Mobile Internet: The demographic dividend is over, companies that promote efficiency

Yesterday, Ucloud, a company focused on cloud services in the gaming industry, got a $50 million trillion round of financing, which I think, like the previous acquisition of large sums of money from business-to-business companies such as TalkingData and App Annie, signals that China's mobile internet is being driven by demographic dividend into an efficiency-boosting drive.

The development of China's mobile internet began around 2009, when the 3G officially started in China, smartphones began to pop in China, tens of thousands of mobile developers emerged overnight, plus capital continued to invest in the field, and China Mobile Internet ushered in a 5-year boom in gold.

The previous 5 years of mobile Internet development, mainly demographic dividend-driven, its landmark event is the function of the machine to change the machine wave. China has sold 347 million smartphones throughout the 2013, and China has become the world's largest smartphone giant, the world's largest mobile internet market, at an extremely rapid pace.

This demographic dividend in China, the development of a ladder, smart phones and 3G networks in China's Beijing, Shanghai and other first-line cities, early to 3000-5000 yuan high-end mobile phone mainly, since then with the rapid decline in mobile phone prices, began to quickly to 2, 3 lines of cities, counties and rural market popularization.

Many of China Mobile's Internet applications rely on demographic dividends to rapidly develop their own number of users. We take the mobile gaming industry as an example, 2011 Chinese mobile gaming users only 80 million people, to 2014 years, this size will increase rapidly to 300 million people. Poured into the new mobile phone game users make this market rapid expansion, we in the industry in various meetings can often hear the "wash users" of these three words, as long as there is a steady stream of users poured, some of the quality of the game can also be a high income.

But the demographic dividend of China's smartphone has largely ended since 2014. 2014 Q1, China's smartphone shipments for the first time a negative growth, this is a very clear signal, China's functional machine to change the machine to the tide has basically ended.

This process is far quicker than we thought, because China is the world's largest mobile phone manufacturing, a few years ago I wrote "An iphone on the global Journey" This book is still feeling the display, mobile phone chips and other tight core parts were apple in advance, so that other handset manufacturers miserable, but today, China's various mobile phone accessories have been able to basically meet the growing demand, 500 dollars in today can buy a very good smart phone.

Since the beginning of this year, we have heard many mobile phone store traffic has stopped growing or even began to negative growth, which directly led to the mobile gaming industry in the flow of hunger and thirst disease, a large number of excellent mobile phone games because it can not be poured enough users to achieve revenue expectations. User growth in many mobile apps has also begun to slow markedly, with some of the demographic dividend apps feeling the obvious pressure to grow very weak when old users start to decline and new users don't keep up.

The 2014 is destined to be an important watershed for China Mobile's internet, which is seriously hampering the development of the mobile Internet, which will become particularly popular when the demographic dividend is over.

1. Companies that promote development efficiency

An important feature of mobile Internet is the majority of small and medium teams. Let's take the mobile gaming industry for example, in the era of PC travel, a game requires hundreds of developers, a few years to develop, and in the era of mobile gaming, a small team of 20 people, spend a few months time to develop a pretty good mobile phone game.

Small team has a flexible, inspiring characteristics, because every penny earned is his own, so motivated, this is in large companies do not have the advantage of working at all.

And cocos2d-x, unity3d such development of the emergence of the engine, so that small and medium-sized teams and large companies in the hands of the development of the gap has become less and less, the advantages of small teams are greatly stimulated, which also makes the market appeared more and more "Legend of the Sword" such a game. The popularity of third-party engines makes most tour teams not choose to develop engines on their own, thereby dramatically boosting development efficiency.

Similar development tools include Xcode, Appmobi, Kony, Corona, Openplug, etc.

2 improve the efficiency of flow conversion companies

Mobile Internet traffic distribution is currently based on the application store, but the application store traffic growth has been far from the entire industry to meet the flow of hunger and thirst. And the vast number of long tail app after 5 years of development accumulated a huge amount of user resources, and can not be transformed into an effective application of distribution flow.

In the app through the launch of Banner mobile ads bring application download activation conversion rate is probably one of the most, from the display to the click of the conversion rate is 1%, from the click to the final activation of the conversion rate is only 1%.

A recent data from a well-known application store, click on the store's application download after the inactive rate as high as 70%--that as many as 70% of applications did not download success, or the application store 70% of the traffic is wasted.

In this case, some data mining companies, such as the vicinity of Hong Ke, talkingdata will be able to improve the efficiency of flow conversion. In addition, the rise of WebApp will greatly increase the efficiency of traffic conversion, because users will no longer need to download the app to use the application, so webapp solution providers such as COCOS2D-HTML5, Lei friends will likely play an increasingly important role in the industry chain. In addition, such as Mango, chartboost, vungle, such as the promotion of advertising efficiency of the technology companies, there is a great development between.

3. Companies that promote operational efficiency

Companies such as Ucloud, can let small and medium-sized hand tour developers quickly solve the problem of server infrastructure, operation and maintenance management problems, save the cost of capital, including the legend of the Knife tower, pop three of the successful mobile games are used Ucloud products.

In addition, there are a large number of SDK companies, such as the promotion of social sharing efficiency of the SHARESDK, share+, promote the efficiency of the push, Aurora push, etc. to enhance the efficiency of data analysis TalkingData, App Annie, friends, etc., to improve the efficiency of the test testin, Meteno and so on.

I think Ucloud's financing is a landmark event, and then I believe there will be more and more efficient companies to raise capital, and valuations are not low.