Mobile Internet Bubbles

Ever since the internet came into the mobile phone, more and more people will meet Mr. Liu's situation. Mobile interconnection has become the core topic at this Internet conference. In many people are optimistic about the development of mobile interconnection of the bright prospects, but also poured cold water, in the recent Internet conference, the founder of Huaxing Baofan said yesterday, the mobile internet has been a bubble. Is there a "bubble" in mobile internet?

Mobile Interconnection Field

Staged "suction Bokhary method"

According to the Research Institute of Professional Internet Investment Research Center, the data show that 2011, China Mobile internet users of 429 million people, compared to 2010 312 million people, the increase of 37.64%. At the end of 2012, China Mobile will have over 520 million Internet users. It is estimated that 2013 years or so, China Mobile internet users will be more than the number of Internet users for the first time, will also complete the transfer of Internet users to mobile internet users.

The development of mobile Internet and the user's favor is closely related, Aiduan consulting analyst by Tianyu, promote the development of mobile Internet factors, the introduction of smartphones, plays an important role. According to relevant agencies data, 2011, China's smartphone shipments of 72.1 million, is expected in 2012, China's smartphone shipments will reach 112.5 million, the annual growth rate of 56.03%.

Where there is a chance to profit, where can find the footprint of capital, the first half of 2012, China Mobile internet industry disclosed investment events up to 30, including the disclosure of investment in the number of investment cases for 17, Disclosure of the total investment amount of about 378 million U.S. dollars, at this time, China Mobile internet industry average single investment is much higher than the 2011 average.

According to the director of the Clearing Research Center, a consultancy on internet investment, 2011, wireless value-added services, mobile applications development related, mobile gaming and other fields of investment events, respectively, 17.95%, 17.95%, 15.38%;2012 the first half of the year, the latest data show that In addition to mobile games and wireless value-added services, mobile E-commerce-related industries are gradually being sought after by capital.

Electric Business

Mobile payment into a new battlefield

Fierce competition among electric dealers has also escalated, and war has burned to the mobile internet. Traditional E-commerce enterprises widely layout mobile E-commerce market, a strong grab food mobile E-commerce market, including Taobao, Beijing-east, Fank and other enterprises have entered the mobile E-commerce market.

"The electric business war is not just a price war, there are channel warfare, from the current fierce market competition, the more intense price war, multi-channel sales become an inevitable choice, mobile e-commerce business development of the Future unlimited, and in the process of the electricity business shuffle, who also dare not ignore mobile e-commerce this important tool. "Analysys Mobile Internet analyst Zijianzhe told the newspaper reporter.

Mobile Social

The micro-trust situation is becoming

In the field of mobile society, although Tencent CEO Ma's micro-letter than Millet Technology Chairman Lei of the rice chat appeared to be late, but now by virtue of the huge QQ user base, micro-letter growth is very alarming, at this Internet conference, MA not without Pride said "this March more than 100 million registered volume, This month it will double again to 200 million. "But he immediately mentioned that the micro-letter created a new communications business, is breaking the traditional message mode, the interests of operators will be damaged."

Obviously this is not what other similar products would like to see, this includes rice chat, Mo mo, yy and other similar products. This may also be one of the important reasons why Zhou 祎 not enter into instant messaging.

The main stranger social development is also relatively rapid, according to yesterday's reporters on the internet to see the street, as of yesterday, more than tens of thousands of users of the mo. "Mo in the product and micro-letter and so there is too much difference, but the machine it will locate in the strange relationship of friends, in the user expansion has a larger space for growth, but the deep development of the product capacity is weak." A mobile internet source said.

"On the one hand, most of the market will be firmly occupied by micro-credit, while others will have a limited share, and if anyone is a little inattentive, their share of the market will be eaten, and now the market is showing such status," he said. Yutenyu said.

The market appears "bubble theory"

When the value of an industry is overestimated, it is easy to produce a "bubble". In the domestic mobile Internet rapid development of the present, there are experts on the heat caused concern, that the former mobile internet has now "bubble." Baofan, founder of Huaxing Capital, is a supporter of the mobile internet "bubble".

According to the survey, mobile Internet investment and financing in the first half of the reduction in half, and last year's noisy investment heat and this year's hot smartphone heat, the return on the mobile internet is not so good. Mobile advertising is still in the test water stage, has not formed a real advertising market in the country.

Is there a "bubble" in mobile internet? Yutenyu that "bubbles" are normal in industries with high capital concerns. "My understanding of bubbles is that there are 100 of people who invest in an industry, only one or two earn money, and the money that the rest of those who don't make money is actually a bubble." However, he believes that the mobile internet industry is in a state of development and has not reached the tipping point of the bubble burst.

Zijianzhe does not endorse the theory of bubbles. The reason for "bubbles" is that the industry is overvalued. If there is a bubble in the investment boom of mobile internet last year, it is possible. But this year, the industry's investment in mobile internet has tended to be rational. And at present the mobile Internet is in the primary development stage, has not reached the period of bubble.

Prediction

Mobile Internet

Is it a fad?

For the second half of 2012 China Mobile internet industry investment heat can continue? The research center of the Qing Branch believes that the mobile internet investment boom will continue in 2012, the main reason is that the investment institutions in the late stage of investment in the negative conditions, early investment has become an inevitable choice to improve performance. However, in the investment process, the VC/PE institutions are expected to face considerable resistance, the reason is that most of the mobile client products business model is not clear, the profit prospects are unclear, coupled with the product homogeneity and the user stickiness is not high, no investor expected so optimistic. They expect that in 2-3 years, China Mobile Internet will enter a new round of self recuperation period, this period, not to say that the industry will stagnate, but in the rapid development of the squeeze out of excess foam, the formation of a benign development of the industrial environment. The second is a big internet business winner take all, small and medium-sized enterprises have limited living space, can only look for some seemingly "heavy" mode, but this mode of dependence on capital is very high, and the model maturity is not high; third, in the world's overall economic situation is not optimistic, the foreign capital market falls continuously, domestic capital market is depressed, The pace of Chinese companies ' listing has slowed, and the average price-earnings ratio of listed companies in China has been tested against VC/PE earnings. Newspaper reporter Hu Jing

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"2012 Internet Conference" continued