The browser is a big enough market

Absrtact: No press conference, no commercial speculation, the old security vendors Jinshan recently quietly entered the browser market. Jinshan Network launched Cheetah Browser, for the competition has been hot browser market added a fire as the internet entrance, here gathered 10

No press conference, there is no commercial speculation, the old security vendors Jinshan recently quietly entered the browser market.

The launch of the Golden Hill Network Cheetah Browser, the competition has been a hot browser market added a fire-as the Internet portal, where the more than 10 giants gathered. In addition to the internationally renowned Microsoft IE, Google Chrome, Firefox Firefox, Apple Safari, opera and so on, the domestic internet giant crocodile such as 360, Tencent, Sohu, Baidu, Taobao also have their own browser.

These browsers are available to users free of charge. A free product, why are the Giants competing in pursuit of the profit point behind it?

The browser is a big enough market

"In China's Internet market, browsers are one of the most concentrated and competitive areas of similar products," he said. "Iris, the analyst, said from the sky, now does not include a game browser and other professional browsers, general-purpose browser has more than 10 kinds."

Market research company CNZZ's latest China July browser market report showed that Microsoft IE, 360 security and Sogou accounted for the domestic browser market in the three positions, the three utilization rate and up to 83.24%.

Microsoft has monopolized the browser market for years by bundling the operating system and IE. Even if the impact is now relatively weak, Microsoft IE browser usage and share still have half. Compared with June, the use rate of IE browsers in July showed a slight upward trend, with the utilization rate rising from 51.53% in June to 51.91%, while share showed a flat trend.

In addition to Microsoft IE, 360 security browser and Sogou browser, Safari, Chrome, Firefox, AO Tour, such as 6 browser market utilization is under 4%. Baidu and Taobao browser products and other browser products, because the market share too little, in the statistics are classified as "other".

In many people's view, the browser has been there for many years of history, has long been a mature market, new products do not have too many opportunities. But in the view of Lei, chairman of Jinshan Corporation, "Browsers are a big enough market." As long as you stand at the mouth of a typhoon, even pigs can fly.

Jinshan network into the browser market, has been lei and investor Tencent founder Ma's support. Obviously, in the eyes of Lei and MA, free browsers are not without the market, and still very big.

"User Flow" into "cash flow"

Where's the market? The browser is the internet entrance, the mouth, you say important not important? Chinese Academy of Social Sciences Information Research Center Secretary General Qiping.

The Internet portal, once popular because of search engines, Baidu and Google to become the internet giants. Tencent, another giant, relies on QQ, an instant messaging software, to master hundreds of millions of of users. At that time the browser, but is a Microsoft operating system bundled with a tool, no one thought that there is a great value.

Until 2008, the introduction of 360 secure browsers broke the myth that the Internet portals were dominated by search engines and client software.

When the decision to do browser products, 360 up and down did not expect, this product will become the core cornerstone of the company to generate revenue. 360 founder Zhou has said that browsers are not a strategic layout at all. Browser products can rise, in a sense is inadvertently inserted willow results.

2008, 360 Security browser launched, with 360 security defender of the huge number of users, installed capacity continued to improve. Open the 360 Security Browser home page, there is Google search box, there are customers prudential products, Jingdong Mall, such as the advertising of the first line of business, to put their own web site links in a good position, you must pay a lot of advertising fees.

360 the prospectus, published before the IPO, showed that in 2010, its revenue from the flow of cash was 38.826 million dollars, accounting for 67.3% of total revenue. This is the virtual Web site traffic into real gold and silver "wonderful", really detonated the browser will "user flow" into the "cash flow" ability, laid the browser as the internet entrance of the lake status.

From Sohu out of the Sogou, is the second browser as the main profit point of the Chinese Internet enterprises. In the second quarter of this year, Sogou achieved revenue of 30 million U.S. dollars, from the Web site navigation business revenue of 7 million U.S. dollars, accounting for 23%. And then Sogou browser usage rate is only 7.74%, the browser market huge profits can be seen.

The lack of access control capacity, but also led to Baidu and Google market share has been gradually eroded. Baidu has half of the flow is not Baidu home brought, but hao123 or other navigation sites, browsers brought. At the same time, Google 80% of the flow is not from the Google home page, the first quarter of this year, Google in China market share is less than Sogou, of which nearly half of the traffic by 360 security browsers.

The channel of sucking gold behind the browser

Qiping that the internet giants have launched a browser, in addition to the value of the flow, there are two strategic considerations. First, the future of the Internet is based on browsers, not today's operating system, that is, browser operating system. Now Google has launched such a browser. Second, the browser can accumulate data, each netizen's Internet behavior is achieved through the browser. Currently these data can only be used for data analysis, product improvement, but in the future may become an unexpected wealth.

Now the network standard is to HTML5 development, in this sense, browser for all vendors are a new opportunity, we actually stand at a starting line. So for Justin, now cut into the browser market, the timing is not a problem, peers at most preemptive half step.

In Yutenyu's view, the browser market is moving from "blue sea" to "Red Sea". Because if a company is a standalone browser, it's hard to be successful.

At present, the market share of a large number of browser products, behind have a strong promotion channels. For example 360 Security browser is to rely on 360 security guards, Sogou browser is relying on Sogou input method. Therefore, Jinshan network launched a browser, you can use Jinshan in anti-virus and games and other fields of accumulation of technology and customer base. At present, Jinshan poison tyrants more than 100 million users, is the fifth largest client software vendors, has a relatively strong channel to promote capacity.

By Tianyu reminder, Cheetah Browser and Jinshan poison PA combination, is a good entry point. However, compared with the number of users in the first 360 security guards, Jinshan poison tyrants The number of users much less. At present, Sogou Input method users have 300 million, but occupy a market share of only 7.74%, Jinshan poison tyrants more than 100 million users, can bring the market share may be limited.