Mobile Internet Free Mode encounters torture

This reporter Guo Yi 珺 for the companies that are planning to go public, sometimes it can be said that "there is a rainy day". March 16, Network Qin Company (NYE:NQ) submitted application materials, plans to go to the United States on the NYSE listing, to finance 100 million of dollars.　　And in the Network Qin submitted to the listing application materials the day before, the company encountered CCTV 3 15 party exposure, the Network Qin was accused of collusion its investment in the company, by downloading software to consumer mobile phone malicious deduction charges, its behavior allegedly deceive consumers and illegal for profit. NetQin before the IPO was a major loophole, the impact on the listing has been self-evident.　　Chinaventure Group analysis that this incident highlights the mobile internet industry in the profit model of loopholes and hidden dangers, but also to enhance investors on the mobile internet industry potential risks of attention.　　On the eve of the listing of "Night" when the Network Qin to the United States Securities and Exchange Commission to submit applications, plans to launch the IPO on the New York Stock Exchange, but because of malicious sucking bad line was 3 15 exposure. With the previous CCTV exposure of the enterprise slightly different, for the exposure of 3 15, NetQin and Fei first time to give a response, the download has been published in micro-blog in the statement said 3 15 party report and the fact that serious discrepancy, Fei nine Days Technology Co., Ltd. CEO Knangla is not known as evil pressure.　　And the Network Qin also in its official website can again sign a statement and to the user letter, which admits and Fei's investment relationship, and said its own check shows that the download has never spread malicious software, while claiming that the 3 15 party in the Network Qin and Fei Liu's report and the fact that there is a serious discrepancy between the suspected competitors. March 16, the company immediately convened a press conference, said the content of the report are competitors "carefully planned, malicious slander", and through the video demo, directed at the incident was 360 framed.　　Coincidentally, Qihoo 360 is also preparing to go to the U.S. listing, two of the same network security services to Chinese companies on the eve of the IPO suddenly "hit the road", the trend of the incident is still unpredictable.　　CCTV exposure to the incident, although not yet to predict the specific impact of the IPO, but there is at least one certainty, U.S. investors will be questioning the main underwriter's due diligence oversight, and do not rule out the possibility of the investor class action. NetQin is China's first anti-virus manufacturer of mobile phones, founded in 2005. June 2007, the Network Qin won the Sequoia, Jinsha River 3 million U.S. dollars investment, October 2007, by the source, Fidelity Asia Investment (undisclosed financing); in April 2010, the Net Qin again won the original investment of Jinsha River and the joint venture source of 20 million U.S. dollars investment; November 2010, the implementation of capital increase and expansion of shares,　　HTC has injected $2.5 million trillion into the capital; December 8, 2010, Taiwan chip maker MediaTek subsidiary GAINTECH220 million dollars to participate in the Network Qin capital increase case. As of December 31, 2010, NetQin Cumulative number of registered users is 71.69 million. October 1, 2010 to December 31, the moon of the NetQinThe average number of active users is 25.44 million, and the monthly average number of paid users is 3.24 million. Profit model in the short term "acclimatized" in the Network Qin was exposed, Analysys international analyst Luribin publicly pointed out that the current free increase in the Network Qin business model in 2-3 years is not suitable for China: "Even if there is no 3 15 party exposure, the market share of NetQin will decline." Luribin said that the Network Qin's revenue model is also Free+premium (some free + partial charge). NetQin software will generally provide more personalized functions.　　In the Network Qin official online, currently can see two kinds of charging mode: package and the Qin currency recharge. "Now China's mobile phone security market has just entered a start-up period. Mobile phone security manufacturers to more free mode to attract users, establish a certain brand. Again related to the level of charges, the future of China's mobile phone security market may have to reach a certain scale, the popularity of smart phones, netqin security of this profit model to play a certain degree of effectiveness. At present, the Net Qin's this kind of profit pattern in China 2-3 years is not very suitable. "In the third quarter of last year's results, the net has shown a downward trend." Luribin that the problem is not just the exposure of CCTV 3 15. Because now the mobile phone security market emerging entrants more and more, including 360, security butler, Orange calls. In the future, Tencent's mobile phone security also has some potential. Therefore, the future of the market share of Qin will have a certain decline.　　Similarly, to 360 will have a certain degree of impact. And Europe and the United States mobile phone security market situation is different from China.　　Due to the habit of paying for software, European and American users pay more attention to the function of the product, may not care about the payment. However, Luribin that there is still room for the NetQin in the capital market. "First of all, after the listing of the Network Qin and 360 will certainly raise a certain amount of capital to help its development." Their industry status, competitive strength will be a certain degree of improvement, in the short term will dominate the entire market. However, other small manufacturers are not without the opportunity to develop. He stressed, because the current mobile phone security market is not only relying on the soft to kill the weak to support. Now many security companies adopt "Pan-security" development strategy, such as communication management, backup and other functions.　　Some manufacturers may be "odd" to win, the occupation of niche market is not impossible.　　VCs pressing vicious competition? According to the Net Qin prospectus shows that in 2010, net-Qin net revenue soared to 17.7 million U.S. dollars.　　But this seemingly outstanding performance will not let the netqin satisfied, because it has a pair of wind behind the eyes. According to Enfodesk, a recent report shows that the second quarter of this year, NetQin still 38% of the market share ranked first, 360 security guards second.　　To the quarter four, 360 to overtake, the Net Qin has retreated to second. Journalists learned from different sources that the vicious competition within the software industry has lasted quite a long time. Some market personage thinks, handset antivirus market competition is intense, under the pressure of the wind throws, Net Qin or adopt more radical technique. The Network Qin believes that the company should beListing as soon as possible to obtain stronger financial support.　　But China's antivirus market is still in its infancy and does not have the basis of large-scale charges.　　Xu Huan, who worked in the domestic smartphone forum TOMPDA, said mobile internet companies "seek money if thirsty, in order to tap the profit model unscrupulous", but this unscrupulous just reflects the mobile internet industry's mishap-in the context of satisfying user needs, it is difficult to establish a healthy, clear profit model.　　Xu Huan said that the case of NetQin is only a microcosm of the industry, the industry has a lot of companies to get high financing, the future may also be forced to embark on the "unscrupulous to rob cash flow" road, because only a single way of advertising is difficult to achieve profitability, only SP business can generate huge revenue. Another from a well-known mobile phone browser company's developers, mobile internet companies from the beginning it is difficult to find a large number of natural growth of users, the promotion of a great deal of difficulty, so there will be a large number of mobile phone sellers to use to give users the opportunity to brush, mandatory pre-installed mobile phone software "rogue behavior　　This means that the user's phone from the buy is a security risk.　　And the Network Qin by CCTV 3 15 evening exposure Jiede, the industry is generally believed that the Network Qin's own business loopholes, but the whole incident behind the "powerful hands", this is the circle of people know the "rules of the game."　　Well-known Android mobile Platform Jifeng Network Vice President Xu Weite also lamented "revenge when", he still hope that enterprises in the industry should be self-discipline, integrity.　　To build a healthy business model, Xu Huan says, it is necessary to find features or applications that only mobile phones can achieve and other forms cannot, and so far only mobile phones and text messages, so they can only follow the guidelines to explore what users must have for mobile Internet applications. An Internet executive who declined to be named in the country told reporters, "NetQin because through the way of bundling, every month there are millions of users have a ' unload-install-uninstall ' the circle, but the Network Qin as long as can let 3 million users pay, each user 3 yuan, January can reach 10 million yuan income. "It is understood that the Network Qin promotion channels are mainly with operators, mobile phone manufacturers and internet companies such as bundling sales, the interests of the way." NetQin is also replicating this model overseas, such as Internet marketing, mainly through Twitter.　　This way, not only to make the Network Qin occupy the largest market share, but also to strengthen the channel control. However, more netizens believe that the occurrence of this incident can not be groundless. Industry insiders said for a long time, users have become accustomed to the free use of software, which also makes a lot of software companies in the market size and corporate profitability between the difficult choice, "if the mobile internet companies can not find a benign, sustainable profit development model, there will be a second, the third Network Qin appeared."