Mobile Internet opportunity and risk coexist: face reshuffle

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In recent years, with the popularization of intelligent terminals and the constant innovation of application mode, China Mobile internet has got the explosion-type growth, ushered in the entrepreneurs and the investment community's extensive attention, known as the next gold mine. But behind all sorts of good markets, they are inseparable from the support of various capital.

Recently by the Qing Branch group hosted the first China Mobile Internet investment and Financing forum, the founder of the Qing Branch group, chairman and CEO Gavin said that the mobile Internet industry has developed rapidly, the focus of investment agencies has shifted from e-commerce to mobile internet companies. For companies and investment institutions, mobile internet opportunities but the risk is still not small, but the mobile Internet is an irreplaceable, not to be missed gold, investors, entrepreneurs have to seize the opportunity.

Despite the "entrepreneurial difficulties, investment is difficult" situation, but Gavin said, "The mobile internet is definitely through, passing can not miss, whether it is now the internet giants, or new start-ups or investors." "He was very regretful to recall that not long ago, Chingko was hesitant to invest in two mobile internet companies, the two companies were only worth 20 million or 30 million dollars, but now the valuation has risen to 150 million dollars."

"Investment in the mobile internet market now looks very hot. "Gavin said. For example, a fund that started with "S" has already invested more than 20 on the mobile internet, and a company that started with "I" has invested more than 20 internet companies. At the same time, he revealed at the scene, the U.S. dollar Fund has been in the Internet has invested six or seven companies, involving advertising, e-commerce and so on. Over the next two years, it will invest 80% on the mobile internet.

Chen, CEO of Renren, said that Chinese companies such as Lenovo could also earn some profits in the traditional internet age, but in the mobile internet, Chinese companies would have a lower share of the value of the entire industry than the traditional internet. The main reason is that Chinese companies do not pay attention to the accumulation and development of intellectual property, while foreign companies through the formation of competition barriers, "Google's acquisition of Motorola is the best example." ”

Compared with the traditional internet, Chen that the mobile internet and its biggest difference is that the company from the beginning, development, maturity to the decline of the life cycle is shorter, and the root cause is the replacement of the terminal faster. The user's PC is generally 3-5 years old, while the mobile phone is a year, or even shorter, this seemingly small difference, the decision of the mobile Internet will certainly change faster.

Chen Yi Zhou David, "This kind of rapid change environment is very unfavorable to big company, of course, Renren is small company." He said that after Renren went public, every quarterly report was treated as an annual bulletin to allow employees to adapt to the fast pace of mobile internet.

At the same time, he predicted that the future of China Mobile Internet development is the key to mobile payments, whether e-commerce companies, or even the development of terminals depends on this.

Kui, a partner of Sequoia Capital China Fund, said that in mobile internet start-ups, app makers have greater opportunities. He said that in the past because Chinese manufacturers were too weak, there was little quality and sustained corporate value precipitated. With the development of mobile Internet, Chinese application vendors are facing greater opportunities than entrepreneurs and investors.

In Kui's view, some of the traditional Internet work habits and profit patterns, in the mobile internet are likely to be broken, such as the replacement of fees and charges. "E-commerce model and online game model are similar, the final strangulation after the formation of this pattern." ”

Kui also revealed that Sequoia Capital has been tracking the wireless internet for at least 8 years. Over the past year, Sequoia 360 and four companies such as NetQin have already made IPOs. Sequoia will take the wireless internet as an important investment direction, in this area to find a quick and sense of direction of investment object.