Who will be the big winner for the next 5 years?

"The global Internet is centered around the United States, and the future mobile internet will be China's Guide to the world." "This is Morgan Stanley's 2005-year judgment. 5 years on, China's mobile internet, far from being closer to the center of the world, seems more distant. China Mobile's Internet participants must step up, as the internet is moving inexorably into the mobile era, and the next 5 years of big winners must be in the mobile Internet arena.

After four times of mainframe, small machine, PC and desktop Internet, the mobile Internet is becoming the fifth phase of the development of information technology with the wide range of 3G applications. Compared with only 1 billion PCs in the internet age, with tens of billions of devices in the mobile internet age, its development will be faster than the desktop Internet, its size will be larger than most people think.

At present, several big forces are wrestling in this territory. Tencent, Sina, Baidu and other Internet companies with its original viscous business, is rapidly infiltrating the mobile internet. and 3G portal, excellent technology (UCweb) and other emerging mobile internet companies, is determined to become the next 10 years of great enterprises. Telecom operators in the mobile Internet value chain, unwilling to do only pipelines, and strive to take all. With Apple as the representative of the terminal, with the super cool design, innovative business model, to form a new ecological environment. While the path is different, there is a consensus that "traditional" companies and emerging companies that adapt to mobile internet trends will dominate the mobile internet market, while old-fashioned companies will be relentlessly marginalized until they are eliminated.

But the journey to the heart of the highest-gold mobile internet is not smooth. Large and small diggers are faced with a variety of options. For example: The traditional Internet company is to copy the desktop business directly to the Internet or to develop a new business, operators will face to become a channel provider or an application integrator of choice; mobile phone equipment chambers faced with the choice of which operating system to support and whether to extend to the application platform chain of multiple choices And developers are betting their bets on multiple mobile operating systems ....

China's mobile internet is at a crossroads, and now the choice is likely to be about life and death. Choice is everywhere, the success of the only one, which will not only test the business of all types of mobile Internet participants of the commercial judgment, but also will test its technical strength and execution, the ultimate success of those who are the best to see the most accurate, fastest running, endurance and the most good luck is also the best company.

The new battlefield of the internet giant

Sina, which has slipped into the second camp of China's Internet, now catches the best chance of not only helping it "roll over", but also returning to the first camp of the Chinese Internet and the best entry into the mobile internet market. This is Sina's micro-blogging business-not only Sina's integration of its media advantages, but also carry Sina's wireless in the end and create revenue dream. Earlier, according to Sina CEO Chao revealed that Sina Weibo 35% of the content from mobile phone release, mobile phone-related applications will be the future of Sina Weibo's main source of earnings.

Today, with the exception of Weibo, companies such as Sina and Sohu, which are already lagging behind on the desktop Internet, are investing and laying out in many areas of the mobile Internet, hoping to regain market dominance in the future mobile internet era. And many of China's internet giants, Tencent, Baidu and Alibaba, are also speeding up the migration of desktop Internet to mobile internet to suit the rapid changes brought about by the development of mobile Internet. Mobile Internet is the new battlefield that China's internet giants are now vying for.

Leader Tencent

Whether the industry wants to see it, Tencent, the traditional internet powerhouse, has become the most fearsome competitor in the mobile internet market. In a global mobile internet research Report released December 15 last year, Morgan Stanley also ranked Tencent as one of the leaders in the future of the fifth phase of the information technology industry, alongside Apple, Facebook, Google and Amazon.

The Morgan Stanley report said China's success in the mobile internet era was partly due to Tencent's success, because Tencent's "virtual goods" deal meant huge business opportunities, and Morgan Stanley estimated that Tencent's 2009-year earnings amounted to $1.82 billion trillion, equivalent to the average income per user contribution (ARPU) for 24 dollars. Over the past 11 years, Tencent has been a leader in China's virtual goods industry and has created 35 billion dollars worth of money.

As the report says, if Skype, the leader of VoIP, is considered a carrier, it will be the world's largest "operator" because it has 521 million registered users and accounts for 8% of the total number of cross-border call minutes. The biggest operator in the mobile-Internet era, then, is Tencent, an internet company with 1 billion registered users, which is already the world's largest operator, simply by number.

Within the company, the wireless internet is also the most important company-level strategy for Tencent this year. As an Internet giant in the field of mobile phones as early as 2003 years, Tencent has focused on the layout of wireless internet in recent years to preempt users ' desktops, private-label handsets and operating systems.

Tencent in the mobile phone to develop a variety of applications for different platforms to preempt the user desktop, including mobile phone QQ, mobile QQ browser, Mobile QQ, QQ mobile software, QQ Sync Assistant, QQ Security assistant, QQ Input method. At the same time, Tencent is also developing a collection of almost all the functions of Tencent Q-service.

According to Tencent Wireless director Q-service Xingwen Tong disclosed that Q-service is a new form of integrated service products. Q-service contains three layers of content, the first layer, users can perceive, is according to different terminal performance, including mobile phone QQ, QQ space, all Tencent software for reasonable screening and integration; the second layer, at the bottom of Q-service, has a software management software Tencent, the industry called it TMC Third layer, is the program layer or service layer, the manufacturer of a customized program services, and provide built-in maintenance services.

Only the front end of the work is not enough, Tencent will also reach a more background and in-depth middleware and operating system areas.

In the low-end mobile phone field, Tencent is secretly opening mobile middleware based on MTK platform. Tencent's internal sources said that Tencent is currently involved in the development of MTK platform Middleware team has more than 300 people. As we all know, MTK is a domestic mobile phone almost all the platform used.

At the same time, to increase its development of the middleware market share, Tencent has also canceled the license to Skye, Sky will not be pre-installed in its own platform Tencent Software. As a result, many mobile phone manufacturers may choose to use Tencent's own middleware because the sky platform does not have QQ. Skye is mainly pre-installed in the MTK mobile phone chips made in China Mobile phones and Shanzhai phone, has become the most mainstream mobile phone application software platform. Relevant data show that Skye in the middleware development market advantage is obvious, occupy more than 50% of the market share.

In the high-end mobile phone sector, Tencent is working with Intel to develop a mobile operating system based on the Meego system. Depending on the middleware and operating system, Tencent will embed some terminals in its own products and preempt the terminal entrance.

Although the Tencent side has denied that it will launch its own brand Qphone mobile phone, but according to the information obtained by the Tencent internal data, from last year, Tencent to launch the Qphone has been obsessed. Tencent's internal data show that Tencent plans to have its own terminal products, and will produce high, medium and low three mobile phones, respectively, covering Tencent's different users.

In addition, it is noteworthy that this August, Tencent sent a "small cell phone usage survey" to QQ users, which included both the operating system and the content of mobile networking and communication, the most noteworthy of which was the "mobile Camera" and "Video Call" Survey dominated, and accounted for 9 of the 21 problems. This is also considered to be Tencent's intention to launch Qphone side proof.

"We need to consider the attitudes of other brand-name handset makers. At present, Tencent and the domestic major manufacturers of well-known mobile phones pre-installed and other cooperation. Once we launch Qphone, it is inevitable that some mobile phone manufacturers see us as rivals, so this is Tencent has not decided to ship qphone reasons. Perhaps, when Tencent is strong enough in the wireless internet market, we will launch Qphone. Tencent insiders said.

The Giant's Replication

Compared to Tencent, although Baidu and Alibaba in the company temperament is far less than Tencent and wireless internet combined so closely, but they will desktop Internet services to mobile Internet transplant has also been at the forefront.

Alibaba's layout at the mobile Internet end began in 2007. With the March 2008 wireless Taobao online, Alibaba's E-commerce plan surfaced. Last year, Alibaba will Taobao, Alipay, Word-of-mouth and other subsidiaries of the wireless business integration to the big Taobao Wireless division, the overall development of wireless network shopping cause. At present, Alibaba in the wireless Internet terminal layout mainly focus on mobile terminals, clients and channel implantation.

October 2009, Taobao and Alipay officially launched 3 Taobao custom mobile phones. These 3 mobile phones are embedded in the latest version of Taobao mobile phone client program "to buy" and "Amoy dispensers", "Digital Mall", "mobile Pay treasure" and "mobile Wang Wang." According to Taobao Insider disclosed that Taobao is with the mainstream mobile phone middleware manufacturers to negotiate in-depth cooperation. Taobao, Alipay, and so on are also launching clients facing different terminal platforms, including the iphone and ipad.

It is noteworthy that, in the latest mobile phone Taobao, the client added to the handset terminal matching voice search and barcode scanning two new applications, which is Taobao for mobile phone users personalized applications.

In addition, Taobao also through investment in excellent technology (UCweb) of the way to seize the mobile phone E-commerce portal. Last June, the company announced the strategic investment of Alibaba Group, when it was reported that Alibaba investment amount of about 12 million U.S. dollars. At present, UCweb has been implanted Taobao and Alipay a number of functions, such as, UCweb "know-it-All" in the search through parity, "Amoy cheap" and other items recommended Taobao. Recently, according to the source of the disclosure, Taobao and UCWeb deep cooperation of the UC Mall will be in the near future online.

Like Alibaba, search giant Baidu has also taken a strategy to replicate its dominant business on the mobile internet. September 2, Baidu Wireless Division general manager Yue has described the layout of Baidu: "Baidu's core development plan is only three: first, to search for products as the core layout of the mobile box calculation; second, search advertising as the core, explore the full range of charging mode; third, to search the alliance as the core, to promote industrial chain cooperation and mutual win. According to Yue, "box calculation" will be more suitable for mobile phone users, Baidu will be integrated in the search box application, the search box to move forward, occupy the client portal.