Internet three-way outsourcing traditional mobile phone manufacturers or cannon gray

Chinese Internet companies rush to grab the mobile battlefield. Millet Technology, Alibaba, Baidu, 360, Shanda have launched their own mobile phones, NetEase and Tencent mobile phones will soon be released. What is the picture of an Internet company that rarely involves hardware? How successful is the success? The geometry of the smartphone?

status quo

Three-way to mobile camp

On June 28th, a "collision plane" day: At 10:00 in the morning, 360 special phone AK47 began to sell, priced at 1699 yuan; 11 points, Beidou mobile phone network small pepper mobile phone pre-sale 999 yuan; 12 points, Shanda Bambook mobile phone Pre-sale 1299 yuan; millet mobile phones released without the new machine decided to engage in the lucky draw at 9 am that day.

At present, Internet companies differentiate their mobiles into mobile phones. One group is represented by Baidu. They operate their own mobile operating systems and extend PC services to mobile phones. The other group, represented by 360, does not operate its own operating system and does not use mobile phones. Mobile phone manufacturers cooperate OEM; the last one is Xiaomi, Shanda, they are involved in hardware and sales, after sales links.

Prompt

Do not make money to grab the right to import

Why do so many Internet companies flock to smart phones?

Yi Xi CEO Wang Xi pointed out that the smart phone has become an important entry into the mobile Internet. In order to extend their applications and services to the mobile Internet, major Internet companies must control the mobile phone terminal to obtain users.

Zhou Hongyi said frankly: "If other Internet companies take over the mobile terminal, my software is not installed, then I do not sadly push it?"

Various Internet companies agree that they will not make money for mobile phone hardware. Guo Zhaohui, the CEO of Husk, responsible for the grand mobile phone project, said bluntly: “Shengda mobile phone is sold at almost cost price.”

Impact

Whether traditional manufacturers will become cannon fodder

According to recent data from foreign research company Asymco, as of the end of 2011, Apple accounted for 73% of the mobile phone market's profit share, and Samsung accounted for 26%. The two companies had a 90% share of the mobile phone market with a 30% market share. By the first quarter of 2012, the figure rose to 99%. In other words, today's Internet companies entering the mobile phone industry will compete with other manufacturers for the remaining 1% of profits, and the days of traditional mobile phone manufacturers will become increasingly difficult.

Senior Internet analyst

Hong Bo pointed out that the greater ambition of Internet companies to sell mobile phones is to profit through the deep binding of their applications and mobile phones, and bring a smoother and more convenient experience to users through a series of cooperation between applications and mobile phones. Therefore, Internet companies doing mobile phones will have a great impact on traditional mobile phone marketers.

“Do you want to be smashed by others, or do you get rid of yourself and get born again?” Yu Zida, vice president of Haier, bluntly pointed out that in the era of mobile Internet, traditional mobile phone manufacturers must cooperate with Internet companies to win-win, Haier and Alibaba. 360 push mobile phone actually is also letting go of its own future.

However, "Any industry has its own doorway. Whether it is a mobile phone maker or an Internet company, the pressure to enter a new and unfamiliar area will be very great." He Shiyou, executive vice president of ZTE Corporation, believes that lack of understanding of the mobile phone market makes Internet companies insufficient Inciting the status of traditional mobile phone manufacturers. For example, he described the Internet companies as mobile phones, it is likely to repeat the failed case of home appliance companies into the mobile phone market.

Watching

Four mouths sing bad Internet mobile phone

Although internet companies are doing a lot of mobile phones, many people in the Internet industry are pouring cold water.

Li Kaifu cited several reasons why Internet companies failed to make mobile phones: 1) The two industries have huge differences, different company genes, and 2) they don't regard users' needs as their mission, but aim to embed their own services, failing to gain users' reputation; 3) Reluctance to embed users' favorite services will be criticized. 4) It is unrealistic to use Android to create a closed iPhone-style, high-margin closed industrial chain.

The remarks were answered by Wang Lifen and based on this, he added that in the evaluation of internal projects, projects that do not make money non-mainstream, but also spend large sums of money, will find it difficult to obtain sufficient resources and will be squeezed by mainstream projects.

Xie Wenzi strongly criticized that “Internet companies are making mobile phones effective, and the probability of success is close to zero.” Because Internet companies have no core competitiveness, Lei Jun and Zhou Hongyi distract people and attract attention because of mobile phone trusses. "I don't make money. I win. This kind of competition is called negative competition."

Hong Bo also pointed out that most companies get together if they want to make money through hardware, there is not much room for growth; if you want to promote their own applications and software to make money, there is not much value, because even if the application is successfully installed on the phone, but Pre-installation does not represent actual use by the user.