Mobile Internet manufacturers hard on realization of operational independence intended to occupy strategic heights
June 6, 2012, both Grand and Ali through different modes of cooperation has released mobile phone before that Baidu to launch mobile phone by means of cooperation, plus 360 and NetEase reported selling a mobile phone business, more and more Internet companies trying to mobile phone business. For Internet firms, relatively traditional handset business, Internet vendors and no industry experience, the so-called stress entry cards, more strategy to consider is the occupied heights, independent relies on mobile phones liquidity and unlikely.
Based on the above, in response to the current carding and analysis of Internet phone by the manufacturer as follows:
Above Internet company’s mobile phone business analysis of the arrangement of the layout of, we think that Internet companies from the strategic layout cell phones can be basically divided into 2 purposes .
1: For users of a marketing ploy, intended to obtain or upgrade user traffic to complement the existing businesses may profit by selling flows in the future, such as millet, 360:
2: As a cloud services strategy complement reaches the end, complete the ideal cloud + under side of the layout, through the entry gets the user closer to the user behavior and information to enhance cloud services capability. Such as Baidu and Taobao, Grand, Google
From an overall view in the Internet industry, cloud + end will gradually become important strategic place of the giant manufacturers in the industry, even in the absence of clear realisation of the ability, the successor does not rule out the idealized layouts complete continuing manufacturers flood the market, another point of the same terminal manufacturers reverse the layout of cloud services, is the manufacturer of the most typical Apple. Future also does not exclude the other terminal manufacturers through investment and acquisition company completed the layout of application services possible.
We recommend that other participants in the future need to reason the Council, along with the hardware costs of continuous thin, the hardware chain will continue the entire application was forced to turn to service, dedicated for deep cloud services can ensure a lasting competitive edge.
While developers, hardware competition in the long run help to developers, in particular improvement of market concentration of hardware will also help developers make relatively effective in developing adaptation of judging. This needs friends Alliance data companies can also target hardware for a more rapid and effective data enabling, in the short term is a very important opportunity.