone security industry is a typical "big investment, no direct output" of the industry, including cloud server erection, technology research and development, virus database construction, need to spend a lot of manpower and resources. Therefore, this free mobile phone security products, only large enterprises can do.

For the mobile phone security of the profit model, I think the enterprise to look at. For example, 360 companies, his only product in the mobile Internet is mobile defender, other products are still in the third line, and mobile phone security itself can not be profitable, so 360 need to rely on mobile phone security software to obtain a large number of users, and then will be able to make money from the browser and other products recommended to users, to go back to Flow of the "triple".

Tencent is totally different from 360. Tencent in the mobile phone, mobile QQ, mobile phone QQ browser, QQ games, micro-letter these products are in the first camp, has successfully acquired a huge number of users. Therefore, the handset-side of the mobile phone butler, has no need to assume for other business to obtain users of the task, Tencent mobile phone security may be more to protect their own mobile internet products, as well as with Tencent Wireless open platform cooperation partners, the interests of users. On the PC side, has already eaten the security loss Tencent, this time does not seem to have the slightest careless.

The author thinks that the security strategy of the two companies is completely different and the purpose is completely different. 360 belongs to "predatory mobile phone security", Tencent belongs to "defensive mobile phone security". Zhou said, 360 is to be disruptive innovation, its plundering process must be destructive, there must be war and smoke, this is different company gene decision.

Zhou also publicly acknowledged that 360 mobile phone security is the 360 most advantageous mobile internet products, is its mobile internet "stepping stone." Therefore, the success or failure of mobile phone security determines the success or failure of the 360 mobile internet strategy, Zhou 祎 must make every effort to maintain 360 mobile phone security user growth, reduce user churn. This is just like when the 3Q War, 360 of Tencent issued QQ doctor so sensitive.

360 desperately need to rely on mobile phone security to obtain a large number of users, and then the profitable products recommended to these users. and Tencent in mobile phone security on the constant attack, it is inevitable to divert 360 of mobile phone security users, reduce its growth rate, which only got the mobile phone security this piece of mobile internet "stepping stone" 360来 said is a huge threat. 360 must guard against Tencent mobile phone Butler's attack.

The current two products in contrast, the basic performance of the difference is not large, the function is basically equivalent. The biggest difference is 360 in their own mobile phone security, Tencent is pulling the industry chain to do mobile security. As far as I know, Tencent has been working with antivirus manufacturers, operators, mobile phone manufacturers, application markets, developers to achieve strategic cooperation, relying on its mobile phone security technology strength, cloud security capabilities, for all types of partners to provide security services, contribute to the "security module."

From this point of view, Tencent's mobile phone security strategy is more sophisticated than 360, because this open mobile phone security operation, can quickly promote the spontaneous growth of Tencent mobile phone security. For example, for ZTE, Lenovo and other mobile phone companies to provide "security module", these mobile phone security can become a vendor's selling point, and the cost of Tencent to pay, le?

It turned out that Tencent's strategy to provide basic security services for mobile Internet was fully effective, with Tencent's mobile-phone butler users in July 2012 more than 80 million, and now there are rumors that the number of users over 100 million, and 360 mobile phone guards between the gap between the smaller, it will undoubtedly make 360 become very nervous.

Therefore, the 3Q War of mobile internet is very likely to explode. Ma, who expressed concern about vicious competition in the mobile-phone security industry at the Internet conference, put forward "against militarism", perhaps to avoid a war on mobile security.