Talk about domestic mobile phone assistants and Android shops

Absrtact: These days, the industry has circulated a message: Lenovo Music Store will acquire pea pods. 
 
 Unfortunately, the peas and the music store's top executives have been through micro-blog rumors. The Pea pod was out of the takeover message, and had not been the first time, before the market had spread

These days, the industry circulated a message: Lenovo Music Store will buy "pea pods." 
 
 But sadly, the peas and The Lego store's top executives have been through micro-blog "rumor". "Pea pod" out of the acquisition of news, has not been the first time, before the market has been out of the various versions of the purchase, such as Baidu, Tencent and so on. The imaginary person is true, the real person is false, the music store and the pea pod between the exactly what is inside, still need to wait for more news, but we might as well discuss the domestic handset assistant and the Android shop this lake.

And just over the weekend, chatting with one of the internet giant executives, the other party admits that he had talked to the pea pod about acquisitions. The acquisition of pea pods has a lot to do with valuations, and the recent listing of 91 mobile phone assistants is valued at just 1 billion Hong Kong dollars, and can the Pea pod be valued at $100 million? But the self-respecting pea pod is certainly not satisfied with tens of millions of dollars.

In fact, the future of the independent Android application market, including pea pods, is not simply a matter of valuation but a hazy and uncertain future. There are probably so few analyses.

First, the bottom of the product threshold. Homogenization has seriously created a multifaceted market, organic fronts, Android, Android, 91 assistants, and so on, now, more and more like a deep red Sea, with the Android phone terminal number of rising, a large number of capital into the field of mobile phone assistants, so that it faces more competitive pressure, burning money more and more;

Second, growth slows. In the early days, the application of the Pea pod and other Android was really rapid development, but as the competition intensifies, growth is hard to reach the target, such as Lee Kai-fu, who initially thought the total number of Android subscribers was a base point, which will be implemented in the fall of 2012, but the fact is that a quarter has been postponed. Market share is also hard to say ideal, pea-Pod CEO Zhou Limin said more than half of the market share can consider commercialization of the problem, but the fact is that with the giant's entry, Android's speed popularization of pea pod market share from this goal will be more and more distant;

Third, the business model is not clear. This is in fact all the common problems of similar products, 91 do well, but there are Zeize, excessive flow of money and gray profit and other accusations.

The bigger problem with pea pods and all of them is that the Sharks have been killed. The big sharks are divided into three main species:

First, hardware manufacturers, such as the rumors mentioned in the Lenovo Music store;

Second, is not yet take the steady mobile ticket of the internet giants, such as Baidu, Sohu;

Third, is a large operator, such as China Telecom, China Unicom, Mobile.

This has seriously changed the original market pattern.

First, the traditional internet giants can rely on the flow of imports, rapid change in market share. For example, Tencent and 360 have their own hundreds of millions of platform users, today, 360 mobile phone assistants are now basically stable in the top two, Tencent mobile phone Butler recently also vigorously promote its newly launched mobile phone Butler PC version, in the original mobile anti-virus, accelerated cleaning and other functions based on the addition of PC download application and management functions, and pea pod , 91, 360 mobile phone assistants and other users to rob the entrance. And Baidu, whose ability to distribute apps through search is terrifying. In the Pea pod platform, the search way to distribute the app is an important form of flow, but in Baidu, now it is directly through the search to download the app ...

Second, operators, hardware vendors built in, has also taken away a lot of market share, such as Sky wing space, Wo shop, and Lok store.

The market structure is changing rapidly, and these independent applications may be the way out of the natural attention. At the beginning of this year, some articles put pea pods into "the next 6-12 months, the acquisition of the value of the Internet companies," it makes sense, the implication: that is, 6-12 months worth of money. In this reality, not only the pea pod, but the vast majority of non-giant mobile phone assistants and Android shops are the time to consider the fate of the problem. Listing is a good way to go, but the 91 introduction has already told the story, which has become a capital nightmare for other weak mobile phone assistants and third party markets. Also in the user and traffic accumulation phase of mobile phone assistants and application market there are better stories to tell?

Earlier, media analysis said: With the increase in competition threshold and the reduction of investment in the wind, the independent Third-party Android application channel with other mobile internet forces, in the water test period, after the outbreak period, gradually enter the cooling period, the Matthew effect is more obvious at this time. The admission of the above three types of "big boys" is a mixed message for the independent Third-party Android app. Outside the market, being bought by these big companies may be their best destination,

The legend of the protagonist-Lenovo Music store, is the hardware manufacturers to exert an Android Market representative. The Tesco store has a strategic focus on Lenovo, while Pea pods have a large number of users and, more importantly, pea pods have a PC-side entrance that is not available at the Lenovo store now. These can make up the reason that Le store buys pea pod, these facts may be the direct inducement that "gossip" produces.

And the truth behind this rumor is that we need to focus on: the world trend, divided for a long time must be combined, a long time, the division of the Android Market has been to the industry major integration of the crossroads, peas and other early free growth of the application store entrance will have to face the choice: is to enter a more subdivided market, or towards the community? Is a giant, a group of mutual integration?