Two-dimensional code without core competition how long can the enterprise survive?

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Now two-dimensional code does fire, into the two-dimensional code industry has reached hundreds of companies. and two-dimensional code fire, two-dimensional code company on fire? We have two-dimensional code in the 2 well-known enterprises, I check and smart quick clap, to spy on two-dimensional code company's status quo.

I check the claim that there are 50 million users, smart quick beat also said that they have 30 million users. Do they really have so many users in China's only 300 million smartphone users at the moment? Even if they have so many users, can they logically form a profit model?

First of all, even in these two two-dimensional code field of well-known enterprises, actually did not form a truly large user base. Because they are not the actual number of users, but only mobile phone software in the Android and Apple software store download times.

According to General app rules, 100 downloads, really active users accounted for only 10%. Over time, these 10% of users are also gradually losing, need to continue to use new users to supplement. Therefore, whether I check or smart quick shot, its active users at best millions of, far from the formation of a micro-letter as the billions of users of a large user base. Therefore, rely on a lot of accumulation of users, and then generate a profit model of the routine can not be formed.

Second, even if you accumulate a large number of users, in the two-dimensional Code field, can form a real business model?

I'll check. actively expand offline database resources, at the expense of a large number of people to collect ground retail data, and access to the electronic database, through the guidance of shopping to bring a gain, but these have been verified is a drop in the bucket, do not have sufficient profitability.

And smart quick shot, the initial positioning is the development of client users, and then try to do the solution, and now began to do marketing investment, more than a year of operating direction adjusted two times, confused so, almost no profitability.

Two-dimensional code itself as an open source technology, and there is not much technical threshold. The two-dimensional code itself is not the core, and the application research and development capability behind the two-dimensional code and the design ability of the industry solution are the core.

And that's obviously not the strength of the mobile internet company I'm looking for, but it's something that some well-known software development companies are very comfortable with. These software companies have a deep accumulation in their respective industries, and the barriers are not as easy as the two-dimensional code company can penetrate. Now the software system integrators have been involved in two-dimensional code field, once the force, will have a huge impact on the existing two-dimensional code company.

The many two-dimensional code companies that I look up and shoot for, they don't have a really large user base like micro-mail, nor do they have a strong backend industry solution and software development capabilities like system integrators. The inevitable result is to find their core competitiveness. Without the core competitiveness, it is difficult to earn profits from users, but only to earn VC, PE money, or burn their own money. Before the internet giant's step-by-step press, after the system integrator's containment, missing the core competitiveness of the two-dimensional code companies how long can they hold?