Yu: Mobile Internet is embarrassing for Internet to encounter PC traffic falling

September 10 News, mobile Internet portal has increasingly become the internet giant battleground, UC chairman and CEO Yu in an interview with Tencent Technology, said the internet giant more attention to the mobile Internet layout behind, is all internet companies will face the embarrassment of PC traffic decline.

Yu that this June to next June, China's PC Internet companies all PC traffic will end, is not a problem, but next June will gradually decline, this is the reality that everyone has to face. "The number of Internet cafes has dropped dramatically, and user behavior has been significantly shifted to the mobile internet." ”

Yu that the mobile internet development than everyone expected faster, this is the same as before the tsunami effect, each company will stand in their own perspective to make good use of both advantages and resources to develop forward, which will inevitably lead to increased competition in the mobile internet market.

The current mobile internet encounters a bottleneck in business models, with some applications failing and the market cooling relative to last year. In this regard, Yu that mobile Internet existence false, false refers to a bunch of people watching lively, this kind of fire will gradually cool down. Real fire is the user needs in the release, whether the UC browser or micro-letter are growing at a high speed.

Many people think that with the app interest, the value of the mobile browser is lower, Yu also retorted that the browser and app is not the opposite concept, the mobile browser itself is the app, can be downloaded in the App store, the browser is a general-purpose app, the other is a dedicated app. With the development of HTML5, the problem of dedicated app will become increasingly exposed.

"iphone users have an average of about 70% traffic per month for app upgrades, not for browsing." App is a bottomless pit for the consumption of user traffic. "Yu that this is very harmful to users, mobile browsers still have great value."

According to the China Internet Network Information Center, as of the end of June 2012, the number of Chinese Internet users reached 538 million, mobile phone users of 388 million, PC users 380 million, mobile phone first surpassed desktop computer as the first major Internet terminals, PC Internet users growth slowed.

The following is an interview with UC chairman and CEO Yu Record:

Tencent Technology: Baidu CEO Robin Li announced recently, Baidu will open including cloud storage, large data intelligence and cloud computing core cloud capabilities, and the introduction of Baidu Cloud Seven weapons, how do you see Baidu's current mobile internet layout?

Yu: First mobile Internet is all enterprises need to pay attention to the field, Baidu in this time point layout a little bit late, in fact, should be more early layout, but have a strategy is certainly better than no strategy, because Baidu is more than 20,000 people's company, should be more clear strategy, let the whole company forward development.

You see, Robin's perception of mobile internet is also in a significant change, this year, Baidu Alliance Peak talks on the mobile internet feeling, not very positive, such as the mobile internet on the wine driving, this June talk, in fact, the core should be called embrace the Internet, like September this obviously positive a lot.

In fact, I think Robin Li is a bit conservative in his attitude toward mobile internet. Mobile Internet development is generally faster than expected, which is the same as before the tsunami. So mobile internet Whether you take the initiative or passive, each company will stand in their own perspective, using their own advantages and resources to develop forward.

Tencent technology: From Baidu to push seven kinds of weapons, and then to the development of micro-letter Tencent, internet giants on the mobile Internet more value, like UC as an independent company, how to face the entry of large companies, China Mobile (micro-bo) Internet in the end how will the development?

Yu: The first one I think the internet giants now pay more attention to the active layout of mobile Internet, there is a reason behind this year June to next June, China's PC Internet companies all PC traffic will be at the end, will be in their own business development is not a problem, but next June will gradually decline, This is the reality that everyone has to face.

Companies like UC have both advantages and disadvantages. The advantage is that there is no baggage. PC Internet companies actually have a huge asset burden, in the flow of the conversion process, their indicators are pressure. For UC, we are a relatively simple mobile internet company, I only consider mobile internet strategy can, relatively easy.

Of course, the mobile Internet market Competition degree will certainly aggravate, this is inevitable, this is not the giant not big problem, this is the industrial development value orientation, it shows that the mobile internet industry more and more mature, more mature competition will be more intense. For UC such startups, the most important thing is that you have to make your own every day the most advanced, others subversion you rely on? Depends on the product, the other is not to subvert you. So do not say on the product, I believe that UC will certainly win. This is a question of perception.

Tencent Technology: 360 chairman of the Zhou (micro-blog) raised a point of view, he said the micro-letter has been seized to the mobile Internet portal, other Internet companies are also stressing the preemption of mobile Internet portal, you think the mobile Internet portal is where?

Yu: I think the development of PC Internet 10 years shows that the entrance of the internet is not a two, the entrance of each era is different. Early portal is the entrance, search is the entrance, and then IM is also the entrance, and finally even input method everyone beaten badly.

My understanding of the entrance is that there is a flow of places to form a road, there are roads where there are entrances, so there are many mobile Internet traffic entrance. Did you say the camera was a portal? Voice is not the entrance? Apple is pushing Siri, do you think that's the entrance? I think the number of mobile Internet portals is much larger than that of PCs, which is caused by the physical characteristics of mobile terminals.

Therefore, in the mobile internet market, there is no one can control all the entrances, Apple is enough to close, but also can not control all intersections. The second is that everyone is in their best business to develop their own traffic, will naturally form their own entrance.

Tencent Technology: An Internet CEO said to me, mobile Internet applications this year if not quickly reach 50 million user level, not only will not have the flow of access, but also may quickly out or die, you predict the mobile internet entrepreneurial tide will change?

Yu: I think the mobile internet false, real fire. False is a bunch of people watching lively, this kind of fire will gradually cool, but it will not be cold to completely no temperature, because this market from the entrepreneurial perspective is the best market. The second it has its real fire, is the user needs or real growth of users, whether it is UC browser or micro-letter are growing at a high speed.

This is real fire, is the user needs in the release, I judge the future of mobile internet need more experienced entrepreneurs, a recruit in the Internet entrepreneurship War, may be outdated, may have experienced teams will be more and more fighting.

Tencent technology: From the current Baidu and the 360 war can be seen, the browser on the PC is very important, it has a good entrance, you can import traffic. Do mobile browsers play such an important role in mobile internet?

Yu: Browsers see things differently in everyone's eyes, at least two broad categories. A large group of enterprises called Software Enterprises, typically like Netscape, IE browser, these browsers are a software tool, but another class called Internet companies, UC in 2004 understand this truth, Google is in 2008, Odd Tigers in 2007, 2008 Understand this truth, They see the browser as an Internet service platform. Just like the difference between Microsoft and Google. Microsoft is a software company and Google is an internet company.

So in the eyes of an Internet company browser, as the platform for Internet services, a lot of changes, everyone has their own road to development, as if many years ago IM, its ultimate goal is what? What's the value? You see now Tencent im is also a huge platform. Said the search is a very focused product, but you see today's Baidu, mainly how you define the search, how to define the browser. I think the definition of a browser is different in everyone's mind.

Tencent technology: Now do mobile browser manufacturers more and more, including Baidu this year also exerting a mobile phone browser, 360, Tencent earlier also in the browser, these giants into the UC what kind of impact?

Yu: Baidu Browser does not start this year. Baidu released the mobile phone browser 2.2, has done for nearly two years time. First, all market products are to create value for users at the core, users will vote on the mobile internet to choose who. This I think there are more people to do the browser, for UC and everyone has a benefit, we are easy to accelerate innovation, there is a driving force.

2nd, every enterprise has its genes, UC in mobile browser for 8 years, we have competed with these competitor products for many years, including with QQ has four years, with Baidu, 360 have two or three years, this is not a new, also is not an answer to the topic, should be a no answer, the status of sustainable competition, So I think UC do their own thing on the line, is to focus on their own innovation. As long as the competitor cannot surpass your product, it will not surpass your company.

Tencent Science and Technology: Before the industry rumors Baidu to buy UC, I talk to the industry, they also suggested that Baidu acquisition of UC, because Baidu has been emphasizing the cloud, in the field of mobile internet shortage, you and Baidu cooperation is very close, how to see the Baidu acquisition of UC views?

Yu: I answered this question more clearly on Weibo, UC is not for sale, so UC Independent development This is the only way we choose. 2nd, UC as a browser, the browser itself is a natural open platform, so we will be with the browser users of the specific business to form a partner, consulting, search, including IM, we can establish a good business partnership. So this two point principle, UC more persisted. The first is that we are not for sale. The second is open development.

Tencent Technology: Now app application is very popular, it actually put the importance of the mobile browser to some extent, I do not know whether you support this point of view?

Yu: In fact, many people put browsers and apps in opposition, I think this is a wrong theory. First, browsers are apps, browsers can be downloaded in the App Store, browsers are general-purpose apps, others are dedicated apps, and we have our own judgment on the development of generic apps and dedicated apps.

With the development of HTML5, the problem of dedicated app will become more and more exposed. I'm telling you a number, the average 70% of the traffic per month for iphone users is for these app upgrades, not for browsing. You think that 70% of the traffic per user is used for app upgrades, which is a lot of harm to users. He doesn't know why the apps in his phone will tell you to upgrade for a while. App is a bottomless pit for the consumption of user traffic.

Tencent Technology: Baidu Vice President Wang Jin that the web and app Fusion accelerated, WebApp trend is obvious, is the mobile internet industry, an important trend, how do you think of the future of Web apps?

Yu: Web App is the strategy that UC made three years ago, it is the first one in the industry, and we are the center of the largest HTML5 web app in the industry, so we have hundreds of applications, and more than 50 million users installed. So I think that web apps are a strategy for the future we believe in. Three years ago we set three keywords, browser kernel, HTML5, Web APP, these three are the most important architecture changes in the future of mobile Internet.

Tencent technology: Like now the mobile Internet feeling away from the money relatively late, web app is a money from the recent project?

Yu: No, the internet needs to match its "second-rate" choices, stream of people and cash flow. So today, mobile Internet entrepreneurs are only concerned about how to build a good people. For example, micro-letter, its development is also good, I believe that Tencent also did not put the micro-letter how to make money this matter to understand, this is not the key, the most important thing is that you meet the long-term health of the user needs, there must be a way to commercial cash flow.

Tencent technology: How big can you possibly do this year? Do mobile games bring you high income?

Yu: There is only one, in the mobile game, we set a goal this year, is to give partners more than 100 million of the division, I believe this goal is certainly easy to achieve this year. Mobile gaming is one of our important revenue attempts, but because we are unlisted companies, financial data is not so easy to share.