The mobile internet can be driven to the blue sea?

Since the acquisition of the Beijing Alliance Technology Co., Ltd. in 2006, investment in the Internet seems to have been enthusiastic, but up to now MAPABC (map of the Atlas service) has not been able to bring direct benefits to Gould, it seems that the German navigation to lbs (location-based services) in the name of the transformation of mobile Internet, 　　　　is a wrong choice, and I also think that lbs is not a 3S enterprise's way out, but should be for the social wide application of lbs, bring more basic 3S business needs, this is the future growth of space. "Long Way" mobile internet along with the hot mobile internet and the proliferation of smartphones with GPS capabilities, LBS has become a hotspot for mobile internet innovation. Interested in "to this visit" also includes map navigation enterprises.　　"As a provider of map data and navigation software, it is brewing to transform into a mobile internet offering more wireless value-added services," said the vice president of the software. At present, a series of the action of the gold, may be for its expansion of mobile internet field to do early foreshadowing. The first is the "gold map", followed by the contractor of the "Gold Cup" China position application contest, and from its investment in the contest and vigorously develop mobile Internet partners in the field of action can be seen, the German software is gradually from the GPS map data providers to mobile Internet operators to transition, And a great deal of determination in the mobile Internet arena.　　　　But I think that at present, the domestic mobile Internet location service business model has not yet been formed, the profit model has not been clear, all location service providers in the active exploration and testing of new business models, and the face of a large number of position service providers fierce competition, the road of the mobile Internet is a long way, the future confused. Why did Gould suddenly "change the array" in the past 2010, China's navigation industry, the rapid development of the good environment in which the performance of the great growth, the 2010, the total software revenue of 85.8 million U.S. dollars, net profit of 19.1 million U.S. dollars, According to the published annual report (March 11, 2011) of the U.S. dollar exchange rate 6.57来 calculation, the total income of Gould is about 564 million yuan, net profit of about 125 million yuan, year-on-year increase of 50% and 84.2% respectively.　　　　　　From the digital point of view, he did achieve a greater growth, but there is a huge risk behind. From 2010, he can see that the car navigation occupies 74% of the company's main business income, from the income structure and risk-resistant angle analysis, Gould's income is relatively single, most of the income from Audi and BMW two customers, this shows that the business income of the luxury brand car dependence, As a result, Gould's ability to resist risk is weak, and the sustainability of this growth has greater risks, so in the long run, opening up new markets has become a top priority for Gould.　　It also became one of the reasons why Gould suddenly "changed". Second, for 3S Enterprises, the current car navigation business is undoubtedly the mostBig Gold mine. From the competitor's point of view, NavInfo has been sitting in the top spot of China's navigation map industry, not only through the acquisition of the Netherlands Mapscape company 100% stake will be BMW this important customer income under the bag, with the next generation of the new navigation technology NDS standard Introduction and popularization, Audi will gradually be the four-dimensional map In addition, the four-dimensional map of the new traffic information services in the century Qualcomm has signed a cooperation agreement with BMW, BMW China and brilliance BMW traffic information data and services to the exclusive supplier.　　In addition, from the domestic market, a few days before the new four-dimensional map and SAIC company SAIC Information set up a joint venture company An Yue Four-dimensional, the joint venture will be realized, including SAIC's domestic vehicle Enterprises map information and its derivative services, the move also makes NavInfo and SAIC future cooperation more closely. To sum up, next year will begin to lose the BMW this important customer, and the future of Audi's ultra-high speed growth is also no thought, the domestic market share and by the majority of competitors, looking at home and abroad in front of the car-mounted navigation market, starting next year, the car can be said to serve a few And in the near future may be very lofty.　　　　Therefore, the author believes that the recent mobile internet in his frequent action can be seen as the imminent collapse of the car in front of the market to find a retreat, which has become a sudden "change array" of the helpless. "Dream" or to wake up early good "disorderly flower gradually want attractive eyes, shallow grass can not horseshoe." People often only see the surface of the link, but ignore its inherent logical causal relationship; it seems that the LBS domain and the Internet Location Service are all related to the geographical location, so it is considered that the service becomes the development direction of 3S enterprises. In fact, the real value of lbs is "location-based" "Value-added services", please pay attention to value-added services this keyword. It means that businesses need to adopt innovative business models, address innovative business needs, and achieve value added to innovation, while geo-information data and software play only an infrastructure role. Just as no commercial real estate company will be the business direction of its own company, nor will the business of its own shop as a core advantage. The so-called surgery industry has specialized, when a company in the value added part does not have the core advantage, how can we take those value possibility increment as the future strategic direction?　　In other words, when 3S enterprises are unable to play a role in the value Added field, can only provide the basic data and tool-type applications, and talk about the area into the future growth of the vast space? Throughout China and abroad, all the successes achieved in the field of lbs and Internet location have little to do with 3S enterprises. First look at foreign countries, whether it is Googleearth,googlelocalsearch,googlemap, or Microsoft Bingmap are not related to the traditional 3S enterprise. and currently active LBS application services, there is no traditional mapping of geographical information enterprises of the blood.3S enterprises are mostly in the position of a data supply and some basic tools. Look at the domestic, do a good job online location services, not ESRI, super map, in the land and so on two times developers, nor the traditional mapping of geographical information enterprises. Traditional surveying and mapping geographic information enterprises to do lbs, the only one still struggling to support is MAPABC, the others are not successful (including Turing, Itutong, Ruttoin), but the same peer in the case of the withdrawal of the forced into the market.　　Those who are the industry leader in the service provider--Sogou, Baidu, the picture is not the traditional 3S enterprise gene but instead become the vanguard of lbs industry and the riders--this can not help but let us doubt that the lbs industry and 3S industry between the existence of an invisible glass partition, always close at hand, but not really hug? However, when the term "cloud computing" to the whirlwind of the industry, the various GIS manufacturers can't wait to put on the "Cloud GIS" label; when Foursquare registered active users to the rapid rise, and received a number of rounds of venture capital by the investment community widely optimistic When the operation service is regarded as the future development trend of 3S Enterprises, all the listed companies will write the prospectus as future cakes ...　　It seems that only lbs and the broad sense of GIS operation Services, is the future 3S enterprises really bigger and stronger way out; it seems that there is such a vast and beautiful imagination space, so that we have reason to do a "better Tomorrow" dream.　　　　However, the dream, or early to wake up good. "Weak water 3,000, only take one scoop drink" mobile location service tomorrow is very good, a large number of similar Foursquare applications to obtain a very high market valuations, Google, which is the reason for the transformation of the mobile Internet in the field of the motivation. Although such a bright prospect is attractive, it has nothing to do with these 3S companies.　　And for a long time, 3S can only act as the traditional data collection and tool manufacturing role, and will not be in the LBS market to get more opportunities. Past history has proved that 3S enterprises are not a good "demand to become a", even in the face of strong market demand, but the lack of market demand to convert to a substantial profit-making cash flow. After the installation of a red blood of the navigation market is evident in each other's slander, the bargain, neither cultivate the user's pay habits, but also to their own profit space to the point of not survive, but not to produce better products and services, become a thorough end of the chicken market. In the "LBS" cake has not yet formed, a lot of herd, do not give up the posture of smell. In fact, the real formation of lbs market depends on the perfection and maturity of the industrial chain.　　Only by attracting people from all walks of life to live and work on the basis of infrastructure can we create LBS services that are truly commercially operational and deserve the benefits of such services. So I think that in the current situation, the industry is not the enterprise should envious LBS brought great market potential, but should be willing to be lonely, do a good job in the market and nurture, set up the stage of geographical information, so that the lbs dancers to dance, when based on the location of the feast renowned in all aspects of society, "weak water 3,000, only to take a scoop drink", is not a small achievement; lbs is not the future way for 3S Enterprises, But should revise for the social widespread application which the LBS causes, brings more basic 3S business demand, this is the future growth space. So for 3S companies like Gould, mobile location services are not blue sea, but bloody Red Sea.