Who is the most powerful challenger to the App Store?

Super apps such as micro-letters and Kakao (Super app) are, in some ways, an app store that distributes more benefits, and they have the advantage of an App Store: full platform. The number of users who can have far more than the size of the App Store makes the micro-letters and Kakao to some extent the most powerful challenger to the App Store and the most formidable predator in the revenue.

November 19, deputy general manager of micro-credit products in the micro-credit Partners Communication Conference on the message: "Every public number is an app." "Behind the hidden meaning is that the micro-letter is already a third-party app Store." According to Zhang Ying, the data revealed at the scene, the current micro-letter public number has been more than 2 million, and 8,000 daily growth rate. According to Zhang Ying, if all public numbers are used as stand-alone applications, the App Store is twice times the size of the Apple App Store.

This analogy is actually very nonsense. For now, if you open an account and send an article is an independent application, then each Internet platform can be seen as an app Store. Sina Blog is a big app store, Sina Weibo is also a big app store, Youku potatoes Video on the personal account is also the app store--everyone is the App store, the App Store is not a lot of cow stuff.

But if micro-mail is a Super App store, I would agree. But it cannot be understood from the public account, but it must be distributed from the application of micro-letters--specifically its potential for game distribution. From the application count, the micro-letter is far from the app Store: currently only 7 apps, and all are games. 6 of them developed their own, the latest "Plant War Zombie 2" is also a customized version of Tencent, is not fully independent of third-party applications.

Although the number of applications is not much, but the revenue data is staggering. According to Tencent Science and Technology report, "Every day cool run" shelves less than 24 hours on board the Apple App Store best-selling list first, the first day of income breakthrough 5 million yuan, the highest can reach 7 million yuan, is the first month of the domestic income of billions of mobile games. In addition to the "every day cool run", "Every day Love elimination", "Rhythm Master" and "Daily Lianmong" and other casual games have been two or three consecutive months in the Apple App Store best-selling list of the top ten. According to the global App Store trend report released by Distimo, a mobile business company MEF and Mobile Analytics, the game accounts for only 36% of the global mobile app downloads, but the game occupies 71% of the total iOS platform and 89% of Google Play revenue. Given that Chinese players are more willing to spend money on free games than foreign players ("The Great Wall of Plants vs Zombies" and "Plant vs. Zombies 2" Chinese version is more difficult than the international version, need to spend more Chan and buy props to play well, the income situation is far better than the international version of the case, The game in the domestic Android market, the revenue share is probably only higher, not lower.

According to the latest report released by IDC on November 13, Android phones account for more than 80% per cent of global smartphone shipments, combined with data that can be found in the next six months to a year (after shipments will take time to the user), and the game would contribute about 85% of the App Store (ie 80%x 90%+71%x20%) income. From a business point of view, the game is undoubtedly the most important type of revenue for the App Store, and micro-mail has become the most powerful mobile game distribution center in the country-not a large number, but a revenue scale. That's like Samsung, which accounts for only 39% of Android's market share, takes 95% of its Android phone market. Revenue/profit is far greater than its market share, which is evident in Samsung and Apple, and this is a growing trend for the future mobile Internet: Resources are concentrated on fewer players, and revenues and profits are clustered among oligarchs.

In South Korea, the trend is more pronounced, as is the case with Kakao applications. A year after the launch of the gaming platform, South Korea's Apple App Store and Google Play, which is South Korea's main app store, unlike many stores in the country, have the top five in the revenue list, all of which have a common feature: for Kakao. According to statistics, the Kakao family has occupied more than 70% of the Korean hand market share of income, most of which come from the game platform on the game.

Super apps such as micro-letters and Kakao (Super app) are, in some ways, an app store that distributes more benefits, and they have the advantage of an App Store: full platform. iOS apps are strictly limited by Apple only through the app Store (jailbreak can be downloaded in other ways, but the jailbreak is not mainstream) download, foreign Google Play more concentrated, but in the country is very dispersed.

In other words, in a domestic context, each App store downloads the micro-letters, and the micro-letters can have more users than the App store size (in fact, it is said that by October, the micro-letter has exceeded the number of 600 million users, the domestic application store is still far behind), This has made micro-letters and Kakao, to some extent, the most formidable challenger to the App Store and the most powerful predator in revenue-especially given that no app store sees it as its opponent.