Tencent Science and Technology this week launched the "Big Chess Game" planning, about Tencent, Baidu, Ali, Sohu, Grand, 360 and so on the Internet giant succession of "whole business layout" background reasons and specific strategies. In the next 5 years, we are likely to see the Giants in each line of business to cast a chess layout, a full range of competition, checks and balances, this situation may become the mainstream of China's internet in the future.
Tencent Science and Technology (Lei Jianping) August 12 News, at the end of April, Baidu Webmaster Federation Conference, a website navigation station responsible is very excited, and constantly blamed 360 squeeze its living space, resulting in a decline in the days of traffic sad. In fact, this is a lot of site navigation stations are facing the difficult situation.
In these site navigation stations complaining about the sad days behind, accompanied by a rapid expansion of the 360 business. With 360 security defender users more than 300 million, 360 of the layout also from the original single Trojan killing extended to the entire security field, and set foot in the browser, Web site navigation, download and many other fields.
People familiar with Zhou's view, 360, tells everyone that security is a great gateway to the Internet beyond browsers. Zhou is to carry a huge client and browsing advantage to build a 360-client empire: not only the launch of browsers and navigation stations, 360 may also cut into the search field, and 3721 times rival Baidu again contest.
Previously there have been rumors, Sohu for Sogou business to seek cooperation, and 360 have had "substantial" negotiations, the two sides will form a joint venture. But the strongest resistance from the highest level of Sogou. Finally, Alibaba and Sohu cooperated to form a joint venture company.
Previously, Zhou in the exchange with the industry, did say that can consider accepting some Internet companies strategic alliances, the possibility of joint larger search.
Building the client Empire with security channels
At present, 360 has become the leader in the field of domestic security, and the acquisition of optimization software such as Master. In the field of mobile anti-virus, in addition to pushing mobile phone security guards, but also the acquisition of the second largest mobile phone security manufacturers, according to the view of the data provided, 360 has surpassed the Network Qin and other rivals to become the first mobile phone security industry.
Not only that, in the security market has achieved great success, 360 business also extended to browsers, Web site navigation, software downloads and many other fields, by the "Safe" channel, 360 Security browser is also faster than the proud tour of the browser, in the market to obtain a huge share.
360 site navigation station with the advantages of the browser to seize a large number of Baidu's hao123 share, even has "almost" Hao123 the first site navigation status. What needs to be explained is, Hao123 estimate contributed Baidu 15% traffic.
If security vendors can provide or recommend software, Web sites and browsers that are labeled "safe", most users will pay for them, the FT wrote. 360 do is safe, but reap the full range of Internet services in many markets. As a result, 360 for the entrance, or for the gate keeper, which makes the next expansion easier.
360 The next step is to increase value-added services for a small segment of the population. 360 Chairman Zhou said 360 will launch two value-added services: secure storage services and one-on-one remote maintenance services. Only secure storage services, a year can bring 360 revenue of 400 million yuan.
In senior people's view, relying on the current game joint operations, software promotion, search is divided into 360 difficult to market, but through the free provision of basic services, through value-added services to charge the model is proved to be able to pass, the listing has a perfect concept.
At present, a large number of antivirus manufacturers, browser manufacturers, Web site navigation station Webmaster worried about the 360 rapid growth of the impact of their own profits, are in the guessing 360 client empire will extend to where.
Can easily enter the search field
A person familiar with the 360 industry said to Tencent that 360 currently occupy the client and grab the user and traffic. 360 Antivirus and browser, the future can also do 360 security players and 360 security downloader. He believes that 360 has the relevant business, in the future only need to modify the interface or the investment of the company to enter the acquisition.
"Just the current download and player that kind of client is not very big on the 360 attraction, there is no mature mode of making money, 360 is not in a hurry to enter, once the future found that can make a lot of money, 360 may quickly enter and capture a certain market share." ”
These people pointed out that 360 currently through the browser monthly access to a large number of search, when the user is accustomed to the 360 security browser in the search box to search, 360 is fully possible to enter the search field, the default search to its own search technology.
360 also gathered in the field of network security, search operations in the field of a large number of top talent, including the original Friends of the network CTO Tanxiaosheng has been in 360, the original Baidu chief operating officer Peng also by the fund in the way it is stationed 360 Zhou 祎. The specific arrangement is that Peng is not directly responsible for the specific business of 360 companies, but indirectly manage the "Take-off plan" of Qihoo. This arrangement, one effect is to avoid the 360 and Baidu sensitive relationship.
People familiar with the matter pointed out: 360 has the original 3721 of the old team, in the era of Qihoo, has also launched more than 10 search products, the Internet many technology cattle are also in the 360,360 do not lack of technology and personnel, and now has so much traffic, into the search market is very easy. Just because 360 does not currently have the ability to turn search traffic into revenue channel system, so with mature channels of search companies such as the establishment of Sohu joint Venture Company is a shortcut.
A senior personage has pointed out to Tencent Science and technology, currently in the domestic search market, 360 can cooperate with the object including Tencent search, NetEase Youdao, Sogou, Sina Love asked some small and medium-sized search vendors, the most likely to cooperate is the Sogou, one sogou relative weakness, and Sogou also has its own clients, and 360 business is closer. But Alibaba and Sohu joint venture, make this idea dashed.
However, Zhou recently responded to the industry's rumours that 360 would enter the search market, claiming that 360 was a small company and that there was not much chance of success. Zhou said: "Although I have a search complex, but do you think the search today, you think there is a chance?" Why do we have to ignore the interests of investors and users in this market for personal sentiment? ”
In this respect, the industry's comment is that 360 do not need to have too many enemies, the timing is relatively immature, but the future is not measurable. "Although the old week has been bullish on the concept of cloud storage, to rely on mobile value-added services charges, but whether the user will pay has not been confirmed, his heart is not necessarily bottom." In contrast, business opportunities in mature markets have been proven. ”
New opportunities in the mobile internet field
Now the mobile internet market has been more and more bullish, the major mobile phone manufacturers, internet giants have poured in, 360 is not an early walker, but has a large layout.
It is understood that 360 mobile phone guards have been officially launched on March 4, and the rapid growth of users. Plus 360 companies announced the acquisition of the letter, 360 in the mobile phone security market is already the industry's first position.
Zhou pointed out that 360 in the mobile Internet field, as in the PC, the introduction of basic free security services. The current job is to do the job well and not consider other business for the time being.
However, analysts and industry insiders said the 360 in the Mobile phone security field, and even the view that 360 can be born in the mobile phone industry a Baidu.
Fangli believes that 360 can further develop users, so that 360 mobile phone security services to become standard mobile phones, and by the terminal phone customization, thereby leveraging the operators and mobile phone manufacturers. In addition, mobile Internet mobile phone security is the back-end charge, the user's control is not strong on the Internet, 360 will do some based on the front advertising charges, such as the search, download, music and other mature technologies migrated to their own mobile phone security platform, and rely on advertising to gain revenue.
But like the wired Internet, the 360 Cheong wireless internet ace is still secure. Mobile based security applications are very different from the wired Internet. So, innovative mobile security products and models are still the most tested places for 360 and Zhou.