Niche im potential big entrepreneurs stare at carrier business

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Actually, I've always been curious, in the voice IM market already has the dominant level of micro-letter and hand Q, as well as line, rice chat and many other second-line products, why there are so many similar products appear, such as large companies, Ishin, Youni, entrepreneurial team of what micro-love, both, I chat. Is it really a project that has been done for months and not done embarrassed?

To answer this question, I recently turned several voice IM domain startups, surprised to find that people are not to go with the micro-letter death, they stare at the basic operator market AH.

The interesting logic of minority IM: The value of operators will gradually peel out

At present, there are a lot of small, vertical voice IM, such as intimate communication with the IM, the main private communication, these products target users are often only millions of, compared with the micro-letter, really is bucket, such a low number of users how to establish a business model?

In other words, the first video-Holding's neighborhood recently sent a voice to IM: Neighbor Vic, at their press conference, when I challenged them to take a narrow road. The neighboring news CEO Wang Haila this response:

"The most is rugged, but not the narrow road, communication must be a huge market." You can look at the operator's overall market value, this is a trillion-kee market, this value will gradually peel out, micro-letter a product must eat. ”

From this point of view: The latest data is that China Mobile ARPU is 66 yuan, if the minority voice im can cut off 10% of the revenue, that is 6.6 yuan, multiplied by millions of users, its monthly income can reach 6.6 million.

Of course, the above algorithm is too idealistic, but it can be seen that minority voice im is promising.

Therefore, we can export the minority voice im in the development of several key points:

1. The number of users is meaningless, the amount of data makes sense.

2. Socializing is not an essential feature of voice IM.

3. The more the replacement function of the operator, the better, voice call, voice IM, Video call should join.

4. The most important thing is to guarantee the quality of communication compared to the fresh function.

5. Find a core selling point, you can focus on privacy, communication quality, high-end communications and so on, anyway, there must be a certain difference.

A new way to play, soft operators

In addition to the C-terminal products, Penguin June recently also contacted a "soft operator" play, this play in foreign already has practice company, which is the biggest card is Twilio, play is to set up a PAAs cloud platform, a variety of communications services Module integration as an interface, if other companies need to join in the Product communication module, Only need to buy directly the corresponding interface Twilio, do not need to do development, also do not consider communication stability, all to Twilio.

I have also recently visited the first company in the country to do this PAAs Cloud communications platform: Cloud Communications, the company is actually a Hong Kong listed companies Gaoyang Technology (a software company) internal incubation project, has won a round of investment in Sequoia Capital.

Its business model and Twilio is very similar: by purchasing Aliyun or self-built IDC room, build cloud platform-> develop various communication modules-> as a service provider, to sell communication technology interface to customers.

Cloud communications services currently customers have the following: 1. Remote consultation, this part of the customer on-line products have more than 70, which is more famous online medical field of good doctor online and spring rain handheld doctor. 2. Enterprise CRM, this part of the customer has Ming road and so on. 3. Mobile games. 4. Social products, voice im. Mobile gaming and social app customers are now the focus of the company, says Sun Changxun, general manager of Cloud Communications.

From the business model analysis, Cloud Communication provides a complete Internet communication capabilities, even voice calls, video calls, text messages, etc., it can be said that this is a hardware-building software operators.

For the operator's relationship, Cloud communications general manager Sun Changxun said: "Our cloud communications platform provides the ability to support products that do not impact the traditional communications market." Micro-letter recently relatively hot, it must be the impact of the traditional business market, we use micro-letter, fewer calls, texting less. Turn around and look at the services provided by Cloud Communications: first of all, we serve the enterprise. For example, the game type of partner, in its game to achieve communication capabilities, such as the type of electronic business partners, O2O This application partners, also use our communications capabilities. ”

"Operators should encourage us to provide services in this area," said Sun Changxun, general manager of Cloud Communications. If our business develops and expands, the operator will bring the corresponding profit, its network utilization rate will be increased, we rent the operator's resources, part of the income is divided to the operator. We and the operators of the business is complementary, it should be more support. ”

But compared to the C-end of voice IM, cloud communication, such as the soft operators of the game is closer to the so-called OTT, providing complete communication capabilities and the end of the communication platform is really let the operator pipeline.