Our view of the U.S. technology trend over the last two weeks

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Is there a lot of fragmentation information available on the market? There, but not enough. We've been thinking about how to bring deeper value to our users, and the trend analysis of American science and technology industry is one of the biggest scarcity in the Chinese market.

There are a lot of immature places in the report today, but basically we have an analytical model that reflects the changes in the US technology industry from upstream investments, midstream companies and downstream markets. The following is the main point of view of the technology trends in the past two weeks in the United States (8.3-8.17/2014), for all the national science and technology sector decision makers.

1 Chinese entrepreneurs/developers may need to reassess IOS and Android platforms and, if possible, consider stepping up Android development.

Some of the apps I've been playing first are Android rather than iOS, and it seems that the US market has come to the end of the line in the Android market rather than the iOS market, unlike the one I interviewed a few years ago.

4 years ago, American developers told me that choosing IOS over Android is certainly a more business-minded option from earning revenue. But with Apple's closure, too much interference but less innovation, and Android's aggressive and widespread roll-out, the situation has changed significantly over the past four years.

I'm not sure how Android currently brings real revenue to developers, but from market research company Net applications data, Android's total traffic overtook iOS for the first time this month, the first time Android traffic overtook iOS in history.

Android is 44.62% and IOS is 44.19%. In the long run, developers may no longer turn Apple iOS into Android as a Priority, making iOS a level two platform.

2 domestic Tablet PC and not big screen handset manufacturers note: The future big screen smartphone will dominate the mainstream, not big screen mobile phones and tablets, will be weakened market share.

If costs were to be considered, four years ago I felt that PC Smart Mobile was enough for people like me to do everything, and that the IPad was bought purely for decoration. At that time, the big screen Samsung has not yet risen, and now I am using the Samsung Galaxy S5, I have to say that it is very good, change my bad impression of note 1/2. The IPad was also thrown at me without knowing where to go: "big screen Smart Mobile PC" is my absolute two-piece set.

In April this year, the silicon release had written an article called "Apple Secret file: Consumers want what we do not have", which mentions that Apple earlier last year recognized Samsung's forward-looking capabilities in the consumer market, where the forward-looking ability mainly refers to "big screen".

The two-day bi-FDI, a think-tank and a market-research firm, published a report: Next year's big-screen handsets (with 5 to 7-inch displays) will sell more than non-big-screen handsets and Tablet PCs, and the entire handset industry has grown into a big screen. This part of the mobile phone in the next five years composite growth rate of 27%, more than the smartphone 15% increase in the same period.

3 Video Industry Blessing: The U.S. online video advertising market data shows a good.

The silicon issue, published last October, said that "tech savvy and smart guys all went to YouTube", predicting that YouTube revenue could be at a tipping point. As a result, this article "click" to hang up our site, coincidentally is more than six months later, in Twitter and friends chat, mention Youtube video ads now every click on how much money, I got a data: about 10 dollars to 20 dollars.

Video advertising is the most valuable one of all digital media advertising, but also the fastest development. Same as the BI FDI release report, I see several of the most valuable core viewpoints:

1 last year, the amount of video advertising has increased, the average monthly growth of more than 100%; 2 video ads mean reading rate of all digital advertising form of the first; 3) video advertising price will appear inflection point. In the past, online video ads have been more expensive than other forms of digital advertising, and not much more expensive, but prices will decline steadily as more publishers enter the video business and begin to embrace the ads.

1. There are big differences between the US and China in terms of corporate investment, for reference only to the United States: hot money has again poured into corporate-level investment, soaring to 5.4 billion U.S. dollars in the first half of 2014, a considerable investment last year.

Last April, I and IDG Vice President Newqui (IDG Enterprise Investment), Northern Lights Venture Director general Manager Yang Ruilong Exchange, Silicon released an article, called "accounted for more gradually by the United States, China's enterprise-level investment into a slow variable period." After 1.5, the U.S. industry to reproduce the new trend, hot money into the enterprise-level investment, the first half of this year soared to 5.4 billion U.S. dollars, a considerable 2013 annual investment. Most of these funds are invested in the financial data technology field.

At the same time, the flip side of the investment boom is a slowdown in investment. Investors invested 328 start-ups in the second quarter of 2013, but reduced to 205 in the two quarter of 2014. One point of view: This data shows that the industry has entered a certain degree of maturity; Another view is that this is just the beginning, and you can make a judgment based on your own insights reference.

Here's a special mention of the latter logic: since Salesforce, selling software as an online hosting service has been nearly 10 years of history, but then migrated to the cloud is not the business core operation idea, which is why now Salesforce Rob Young cloud company like 10 years ago Oracle, why Microsoft attaches importance to cloud Why IBM and Apple are partners to provide software to mobile business users and why HP is aggressively trying to get Google to do something with Google.

2 from the two weeks of investment and financing in the United States of the start-up type, the most enthusiastic mainly in a number of categories, cloud and large data companies, mobile operators, and rental-related consumer markets, as well as mobile security areas.

Mobile electrical business, but also mainly with the following keywords one or several related, respectively: "Women (fashion)", "second-hand", and better design process technology such as payment.

NonBlank Tap is an example of a third type, it provides a unified shopping cart for cooperative merchants, we users in nonblank tap fill in the information, later in which application or website to buy things, only need to login to nonblank Tap, do not have to fill in the shopping cart address, mobile phone number and other personal information. I'm going to test it next week.

In addition, and food investment and mergers are also very enthusiastic. There are several important directions in the food chain: First, the American order is showing a tendency to produce results directly from the mouse with a growing desire not to speak (the telephone), which has also created a thriving online ordering service, with the exception of seamless, the Caviar, which was purchased by Square, last week's online ordering service Foodpanda received 60 million U.S. dollars C round of financing;

Second, the whole background of the take-away logistics or concept promotion is the application of large data, in fact, not only takeaway, all involved in logistics level companies, including vertical fresh e-commerce, Silicon Valley rookie in the big data to reshape the old concept. The specific approach is to analyze the user data, so that take-away or logistics can predict in advance which area, what time user orders will be, in order to advance the capacity and shorten the user waiting time, this also includes transportation route optimization. Third, there is another direction is to enable users to order ahead of time, silicon published this month has written an article, called "Jack to take Square to where", Square secretly launched Square order, already or in the direction of hope to solve this problem.

All of these directions revolve around how to create value for users or businesses, and actually, I've seen a new App, what does it do? Its clients are focused on small and medium-sized restaurant owners, and then specifically let them use the App to see and compare the guest ratings of other neighbors ' restaurants every day, and think about how their services can keep up.

3 The combination of social networks and advertisers is getting closer, and some giants may infiltrate the online retail market.

In addition to continuing to tap and analyze user data through mergers and acquisitions or other technologies to more accurately advertise, the new trend for social networking giants is to set up a "buy" button directly at the client level. July 28 Silicon Release there was an article called "Why I said forget about Facebook's mobile revenue", mentioning that Facebook and Twitter are being exposed for similar beta.

Advertising main brand Marketing In fact there are several links, namely: awareness (aware), consider (consider), understanding (understanding), Try/retry (try, try again) and Loyalty (loyalty). The previous three values, more in the display of advertising, and Google search ads through the "keywords", do is actually the last two.

Typically, the value chain here is better when it comes to the actual conversion rate of advertisers, meaning that Facebook can raise the ARPU value of each advertiser, resulting in higher advertising prices; second, social networking may create a new electric-business experience in shopping malls online, Several friends Twitter: What do you think of this thing? Switching to a network is a friend. Social computerization is a sign of recent American social-networking disclosures.