Mobile Internet, experience "ice fire double Day" change

According to a report published by the Research center of the Qing branch of Market Research Institute, this January-May, China's mobile internet industry Investment Collective "cold", whether from the number of investment cases, the total amount of investment or a single investment amount, investment levels are far lower than the same period last year.

Why did the rapid popularity of smartphones and tablets last year make the mobile Internet, the new favorite of capital markets, a change of "Ice and Fire" in just a few short months?

On the one hand, this is the natural choice for capital to enter the "Cooling-off period". If last year's capital mania came from optimism about emerging industries, venture capitalists have become more sensible and prudent about mobile internet products over time. Some mobile clients can only use the number of users and traffic "say things", business model is not clear, user viscosity is not high, also lack of profit model: Front-End and application charges? Mobile internet users have not formed such a consumption habit; Limited by the level of traffic and mobile advertising platform, the current ability of mobile advertising is much lower than that of traditional internet advertising.

On the other hand, the traditional internet giants in the mobile internet market favored by the rapid transfer of their products and services to the mobile Internet, the recent Internet companies have been involved in mobile phone manufacturing, is the embodiment of this enthusiasm. The Matthew effect of "strong and strong" is also playing a role in the mobile Internet, the investment direction of capital market is always small and medium-sized developers, but they are now very difficult to make their own development of the game outside the application of breaking the "siege" of large enterprises.

In fact, capital entry is not the only measure of the industry's "hot and Cold" standard. On the basis of the development of mobile Internet, the shipments of smartphones and tablets are still high in hardware, the products are more diversified from price and function, and more users ' entry makes the market demand for application services "rising"; in the supporting environment, The refinement of the App Store and the breakthrough in the payment system also provide a broader space for developers.

Therefore, for small and medium developers, the most important thing is to practice the "internal strength", through innovation and application as soon as possible to enter the scope of large enterprises have not covered: on the one hand, the line of resources can be combined with the location of the services involved in different subdivision areas, on the other hand, based on the different segments of the mobile social These may become the future small and medium developer's breakthrough direction. Capital's sense of smell is always keen, they are still struggling to find a real breakthrough in the homogenization of competition, with operational business model of mobile Internet applications.

For emerging industries, "lack of capital" and "bubble-filled" is equally dangerous, from this point of view, the capital is no longer swarmed, more able to allow developers to think more rationally about the future, product planning, the future development of China's mobile internet market may not be a good thing.