Zong Ning: The value of mobile internet is far overvalued

Mobile Internet and IoT is now a relatively fire field, as if it represents the future trend, but from the present point of view, the Internet of Things is still a complete emerging areas, and the mobile web, far less than the imagination of optimism.

These two things are often put together, in fact, the internet of Things is a new area, and the mobile Web is only an extension, or even not strictly the mobile Internet is counted as a part of the network of things, after all, the mobile phone or pad is also a concept of things, and then many of the control of the Internet can also be implemented through mobile phones Therefore, the value of mobile Internet is an extension of value, not a complete value chain.

For example, mobile Internet can be used to book tickets, and the traditional Internet can also be used to book tickets, the difference is the interface and device problems, so to see, the timing of mobile Internet value, now can not use the Internet just appeared to do a comparison.

Many people think that mobile Internet is a big opportunity, because the number of handheld mobile terminals is very high, more importantly the viscosity is very high, almost always with, so his value seems to be very high, at least not much lower than the Internet. But from a personal standpoint, this kind of judgment is more casual.

There are many restrictions on mobile internet, and the difference between the Internet is also very large. There are three main problems.

1 hardware problems mobile Internet terminal processing capacity, communication operators to provide bandwidth and so on, but the most important is the battery. Other hardware levels are constantly advancing, and now the biggest constraint is the battery. This, Apple users feel the deepest. In the case of battery capacity limitations, the core function of mobile devices is to communicate, not to entertain. This is one of the different access to Internet computers.

2 software problems The application of Internet technology is unified, including the access side of the operating system is basically Microsoft System, network protocol technology is basically a common unified agreement. But now, the mobile Internet's representative Apple itself is closed, Android is open, and many other alternative systems. The solution is to use a variety of carrier applications, but these applications are limited to the terminal processing capacity, in my opinion, are toy-class applications, it is difficult to achieve business or enterprise-class applications, which also greatly weaken his viscosity and business value.

3 The most important point of the user experience is the user experience, the Internet is occupied by individuals for a large period of time, such as work, such as leisure, and mobile internet can only fill debris time, if it must be connected with what the real thing, in fact, and the media have similarities, the use of such as the debris time of the elevator. This is not to say that his value is the same as Jiangnan spring, unless your mobile phone can also automatically play ads, and users will stand where to see.

These three aspects of the problem has not been discussed, only a general situation, and then to illustrate the problem is that the mobile Internet is not only incomplete, but the actual value is limited, not only very limited, and future development is very hesitant. Who knows if Jobs died, will there be another system out, and then people have to change mobile phones, the phone will not use the same application? Hard。 So many people are focused on the mobile web game or Web application direction, in other words, the Internet in all directions, the mobile Internet are trying to expect an outbreak.

From the current point of view, the mobile internet to occupy the time of fragmentation of the property is not changed, such as micro-bo this thing, the application of mobile phone is very successful, but that is the extension of the Internet microblogging, is not a stand-alone thing. Another thing is other applications, such as the application of ticketing, the application of the payment, these consumer things on the phone has a good performance, but also easy to achieve cash flow, but from my point of view, this is only the original network ticket sales of a channel extension, the overall improvement is the network ticketing user experience. The biggest consequence of this is that he has commercial value, but may not have a significant investment value. Because users only use when using, there is no browsing and attention.

In this way, the best mobile Internet applications are games, such as crazy birds, free time can play a game, the pace is also fragmented. and the Life service class application also has the market, may better help everybody to improve the efficiency, therefore said "the application" the word has been very good, he did not use the software or the procedure to name, probably is this reason. A successful mobile internet application is probably the same as these two conditions, full of fragmentation of time entertainment and increase the convenience of services, such as the public toilets, buy movie tickets, bookkeeping, and so the unexpected fire.

I admit, this area is very hot, developers make a lot of money through a variety of applications, the system vendors also sold a lot of mobile phones through the software platform, there are some applications have a huge download, but eventually they have to make a computer version, plus a cloud, in order to achieve his final landing. I would like to reiterate here that I am still talking about the value of investment. In other words, it may or may not be big, but it is important to be able to do a large amount of industry, rather than a star application. If from this point of view, the application store is more mature and stable, but the maximum installed capacity of the application store, should still be in the hands of the system developers.

Mobile Internet as an extension of the Internet, has a great application value, but has not highlighted the value of investment, is the so-called occupation, explosion, stabilize the user base and viscosity. Applications appear more quickly than the site, and the mode of transmission is very single, 100,000 sites, you can spread through the Web site link, can be 100,000 applications, you look for a long time. And the same kind of too much, can not be homogeneous distinction, from here, and buy or mp3 download very much like. Buy many, the last fire is group buying navigation, and even evaluation.

If you have to say, when mobile internet can have a large-scale progress, I think the key is not Apple or Android, but Microsoft. Now the biggest barrier between mobile terminals and computers is that computer software is based on the mouse, and mobile terminals do not exist this device, which is a fundamental difference in the mode of operation. Only win system also touch screen, to drive the software industry to the mouse, the software industry touch screen, mobile terminals and PC docking to seamless, so that the application can be upgraded from the toy class to the commercial level, the value of the scale, only more imaginative space. As for Google's cloud system, it looks beautiful, but it will take time to change entrenched user habits.

PS: This article is difficult to write, after all, is a new big industry field, a short space can not be informative expression. And the unknown is too much, can only be said to be opinion, for reference only. Only from now on, the potential of the internet of things is even greater, the mobile web is overvalued a lot. Another hearsay message is, currently 95% of mobile internet advertising is concentrated in the iOS system, from this point of view, the commercial value of the mobile Internet is not generally popular in the business world, and iOS because the concentration of high-end users, such a performance, understandable, but may not be universally representative of the value.

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