The Internet Queen's reporting features: everything

If the hot spot is a central part of every report, the story of the Internet Queen's projected hot spot is all-encompassing, covering almost every aspect of it-she's basically telling all the stories a tech media can tell. In this case, if she still doesn't have a hot spot in the forecast, her luck can be said to be bad enough.

Barron's Mary Meckel as "The Queen of the Internet", since this title became her exclusive, from the more than 10 years of the analysis of the Internet industry in Morgan Stanley to later turned to the company, and began to become more personally involved in the role of investors in the prediction of Internet trends, this title has been accompanied her.

We look back at the trend report before the Queen and find that her critical predictions for the future can generally be fulfilled after the years of the trend. The first Internet report of 1995 pointed out that Web browsers would be the main means of hosting Web content, and Netscape began to explode around 1998. In 1997, Merkel presented a report on Internet e-commerce, and websites such as ebay were successful in the dotcom bubble of the millenium. Merkel's report on mobile internet trends appeared in 2004-2005, two years after the iphone appeared. At that time, she successfully predicted that Apple would introduce the App store system based on the iphone, which was an important milestone in the subsequent subversion of the industry.

It can be seen that, in her theory, the time to finally put it into practice is almost two years or so. If we look at this year's report, will we be able to predict in the report the direction of events in the next two years? Let's look at the 2014-year report of the Internet Queen.

Review of Mobile Internet development: 8 years of anti-Japanese War, the United States to regain the leading power of innovation

In a previous interview with Forbes, Merkel specifically mentioned the 2003-2004-year visit to China, the Chinese have ridiculed that the United States at the time the mobile phone does not know what is called Mobile Dream Network. But the advent of the iphone changed everything.

Now, in addition to the fact that we all know that the growth of smartphones is still slowing, and that the tablet is in the early stages of the outbreak, the report also points to an interesting feature: the US-made smartphone operating system accounts for 97% of global share. From now on, eight years ago, about 2006, the American system accounted for only 5%.

At that time, both in China and Japan, smartphone systems were fragmented, using Web pages and Java (Brew) as a cross-platform development tool. And then the screen with the touch pen operation, below has five dots of the MTK system-if someone is willing to do a market analysis, is probably the Chinese market in the absolute main.

In the high-end mobile market, Nokia's Symbian system and Microsoft's Windows Mobile are leading the way, but manufacturers like Motorola, Samsung and Dopod will develop a system for their high-end models based on Linux and are not compatible with them. Applying this kind of thing to them is not a question worth considering.

This is the eve of the mobile internet. Today, Americans have reunified the entire battlefield. But that's not a trend.

Mobile Internet Profit Model: Advertising will continue to extensive growth, eating the once Trump industry cake

When the mobile Internet was just emerging, manufacturers faced a vague question about the profitability model. At that time I was still in NetEase, interviewed China Mobile Internet conference participants, all the manufacturers invariably said, we only consider the number of users to increase, do not consider the way to profit. This kind of rhetoric is a bit too fake. But if anyone is serious about this, he will end up dead badly.

In the end, the profit model is not divorced from the 09-year mobile internet just began to form several modes: advertising, free + premium payment, electrical business, and virtual goods. Most mobile apps, such as tool software, are still heavily reliant on advertising as a way to generate revenue. These companies are struggling, but in the end there will always be one or two companies to survive and continue to rely on advertising to make money.

In this year's Internet report, the main expression of mobile internet advertising is still generally optimistic. But this overall optimism grew because the whole plate was bigger, and the number of people with access to the mobile Internet was growing, not that the average income per user was rising.

Some emerging ways of making money are still less than the average per-user income (ARPU) that traditional search advertising can bring. Google's ARPU is six times times that of Facebook, and Facebook is twice times Twitter.

As you can see, in the next mobile internet is mainly to embezzle the former trump industry position, especially for paper media, their losses will become more and more serious. The new growth space for mobile advertising is mainly to rob the former overlord of the cake. This leads to the need for application developers to look further at the "Next 1 billion people"-new entrants to the mobile Internet. This used to be what Nokia used to say for its own strategic goals, but the company that made this claim is now on the right.

"Remodeling" of hot spots: all-encompassing, Slick

If every report suggests that the hot spots are the most important, then the hot spot that the Internet queen chooses. It's all about the entire look. She put education and medical care at the earliest stage, but in the next "remodeling", she used more than 10 slides, basically telling a story that a tech media can tell. In this case, if she's still not in the forecast, how bad her luck should be.

The concept of "reshaping" was not actually made by Merkel in the 2014 Internet report. The significance of this emerging industry is to reshape the past, which has been going on since the dotcom bubble of the 2000. So I don't see how the remodeling will be any different than it was in the past after the report was released.

I thought she said that education and medical care would not talk about hardware, and the result hardware was also talked about. I thought she wouldn't say that. Cloud computing, as a result of cloud computing also talked about, data mining also talked about. This kind of person is not guilty of the way is really very flattering.

Part of China: self-innovation in isolation from the world, electricity quotient is the key

The last part of the report, with more than 10 slides, focuses on China's role in global Internet development. The report also puts forward two points, the first is that the vast majority of the Internet's mainstream services are still made in the United States, this trend has not changed; the second China's innovation is mainly in E-commerce, because it has a 1.3 billion population of its own experimental plots, as if it is independent of the kingdom outside the planet. There are enough people here to support their electricity-business innovations.

More importantly, the soil is well configured and, in addition to those in remote mountainous areas with low spending power, people here have realized the use of credit cards and debit cards, have bank accounts, and the Internet and mobile internet penetration rate is very high. is already in the lead position in developing countries.

This is true for the technology news that is often reported in Southeast Asian media, because we have seen more than once from the reports that countries like Indonesia and the Philippines have thousands of of thousands of small islands, and smartphone penetration is low. Then if they want to remit money, they must have to open the line of the errand to send money service. There are still a lot of people out there who don't have bank accounts, and that is not conceivable in China.

Therefore, China's development of E-commerce has its unique soil, but this does not mean that China's rise will be in the future of the global Internet pattern changes, and more likely to be China to form a solitude circle, the global Internet split into two halves.

Our interpretation of the Queen's report this year is here.