Sogou CEO Wang Xiaoquan: the Mobile internet opportunity in my eyes

Sogou face the situation is very special, not only in the product level, but also in the circle. First of all, Sogou in the "Who is the enemy, who is a friend," the first issue of this revolution is chaotic, it is difficult to have allied friends. The first competitor is 360,360 foreign striking Baidu, play Tencent, but the internal first competitor is Sogou, but 360 with Sogou parent company Sohu Group relationship is good, and Sohu traditional enemy Sina, Youku will not be with you.

360 user volume and Sogou almost, Sogou's income is its 40%, the search volume is its 2/3, are not too far. We get a little bit higher, they fall a little bit, and it's easy to flatten. Old Zhou (Zhou) also said that all the others have been killed, you are not dead, but also the more dry, so I will not play for the old week is not a deal.

At the product level, the Sogou must be two-line combat. Other giants have stabilized their share on the PC side, holding large amounts of cash, began to do their best to move the end, including millet has swung open arm to do, but Sogou pc end of the battle has not been finished, the development of wireless at the same time to take into account the PC.

Although 2010 is independent, but Sogou grow very fast. After two years of development, less than 2% of the market share rose 5 times times, the income rose 15 times times. Sogou revenue this year is expected to break 200 million U.S. dollars, users in the PC side among the third, Baidu slipped to fourth.

There are two questions to consider about the future. First, what is the pattern of the future? Second, the current situation and what the Sogou will do?

From the big trend, China's vision on the mobile internet has not been opened, confined to the smartphone platform. Investment is hot, even overheating, entrepreneurs are starting to start, but in fact this understanding still has limitations. The advantage of wireless internet is that fragmentation time can make people's time longer, but the more profound change is that it can connect people to the Internet more closely, people are part of the Internet. Just like the plot of the Matrix, you can go to another world, deliver in a network environment, pull the line and go back to the real world.

The future will soon be achieved: first, the internet will be more comprehensive and profound, including the advent of Google glasses, iwatch watches, they will be the entire digital. Second, a variety of machine equipment will be connected to the network, progress faster than the previous PC to the phone.

The PC1999 year began to erupt and was replaced by wireless for 13 years. Mobile-centric Internet connections can evolve into more comprehensive mobile internet patterns in half the time. By 2019, this simple mode of thinking is out. BAT, the three big Chinese giants, is actually connected. But the key to the connection is not the service itself, but the concept of a large platform. Therefore, the future in the whole wireless platform can still keep ahead, they are very pressure.

The opportunities for mobile internet start-ups are not as much as they seem to be, and the bubble may be worse than the PC era. Bubbles are not meaningless, when the tide is still leaving a lot of things, if there is no bubble, it will ripen late. Entrepreneurs see entrepreneurship as a sacred thing, but do not know what to do behind the scenes. In recent years, a large number of wireless companies on the surface of a variety of gorgeous flowers, but the proportion of failure is much higher than the surface. Wireless is the meaning of the implementation line to get through, only then, the commercial value of wireless production can be 10 times times the PC, rather than simply build a Web site, do an app, or do Web services, and then face-to-face service on the line.

I think the first and easiest chance for the future of mobile Internet is the game. Now the PC game has 400 to 50 billion yuan of income scale, the wireless end may be 1000 to 200 billion yuan scale. But this is far from representing the core value of the future mobile Internet. The core value of wireless is that it can connect people and the entire social economy with the Internet, this connection is O2O, in this field people will achieve greater achievements. But the difficulty is that this is not a pure Internet domain, but also need to be a lot of integration with the offline. The traditional enterprise and Internet service have different ways of thinking and ideology. Whoever merges first will be the first to make a breakthrough.

The three-stage rocket model is used in the PC-side Sogou, but it is very different in the wireless field. Three-stage rocket mode refers to the input method with the browser, and then drive the search, and finally in the search. Based on what we did last year, this year's three-stage rocket strategy will turn into three arrows. Three arrows Qi hair mode is different from the previous product with a product model, each product has its own vitality, and from tools to services, from the service to value-added disguised income. For example, input method, originally it is a tool, just turn pinyin into text, the user lost the URL into their reading page, he does not allow you to do extra work inside. User volume is achieved, but it is difficult to make users have deep feelings. Like I use a hammer, I do not think is a hammer to help me, because I am using it, behind the lack of service, it is difficult to become. So be sure to know more users, do more than they want content, so the first half and the second half, Sogou input method will have a relatively large upgrade. The intelligent version of the input method, when the user input is not simply to generate words, but can directly provide users want content.

Sogou in the mobile internet Armed Forces Qi hair. The first is the traditional input method, browser, and wireless search. Now every 10 parts of the mobile phone, there are six pre-installed Sogou input method, so our users will be much more than in the past. But the browser's demand for mobile phones is far less than that of PCs, where users spend most of their time on stand-alone apps. So the traditional search to the wireless, 98% is doing app,20% in the browser and the address bar combination. Mobile browsers We are now sending out an iOS version, and Android has not yet been sent. These are the basic layout, with the words "in the Art of war" in the word "to the same, to the Qi Sheng", "Just together" I have to do, but do not necessarily win, we just put the traditional core competitiveness of the past. This is the kind of our layout.

On the PC, the search is basically equal to the universal search, also basically equal to the web search. But mobile search is not the same, vertical search will account for a large share. First of all, the mobile Internet area of the biosphere has not developed. Secondly, the product organization of wireless search is based on app, not web Form organization, web search can't run. The three major portals listed in 2000, and Baidu is 2005, late five years, not because of slow technology, but the industry chain broke out a large number of users need information and services, search just ran in.

So sogou the other two "surprise", one from the user experience, the other from the commercial start. In the user experience, the user is not the link, but the result; the input form is no longer a simple text input, and a part of it turns into speech. At the same time, search results should be more intelligent, directly help users solve problems without the need to jump between applications. Therefore, Sogou published a voice helper, logic is the user experience more in line with wireless and mobile features. Sogou has resources, there is accumulation, by the end of this year Sogou speech recognition ability to close to the flying, enough.

From the commercial point of view, Sogou launched the product is the number pass. The commercial services of PCs exist in the form of Web sites, and the business services on the mobile side may have nothing to do with the Internet, but with numbers. To enable the information to be able to get through, first of all to solve the information understanding of the ability to identify the number itself. This ability to recognize is two-way, when the phone calls to tell me what it is, the user will be able to dial out when I want to know this number. In China's special environment, it solves the needs of users to prevent harassment, a large number of phone and SMS is not you want to answer, you are very painful and do not know should not answer. This demand represents a chance for us to cut into the market, and another demand is based on the online services that are useful, such as the depth of life services such as express delivery. Sogou number through the release, some companies are beginning to copy. But the product meaning of the number, not only is the anti-harassment function, if this is our core ability, that might as well put to 360 or the computer housekeeper to do.

For search, regardless of brand, or PR, even if done big enough lively, value and ability are not catch up with channel value. The essence of the Internet is the product that is the brand, so shout nothing is useless, advertising only to its sales help, to increase the user does not help. At the mobile end, the competition situation is more dependent on the channel itself, fighting is only one aspect. Software app developers on mobile phones pay for handset makers. That's why everyone is doing mobile phones, trying to control the entrance from the source.

Cell phone search is a big pit. Wireless Search PV may be only half of the PC, a year later may be the same as the PC, but the ability to cash only 1/4 of the PC, the market is not small, but also like Tencent and other giants carved up. Probably only buy Baidu stock analyst will go to care about mobile search, Sogou now no more energy to test some, after a few years, such as wireless Search service mature, and then see if it is necessary to do. Sogou number Pass, Sogou voice assistant is in fact the phone on the broad search.