The future role of smartphones is still the channel

The recent surge in the smartphone field, first Zhou 祎 2.6 billion to buy the great God, followed by the Lei to marry the United States, and then Ali 3.6 billion strategic investment in the Charm clan, and recently rumors Baidu may take a stake in Lenovo's subsidiary of the Magic Factory ... Far-reaching, 360 first step, bat Big Three followed, in order to avoid being "subversive", the internet giants are scrambling to favor handset manufacturers. All this seems to show that the mobile internet has been to the tuyere, mobile end of the channel entrance war is imminent.

The future role of smartphones is still the channel

Some say that future mobile terminals will be the foundation of the entire Internet, and that all business architectures may have to be rebuilt on the basis of mobile terminals. I think this sentence is only a half sentence, the future of the business structure in the mobile terminal based on the reconstruction of this sentence is right, but the mobile terminal is definitely not the basis of the entire Internet. Huawei said in a word that Huawei is doing the same thing as the iron sheet of the piped water, and of course Ren says the scenario is to define Huawei as a manufacturer of sales communications equipment. But we think in turn, smart phones are not communications equipment? Is it the tin of the water pipe?

There must be some retort: smartphones are definitely not just communications equipment, but a major platform for future smart home ecosystems. Yes, this is what Millet is doing, based on the millet mobile phone and MIUI smart home Ecological Circle, is based on the millet mobile phone as a control platform to achieve intelligent home friendly interaction. According to the description of millet, we can use the Millet mobile phone control of all the family's smart devices, all operations can be done in the hands of the phone. Connecting people to things, connecting objects and objects, smartphones seem to be tasked with communicating, acting as a channel for content and service output.

Channel in the mobile internet age is really important

A very typical example, Apple no longer built Google Maps after IOS6, instead of using its own map products. This is not because Google Maps services can not meet the needs of users, but Apple based on its own business interests choice. From this example, the 360 product layout at the mobile end may help us better understand the Zhou panic. Without their own mobile end channels, the product may be marginalized or even replaced at any time. This is the main reason for Zhou 祎 investing in the great God, not willful, not to make money, but to channel.

My previous article said too much about why the Zhou chose the great God, here is no longer to say, we may wish to predict what will happen to the Zhou of the great God in the future? First, the great God will have a huge change in the "soft" side. Will not abandon Coolui, but 360 of the security products and application distribution platform will certainly be integrated into the great God system, while the entire system UI will be a qualitative change, after all, Zhou 祎 claims to be a good product manager. Second, the great God will pursue a high share regardless of cost. Zhou 祎 is good at doing scale-grade products, especially the user scale, the rapid promotion of the great God market share, is the mission to realize the value of the Great God Channel, only in order to ensure that 360 in the mobile end of the layout of security. Why does bat not move Zhou first? Because millet market share promotion, especially with cheetah further integration depth, let Zhou smell dangerous breath, realize the importance of the mobile end channel, make it must take the mobile phone this step.

Outside the channel, Arimou built ecological

And Zhou in order to channel the urgency of different, Ali this investment charm family is a lot of indifferent, after all, in their competitors rarely in the mobile end of the layout. Nevertheless, still do not rule out Ali has to maintain its mobile end channel security factor inside, but I want to make Ali investment the biggest motive of the evil family or Ali want to build Aliyun ecology. From many indications, the key factor that prompted this Ali investment is Jian, and jian behind is Aliyun. If just like the 360 investment in the great God for the channel, to talk about is Alibaba group level, now by Ali Yunlai and the charm to discuss cooperative investment matters, certainly biased towards aliyun strategic significance more. So the question is, in the end what can the Charm Clan support Aliyun strategic purpose?

First of all, the Demon clan is Ali's YunOS supporter, which is particularly important for Aliyun. Second, the charm is not a member of the OHA, and a short period of time and there is no internationalization of the plan, even if the internationalization may rely on the FlyMe system based on Ubuntu, so the family will not be like Acer to fear Google. These two points on the domestic handset manufacturers, it seems only the charm of the family. We know that in the past few years, it was the mutual fulfillment of Android and Samsung that led to the current dominance of the Android and Samsung long-lived mobile phone market. Despite the complexity of the relationship, it seems obvious to Aliyun that Samsung's success is a huge boost to Android. So we boldly speculate, Aliyun will not want to in China and even around the world to create a model like Samsung, to promote YunOS, promote the establishment of Aliyun ecology? Given Ali's strength in the electric-business channel, this speculation is not without possibility.