Yang Weiqing: Game companies should now talk about the flowers

July 2013 18-19th, the eighth annual Iris Summit opens in Guangzhou Four Seasons Hotel. Under the theme of "Technological innovation for the Future", this session will bring together cutting-edge corporate innovation leaders from the Internet, the new economy and technology-related industries, with insights into scientific and technological innovation, discuss the industry's hot topics, think about the future of the industry, and discuss the way forward with the consensus, and promote the development of the industry.

The following is a live transcript of "interactive discussions: Mobile waves, Money":

(Photo: "Interactive discussion: Mobile wave, money" scene)

Interactive Moderator: Eric Consulting Group President Yang Weiqing

Interactive guests: De Xun Investment Executive director Zeng Liqing, Thunder CEO Shenglong, UC excellent as President He Xiaopeng, Touch-control technology CEO Chenhao Zhi, the founder of the Pocket shopping Wang

Moderator: Thank you Mr. Hering for sharing, just now he always shared everything I want to have a dream of the partners must keep their dreams, just the total sharing and should be the theme of science and technology to create a change in the future, Huang Taigi Canton Shop when open, we hope that Guangzhou can eat our pancakes fruit, Because our kids have to eat McDonald's and KFC at the bottom of Saturday Saturday, we can't find anywhere else to eat. Next Step into the interactive link, we today interactive link theme is the latest internet trends, please German investment executive Managing director Mr. Zeng Liqing, Thunder CEO Shenglong, Touch-control technology CEO Chenhao Zhi, the founder of the Pocket shopping Wang, UC excellent as President He Xiaopeng, Please welcome this part of the moderator, Eric Consulting Group President Yang Weiqing.

Yang Weiqing: I'm very glad to have 5 guests from different fields in the Internet industry, today's topic is in the mobile internet age, how should we come and go to get the market opportunity, we still want to let always talk about recently did not invest some internet companies, this morning to listen to so many Internet-related data, how do you feel?

Zeng Liqing: Last year asked me about the game, the second one is related to O2O, Huang Taigi is a typical O2O case, from our investment in the past year, mobile game development speed, each degree is faster than I imagined, in China's environment, the future market is very large, in the past year, the page tour did not cast, The end of the trip to one or two, the hand swam a pile of hand tour company, I think this market is relatively hot, we have new products this month in the public test, does not include already cast, that is, in the game above the competition is very intense. Relative to the electrical quotient, I have also shared with you, we have voted in front of some electric dealers, but the bubble, did not hold live.

Yang Weiqing: Back to the core topic is the game or the market is relatively large.

Zeng Liqing: Game in China's lack of joy in the country, the game accounted for the market share is much larger than other countries, it is said that even Yang always have to cast.

Yang Weiqing: We are game consulting, game service. Touch the name of their game listed, everyone is guessing, so more public.

Chenhao: Our list contains each other's products, not to mention. We are very lucky company, before 2.5 basically did not consider to do the game, some people know more than 10 years, the biggest change is no change, and I grow old, I am Beijing people, if I can choose, I would rather go to Huang Taigi work, driving to pancakes. We are a very special company, China is now a mobile gaming company 70% of the team will use our leading products, 30% of the world's mobile game developers with our lead to play the game, that is, we are the world's least largest, or the highest share of mobile game development technology provider. The second is that we in China should be the largest mobile phone casual game suppliers, we have been doing to promote the distribution of casual games and their own to do the original. The third is that we are a big distribution company in China, many overseas front-line companies, we will take the Chinese mobile phone game team's products overseas. The game industry than do food and beverage may be happy, because the game industry is relatively small size, only 20 billion, or even some not 20 billion, but this industry has no foreign invasion, but as long as the internet in China to do games, we must consider the proportion of Tencent to get how much, So we are a very lucky company in this field, the game market still has a certain proportion.

Zeng Liqing: I found that in the hands of the market Tencent's market influence is not as strong as the PC, and I think the performance characteristics of intelligent terminals and PC-side is not the same, in the intelligent market concentration should be lower than the PC, do mobile game brothers have a confidence, This market Tencent should not give us like in the PC market so much pressure, his client on the comparison of Fire games are relatively small game, the first batch is very large, the second batch is very small, and the original development platform is the same.

Yang Weiqing: So you don't have to worry too much about Tencent as a bulldozer to occupy the market. The first two days 91 sold 1.9 billion U.S. dollars, UC was 1 billion, I guess now up, should be 3 billion, how do you evaluate Baidu such a takeover.

He Xiaopeng: Baidu is really more urgent, this is a very good price. In with Tencent, Ali, 360 of the competition, I think the mobile Internet in the distribution of competition is gradually white-hot, said to 91来 is a very good business, with the second half of next year to start moving the application distribution market will indeed go down, but the mobile game distribution ability will increase, in such cases, Today the army has been to the bridge, the situation will decline, for 91来 said this is a very good situation.

Yang Weiqing: A lot of people compare it with good 123来, behind Baidu earn a lot of money, many people say that Baidu spend so much money, the future can still earn back, your point of view is to feel a little expensive, is it?

He Xiaopeng: Time can give the answer, but from what I know, in the past some mergers and acquisitions in Baidu, the price is very high.

Yang Weiqing: Game companies should now talk about the flowers, will not like the past to become Baidu, Tencent, Sohu, such as the company, but the distribution platform is relatively concentrated, because UC now do the game distribution is better, how do you think the future of the market, or will give the distributor to make money, or platform, Agent issued this piece of profit is getting thinner, how do you see the future of the game market?

He Xiaopeng: 2014, 2015 game market will be more and more good, hardware terminals and software changes, I think the future competition will be more white-hot, the application of the game developers will be better. Their brands and their marketing skills are growing fast, before many developers in the app Store have only done products, they have no channels, no brand, no channel, now the new game developers in these areas, in addition to channel, the other is fast up, the future mobile game strong I feel no need to use channels , of course, the channel will be more divided before, now the channel cent of the money theoretically will be less and more, when a mobile game developers more successful, more attention to the brand, I believe that the power of the channel will be weaker, so I am optimistic that in the future more mobile game application developers will be able to make more money.

Yang Weiqing: Do you agree with this view?

Chenhao Zhi: Hear UC this kind of attitude and mood, I am very happy, theoretically game practitioners should have a good life, but to tell the truth is unlikely, the channel must be a strong, this is for sure, because up to today, on the phone to do the game, whether it is Apple or 91, to 70%, this year 360, 91 up to 50%, just because 91 immediately to bid rankings, to bid to launch, theoretically, a company's profit costs on the platform to pull more than 60%, or even 70% mobile games quickly from the developer account for more than a period of time, and then in turn, the phenomenon becomes more and more obvious.

He Xiaopeng: If you do the product or you do the game, can not advertise on it, can not with the channel very close to pay the form, whether the user will take the initiative? Don't worry if you have quite a large active download.

Yang Weiqing: So products like yours are downloaded voluntarily by users.

He Xiaopeng: If the channel is decentralized, there are 2 to 3 to vote, each channel will say, for example, we have a lot of competitors, the UC from its shelves down, but does not affect the release of the game, I believe there will be a lot of good games, not too worried.

Zeng Liqing: Good product developers performance will be very good, or have a very strong premium ability, I think do product developers if today do a hand swim to do 80 points on the miserable, must achieve 90 points, 95 points of the level, how always they will take the initiative to find you, I now see the situation is in the game developers do very good is the agent is very good, if the medium level, are plagiarism, are very miserable.

Yang Weiqing: Divided into two types. Thunderbolt in the past to download the field in China to do is the strongest, then in the video, games, some layout, how do you think of the future with mobile Internet, these traditional internet companies should be how to deal with, you should also do a little hand swim or do something else, you have what to deal with the prescription, make some comments and suggestions.

Shenglong: We found no need in the download tool.

Yang Weiqing: You got a grenade.

Shenglong: So we've been thinking over the last three years, are we doing a standalone wireless product or adapting to the development of the wireless Internet, to extend our services to the end, these two years is particularly obvious, we found that the large Internet applications across the screen in use, end-to-end frequency and capacity in the rapid growth of thunder in the past three years, Three years ago, in our first year, 70% of our income was advertising, 30% is personal income, which is part of the game collection, the past three years we are adjusting, we feel the need to put the download tool to upgrade it to a service, we are fortunate to find that the download tool to extend to a cloud accelerated data services , user access is very high, we have turned over in the first quarter, 70% is the member income, 30% is the advertising revenue, in the member income found that 25% of the users are the need for the end of the sales service.

Mobile internet, especially when four screens arrive, again appeared the millet nucleus appeared the family living room screen growth, the television set brings more Internet data, we saw uses the television to play the game, even does many PC Internet thing, these four end brings the application, the cross end consumption is more and more exuberant. Today the Internet is still the same place as before, the first kilometer of data can not meet the last kilometer of the needs of users, but also need to do network optimization, so we in this area, the data transmission capacity of their own cloud to extend to the end of the past, with games, such as mobile phone games, today has this trend, Mobile games have been hundreds of megabytes, G to develop, this is the trend of the end of cloud computing. Also includes the big data this piece, one applies to this application to play to what point, still has the very big space.

Thunderbolt has such an opportunity in the four-screen big internet era, to be able to transfer data and large data, across the screen this thing can be extended to our products, the challenge is great, in the past three years, we have found a way.

Yang Weiqing: We also look forward to the Thunder can be in the mobile internet foothold, where to see not hundreds of millions of U.S. dollars in the offer, but tens of billions of U.S. dollars quotes. A lot of people are very curious about the shopping mall, mobile shopping solution, in the end, how user stickiness, you think this business model can be long-term foothold, or you think mobile e-commerce have what kind of opportunity?

Wang: The first time we do pocket shopping, we only do mobile terminals, why the electrical business development so long, find things more and more difficult, we found that everyone likes different things, shopping needs are difficult to be clearly expressed, on the phone to become more complex, so we want to follow your preferences to choose again, You can see your favorite windbreaker when you search the windbreaker, others search windbreaker can see his own favorite windbreaker, how to help users find their favorite things, the second is to help businesses get low-cost traffic, users if you can quickly find their favorite things or good, we have a lot of mobile phones this help users find tools, such as personalized search, you search your favorite things, we have a lot of technical means to try to help users quickly find the things he likes, because you are difficult to turn over a few pages to make decisions, we see that our experience is good, on the mobile phone per capita transactions more than 5 million, and this data has been high growth, In fact, we have done a user interview, we think that users feel that the payment on the phone is very troublesome, in fact, when we really ask those ordinary users when they feel very convenient, very safe, we interviewed the girls in Shanghai, they said that when they returned home do not want to open the computer, a see the computer will think of work, mobile is life, We only need to focus on mobile internet is enough, because the user's consumption decisions will be more on the handheld devices, so this is our thinking and progress.

Yang Weiqing: It looks pretty good, what kind of company do you think you are doing in the mobile electric business? What are some of the patterns that can be developed in the mobile electric business?

Wang: We're also part of a half groping phase, and it's possible that a lot of what I say is not true, because there are a lot of things are still better, some people say that mobile phone business may be on the mobile phones on the volume and the PC is not the same, I follow the pc of the deal inside down look, after watching no feeling, then I was thinking is not can change a train of thought, The least successful user on the PC, which is the most unlikely to be successful on the PC, the mobile end can not be successful, the result I found such as call Car service, in the PC, called the service, I often call the car on the phone, change the takeaway, it is very acute, so it is easy to succeed. The other is the time to fragment, the user opens the shopping website, to pass the boring time, in our data inside 10 o'clock is the peak of all our mobile use, we may depict a more specific scene, the girl lying in bed shopping, I feel that mobile terminals create a different use of the scene, around these aspects can find some new opportunities. And the other thing is we found out on the mobile terminal, our users have a lot of data behavior than the PC, now the turnover of 5 million, but the user collection of goods to 15 million, on the mobile phone because of small screen, look, so that the user to meet a certain standard time, will be first collected, and then slowly look at , which can help us better understand what a user likes and dislikes. Second, we're wondering if it's a collection, forwarding 1%, turned into a deal, we succeeded, and then we found that there are 1000 users have a trench coat, why the collection of windbreaker, because consumers like, and then we contacted the seller, you can take it as a group buy, give everyone a discount, not sold nor lost, Sold as a group purchase, the seller of the check-mark gave the price of 70 percent packets of mail, the next day sold 300 windbreaker, reached the conversion rate of 30%, because the user on the mobile phone more active on the display of his preferences and collection of data, is not interested in the user to turn the matter into a deal, before we sell things, I produced a teacup, find who likes him, and then sell this cup to this part of the people, now we are locked, things determined, finally find who produced it, this thing is relatively simple, the business in turn.

Yang Weiqing: Wang speaks well, after the game is business, game business now to slowly start, Wang did walk in the forefront of E-commerce, and finally simply ask you what you think there are some of the better opportunities, Wang just talked about the opportunities in mobile power, now what kind of opportunity, in your side, Is it worth the company of the Internet in South China to do business?

Chenhao: I think the mobile game just started.

Yang Weiqing: Now someone says it's hot now and don't come back.

Chenhao: The best corporate feature of the future mobile Internet is very simple, users 2 hours a day debris 40 minutes of debris time, you can occupy a percentage of the inside ratio, you accounted for the amount of time per minute, his consumption conversion is how much, both multiplied is your value, today the game market is just beginning, behind and music , video, entertainment and a lot of space, today the market has just begun.

Yang Weiqing: Optimistic.

He Xiaopeng: I think China's economy is slipping, but the internet, mobile Internet must be on the up, I think the mobile electric business is still in the early stage a little bit, not so fast, multiple-screen interaction may be a future direction, multiple screen does not represent must be four screens, such as 360 new search, It's actually a pirated app, and there's a lot of new changes that can be a lot of new opportunities.

Zeng Liqing: Look at this opportunity, the entire Internet industry, the game comes with a chance, and I agree with He that the so-called multiple-screen interaction includes some portable processors, or changes to the UI method or input hair, and so on, because I'm investing, and unlike them, I'm now spending more time watching electric cars, We also look at some energy companies.

Yang Weiqing: I know you made an Android game phone.

Zeng Liqing: It's a hard job.

Yang Weiqing: Do not advise everyone to do?

Zeng Liqing: This project we voted for more than two years, took some detours, now the machine before the time in Beijing to do the first, feel good, do hardware than do software is much more difficult, we are not dead ray.

He Xiaopeng: South China's understanding of the hardware in the country is very strong, South China difference Why not in the hardware and software integration process has a particularly strong company out I also play a question mark, before I think no one strong marketing, look back, the southern part of the past, whether it is to do DVDs, their marketing ability is very strong, Now in the mobile internet age, I think there will be some new companies coming out in south China.

Yang Weiqing: Needs to have the dream, has the execution ability, like Hering such person more participates in the South China Science and technology construction.

Shenglong: I think the community as a range, service-oriented, but through some internet 2.0.2 way to do, the second is the hardware in the community Internet there are many opportunities, large to Internet refrigerators, small Internet set-top box, I think there are many opportunities. And then the traditional media, walking is the channel of radio and television, today began to have more and more TV link to the Internet, when the mobile phone, when the other screen and traditional media content to take the first channel, when you see the TV, mobile phone is know I think there are a lot of special opportunities.

One more case, a particularly good company, should be the beginning of the year at the end of last year is very hot, in the United States called Job box (homophonic), it is not acclimatized in China, because everyone's pay habits are not the same, the second is the Chinese bandwidth is very expensive, China is 10 yuan, the United States received 10 dollars, Bandwidth servers are just as expensive, so there is no profit, because the environment is not the same, I feel the technology brought by the business model challenges, if you can solve this bottleneck problem, there are many opportunities.

Yang Weiqing: Just now, ladies and gentlemen, from their point of view, many opportunities exist for mobile Internet, from a variety of data to see the development of the entire mobile internet has just begun, so we still have a lot of opportunities in the future, with the Internet industry in South China have more cooperation, I was a time ago with my wife in Beijing to see a place, Because of a farm, he is using a camera, you can use mobile phone to see your bag that point, see those crops, real-time monitoring, in fact, the Internet has not only the fruit with pancakes, with more and more traditional industry more integration, will be born more and more opportunities, many times we think the Internet is not an industry, The internet is like water and electricity, deep into people's lives, I hope you can seize the Internet opportunities, to achieve greater performance. Thank you!

Moderator: Thank you, Mr. Yang Weiqing, for your guests ' sharing. We saw the development of the mobile Internet industry from an investment perspective this morning, there are four minutes in the afternoon, will be on the five floor to share, including the Internet technology, Internet marketing perspective, I hope everyone here can continue to attend this afternoon, the next afternoon with a warm applause Thank you gentlemen and friends, thank you!