Three main directions for the development of mobile internet technology Industry (second)

HTML5 for China, opportunities outweigh challenges, Tencent, Baidu and so on will be the beneficiaries, there will be new unknown winners appear. Operators need to undergo a large transformation to adapt to the fragmentation of the direction to seize this opportunity.

HTML5 trend should be given high priority, in the long-term trend, http://www.aliyun.com/zixun/aggregation/79228.html "> HTML5 will certainly become the leading trend of mobile internet, The mainstream manufacturers at home and abroad have no objections, unlike before we have a number of technical standards also hold various objections, which means that HTML5 is necessarily a big development direction. This development is different from the technical aspects of infrastructure, but it concerns the future commercial dominance of the mobile internet, which is likely to be the technological foundation of the next generation of business.

We can see that in the process of ICT integration, mobile Internet has the strategic technical problem of transferring from CT to ICT, it is a technical problem, but it is a strategic technical problem. For example, the previous generation of Apple in the it to the CT fusion process, utilizes the development middleware system, has obtained the technical certain dominant power. Today this trend is becoming the past, mobile phone operating system middleware, client-style development trend will continue for some time, but it has been new challenges, the biggest challenge from HTML5.

HTML5 will have a great impact on the concept of mobile portal, whether it is the operating system as a portal, or a large platform as a portal, or even the client as a portal, will be impacted. Under this impact, we may wish to judge the situation first, I put the attitude to the HTML5 is divided into more conservative, more radical, centered three categories, discussed respectively.

More conservative is Apple, I think Apple is in essence not very welcome HTML5, it does not say, the reason is the general trend, HTML5 is certainly the direction of development, but I think in the treatment of HTML5, Apple will be on the strategic defensive, now it has actually transferred to the strategic defensive.

Some time ago, I published an article in the People's daily to make this judgment for the first time, I judged it from 6 aspects. One of the important aspects is that I think Apple may be out of HTML5 's main battlefield. Apple's main revenue stream from the mobile internet is likely to be out of the HTML5 track, with Apple's main source of software and hardware integration, especially with the strength of its platform and service platform, to make its current revenue, but why is Apple's share price falling again? In addition to Samsung's impact on it (which is a superficial phenomenon), the real reason is that Apple is now unable to put forward a strategic, directive proposition like Steve Jobs did, especially on the HTML5 issue, and I think Apple will lose its language, meaning that Apple will be limited to HTML5 to harass others. Apple itself is built on the platform, if you want to do things with cross-platform, be sure to rebuild themselves. But take HTML5 when the guerrillas to operate, already can see the helpless of Apple, it can not put its main force regiment in the major strategic direction and battlefield, this is Apple from the offensive to the defensive standard.

Then look at Google, Google is relatively speaking because of advocating open systems, so the HTML5 should be said to be acceptable. But specifically, HTML5 really developed, the first hit should be the Android system, the Android system is now from the third quarter of the development is good, the growth of 20% to 30%, is a good growth momentum, but in the long run, I feel that Google has been hit and hidden dangers.

The first is the development of adaptation issues, which are now being attacked by emerging manufacturers, including Baidu, and he faces the test of choice, and if it comes to HTML5, the problem of an Android marginalization, that is, to put Android in the basic position, not to start over. The impact is very big for Google, but Google and Apple are not the same, Apple has been completely unable to shake off the soft and hard integration and platform-oriented state, but Google and cloud computing, there are other ways to help it to transition to the new era of HTML5, but it is the first Test.

I don't think Facebook has any baggage, Facebook doesn't have OS problems, no middleware issues, and the API has been embedded in the Web page before, which is exactly the same as the HTML5 direction. So I think in these factories, Facebook, while its share price is falling, is in line with the future trend, in which case Facebook will continue to follow Facebook's path in the future even if it does not.

The problem with Facebook is that it's not as big as the other three, but it's too weak to be a single one, and it's not going to be the same as the old three, like Apple, Microsoft and Google, to get the next generation's success on heavy operating systems. Instead, it will be like Facebook, more based on Web pages to get new control. Conservative end can be said to be represented by Apple, the positive end to Facebook and Google as the representative, 2013 will be Apple's world, the future is ultimately HTML5 world.

The other is Microsoft, and I think the Microsoft approach is a big advantage in the transition period. When a new trend just got up, it was not a triumph, but the two-timing profit, which could explain why Microsoft had a strong mobile internet last year, because it was premature in the transition from the old to the next, and the middle line prevailed.

Specifically, Microsoft's grasp of mobile internet technology is the key point is HTML5 I also cast a share, but also silver I do not put, to take a current most sensible strategy-silver I also retain, HTML5 I also keep. In fact, HTML5 to Microsoft's hurt very much, Microsoft and Apple like, think since can't stop HTML5, better conform to HTML5. Microsoft's strategy takes on a typical Microsoft feature: any tendency to disadvantage Microsoft is not to be stiff with it, but to be revisionist. Simply Microsoft added to the list of standards, HTML5 HTML5 transformation, the HTML5 from the root of the change is not to their own hidden trouble eliminated? So Microsoft is actively joining HTML5, but HTML5 is against Microsoft, against the Wintel Alliance architecture that it has long depended on. Microsoft has taken the approach of stepping back.

What kind of strategy should China's operators and Internet companies take to follow HTML5? Ziqiang and I both advocate positive follow-up, and strive for initiative.

Large Internet companies have a more cautious response. On the one hand, they all see the inevitability of HTML5 this trend, are in strategic preparation, and this preparation is different from Apple, Microsoft and the kind of passive preparation, but as an opportunity to prepare to take this, on the other hand, they do not want to lose the existing market, so before the HTML5 market not fully mature , we will consider both the new and old markets and the two groups of people. I think this strategy is reasonable. It is different from Microsoft's compromise strategy, belong to a robust strategy, that is, based on the reality of aggressive.

Overall, HTML5 for China, opportunities outweigh challenges, Tencent, Baidu and so on will be beneficiaries, there will be new unknown winners appear. Operators need to undergo a large transformation to adapt to the fragmentation of the direction to seize this opportunity.