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    Chen Yizhou: Internet Co'S Acquisition Of Mobile Terminals Will Become A Trend

    2011/8/18 14:25:00 50

    Chen Yizhou Internet Acquisition Mobile Terminal

    Thousand rubber interactive Chairman

    Joe Chen

    The mobile Internet industry will enter the combat stage, and the cross industry traditional Internet Co will become the trend of mobile terminal manufacturers.


    Chen Yizhou said that from Google's $12 billion 500 million acquisition of Motorola mobile, we can see that today's mobile Internet industry has three characteristics.

    First, the development of the entire mobile Internet industry will officially enter the combat stage, and some companies will be acquired.


    Two, the mobile Internet platform company has four main forces, Google,

    Apple

    Microsoft and Facebook are also included in China, including Tencent, China Mobile and so on.


    Three, the trend of cross industry traditional Internet Co acquiring mobile terminal manufacturers.


    Chen Yizhou believes that mobile Internet Entrepreneurship

    Investment

    The rule is quite different from the PC Internet.

    The biggest difference is in the cycle.

    The Mobile Corporation, terminal companies and all peripheral companies on the mobile Internet are completely different from the beginning, development, maturity, decline and decline of the entire life cycle and PC Internet performance.


    First, the cycle of terminal replacement.

    The PC Internet cycle is changed in three or four years, while mobile phones are for half a year and once a year.

    This is the change of maturity cycle.


    Two, the application of distribution channels is different.

    PC Internet has no app store channel like apple or Google.

    This is a change in the environment.


    Three, in the mobile Internet value chain, the proportion of value captured by domestic companies is lower than that of PC Internet.

    On the PC side, there are Lenovo giants in China, but on the mobile side, Apple has a lot of application end value with App Store.

    In addition, China's ignorance of intellectual property protection is one of the reasons why domestic companies are on the low side of the mobile Internet value chain.


    For the development of mobile Internet in the future, Chen Yizhou predicts that the terminal companies such as black mold and NOKIA will have bigger changes in the coming year, and may join one of the three giants.


    Second, mobile payment will bring huge opportunities to China Mobile (micro-blog) Internet.

    It can be seen that foreign payments such as Google are not successful in China, and user experience is not the best.


    Third, the high speed changing environment is an opportunity for new small companies and VCs, but it is bad for big companies.

    Chen Yizhou believes that every big platform changes, it is difficult for large companies to react quickly.


    Fourth, successful companies and investors must be quick if they want to succeed in mobile Internet.

    Chen Yizhou said that in the three months of PC Internet, it is equivalent to one month of mobile Internet.

    The cycle of mobile phone update is fast, and the product renewal and promotion should revolve around it, otherwise it will not be possible to succeed.


    Chen Yizhou disclosed that at present, 40% of Renren's users come from smart phones, and will vigorously develop the mobile Internet in the future.

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