Yu: China Mobile internet faces a collective opportunity of Nanyang

Intermediary transaction SEO diagnosis Taobao guest Cloud host technology Hall

The Long-running web and app battle seems to have a new answer after 91 was bought by Baidu at a premium of $1.9 billion. As a representative of the mobile browser, Yu apparently wants to stand on the side of the web, and he believes that the common prosperity of the app and the web will be the long-term pattern of the mobile internet, so UC is doing its best to push the uc+ open platform for web apps and Plug-ins. In some non-high-frequency requirements and long tail requirements, even if HTML5 will take years to mature, the browser is still a very important portal.

Zeng Ai: Many people think that mobile Internet is a global market, because of the app Store, Google play, such as a global platform, the market began to become flat, what do you think?

Yu: There's a big difference between mobile Internet and PC. PC is a globalized market, and mobile Internet is a global market with obvious regional characteristics. UC divides the global mobile Internet into 4 regions: Europe, America, China, Japan and South Korea, and developing markets.

Japan and South Korea is the mobile Internet development of the earliest regions, the market has a lot to summarize the place, but we will separate the market, because the endogenous nature of the two markets is more obvious, basically the industry has influential enterprises and business model, are born from the local.

In these markets, the U.S. market is the most open, and Japan and South Korea is the least open. China is part of the middle, half particularly open and half closed. The markets of developing countries, including India, are particularly open and dominated. Developing countries, such as India, have difficulty in having local leaders.

Zeng Ai: How did UC think of entering the Indian market?

Yu: We made a decision at the end of 2009 to open up the global market, when it came to the question of whether to play eastward or westward. In order to choose their own development route, we asked ourselves a few questions.

The earliest we found that Baidu to hit Japan, pay a high price, the effect is very bad. Then we study the Chinese enterprises overseas market most successful who is Huawei. We began to study the internationalization of Huawei.

Developing overseas market involves the problem of road map, organization structure and talent echelon construction. Huawei has two large-scale internationalization, one of the attacks on the U.S. market, failed. The second is to hit the developing countries first, then hit the developed countries. You will find that this strategy is similar to that of Chairman Mao's rural siege city.

In a way, I think Chinese companies have to go to the countryside to surround the city to be successful. To become an international enterprise, you have to prove that you have the ability to go out before you can prove that you are capable of becoming a global leader. To become a global leader directly from Chinese companies, it is hard to see the road through. The first conclusion we have on Huawei is this.

The second conclusion of Huawei's study is to explore the organizational structure of overseas markets, namely, the internationalization of organizations and how Chinese people manage foreigners.

2010, I went to Indonesia on business. Indonesia's Huawei has 1700 people, only more than 200 people are Chinese, that is to say, 200 people led 1500 foreigners. We began to wonder why Huawei's international business was so strong. Our international team, a considerable number of colleagues are introduced from Huawei. In the internationalization of the team, Huawei is China's strongest, the few do a better business.

We now have more than 30 employees in India and plan to have hundreds of people next year. We demand that overseas companies, Chinese employees should not be more than 30% of the proportion.

Zeng Ai: UC in India market progress so fast, you mainly through which partners to open up?

Yu: We have experienced three phases of Air Force, navy and army in the Indian market.

The first stage we call the Air Force, that is to say, no one in India, no partners, is their own products in the ground.

Our first group of users in India, similar to China, are those who like to play computer games in India. India also has a number of mobile enthusiasts forum, we put the products into India's local playing machine forum, only in the formation of Word-of-mouth users, the formation of dissemination of benefits, products have the value of the iteration.

We did not have any employees in India until the size of the Indian market reached 20 million. Start with the Indian market, or take Chinese products, the next language adaptation is taken. In the mobile Internet market in developing countries, China's mobile internet is an absolute leader in relation to developing countries. China leads India at least 2.5.

In the second stage we call it the Army, build a local platform, take root locally, and work with local partners. We are in the Indian market, also looking for a lot of Indian local enterprises, such as India's Sohu, India's Taobao. It was probably 2011.

Zeng Ai: What is the difference between Indian users and Chinese users?

Yu: For example, Chinese users have a low demand for the web, and Indian users because many do not have a PC, the demand for downloads is very strong, so the demand for the network disk is very large. UC has done a lot of optimization on the disk, so that they can see better content, convenient storage, forwarding.

In the process of localization in India, we strengthened the Cloud Browser service and joined the Web navigation service, which made local users in India more like it. Our cloud browsers are faster and more traffic-less than the operating system's built-in browsers.

Zeng Ai: China's Huawei, ZTE, Lenovo and other enterprises, in the Indian market is also good, UC in the Indian market, and these enterprises have any cooperation?

Yu: China's mobile internet companies are actually creating a once-in-a-lifetime opportunity for the group to become Nanyang. We have been thinking how to use the power of these Chinese enterprises to explore overseas markets. This is what we call the "Navy" era, starting early this year.

Indian market, the number of production of mobile phones from China is very large. India's mobile phone market is mainly divided into two kinds, one equivalent to India's Tianyu Lang Tong, is the terminal channel, and now also increased the independent brand, now this part of the proportion of the increasingly high.

The second part is the independent handset brand, the international brand occupies the Indian market half, the Indian local brand accounts for more than 30%, the Chinese brand occupies the comprised more. China's Lenovo, Huawei and ZTE are selling more and more in the Indian market, and there is a lot of cooperation between us and these Chinese brands.

Zeng Ai: UC Browser or through the pre-installed way in?

Yu: We still work through the pre-installed way. But unlike at home, an app is loaded in the form of a mobile phone. We have adopted Intel's similar "Intel Inside" advertising subsidy, that is, the other side of the phone box printed on the UC logo, we will give subsidies. If the other side of the mobile phone is a strong brand, our advertising fees will be higher, if the other side brand awareness is lower, the subsidy is less.

Zeng Ai: Now micro-letter, UC, such as platform-level mobile internet companies have a large scale of users abroad, small and medium mobile internet companies are equivalent to get a chance to use your sea?

Yu: Now there are a lot of Chinese companies follow UC to go overseas to play as a representative. Micro-letters in India and UC also have cooperation. China in the mobile internet era has a collective under the opportunity of Nanyang, we must grasp. After all, Chinese companies are the same kind of voice, the same culture, many business communication is more convenient.

Zeng Ai: A few years ago, the industry has long been plagued by the web and app dispute, recently because of 91 sold to Baidu, and there is a new round of discussion, now how do you look at this problem?

Yu: Let's look at what's happening on the PC, there are only two kinds of software left on the PC today, one is the common basic software, such as the browser input method. The second is game software. The game market's big head still is the end swims. The game is very special to show the effect of the requirements, the display of the end of the tour is better than the page.

In addition to these two, many services are returned to the Web page, the most typical is video. Early years video is the client, and then the United States up to YouTube, China up the Youku, are on the Web page to play.

In the next few years, I think the entire mobile internet is a common prosperity for both Web and app.

At the beginning of this year we saw another feature of mobile internet, app has come to the era of post app, in the past few years, the wave of app entrepreneurship, few startups big. We look at the top 20 applications, most of them are giants or UC for more than 5 years old companies.

Post-app era, there will be polarization, one is super app, such as UC, micro-trust, micro-blog such as Super App. There is another category we call long tail demand, the frequency of demand is not so high, the chance of being eliminated is getting higher.

These long tail applications because it is not strong demand, I only use one time in one months to install a client. So the demand for micro-trust app will be very strong, and long tail demand in the web to solve the best.

Zeng Ai: How long do you think HTML5 's going to explode?

Yu: The perfection of HTML5 itself will take time. However, the form of the page to meet the needs of users, there are many solutions without HTML5. The big American sites are mini site mode, and Japan uses another web format of its own.

HTML5 it will take at least 2 years. HTML5 itself is a technical problem. It is not important for users whether you are HTML4 or HTML5. The most important thing is not technology, is to use the way of the page to render services. The main thing is to keep interconnection. The true meaning of the Internet is interconnection.

Web pages and apps, from the perspective of technology rendering, have the largest number of differences, the first difference is local operations, local storage, Web page local operations and local storage is very weak, while the app's local operations and local storage is good.

Second, there is no ability to push. Web pages can only wait for users to visit. And the client can push this is the page biggest two big bottleneck. To see your solution, how to solve these bottlenecks.

Zeng Ai: How much energy does UC now devote to HTML5?

Yu: The core of the U3 kernel used by UC browsers is the support of HTML5, which is the only browser kernel in the world that can do cloud acceleration and local resolution. Now the product is both can not be both, we are two simultaneous. This is a good support for H5.

And how to build a good ecological environment. The recent UC browser can directly call the fast-seeding plug-ins, you see any site to see the fast-seeding plug-ins, you can play directly, this is the past unimaginable.

Zeng Ai: After the micro-mail, we see the micro-credit public account this form becomes a new form between the Web and the app, do you think the micro-credit public account will become a new big class?

Yu: I just said, in the post-app era, it's going to be a way to do this super app. Just mentioned the fast-seeding plug-in, in fact, is in the UC browser between the web and the new form of the app, we through the uc+ open platform to help them promote the weekly download can reach about 300,000 times. The ultimate in the Super app can go to the end, must consider the platform open question. We see this in the competition between Android and iOS. iOS has a good user experience, but open Android is behind.

The first law of the Internet, open must prevail closed. If the micro-letter is open format, it is very promising, depends on its format standard. If it is a private format standard, it is back to the old road of closure. Openness is important for partners on the platform, who do not need to redo the content for each platform and end up killing content providers.

For example, you do from the media, you do a content, this content, can use micro-letter interface directly docking use, can also use UC interface docking use, can produce more valuable content. Conversely, if you can only produce micro-letters for the content, you can only choose one of two, which will form a long-term fragmentation.

Zeng Ai: Mobile Internet development to now, the main money is the channel and game of two enterprises, you think mobile internet next wave of large-scale monetization?

Yu: It took me 2004 years to understand a word. Business model = business model + Profit model. The business model is the first day for entrepreneurs to think about, but the least of all is the profit model.

The internet actually has only three business models, business-to-business advertising, the value-added services of the Business-to-consumer, and e-commerce with low buy and high selling. The profit model is not the problem of the enterprise, but the maturity of the industry. When you can earn a game of money, others can earn, this is the industry mature.

The maturity of these three ways of profit is regular, the first is advertising, the middle is the game, the last is E-commerce. Now the biggest mobile internet revenue is advertising. Baidu last quarter, at the mobile end of the income accounted for 10%, you can go to calculate, Baidu mobile search ads to reach how much scale.

Mobile internet advertising the future of the main product form or search, as if the current PC ads are still rising, but this money is not Sina Sohu to earn, but was taken away by Baidu. Mobile Internet because of small screen, will be the effect of advertising-oriented.

China market, I think, the innovation of the profit model has come to the global lead. The next outbreak will be mobile e-commerce.