At the Great Wall meeting in 2014, 360 of the so-called users of the second China Internet security Company has not appeared, many people talk about this, a lot of people think that the main reason for the 360 does not appear is that little Mirejun and 360 of the Zhou had a relationship, and in fact perhaps not so simple. The fact is that 360 has been brushed off by the mobile internet.
At present, the mobile Internet has become a few big bat giants competing layout and investment of the "cake", and 360, in addition to mobile phone security, there seems to be no other name of the mobile Internet products, nor through various means to establish a 360-centric mobile internet biosphere, And even the potentially rising business faces serious challenges.
Not in the business of mobile internet
Business in the future began to take off after the advent of O2O, and bat around the core of O2O, namely Solomo (social, position, mobile) and mobile payment closed loop, is competing to do infrastructure construction and layout, for example, Tencent shares four-dimensional map of the new, micro-letter of the electric business, Alibaba to do, invest in Mo and Weibo, The acquisition of a gold map;
360 as a security company, there is no social, no map, no payment, no investment and layout in these directions. No doubt 360 has been completely out of the big market for mobile Internet commerce.
Challenges to the main security industry
360 Mobile phone Guards are the 360 most eye-catching products on the mobile internet, and now this "only" is facing severe challenges. First, bat all goes into the mobile security field and grows fast. Tencent mobile phone Butler users have more than 400 million, Baidu is vigorously to do mobile phone security, Alibaba has also invested Lbe. Because the three big giants do not need to rely on security to obtain profits, so all invest heavily to build mobile security, build their own moat, who is not willing to become another "3Q" the protagonist.
Second, the protection of mobile payments and online shopping security is the current focus of mobile phone security software, and who is willing to allow 360 to provide protection? Mobile payment and online shopping security is undoubtedly the focus of the 2014, bat three in the payment network shopping market have layout, Tencent is the public comments and Jing Dong into the under, tick-tock taxi in micro-letter on the wind; Micro-letter implementation to the central electric business model, the development of offline O2O shopping payment market; Tencent vice President Dingke also released Tencent's mobile payment security strategy layout at the Great Wall.
At present, more than 90% of the online shopping payment business are concentrated in the bat hand, through their own security products for their own business to provide protection is taken for granted, and 360 although the first shout out the protection of mobile payment security slogan, but who would like to give their own money bag to 360 custody it?
Mobile search killed in swaddling
On the first day of the Great Wall, UC Yu the title of the speech is "let the giant tremble", although more is vent to the Baidu to fight God horse dissatisfaction, but more should tremble perhaps is 360. Because 360 almost all of the company's future profits are betting on the search, its market value soared to 10 billion U.S. dollars also fully benefited from the launch of the 360 search business, and this halfway to kill the god Horse stopped 360 mobile search road.
360 in the PC search is considered to be a huge pressure on Baidu, because 360 browsers have an overwhelming share of the advantages, to preempt the PC Internet access, as long as the search box to replace the 360 search can easily divert Baidu; But in 360 of the market share of mobile browsers is not enough, UC and QQ browser occupy most of the market, Baidu rely on brand advantages can still get users to choose to use, and 360 mobile search can only rely on their own browser to obtain users, which undoubtedly makes 360 mobile search can not be out of the way.
And through the free security strong push browser, and then push their own search the old road has not been able to work. Because of the power of the mobile phone and competitor's tight stare, 360 of mobile phone guards although many attempts to "security" as a result of strong push some products, such as 360 security Address Book, eventually have to stop in public opinion and saliva in the strong push.
Application distribution and mobile gaming also face difficulties
The application distribution was seen by 360 as a "cash cow", 360 also to "security" as a result of the heavy unloading of mobile phone with the electronic market, push 360 mobile phone assistant, and finally by the "China Cool" four gold and millet collective boycott, in the mobile phone site or mobile phone manufacturers to decide, not the PC can do whatever. Worse, the 360-line product had been under Apple's shelf for a year. This also shows that playing "security threats" to do application distribution is not reliable.
and Baidu +91 assistant, Tencent application Treasure of exerting force, also blocked 360 application distribution road, especially Tencent application treasure sweep red Code, through a new open to do application distribution concept, so that all app manufacturers can participate in distribution, forming a huge industrial chain advantage. Application distribution market resistance also means that the access to the portal to reduce the flow, also means that its participation in the operation of the mobile game revenue reduction, this is a chain reaction.
2013 Zhou personally in command of the mobile internet so far, 360 mobile internet business is losing, not on the wall may be the surface because of the party with the Great Wall, but more important reason is because 360 seems to have missed the mobile internet, the loss of mobile internet means that the loss of the future, I am concerned about the future of 360.
Currently, 360 shares have fallen from the top 100 to $87 trillion