The most "suffocating" internet company: UC has done four years of search

Yu is definitely one of the most stifling CEOs in the industry. Just now, UC in its own 10 anniversary celebration, "unexpectedly" released its mobile search business brand-god horse, and claimed that the business they have been "secret" for four years.

This kind of thing is not the first time to happen in UC. 2012 release of the hands of the platform nine tour, in fact, as early as in 2009 was UC wholly-owned acquisition, the birth of a three-year-old suppressed. According to the CNNIC data, nine tour is now the second largest hand-tour download platform after Tencent. Yu revealed that the 2015 UC nine tour to the partners to take the whole year will be divided into more than 1.5 billion yuan.

There is also the PP assistant for the application distribution platform purchased last year, which was announced only after the team was fully integrated. Previously, the game industry knows that the PP assistant and 91 is the largest game distribution channel on the iOS side.

Again, Yu said they spent more than 2 billion on mergers and acquisitions last year, and it is estimated that many of the underwater forces are hiding underneath. God horse is certainly a significant part of it, otherwise it will not deliberately get the company 10 anniversary of such a time to announce. Of course, the importance of mobile search business is also placed on the table, see the players in the game know: Baidu, 360, Tencent ...

As for UC to do god horse reason, and can be made of the key, I think must be considered from three factors, including UC itself, Baidu and Alibaba.

UC: Mobile browser key player = Mobile search key player?

The formula is no longer in evidence. Two years ago, 360 of the search story has been known, by the 360 browser product line on the PC side of the strong, overnight won more than 10% of the share.

This formula translates to the mobile end as well. Although the industry this two years on the future of mobile phone browser A lot of controversy, but the result to the end of all large players or in this product made a considerable investment-for mobile search, mobile browser is really a well-deserved first carrier, this even micro-letter can not be done temporarily.

According to the "2013 China Mobile browser Industry Analysis report", the UC Browser market share of 62.9%. UC's global user volume also broke through 500 million this year. According to UC in the mobile browser-side of the strong, in the short term to become mobile search key player for them is really not too difficult.

In addition, UC if there is such a large flow of traffic is only to do the business of selling web site navigation, it is too bad for their own. So from the business logic, UC do mobile search is also a smooth one, but also must be taken off a card-flow of cash, there is more efficient way than search? Don't forget, cheetahs are already able to go to Nasdaq to file their listings, just by dividing them into other search engines.

Baidu: Can you play together?

UC and Baidu can not be together, or very regrettable, after all, before a long time, both sides are "intimate" comrade-in-arms relationship: Baidu relies on UC to get a lot of mobile traffic, and UC can also be from Baidu to obtain an objective income. In the words of Yu: "Bat three of the most understanding of UC is Baidu." This further validates the formula mentioned above.

But there is no doubt that there will be competition. As the absolute king of the PC era Chinese search engine, Baidu cannot sit on the rise of God's horse in the mobile search field. In fact, from last year's industry after the merger negotiations, Baidu began to push the "mobile phone Baidu" app, to get rid of the browser-side diversion of the dependence (in fact, mobile phone Baidu itself from the product look is also a browser). According to the UC official language, the brand of God Horse is also confirmed exactly the same time last year. Obviously, after the merger talks broke, two of them should have guessed what they were doing.

Yu is very polite, in the god Horse released, said the future hope also with Baidu "benign interaction." But I believe he knows in his heart that this will not be an easy task. In the short term God horse can rely on UC browser's lake status first next city, but to see the long-term still have to do a good job mano products, can withstand the competition of Baidu.

By the way, the official data of mobile phone Baidu is exactly 500 million.

Ali: The last wait before the listing?

A recent rumor was that Ali had postponed the time to submit a listing of F-1 documents. But the official in response to this incident did not respond, then UC today released the God Horse, it is impossible not to let people imagination. According to UC official news, its shareholder Alibaba for God horse support can be said to spare no effort.

First of all, to take a similar way Tencent and Sogou cooperation, the company's original search team (Aliyun search) all handed over to UC integration. It is worth mentioning that the predecessor of the team is Zhou in the Yahoo China as the president of the "one Search", which is the later Chinese Yahoo search.

Second, Ali's electricity, the payment of resources may be deep open to God horse, including Baidu search spiders for many years to reach the Taobao Department of merchandise store resources.

Ma Yun even in the form of handwritten congratulations to the public force very horse. Obviously, for this period of Alibaba, God Horse is a good card, it is definitely worth their delay to submit the price of listing documents to wait. Although not directly involved in the business development operations, but the UC shareholder identity for the need for a variety of concepts to further enhance the market value of Ali, but also enough.

So from this level of meaning, Baidu's direct competitors are not just God horse so simple, and UC behind the "hungry" Alibaba.

Obviously, the impression of many people is not the same, but UC is already more than just a simple mobile browser company. Baidu a year ago when the inquiry, the UC has proposed a 2 billion dollar valuation, at that time UC in addition to mobile browsers, exposing the water only nine tours. But this year, pp assistant, PC browser, TV browser, MA Yun entered the board of directors, the Indian market first, 500 million users, has been to God horse mobile search this big recruit ...

Now how much can understand, why Yu before the question about the IPO, always stressed that "early marriage than late married".