UC Excellent view Chairman Yu: Mobile Internet industry chain brings three major dividends

Yu that the mobile internet industry chain brings three major dividends, namely: demographic dividend, platform dividend, and global dividend. There are two major trends in the demographic dividend: the global mobile internet, where each developer is no longer confined to the borders of its own market, but rather globally, because it is true that the entire global mobile Internet user is in the midst of rapid growth. Second, the next five years will be the rapid growth of mobile entertainment.

The following is a transcript of the speech:

Yu: We are focused on mobile internet companies, after the past seven years of development, our core products, a mobile UC browser, currently in the world has more than 300 million users. This is the result that UC has achieved in some past developments. Today I would like to share our thoughts with you.

UC itself is also an important part of the Apple industry chain, UC in the world is the first access to Apple's App Store Third-party browser, so at such a time, we also enjoy the value of Apple to create, to the industry chain, partners to create value. With more than 30% per cent of the market in Apple's handsets, more than 30% of iphone users in China use UC browsers. Of course our market share in Android platform is more robust, currently in China Android platform 70% users are using UC browser.

In today's industry chain conference, would like to share with you what we see the entire mobile internet to bring our industrial chain partners in the opportunity? At the same time share some of UC's global development experience and accumulation.

Three big bonuses: the mobile Internet industry is an important opportunity for everyone.

1. Demographic dividend. I've been in touch with Apple for the 90 's. Including after 2000, the impression that Apple is a very cool company, because its core product is Apple's computer, but today, Apple has become a global everyone is discussing and attention of a great company, what is the change here? As you can see from the three numbers, one is now more than 7 billion of the world's population, but now only 1.2 billion computers worldwide, today, the world has more than 5.5 billion mobile phones, in Asia, Africa, South America, North America, you can ask each user, if there are three products, mobile phones, computers and pad, can only have the same product, What Do customers buy? I believe that in both developed and developing countries, all users will say that the only product I want to buy, if it is one, must buy a mobile phone. So the phone becomes a product that every one needs, so everyone is concerned about the concept. This is the very important change that Apple has made around this point in 2007, from being a cool company to being a great company, and most importantly seizing the huge opportunity that a demographic dividend like mobile internet has brought.

UC has also captured such a demographic dividend over the past few years. In China, the more popular "mobile phone network with UC" sentence. In today's General Assembly site can do a field survey, the use of UC browser to lift a hand, more than half. In the past four years, from the opportunity to seize the UC, we can see that, first of all, we stand in a rising market, itself the market itself in rapid development. For example, in China's mobile internet for the past four years, mobile internet users from tens of millions of up more than 388 million of the population, that is, the past four years, the market itself has grown 515 times times, if the people in this market starting from four years ago, nothing to do, your user volume will grow by 5 times times. Of course we have to work hard, less than 5 times times is you did not do well, we must grow more than 5 times times.

UC in the past four years, our monthly active users have been more than 200 million, increased by more than 40 times times. In other words, the market has grown more than 5 times times, we are more than 8 times times faster than the market, so more than 40 times times. This is where UC captures the demographic dividend.

What about the future demographic dividend? I think there are two big demographic dividends in the next five years and every one of us should try to get it.

One is the global mobile Internet, each developer is no longer confined to the borders of their own market, but should look around the world, because it is true that the entire global mobile internet users in the rapid growth of the development process.

Second, the next five years will be the rapid growth of mobile entertainment. For example, in China PC Internet has a particularly special scene, called Internet cafes. There are no internet cafes in the United States. Think about why there are internet cafes in China such a market, because in this developing country, the Internet, mobile Internet has become the most economical and cheapest way of entertainment. There is no free football field, no free beach, watching a movie to 70 yuan, internet cafes one hours 1-2 yuan, so the internet has brought to the vast number of developing countries users the cheapest way of entertainment.

In fact, China's online games, South Korea's online games, the development of the entire Asian Games, PC Internet is better than the U.S. online development, I imagine in the mobile Internet, in the direction of entertainment development, the whole of Asia will be more prosperous than North America. This is a point we are very optimistic about. We have made a forecast that by 2014, the entire Chinese mobile phone games market will be more than 10 billion, which is UC and industry chain partners to work together in the direction.

2. The dividend of the platform. Facebook and Zynga have been doing very poorly over the past few months, hurting a lot of shareholders and their share prices have fallen a lot, but both overseas and in China, the past few years have changed things very quickly, from competition among individual enterprises to competition between industrial chains, Its essence is the development of the platform. As developers, we should feel some happiness, because if 10 years ago as a developer, our development is still like the traditional business model-the former shop after the factory, on the one hand to produce your products, on the other hand, to build their own sales channels from scratch, but today actually do not have the former shop after the Factory mode, This model developed to the supermarket way, you can in the large store channels to your good products faster to reach the user. The internet has formed Apple's app Store around the world, such as Google, Apple, such as the platform, in China, the formation of Tencent, UC platform, on this, can give more developers, focus your attention to develop good products, and access problems by the platform to solve.

In the platform, to the UC is a very important innovation to share with you. Why has UC been able to accumulate more than 300 million users over the past few years? We have two important innovations: one is the innovation of the application model. In fact, the browser has been a development for more than more than 10 years of business, there is the internet when there are browsers, browsers and the Internet is born at the same time. But up to now, the global browser is two types of enterprises, called software companies, more typical than Microsoft's IE browser, which are software companies browser. What do software enterprise browsers see? is a network of tools, so are a stand-alone version of the software. UC in entrepreneurship, we see the browser, is the user's Internet service platform, which in 2007, 2007, Google is an internet company's browser, China's Qihoo 360,2007, 2008 on the PC browser also follow this idea, we have seen in 2004 years, So in business mode, the browser is redefined. Browser is no longer a tool for surfing the internet, the browser is the Internet portal Service platform.

2004 we made a very important innovation, to now IE browser, is still a stand-alone version of the technical framework, I think this architecture continues the PC Internet technology architecture, in fact, do not fully understand and grasp the mobile Internet and PC Internet technology are different. Such a technology architecture solves the problem of "less than three" in mobile internet. The screen size of the mobile Internet is always restricted, the upper limit is the width of your pocket, must not be larger than the pocket, larger than the pocket mobile phone installed, so the size of mobile phone screen is limited; Bandwidth limited, mobile communication has a very classic quote, Wireless is always limited, wired forever is unlimited, do not superstitious 3G, 4G Network Unlimited extension. The main input of the PC is the keyboard and mouse, the capacity of the battery, the capacity of the battery and the volume is proportional to, now the cell phone battery is also 2000 MA/, if the battery in 6000 ma/When the edge of the ear, also called not mobile phone? Not necessarily, it may be called a grenade, the accident will be dead, so the battery capacity will be restricted. More than three are multiple operating systems, multiple terminals, multiple network environment. In fact, these four less than three and PC Internet technology architecture is completely different, extended a series of problems. So UC pioneered the technology architecture of cloud Computing in 2004. Today, more than 200 million active users in a month behind, is actually deployed in the world more than million servers, to help users to solve these problems, such a technical framework we pioneered in the world.

Technology backstage. Over the past few years, UC's core goal is to create a mobile Internet portal service platform, we and industry partners to develop together, the browser is born to help users quickly reach his destination, rather than let him go to your home, that is called the client. So UC actually through the background of the cloud service platform, the front browser client, quickly reached three needs, information needs, entertainment needs and life service needs. UC now has four service platforms, information Services platform we are the largest in China, application distribution platform, mobile social platform and mobile gaming platform. Over the past three years, UC has been the second largest mobile game platform, we are only smaller than Tencent platform.

3. The dividend of globalization. The world now has more than 5.5 billion mobile phones, but now only 1.1 billion-1.2 billion of the world's mobile internet users, so this development space is huge. The mobile internet is a huge opportunity for businesses in different countries around the world, because the PC Internet is an American-led industry, so not Chinese companies are copying the United States, and companies around the world are copying the American Internet model. But the mobile internet originated from Japan in the 2001, China in 2004, and the mobile Internet in the United States began to develop the mobile Internet business in 2007 after Apple released the iphone, so it brought a historic opportunity for the world without a single leader.

Share in the last few days Facebook has just released its second-quarter report. From the Q2 of 2010 to the 2012 Q2, such as Facebook's users in the US and Canada, users in the United States are less than this number. Facebook is 955 million active every month today, but more than 82% of users are not native to the United States, and we think about the internet giant in China over the past decade, which company has more than 5% users outside China? No. I think this is a difference that Chinese companies in the next ten years mobile Internet will see in particular, but also an opportunity.