The contention of the map is the key of bat, the future map market will be based on the entrance of lbs

Recently, Alibaba Group senior announced the appointment of Ali Mobile Group President Yu officially as High German group president, full control of the German.

has been the map navigation field of the market by Baidu Map, Gould, Tencent Map, Sogou map constantly scramble. The winners and losers seem to be just a scramble for a bigger entrance. A lot of voices are passing a message, he is superior to other map software, map market pattern has been finalized. But it seems to me that this is not necessarily an end, but a new beginning.


all the words of the President Yu in recent years, it is not difficult to find that he has always been full of "hostility" to Baidu. Prior to UC has been with Baidu in mobile search element of a competition. 2012 Yu questioned Baidu Robin Li's judgment on the mobile internet: "The mobile phone is because the screen compared to the characteristics of small computers, bringing mobility and the advantages of portable, mobile phone online application scene is richer." ”


earlier, Li said: "Small screen is a big bottleneck of the new medium of mobile phone, compared to PC screen, mobile phone screen can place less space for advertising, so low commercial value." ”


In addition, after Baidu acquired 91 Yu said: "91 very regrettable, basically was killed." "" Baidu's move to the UC mobile search response is far more exciting than we expected. ”


moved to the German, still "entangled" Baidu, it as a rival. What is the grudge let Yu to Baidu can not be left out we do not know, but the existence of the competition between the two is true.


Baidu denied rumors: and the four-dimensional map of the new cooperation will not be so short


Yu has said that the beginning of this year, Baidu and the four-dimensional map of the new cooperation is about to end, the map navigation in the field of the pattern will be clearer. Baidu has been silent in the face of the news.


on this, TechWeb call Baidu Map of the person in charge, the other side said: "Baidu and the four-dimensional map of the new cooperation will not be only so short time." "Baidu's silence on this message out of" This is trivial "attitude, so regardless of the external to Baidu map How to evaluate, Baidu map just avoided.


and Baidu's low-key comparison, Gould both the activities and personnel adjustments are very active. March 14, Ali Group CEO Lu issued an internal letter announced that Ali Mobile Group President Yu officially as High German group president.


And just one months ago, Baidu Li's internal letter exposed the latest organizational structure of Baidu. Baidu has integrated existing business groups and businesses into three major business groups: Mobile service groups, emerging business groups, and search business groups. Among them, mobile cloud Division and LBS Division merged into mobile Service group, by Vice President Mingyuan, Vice President Liu responsible, Liu to Mingyuan report.


outside pointed out, by Baidu Technology Vice President Liu in charge of lbs division became an embarrassing product. Losing its edge in the competition with Gould.


but from the department of lbs and Mobile cloud division of the combination and trust in charge of people can see that Baidu is not "give up" the map of this product, but other plans.


map pattern: Gould left Baidu to the right


Ali acquisition of high Germany at the beginning of the enterprise's Internet transformation intention is obvious, in UC achievements of Yu became the best candidate. Therefore, the spirit of customer demand as the starting point in the professional map navigation on the road to continue, while completing the successful transformation to the Internet enterprises.


's results showed that in the first quarter of 2014, High German software revenue of 23.1 million U.S. dollars, the same period last year, 34.3 million U.S. dollars, the year-on-year decline of 32%; net loss of 46 million U.S. dollars, net profit of 5.7 million dollars in the same period last year, the fourth quarter of 2013 as a net loss of 28.2 million dollars, NET losses increased by 38% in the chain.


February 2014, Ali wholly-owned acquisition of Gold, after the acquisition of the gold will be merged into Ali's newly established UC group, by UC chairman Yu take over. July 2014, the German complete privatization, officially returned to Ali embrace.


of the data issued by the German side, since Yu took over, the growth of gold is obvious to all. High-speed map new user rate increased by 230%, daily active users up to 36%, the latest in the Apple App Store list of the highest ranking once reached the total list second.


Baidu Map Performance By contrast, Baidu chairman and chief executive Robin Li said in the fourth quarter of 2014 earnings conference call: Companies want to use the most advanced Advanced Photographic system (APS) to enhance the Baidu map user experience, but the process is still in development.


But Li also pointed out that "in the company and mobile end to join lbs (geographical services), in the new business plan into the international consumer trade and other business structure reorganization, eventually formed three categories: search, Mobile, emerging industries (medical, financial, etc.)." By consolidating some business units, the overall operation will be more efficient. ”


not hard to see, the gold map and Baidu Map is moving in different directions. Gold to professional map navigation continue to move forward, and the recent continuous improvement of products, and constantly expand the navigation products personalized and entertainment. And Baidu is more want to use lbs to open more commercial entrance, and constantly docking mobile end products.


deep in professional map navigation of the gold and pay attention to commercialization of Baidu in the field of map competition "in no".


earlier, when the CEO of Yu has repeatedly said, "High German not to talk about commercialization", he pointed out that in the next three years, will be a very good product development cycle, three years can be completely regardless of business needs.


But what about a three-year-old gold? By that time and has been in lbs commercialization of three years of Baidu map compared whether there are advantages, but also caused a lot of thinking.


to this, Eric analyst Wang Ying said, from 2013 map market began to take the commercial route, development so far we can see that the effect is not obvious. As a tool product users of the use of the frequency is not high, the use of a strong purpose, the user scene is not formed, etc. are intrinsic reasons.


map friends where to go?


So, the problem comes, Baidu and gold "parted", the other map manufacturers will not continue to join the competition? The answer is that no market competitor wants to be monopolized.


May 2014, Tencent 1.173 billion yuan investment four-dimensional, accounting for 11.28% shares. As we all know, navinfo and the gold map is China's largest two underlying data providers, occupy the bottom of China's underlying data mapping market share of more than 90%, now the two respectively become Tencent and Ali's ally.


and Baidu Map and Tencent map data are from the four-dimensional map of the new, Tencent move is seen as stone. The future of the four-dimensional Baidu map to provide the underlying data will be affected also unknown.


According to Tencent Map insiders revealed that Tencent's stake in the four-dimensional map of the new not only to Baidu in the embarrassing situation, he is also very nervous. Gould's users mainly focused on navigation, and Tencent is currently a large number of revisions including tick-tock taxi, the public comments, micro-letter positioning map data, fine-tuning the advantages of Tencent map after the obvious.


Ali and Tencent before and after the bottom of the data acquisition resources in the bag. Yu has said: In addition to the gold, Baidu, Tencent, Sogou map have no data, the data are bought from others, is always second-hand data. For users, it starts with technology and becomes trust.


It is understood that the current domestic grade A surveying and Mapping qualification Unit has 11, and the enterprise operation of the figure of 7 companies. They are: Intercity, Dogdogt, Gould, Kay, Turing, easy to map, four-dimensional map new. But only four-dimensional maps and new Gould are well known.


Map Market pattern is the end of the lbs or the beginning of O2O?


11 Grade A Surveying and Mapping qualification Unit


Wang Ying points out that in the area of map software, a self qualified gold will have more advantages over other companies that buy third-party data. Also more professional in map navigation.


in this respect, the industry pointed out that the Internet enterprises to the bottom of the acquisition of data collection enterprises, are for the docking of their products. and product docking can bring users and markets, is the ultimate goal.

The contention of
map is the key to bat


to the current pattern of bat, the demand for maps is the same urgency. Ali acquisition of Gold after the deal, Alibaba's Amoy point, Taobao local life and other services platform and the integration of the map and navigation applications will accelerate, these businesses are the previous Alibaba layout O2O focus.


Wang Ying also said that the main reason for his three-year non-commercial business is Ali group behind the support. In future, he will become an important entrance to the O2O of Ali system.


Baidu, Baidu hopes to use Baidu map to quickly cut into life service areas. Baidu CEO Robin Li has repeatedly publicly stressed the importance of lbs to Baidu, because Baidu map has been from a single travel tool into a life service platform. In addition, 2014 Baidu launched a new commercial products Baidu Direct number, the dependence on the map more intensified.


Tencent Map completed in 2013 O2O Basic layout, next or will be combined with other Tencent products, to provide a better user experience. Tencent insiders said that the current use of Tencent Map has reached 10 billion times a day. Tencent map for the entire Tencent products to provide o2o,lbs and other information support.


from this we can see that the future of the map market, will be based on LBS data on the entrance of the dispute. Not only bat in the layout, but also not limited to a field in O2O, based on the geographical information of the vehicle system will be the future of the important position of contention.