Mobile internet companies behind the move: to the base of the counterattack

Mobile in the strategy of moving the internet has finally taken a substantial step.

At the mobile Global Developers Conference yesterday, President Li gave a clear answer to the recent rumours that the company was being set up for Internet. He said mobile internet companies and IoT companies are currently being built in the move. This is the first time this year to develop a "16-word policy" mobile Internet strategy after the biggest action.

How do you build this company? It is a challenge to move such a large state-owned enterprise mechanism. How does the future business work? It is a difficult problem for the nine mobile internet business integration. How will the business of a traditional internet company impact? It is a test for the cooperative attitude of open innovation.

To base

2000, China Mobile (micro-blog) innovation launched the Mobile Dream Network model, the beginning of the 2005 to explore the base operation mode. At present, China Mobile has formed the entertainment, social networking, application stores, location, electricity and other nearly 40 products nine base business platform, and in their respective subdivision of the field carried out a certain exploration.

This August, China Mobile first proposed the mobile Internet 16-word policy: "intelligent pipeline, open platform, characteristic business, friendly interface", and identified the "cloud, tube, end, Taiwan" mobile internet strategy. From voice to flow, from cable to wireless, from closed to open to become China Mobile this elephant in the current and future period of the core priorities.

This is the first clear and comprehensive mobile internet strategy that China Mobile has put forward since 2009 when it was fully operational. The core of the strategy is that China Mobile should firmly hold the leading power of the mobile internet industry chain.

But the reality is that mobile internet business and platform is always facing the "big but not fine, full and not real" embarrassing situation. The task of China Mobile Internet company is to fundamentally change the status quo, to create a competition with other Internet business, the internet business.

According to Tencent technology from people familiar with the matter, the idea of the construction of mobile internet companies began to start early this year, and saw China Telecom (microblogging) mobile internet business Base began to operate independently of the company, the idea is more determined and began to gradually implement. At present, mobile is in the internal mobilization of relevant personnel, the plan was set up in the year before the establishment of the company's construction group, the specific responsible person is still in preparation.

For many years in the state-owned mechanism of mobile, the establishment of independent professional firms is not an easy thing, it is also in the transformation process has been groping accumulation. Previously, the establishment of financial companies, international companies, terminal companies, etc., this has laid a valuable foundation for the development of mobile internet companies.

The person said that, compared to previously established professional firms, the mobile internet company will be set up, the biggest breakthrough lies in iconoclastic's determination, nine business base will be stripped from the provincial companies, and into mobile internet companies.

It is understood that the mobile initiative of the business base model, is the core of mobile once the most important value-added services layout ideas, and attracted the Chinese telecom and China Unicom (micro-blog) to follow. But over the years, the nine business base model abuse frequency, its ownership of Mobile headquarters data department, but relying on provincial companies, and for provincial companies to implement, in China Mobile headquarters and provincial companies to form the rights and obligations of the vacuum layer, over the years the size of the problem.

Li said at the meeting, the mobile internet companies are being prepared, based on the Guangdong Internet base, the future development of nine major business base will also be closer to the specialized companies. It also means that the first pioneering base model is likely to be discarded.

Tencent technology from the previous establishment of professional company insiders understand that, professional firms and base mode The biggest difference is that the professional firms in the provincial companies, is an independent corporate organization, and the provincial company can form a party B relationship to market-oriented business development and cooperation, which will completely abandon the various disadvantages of the base model, In layman's terms, it is the transition from planned economy to market economy.

But how to integrate is a huge project for mobile. This is different from the operating form of the Independent Corporation of China Telecom base, the adjustment of each base is relatively simple and independent. And Mobile is nine base business concentrated to an independent company management, operation, this difficult to imagine.

Some industry analysts believe that operators to establish independent specialized companies, to facilitate the introduction of external capital and the establishment of the Board, to help the company's internal transparency and the establishment of modern enterprise system, to avoid the big power of the case.

At present, the mobile has not come up with a specific integration plan, but since the first step, it is bound to go down. In the face of data traffic explosion growth of network pressure, the Internet business intensified alternative development pressure, this is the only way out.

The Jedi counterattack.

By the macro-economic downward, mobile internet impact, industry competition intensified three aspects of the joint role, the development of three operators in the first half of this year are affected by a greater degree. The "Elephant Run" in the mobile imagination gradually began to fade.

The industry research advisory body announced earlier that as a large number of smartphone users turned to free SMS apps, global telecoms operators would lose 23 billion of dollars in SMS revenue by the end of 2012. As traditional text messaging services make way for internet-based platforms, the loss of telecoms companies could increase by as much as $54 billion trillion by 2016. In 2010 and 2011, global operators lost 8.7 billion dollars and 13.9 billion dollars respectively.

Internet executives have said, "The internet has killed a lot of traditional industries, mobile internet will be killed in the future two industries are the traditional mobile phone industry and telecommunications operators." ”

It is understood that the threat of Internet companies to operators has long been not "verbal warfare." Internet companies piling into the smartphone market is a strong corroboration. Master the entrance of the smart phone for Internet enterprises is to master the Mobile Internet competition entrance, but it is not only the fancy of intelligent terminal profit, platform strategy has become its future development trend. Baidu, 360 and so on have the Internet Platform strategy extended to the enterprise strategic layout and benefit from it.

Therefore, the Internet companies through the IM, search, security and other services access to the Internet user traffic, and to gradually realize the platform services, to take this open mobile Internet portal to achieve platform services.

Xi, chairman of China Mobile, said earlier that "it must be seen that global operators are facing tremendous pressure from the explosive growth of data traffic, and that the Internet business is adding to the pressure of the traditional mode of operation, but there are also many new opportunities to create business." ”。

At this conference, President Li also said, "traditional telecom business in many ways and mobile internet business, operators of the traditional business system is also not suitable for the development of mobile Internet." Only through the specialized company operation, can we truly integrate into the Internet team mechanism, can obtain more mobile Internet resources, in order to make China Mobile business platform, customer scale, information resources, network coverage, sales channels and other existing advantages to continue. ”

Obviously, the move has started to move the mobile internet "strikes Back". Especially in the export of capital, a stake in HKUST news fly This step appears to be both fresh and extremely efficient.

The foregoing points out that China Mobile needs to encourage the listing of professional companies to ensure shareholder rights and interests, and to introduce innovative forces to buy or share new internet companies, so as to promote the competition between its business and internet business. It is understood that the mobile management has also said that the future does not exclude the introduction of external investors or the management of shareholding and other institutional innovation.

In fact, not only mobile facing the competition from the Internet products, the global telecommunications industry under the impact of new technology products are facing the transformation of business model problems. Who transition fast, adapt well, the market and users are naturally who's.