Mobile Internet

Nine areas of innovation (i)

One or more combinations of mobile device features can revolutionize the original PC Internet product and create areas and patterns that were not successful in the original PC Internet.

In the recent 2012 finals of the Innovation China, Mr. Shen, the founding partner of our fund, made a keynote speech on "The nine innovative areas of mobile internet", which attracted a lot of attention and discussion. I think this article can be expanded to talk about some of our views on mobile Internet.

have been summing up and thinking about the dynamics of mobile internet innovation source? Can compare the PC Internet to see this problem. First, the smart mobile device's activation stock and increment have exceeded the PC, the date used by the data did not find the exact, should this lead will be more obvious; second, intelligent mobile devices, "portable, GPS, camera, all kinds of sensors, communication functions," and several major features are not available to the PC, One or more of these features will bring innovation to the original PC Internet product, as well as some of the areas and patterns that were not successful in the original PC Internet. Here we can talk about nine major innovative areas. It is important to note that there are also some infrastructure-level opportunities such as cloud computing, hardware, and security that are not covered, only to focus on mobile Internet and core application tiers.

One, basic necessities O2O. With the help of GPs, camera and other characteristics, every subdivision of people's life has formed a new information service products to better meet user needs. such as shopping in the field of clothing shopping "beautiful", to find restaurants "public comment" and "God Shake", looking for hotels and short rental "hotel housekeeper" and "Ants short rent", and so on. When the cold starts, there is a "chicken and egg" problem between the service merchant and the consumer, and you can see that smart entrepreneurs are using various methods to solve the problem. Some will first through with several Big Short tail merchant to establish the cooperation, attract a large number of users, and then let the vast number of long tail businesses to settle in, some will not directly and merchants to establish business relations, but only to achieve the information layer, attract enough users to establish a sales force to quickly break the business has benefited. In short, solve the cold start of the problem, into the snowball stage, the market segments of the O2O platform value will be highlighted.

Second, health care. Mobile Internet is profoundly affecting and changing the health care industry, one of the branches of concern is the use of sensor technology. Nike has begun Nike large-scale marketing in recent months. The company, which has been established for 40 years, is reshaping the most traditional industry with digitization and informatization, starting with selling products to selling products and services. Like from a stand-alone game to a networked game, Nike now adds a variety of sensors and networking capabilities to every product that is sold, and laces are recorded at all times by subtle changes in the body and then aggregated into the cloud to form a health file. Based on this data you can self-examination, can also be reminded, and will even give you the right to recommend sports plans and coaches and so on. In the field of chronic diseases, long-term monitoring of the condition is a huge demand, such as blood glucose monitoring field ibgstar In addition to easily monitor blood sugar and then digital imaging on the phone, more importantly, it also recorded each of your blood sugar value. A period of time, in the cloud to give you a personal disease file will provide a strong support for the patient self-examination and doctor to see the diagnosis.

Third, information search. Search has become a huge demand and business, and mobile Internet may magnify this demand and industry 5 times times or even 10 times times more. Speech recognition technology will eventually mature to the critical point, voice search development. In the United States, the two giants, Apple and Google, are leading the trend, thanks to the huge resources and time they have invested in these two areas. Some people say this is a game played by big companies, and small companies can't afford to hurt. I think at least one aspect of the opportunity is vertical search, each industry in the speech semantic recognition have different characteristics, information fetching index sorting is also different, the input and output mode need to change. As now Baidu has occupied a huge market share, in tourism, real estate, finance, automobile and other fields can produce a lot of vertical enterprises. When the graphics recognition technology also reaches the critical point, the graphic search will also be a big way, Google glass do not know whether to break the threshold, hit the user pain point. Similarly, there are unification opportunities and vertical opportunities in the field of graphical search. For example, the license plate, face recognition and so on in fact have been used in business, and more difficult to vertical such as fashion shopping still need time to break through.

The remaining six major areas I will introduce in the next article. The hope can bring you a little thoughts, enough.