The future of mobile Internet: The new terminal Revolution spells out the integration ability

Smartphone rising, 3G getting better, 4G about to start ... The internet has now entered an era of online and wireless, and as the mobile Internet develops into a blowout, telecoms operators, handset makers and internet giants are brewing a new terminal revolution.

In the age of mobile Internet, the pattern of value chain will shuffle again. Telecoms operators are not reconciled to the awkward position of "pipeline" providers, and handset makers are ambitious to seize the top spot of mobile intelligence terminals, and internet age giants such as Tencent, Alibaba, Baidu and Sina have thrown out "mobile" plans to perpetuate the dominance of their desktop era; A group of new sharp companies focused on mobile internet is leading the wave of business innovation. The next 10 years, running on the "Highway" of communications and the Internet industry who can achieve BR?

Recently, by China Merchants Securities, 21st century Business Review, the 21st century Economic Report and the Southern Metropolis newspaper jointly sponsored the "accession to the 10 anniversary and 2011 Merchants Securities Forum", communications and Internet industry giants on the scene to share the mobile internet "spring and Autumn" era of the trend and challenges.

Yang Jing, Vice general manager of China Unicom Group

4G time is too early to say

With the development of 3G, the third generation of mobile communications, the global Internet industry is showing an increase in the outbreak of the 4G era is not far away from us? In the era of mobile internet "ebb and Tide", how do operators turn their back on the powerful control of their traditional communications field?

Yang Jing: Mobile Internet is simply the combination of mobile communication network and the Internet, it can not only the original spirit of the Internet continue to flourish, but also through the mobile network of the soul intervention, especially a variety of intelligent terminals, including smartphones, including netbooks, and computer terminals so that the Internet has given a new connotation.

As a telecommunications operator, we are currently pushing 3G, 3G technology has been very mature, and continue to the 4G evolution. For W CD M a technology, we have in 56 cities to open 21 trillion, until 4G we have to reach 100 trillion. However, 3G after more than 10 years to develop mature, so the 4G era will also be a long process of evolution.

We have also really considered the management of the time window in the promotion of the business, but as to how long the time window is not good judgment, 5 years or 8 years, I can not advance the conclusion. Different industries stand at different points of view will be different, for example, some equipment manufacturers will say that I can do in two years, and some enterprises in order to compete for the need to say that I am now about to open 4G, I now see that there are indeed some 4G in the global network in the layout, construction and start 3G terminals based on 4G, Internet card we've seen it, but based on the mobile phone does not, we know that 3G is China's construction from 2009, in fact, 3G of the first terminal 10 years ago, I believe that 4G will also experience from the test to the real mature process, which involves a very large industrial chain of maturity, It takes a pretty long time, but as for 5 or 8 years, I can't talk about it.

At present, China Unicom is striving to build a high-quality mobile broadband network for mobile Internet development in the open business, we are prepared to create an open Business Management Service platform for the industry chain up and down to provide services, This platform on the one hand we will integrate the capabilities of our many network infrastructures now. There is also a very important aspect, we use the development of mobile Internet in the industry to promote the application of information technology, we from the government's information, industry and information technology in all aspects of the use of mobile Internet to carry out industry applications.

Kang Yulun, chief technology officer of ZTE Mobile phone system

Intelligent Terminal Vision: the only platform across terminals

While catching up with the trend of mobile internet, "transformation" becomes the key word frequently mentioned. ZTE also proposes a "three-pronged" strategy from a single service object to a service operator, enterprise user, and end consumer. However, from a service of dozens of user enterprises to tens of thousands of customers and billions of of end consumers, the enterprise's challenge is not only the technical follow-up.

Kang Yulun: Mobile network broadband development is very fast, to a certain extent, terminal and business development behind. You remember, 5 years ago, Europe has 3G operators, said there is no suitable business, today will not be the case, because the terminal and business follow up, so I think it is really the development of intelligent terminals in fact, to alleviate the pressure we have done a large number of investment operators, accelerated the entire communications industry.

ZTE is two business, one is the system equipment business, one end is terminal business, system equipment business is I said repair pipe and repair the road, terminal business is to individual consumers, the current two business together last year has been super billion, in the industry last year is the first place. ZTE Services more than 500 operators worldwide.

Our idea is to provide end users with a unique user experience across different terminals. This is the analysis of the future trend of judgment. Ultra-low-end mobile phone is a simple mobile phone, not even online, the middle of this paragraph is originally said, will be smart phone replacement. We hope there are other things besides road building. The future development trend of the terminal, it is certain that the intelligent terminal is explained, that is, this intelligent terminal must be linked to the cloud inside. We do some maintaining sexual development while putting a lot of power in the smart terminals, these forces include the brand and the market as well as the technical inputs. We work with operators to channel the channels to users, not a business-to-business business, is a B2B2C business. Can be roughly divided into three major steps, the first step is the number of terminals we can enter the top three, the number of terminals into the first three means that the use of ZTE users have a very large base. The second is the sales amount, which is also a very clear goal. The third is our brand, for 5 years the overall entry into the top three. We propose such a transformation concept, actually refers to our follow-up business development direction, this involves the basic level, the operational aspect, the business model and so on many aspects. This transformation is not to be completed in three years.

Investment Wind

Customer Value + Profit model Venture investment gold mobile Internet emboldened

Moderator: What is the most important business model for the people who operate and run this business? What do entrepreneurs seem to think investors care about the most?

Ginger: I think it is two, the first customer is divided into No, the second you have no ability to operate and control customers. We refer to the first customer is advertising owners, the second is our real users, these two can be divided on me, the two for me after the public can be very good management. Let me give you an example the traditional TV station to advertisers is unable to do the audience, because the sale is the time period of advertising, and we sell out of the ads must be the audience, because it is content ads, some of the spy war play some of the home play, must be directed at this customer. The same customer's operation and the operation of the user, we can do is whether the business, or children, want to use large TV, or notebook, anyway, you are searching for the same information.

Only after we have a multiple screen operation, we have our own terminals, so we can focus on how much time he uses T V, how long he has a PC. When we have a mobile client, we are personalized to push the program to him. If we only give him one message a day, this message is the most useful, this customer will be caught by me, as long as I caught, there must be interest.

Moderator: As investors in the evaluation of innovative internet business model, what are the most important factors?

Gao Xiang: In fact, as an investor's idea is quite simple, mainly to see whether the development trend exists, in the end we should invest what kind of enterprise, sometimes our initial judgment is very simple. Video, for example, is the first video advertising how long, the traditional TV ads is how big. The second one is now watching TV less time, is TV's audience less and fewer, they do not watch the video? No, they watch more video just because they go to the Internet. Now the changes in the audience, or the media changes, or will be back in the market, based on this simple judgment, I think that online video is a way to invest.

Some people say that internet prosperity may be a dream, what to do if the dream is shattered? In fact, we used to look at all the bubbles in the industry, there are successful companies, but said the bubble went out, the good company to appear.

Zhao Yujie: My personal understanding of the business model of the mass media industry is divided into two axes, one is the industrial value chain, divided into the product and community, user value experience value, real value and virtual value, the more the business model goes up, his investment value is greater. Internet product form is more typical of the online games, these products are life cycle, and these different products have fluctuations, so the platform of the company, such as Baidu, Google, solve the problem of product volatility, and then profitability can continue, so the stock index is higher. Go up again like Tencent, Tencent, Facebook is a community, the community has a big advantage, that is, you can circle users, the circle of users can also allow users to spend a lot of time on this.

Virtual is the actual experience and virtual value. Tencent in the domestic internet this piece is more respected, is because q Q space and Q show to young people to create a virtual value and virtual image, the first is the circle of users, formed a community, and then through the virtual image of the user to create a virtual value.