The news spread in the industry for nearly six months, triggering numerous discussions

The news in the industry for nearly six months, sparking discussion countless, but, Ali exactly how to do, the outside is always a smoke and mirrors. Now, the boots landed.

Hand Tour platform, this is Ali to their own positioning, Ali continued his own in the field of electrical business, the platform of the strategy, not to play, but to provide "hydropower coal." The question is, in the unfamiliar field of the game, does Ali have hydro-coal to offer? Count it.

1. Flow: Flow platform is the mobile phone Taobao, follow-up will be stationed in the traffic. Taobao's current user volume is 400 million.

2. Payment: This needless to say, Alipay provides payment solutions.

3. Technical support: In the public cloud, Aliyun currently in the domestic or some word-of-mouth, should be able to provide game manufacturers with some cloud computing services, save a little technical costs.

It's Tencent.

Ali's strategic intent is clearly no longer obvious, is aimed at Tencent!

The game for Ali is heavy or unimportant, a new business, Ali does not need to rely on the game to make money to support the family. But the game for Tencent, too important, Tencent four blocks of revenue, games, membership fees, advertising, electricity quotient, of which the game accounted for half of the total (Q3 15.5 billion, the game is more than 8.4 billion), and, advertising revenue to keep video, electricity business is still in the red, so, if from the profit point of view, the contribution of the game is far more than half.

Therefore, if you can move Tencent's game Foundation, the strategic significance is obvious, then, Tencent Games have pain point Mody? Nature is there, whose walls are not unassailable, Ali's electric dealers have, Tencent's game naturally.

First of all, Tencent in the game is the absolute overlord, the first three-quarter Tencent suction gold sucked 23.5 billion, behind the company, NetEase, Grand, swim, perfect World and giants, add up not Tencent more. With this status, Tencent's voice in the game is relatively strong, for example, into the Tencent platform of the game, divided into the proportion, Tencent took the absolute head, probably even 90%, and, usually access to Tencent's game, the requirements are very strict, some of the provisions of the Overlord is inevitable.

Again, Tencent's game platform is to go the self-platform model, Mutual entertainment team to develop their own game, giving priority to their own products, it is natural. The most High-profile micro-letter platform, the earliest on-line "every day" series are by Tencent Mutual Entertainment business group under the days of the United States Art Tour Studio research and Development. Touch Chenhao said, micro-trust game platform of the first games will come from independent research and development, the second batch will be better relationship with Tencent products, the third batch is Tencent's investment products, and finally the products like ours.

For this pain point, Ali's hand-tour platform, play is to curry favor with the developer, come up on the expression 7:2:1, developers streams, Ali smoked 2, covering operating costs, and 10% said is to do charity (OK, Ali do, occupy a moral high ground is often, this matter each have their own views, do not comment). Moreover, the pledge oneself only is the platform, does not develop itself, avoids is both the referee and the athlete.

Does Ali have a chance?

For Ali, to really shake the foundation of Tencent's game, I am afraid it is more difficult.

First of all, Tencent profit real mainstay or in the end of the tour, the growth rate of hand travel although high, but the absolute value and the end of the tour can still not be compared. Ali wanted to also very clear this point, so did not go to and Tencent's end of the confrontation, but the selection of the hand tour this pattern undecided new battlefield.

Second, for developers, Tencent is not fake, but Tencent is the current biggest game platform, from Tencent where the 10% 20%, may also be compared to the other platforms of three to more than 50%. In this case, it is difficult for developers to abandon the platform of Tencent. Moreover, if too close to other platforms, offended Tencent, what the consequences, on their own lethality how big, not predictable.

But what is winning? Instead of Tencent's position in the gaming world, or is it slowing down the speed at which Tencent's hand Q and micro-letters are moving? If the former, the possibility is very low, but if it is the latter, I think there is a possibility.

As the previous article said, Ali do hand tour platform, flow, payment, technology, such as the hardware environment is available, of course, user habits is a big challenge to Taobao app to buy things people, will not play games, this is a problem, but, if the game design well, It is not impossible to even say that you can earn a certain amount of coupons by playing games to attract some users.

And for Taobao app, this is the flow of traffic again, on the other hand, may also increase their stickiness of a way, now, Taobao app open rate, active degree, obviously is not enough.

Earlier, in the Tencent work nearly a decade of the original Tencent video general manager Liu Chunning joined Ali, the river Lake rumors of horse-like wrath, even to lawsuit, claim tens of millions. Ma really has reason to be unhappy, Liu Chunning to Ali, quickly set up a digital entertainment business group, from video, music to the game, this time the hands of the platform, is Liu Chunning charge.

With a more vicious play, to destroy the other side of the establishment of the industry rules, although the loss of 8,000, but if this can kill 10,000, it is also worth. Offense is sometimes the best defense, otherwise, all day looking at the micro-letter in the electricity quotient, pay to do this, it is really uncomfortable. For Ali, the exchange or the game, do not do it, this is something, the most important, is the war in whose home land!