The truth! They are the most paid Chinese companies on the mobile internet

The intermediary transaction SEO diagnoses Taobao guest stationmaster buys the Cloud host technology Hall

Tiger Sniff: In the past two years, Forbes Chinese version will be a "China's most profitable mobile internet companies" ranking. The difference between this year and last year's selection is that last year's selection was limited to "revenues or flows over 50% companies from mobile Internet", and this year's scope changed to: All Companies ' mobile internet-related revenue (except hardware). As a result, the traditional PC Internet companies that were excluded last year were able to participate in the selection of their mobile sector revenues.

The change in the scope of the selection, the direct result is-people found that the original PC is still the main dominant mobile internet power!

The following is the findings of Forbes Chinese Vice editor Yin Seng from this selection:

Of the 35 companies selected, 13 are among the most important companies in the traditional PC Internet sector, of which 12 are ranked among the top 20, compared to 7 in the top ten companies! Among them, Tencent, Beijing east and Alibaba occupy the top three.

This should testify to a somewhat brutal, but perhaps immutable, trend: Mobile Internet will still be the world of traditional PC internet giants. Lei, founder of Millet Technology, is the holder and practitioner of this view. That makes him one of the biggest winners in the mobile Internet arena so far.

Lei is not only a guest of sincerity products and UC gifted angel investors, the two companies ranked fifth and seventh in the list, but also set up a potential future mobile Internet role in the field of millet technology-the company last year's revenue of more than 10 billion yuan, but most of the revenue still from the hardware.

Morning Hing Venture Partners Liu and Lei in a number of projects have cooperation, he believes that compared to more than 10 years ago when the PC Internet appeared in a starting line, in the advent of mobile Internet, the competitive landscape has been conducive to the fundamental changes in the bat.

"The previous entrepreneurial environment was a wasteland, many companies in the people do not know how to develop, the formation of today's giants, there is no one optimistic about the Internet, and today if there are new opportunities, there will be a large number of chasing, in this environment, the giant than the start-up companies have more advantages, such as talent and capital. ”

This year, Alibaba and Baidu staged a series of investment acquisition War, is only one of the traditional giants of the performance of comprehensive advantages.

Baidu, for example, has long been considered the most likely mobile internet subversive among the big three. Because its core business search is based on browser mode (in contrast, electric and social networks reduce the reliance on user usage through the value chain and user relationships behind them), Today many users use mobile internet via app, and search is just one of many apps.

Now, by using the capital advantage to buy 91 Wireless (25th place in the list) with $1.9 billion, Baidu quickly made up for short boards in app mode--91 Wireless is one of China's largest app stores, with hundreds of millions of users, and is expected to combine and add value to Baidu's resources.

At the same time, Baidu is the largest investment in research and development (which is also based on capital Advantage), investment areas include voice and image recognition, wearable equipment, such as import links, including cloud storage infrastructure links, and through the open to enable themselves in the mobile Internet value chain to maintain a niche, Through the deep study to excavate its massive data accumulation, hopes to launch the completely personalized search and so on. These layouts may not be vigorous in the short term, but they are also more likely to be overlooked by small and medium entrepreneurs.

Thor, managing director of Highland Capital, does not fully agree with the idea that the PC Internet giant will completely occupy the mobile internet, but he also believes big companies are strategically maturing.

"More than 10 years later, the Giants have understood that the use of capital is a better choice, and in the past they will choose to use the advantages of funds, users, and quickly set up a team, shanzhai other start-up companies." Starting in 2011, several Giants were valued and cash flows were plentiful, and they began to invest and buy. "he said.

And Cao, dean of the Research Institute, explained from another angle that the traditional big guy still dominates the roots. He argues that the root cause is the mobile Internet's current revenue model and business model compared to the traditional internet, there has been no subversive changes. The income composition of 35 companies also validates Cao's view from one side.

In 35 companies, to the main source of revenue for 10, games for 8, wireless value-added 6, mobile marketing network for 5, search 3, browser, media, reading, application stores and pay each one. (Note that some companies have achieved diversified revenue streams.) )

This still reflects the impact of the traditional PC Internet: for electric companies, the mobile internet has added a new sales channel, and wireless value-added has long been one of the main sources of revenue for the traditional portal, because there are still a large number of users through the browser and search to use the mobile Internet, Baidu and Tencent have been able to create significant revenue streams in search areas.

As for the game, although the number of its finalists is still one of the largest, it has fallen sharply compared with last year, which is close to half the proportion last year. This is because of the expansion of the specimen range today, but the lack of growth in many companies is an indisputable fact. In addition, master distribution channels Tencent, UC, 91 wireless and other companies of the game business is a thriving scene, which coincides with the Stone Interactive CEO Wu gang judgment.

He thinks that the game company must take the fine development route, tries to make the long life cycle, but does not pursue the scale, because the scale is Tencent such company's superiority. Last year's rock interactive income grew 100%, to 200 million yuan, although not the highest-earning game company, but its profitability in the industry at the forefront, but also the highest income of independent mobile game developers. Think of the micro-letter 5.0 rapid rise of the "jet" upsurge, may be able to understand what Wu Gang said is not sensational.

There are two revenue sources that are truly compelling and entirely built on the mobile internet, one is the marketing network, one is the O2O (including the public comments and the U.S. Regiment), the former reflects the rapid growth of the industry scale effect of the gradual appearance, while still with the imprint of the PC Internet, But the mobile Internet provides a vast space for it, in the public comments founder Zhang Eyes, O2O may be the only way to circumvent the inherent advantages of traditional giants of the field.

Another interesting phenomenon is that in the top ten companies, 6 to the main source of income, Tencent, Beijing-east, Alibaba, the public comments, buy and sell treasure and visitors.

Diversified sources of revenue have made Tencent the most mobile-earning company, including electricity, search, wireless value-added and gaming, and in fact the fifth-place sale of the company is Tencent, which captures the "three low" people who started their first shopping experience with the wireless internet.

The current rankings of Jingdong and Alibaba (favorite, respectively) may be suspicious, but it's not hard to understand: Jingdong is dominated by its own, and most of its turnover can be recognized as revenue (although its gross margin may be much lower than Alibaba), while Alibaba mainly creates revenue through advertising and payments. is not the same as turnover.

On the other side, companies that create more cash flows are often more susceptible to attention in the early days of an industry, and the Jingdong model is doomed (if Alibaba's Alipay is not considered). And that's one of the purposes of our list: by revealing the flow of cash to reflect the attractiveness of each segment, it's hard to say if users are willing to pay for your applications and services.

Finally, the author synthesizes all aspects of the views and facts, for those who are interested in the field of mobile Internet to become winners of the following recommendations:

First, the mobile internet in the next few years is a big difference from the mobile internet of the past few years. Alibaba vice president, Taobao Wireless director Eagle that three or four years ago the mobile internet is the three low crowd, the past three years is the high-end crowd, but the next three years may return to the low-end crowd, because the smart machine is fast infiltration, which means that the mobile Internet will quickly sink to the three or four-line cities. This will change the knowledge of the enterprise about the mainstream user base, its distribution, and its behavior habits.

Second, the traditional PC Internet giant will speed up the use of various ways to seize the site, and in the overall strategic position. Whether it's bat, or Jing Dong, Qihoo 360, have taken a combination of offensive and defensive strategy: on the one hand to promote the traditional advantage of the business sector mobile, with the increase in mobile internet revenue, the traditional department of the head of the drive; On the other hand, the new department to redefine the mobile Internet, preemption of various user portals

Take Jingdong as an example, on the one hand, it will be the mobile Internet as a new channel to use, to the use of smartphones and functional mobile phone users have launched the corresponding products, on the other hand, it is the industry's earliest introduction of bar code purchase, photo purchase company, this year also launched a color purchase, Allows the user to take a favorite color to find a favorite product. As traffic has increased, it has also naturally expanded into e-books, digital music and app stores.

According to Xiang Yuhong, vice president of Beijing, the current Beijing-East Mobile client installed capacity has exceeded 60 million, recently from the mobile end of the order has accounted for the total number of orders 10%.

Third, the final scramble for mobile internet will focus on access and user time contention. Eagle is this view, he believes that the mobile internet era first Rob is time, clock is the core of Rob frequency, as long as users are willing to spend time here, the deal is ripe. At the same time, he has uncovered an inescapable reality: the user's common mobile client may be dozens of, and you have to occupy the first three screens on the user's phone screen.

"The first screen is basically the manufacturer control, actually is two screens, the iphone pattern, two screen is 32, you kill not the top 32, almost no chance." ”

Four, to find their place in the gap of the Giants, we must adopt the way that the Giants do uncomfortable. Liu that millet can have today's status is because of finding such a way (to make traditional handset manufacturers and internet giants are uncomfortable, because millet from the beginning in the software, hardware, applications and sales models, such as comprehensive innovation).

In his view, the current mobile internet opportunity is centered around large portals and platforms, in this regard, traditional companies may have an advantage, because to become a gateway, it is necessary to have a dominant position, must have the ability to generate connections and partnerships with other people, and small app in the short term it is difficult to build their own ecosystems.

But he thinks that mobile internet is just beginning, the next two or three years will appear like millet such opportunities, but only if you must find the blue sea, and enough innovation. "Those small apps may need to find their own vertical market, but the market must be big enough, like the 1999 Ctrip, when it was small, but the market for tourism was huge." ”

And the public comment Zhang's proposal is more direct: want to compete with the traditional big guy, you must the big guy is unwilling or is not good at doing dirty live dirty, can maintain a place.

Finally, the list has been successfully launched, thanks to Eric Consulting, the company is the selection of the exclusive data partners.

The list of China's most profitable mobile internet companies in 2013:

1th to 10th place: Tencent (3.53 billion yuan), Jing Dong (3.28 billion yuan), Alibaba (1.66 billion yuan), the public comments (1.2 billion), the sale of treasure (1.14 billion yuan), where the goods (1.14 billion yuan), Baidu (1 billion yuan), UC excellent view (1 billion yuan), Skye (690 million yuan), Sina (640 million Yuan)

11th to 25th Place: The aerial network (620 million yuan), the American Regiment net (600 million yuan), NetQin (580 million yuan), when (510 million), the extension of information (430 million), NetEase (350 million Yuan), Sohu (350 million Yuan), Amoy (320 million yuan), the apple of the eye (310 million yuan), grand (300 million yuan), Fly extension Wireless (300 million yuan), 3G portal (300 million yuan), appropriate search (300 million yuan), Hundred points communication (290 million yuan), 91 wireless (280 million yuan)

26th to 35th Place: Handheld Smart (260 million yuan), Northern latitude communication (230 million yuan), rock interaction (200 million yuan), Anwar (200 million yuan), Limei (200 million yuan), Chinese hand tour (190 million yuan), Hui Yue Tiancheng (180 million yuan), Palm Fun technology (160 million yuan), multi-League (150 million Yuan), Suning ( 130 million yuan)

The report data sources and statistical method description: According to Eric China Mobile intelligent End-User behavior Research Products musertracker Mobile user flow monitoring data, and the consumer, Consumer-to-consumer Network retail Platform monitoring service Iectracker sales monitoring data, estimating the enterprise mobile end revenue, Selection of candidate enterprises, for the listed companies to adopt their earnings data, for unlisted companies through public data, interviews with the data monitoring of the iris to estimate.

The statistics range from corporate mobile Internet-related media, advertising, E-commerce, gaming entertainment, and other mobile value-added services to the annual coverage of 2012.

The Yin Seng number of the author is Jia-zhi-xian