- If I say, mobile phones have become one of our body "organ", and maybe many people will not oppose it. In today's China, Best Smart phone shipments more than 90 million units per quarter, it is the United States three times. Life and business applications based on mobile phone has become the most exciting innovation in the business world, small mobile phone screens has become contested.
- Next question: who rules over our cell phones? On this little screen behind some new controls on the horizon? IResearch data provides a set of the last 20 months for me, including: top 20 App product usage duration, number of cover and so on. Thus, we have a glimpse into the real world of cell phones.
- Oligarchs are forming
- BAT control 60% handset
- First covers the largest number of first five products, in August 2012, QQ micro, UC mobile browsers, respectively, SINA weibo and 360 Mobile guardian, and in April of this year, the top five is changed to tiny letters, QQ, Taobao and Alipay, UC mobile browsers.
- The impression of one of the most prominent: oligarchic rulers are emerging.
- 20 months ago, the top five was divided into five different companies, but 20 months later, the top five were all won by Tencent and Ali departments.
- If you look at the top 20 covers the largest number of products, this trend is also evident: 20 months ago APP products belong to 13 completely independent company, can be described as the spring and Autumn period State chaos in the world, but now belongs to the "Warring States period". Among them, 7 belonging to Tencent Jia, apart from the Mall, sogou are "sons"; 7 belonging to the Department, which ranked fourth of UC, sixth and eighth youku Sina weibo, both heavily derived from mergers and acquisitions in recent years, MA in the mobile phone side layout are therefore very fast and resolute. In addition to these two major groups, Baidu for three, were ten other than 360 series two, SUNY purchase PPTV grab the a meeting, Sohu's IME retained half seats.
- We see when using long top 20 products. In August 2012, the top three all Tencent products, QQ mobile phone browsers, QQ, and micro-letters, respectively, while in April this year, ranking changes for tiny letters, QQ and youku.
- Micro letter, for example, in August 2012, micro total 7.554 billion minutes of use by April 2014 with total duration of up to 93.957 billion minutes, 12.44 times times the August 2012, that obviously increases stickiness. Longer than 20 months ago, when it increased by 6.4 times the total length of QQ mobile browser, that is, Chinese to increase significantly in the elapsed time on the phone.
- What's most impressive is the massive rise of mobile video, actually have five in the top video sites. It seems Visual gluttonous times, roared. Another can assume the future is that with the popularization of 4G mobile phones, hand will usher in an outbreak over the past 20 months, the mobile game away from ten in the rankings also improved to fifth.
- When used in a long list of top 20 App, oligopolistic competition is still significant, Tencent and Ali departments respectively accounted for five. Eric researchers calculated a particularly valuable data: when used at the month of all mobile phone users in the long, reached 28.01% of Tencent products; Ali products 7.53%; Baidu product is 3.14%. BAT and, close to the 40%. This figure does not include investments joint stock company by the BAT, Jingdong, youku, 91 companies and so on. A rough estimate, controlled companies dominated the BAT more than 60% of cell phone time.
- In other words, we open the phone every day, with more than half the time at BAT in the Empire's territory "is free to browse and consume."
- Strategic forces reorganization has been completed
- There are three possibilities
- Compared with PC-side,also android tablet pc, cell phone screen is much smaller, the corresponding, random searching and browsing time will greatly increase the cost, therefore significance far beyond the entrance to mobile computers. In the past year, around the flow inlet a series of action, strong mergers and acquisitions, and to this day, strategic restructuring of power seems to have been completed.
- Next may there were scene three: first, the flow hegemony is already taking shape. PC age of BAT's big three rely on capital acquisitions, innovation, the ability to import both user maintained a monopoly advantage. United States Internet model is very different, China's Internet economy has "environmental choice" feature, as a result, oligopoly pattern is very easy to produce. Second, the "e-commerce + financial services" and "video + game" cash will become the market's most important industries. From Eric's "Top20App China covering compound monthly growth rate in the number" one can clearly see in the table, in the last 20 months, covering the fastest growing number of App, mostly associated with this. Third, applied innovations will significantly lose the sharpness, breakout of monopolies and beyond requires more subversive capacity of technological innovation to realize. In this sense, wearable technology, voice and image recognition technology, and based on the materials revolution-linear information transmission of big data is the future is most likely to break through.
- Overall, business innovations are the result of economic prosperity, rather than a cause. Jiali·hamo argues in a book, the future of management, "today's corporate strategy of shortening the life cycle, one of the industry's rapid development is easier than ever. However, a faster development of the industry, its business model sooner will be stretched to the limit. ”
- Mobile Internet industry over the past 20 months that once again proved his point.