This year mobile Internet circle out of hundreds of billions of market operators import competition white-hot

China Securities Daily reported the opening of the September 11 2012 China Internet Conference, has actually become China Mobile Internet Conference. "Mobile internet has become the fastest growing technology, the largest market potential, the most promising new industries." Xiaoqian, deputy director of the National Internet Information Office, said at the meeting. According to the data from the Eric Consulting, China Mobile internet market in 2012 will reach 97.6 billion yuan, an increase of 148.3%.

"Open" transformation of the three major operators

When mobile phones surpass desktop computers to become the largest Internet terminals, the mobile internet era is officially coming. China Internet Network Information Center (CNNIC) July statistical report shows that by the end of June this year, the number of Chinese Internet users reached 538 million, of which mobile internet users reached 388 million, the first mobile phone to surpass desktop computers became the first big Internet terminals.

Hequan, academician of Chinese Academy of Engineering and China's next generation Internet model engineering expert Committee, believes that the advent of mobile internet has changed the business model of the original Internet, making the proportion of mobile data revenue to the mobile revenue of telecom operators increasing, which is now more than 30%.

Citic Securities (600030, shares bar) of the research report that, traffic management and intelligent pipeline is the future development of telecom operators and the foundation, on this basis, operators are likely to downstream of intelligent terminals, operating systems, application stores and browsers and other areas of infiltration.

In this context, China Mobile, Chinese Unicom (600050, shares) and China Telecom related leaders for the first time to explore the mobile Internet era operators in the transformation of opportunities and challenges. In 2005, China Telecom proposed a strategic transformation. "China Telecom Innovation Business Division general manager Shawkin Theory, China Telecom has set up e payment company, Cloud computing company, venture capital company, and set up incubation base in Shanghai, in order to better tap the mobile Internet applications." Liu Xin, general manager of China Mobile's data department, introduced the mobile internet strategy as "intelligent pipeline, open platform, characteristic business, friendly interface". He Huajie, general manager of China Unicom Broadband Online Ltd., said that the mobile internet would be laid out from open platform, intelligent marketing and intelligent pipeline.

More "entrance" competition white-hot

"The collective transformation of the three operators is simply to not be marginalized." Analysts pointed out that the mobile internet revolution gradually deepened, the entrance became a battleground. Participating in the competition, in addition to mobile operators, there are terminals, operating systems, software, applications and many other levels of manufacturers.

The entrance is to share the high-speed growth of mobile internet. According to statistics, 2011 China's domestic smartphone market shipments to 72.1 million units, an increase of 103.1% per cent, the Chinese market is expected this year shipments will reach 112.5 million units, growth rate of 56%.

Industry insiders pointed out that, from the current mobile terminal shipments and increasing number of mobile users can be seen, the future of the Internet users are likely to be a large part of the mobile internet users, enough to change the entire network.

Many manufacturers flocked to, who can take the lead to benefit? Operators and equipment providers may benefit first, and then move on to the operating system and software providers, eventually to the application, the industry insiders say. It is the change of profit in the mobile internet era that makes the telecom operators not willing to pipeline, thus losing the control to the users.

Although the mobile Internet space is huge, but the main benefit is the telecommunication operator as well as some platform business, most Taiwanese business model is not very ideal.