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2011 was a year of accelerated development of China's mobile Internet industry, and the explosive momentum of mobile Internet began to emerge. According to statistics from iResearch Consulting, from Q3 2010 to Q3 2011, the overall market size of mobile Internet showed a trend of rapid growth. In particular, the market size of mobile Internet in Q3 2011 exceeded 10 billion yuan, a year-on-year increase of 154.6% and a month-on-month increase of 38.9%. From the perspective of the full-year market size, the market size of mobile Internet in 2011 will reach nearly 40 billion yuan.
Likewise, the application conditions and basic services of mobile Internet have been continuously optimized. On the one hand, the user scale and penetration rate of both smart terminals and application services have been significantly improved. The intensified competition in mobile terminals and mobile operating systems has further accelerated the popularization of smart phones; on the other hand, both the scale of 3G users and the coverage area of Wifi hotspots have been significantly improved in 2011.
In addition, iResearch observed that many hot events occurred in the mobile Internet industry in 2011, such as Google's acquisition of Motorola and Nokia's announcement of cooperation with Microsoft, which also demonstrated the changes in the mobile Internet industry structure. Under this big background, all links in China's mobile Internet industry chain are stepping up their strategic layout to seize the mobile Internet market share; at the same time, traditional Internet companies have increased their investment in mobile Internet, and the continuous emergence of new applications and continuous innovation of business models have attracted a large number of new entrants, which are also promoting the growth of various sub-industries.
Inventory 1: Mobile Internet investment and financing continues to be hot, and investment value is highlighted
Related event 1: Mobile Internet investment and financing remains hot <br /> According to data from ChinaVenture, as of the third quarter of 2011, more than 30 mobile Internet investment and financing cases have been disclosed. From the overall situation of the invested companies, most of them are start-ups that received investment for the first time, and it is expected that the investment heat will continue next year. According to the disclosed data, Xiaomi, Yisou, Duomeng, Limei and others have received investments of tens of millions of dollars.
Related event 2: Domestic mobile Internet company NetQin went public
On May 5, 2011, Beijing NetQin Tianxia Technology Co., Ltd. was officially listed on the New York Stock Exchange, with an issue price of US$11.5 and a financing scale of US$89.12 million. It is expected that more and more mobile Internet companies will be successfully listed in the future.
iResearch Comments: Following the Internet, mobile Internet has led a new round of entrepreneurial boom. With the popularization of smart terminals, the increase in the scale of 3G users and the improvement of mobile Internet infrastructure, many start-up mobile Internet companies have also shown the potential for rapid growth. From the perspective of the distribution of investment segments, the disclosed investment cases have broken the original mobile Internet investment concentration in wireless value-added services, mobile games and other fields, while mobile application software and services, wireless marketing, mobile search and other fields have gradually gained the favor of capital. It can be seen that mobile Internet has penetrated into various industries and has become another hot investment field after e-commerce and online communities. The investment value of mobile Internet is prominent.
Inventory 2: Mobile Internet application conditions are improving rapidly. Related event 1: The scale of 3G users exceeds 100 million. According to the data released by the Ministry of Industry and Information Technology, by the end of October 2011, the scale of domestic 3G users reached 110 million, and the user penetration rate reached 11.5%. Among them, the scale of China Mobile's 3G users reached 45.33 million, the scale of China Unicom's 3G users reached 33.15 million, and the scale of China Telecom's 3G users reached 31.19 million.
Related event 2: The scale of mobile Internet users has reached 318 million. According to the data released by CNNIC, by the end of June 2011, the scale of mobile Internet users in China had reached 318 million, an increase of 14.95 million from the end of 2010. The proportion of mobile Internet users in the total Internet users reached 65.5%.
Related event 3: Smart terminals continue to gain popularity According to data released by Strategy Analytics, global smartphone shipments grew 44% to 117 million units in Q3 2011. On March 3, 2011, iPad 2 was released; on October 5, iPhone 4s was released. In addition, shipments of Android smart terminals also grew rapidly. The number and types of smart terminals increased, and the prices of smart terminals began to fall. Many domestic terminal manufacturers launched smartphones priced at RMB 1,000, and smart terminals continued to gain popularity.
iResearch Comments: In 2011, both smart terminals and mobile Internet users and 3G users have developed rapidly. The launch of Apple's iPad2 and iPhone4S has once again sparked people's enthusiasm for mobile Internet applications. The overall performance of terminals has been continuously improved, but the price has become more economical. The rapid development of terminals has promoted the development of mobile Internet. It can be seen that the conditions for mobile Internet applications have been rapidly improved, laying a solid foundation for the future development of mobile Internet.
Inventory 3: Competition for mobile Internet portals is fierce, and Internet companies are accelerating the penetration of mobile services. Related event 1: Alibaba and Tianyu cooperate to launch cloud phones
On July 28, Alibaba Cloud Computing Co., Ltd., a subsidiary of Alibaba Group, announced the official launch of the independently developed Alibaba Cloud operating system (Alibaba Cloud OS), as well as the Tianyu Cloud smartphone W700 equipped with this system. It is understood that smartphones using Cloud OS can directly enjoy 100GB of cloud space and various cloud services provided by Alibaba Cloud (such as maps, email, etc.), and can also use the massive Web services currently on the Internet, pushing smartphones directly into the "cloud application" era.
Related event 2: Xiaomi mobile phone launch
On August 16, Xiaomi Technology released the Xiaomi mobile phone in Beijing. The MIUI system used in the Xiaomi mobile phone is a customized modification of the Android 2.3.5 version. The price is set at 1,999 yuan. The Xiaomi mobile phone is only sold on Xiaomi.com (xiaomi.com) and officially started shipping to 300,000 pre-order users on October 20.
Related event 3: Baidu launched the "Yi Platform" and jointly produced the "Yi Phone" with Dell
On September 2, Baidu launched its mobile software product, Baidu Yi Platform, and announced that the mobile phone "Yi Phone" equipped with the platform will be produced by Dell. It is understood that the phone is compatible with a large number of Android applications, and it also has built-in Baidu Browser, Baidu Search, cloud services and other Baidu-featured applications.
Related event 4: Tencent cooperates with HTC and Tianyu to launch customized phones
On September 21, Tencent and HTC jointly launched the HTC ChaCha, the first social mobile phone developed through in-depth cooperation between the two parties, in Beijing. It is understood that the phone integrates social applications such as mobile QQ, mobile QQ space, and Tencent Weibo through the QQ Service solution.
On November 24, Tianyu Mobile, Tencent and NVIDIA officially announced the launch of the Tianyu W808W "iQQ" smartphone. The W808W "iQQ" deeply integrates various applications of QQ Service, including QQ Browser, QQ Address Book, Mobile QQ, Tencent Weibo, SOSO, etc., to achieve seamless switching between different applications.
iResearch Comments: iResearch believes that mobile Internet will become a development trend in the next decade. Under this situation, many Internet companies have begun to make strategic layouts for this business, hoping to gain an advantage in the tide of mobile Internet. Smart terminals are the primary carrier for users to access the Internet, so launching smart terminals equipped with their services has become a key strategy for Internet companies to deploy mobile businesses.
iResearch believes that in the early stages of mobile Internet development, user scale is the key factor for enterprises to gain market opportunities in the mobile Internet market in the future. Therefore, the channels through which users access the mobile Internet have become the focus of competition among manufacturers. Currently, mobile Internet is in the market cultivation stage. Therefore, customizing services in smart terminals can lower the user threshold, thereby competing for potential mobile Internet users to a greater extent and laying a solid foundation for future business development.
Inventory 4: Innovative mobile Internet applications emerge in endlessly Related event 1: Talkbox is launched
On January 18, 2011, Talkbox officially landed on the Apple App Store. TalkBox is a cross-platform free voice software that can import users' contacts from Facebook, Twitter and phone books, and communicate, share and publish via voice.
Related event 2: WeChat and other mobile IM products were released one after another
In early 2011, Tencent launched the "WeChat" product, which was another free application product similar to Kik in China after MiChat. After that, the three major domestic telecom operators and 360 also launched mobile IM products of this type. For a time, the domestic mobile IM market was extremely hot and the user scale grew rapidly.
Related event three: "Tonight's Hotel Specials" is launched. "Tonight's Hotel Specials" is a mobile APP that can find and book hotels at low discounts. This application is used by all kinds of mobile phones to inquire and book special star-rated hotels. This new way of selling remaining hotel rooms combines LBS and "last minute discounts", providing hotels and users with new consumption options and profit models.
Related event 4: Perfect combination of mobile Internet and traditional technology
In 2011, driven by the development of mobile Internet, the application of QR code began to spread rapidly, and various QR code recognition software emerged, which were widely used in online shopping, obtaining coupons, identity recognition, etc. In addition, AR technology has also been widely used in the mobile Internet industry, and the technology has been used many times in many popular mobile applications such as mobile games.
iResearch Comments: China's mobile Internet has entered a fast-developing track, which is not only reflected in the continuous and rapid growth of the user scale, but also in the continuous enrichment of mobile Internet products and application service types. In addition, with the popularity of smart phones and tablets, some technologies that were not widely used before have begun to be put to good use, such as QR code technology and AR technology. In terms of application types, many services are extensions of traditional Internet-related application services on the mobile Internet, but at the same time, some unique applications of the mobile Internet have also emerged, and innovative mobile Internet applications are emerging in an endless stream.
However, from another perspective, although there are many mobile Internet applications, there are few high-quality applications, and killer applications are extremely scarce. Therefore, iResearch suggests that developers need to pay more attention to the quality of applications in the future.
Inventory 5: The arrival of the mobile Internet cloud era Event 1: Foreign high-tech companies have successively released cloud computing products
In 2011, Microsoft released a series of cloud computing products headed by Office 365, and the company also invested a lot of resources in cloud computing; on June 7, Apple released the iCloud product. As a new project that Apple has been planning to build for a long time, iCloud has become the focus of many people's attention; and HP has also invested 2 billion US dollars in new research and development of cloud computing platforms. Cloud computing will also become one of the key factors in HP's future development.
Event 2: Domestic cloud computing products emerge in endlessly
On March 17, KuPan Network, a domestic cloud storage network disk service provider, released a new online cloud storage product "KuPan 2011", which features multi-platform file management and backup. KuPan 2011 provides 15G free space and does not limit the size of uploaded files; on June 7, Wandou Lab officially released the cloud service Wandoujia alpha and started testing. This product provides cloud storage, smart synchronization, offline download and other functions. It is also the first cloud service under Sinovation Ventures; on July 25, Alibaba officially released the cloud smartphone operating system, named Alibaba Cloud OS; on July 22, Shanda launched a cloud platform involving its cloud host, cloud storage and other products.
Event 3: The government issued policies to strongly support the development of cloud computing
In October 2010, the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the "Notice on Doing a Good Job in Pilot Demonstration Work on Innovation and Development of Cloud Computing Services", and designated Beijing, Shanghai, Shenzhen, Hangzhou and Wuxi as pilot demonstration cities. In October 2011, the National Development and Reform Commission allocated the first batch of nearly 700 million yuan of special funds to support the cloud computing application demonstration projects in the five cities. The 12th Five-Year Plan for Cloud Computing will also focus on supporting cloud computing services.
iResearch Comments: iResearch believes that the era of mobile Internet cloud computing has arrived. In 2011, Internet companies, telecom operators and the government have increased their investment and support for cloud computing. Cloud computing is considered another major change in the field of electronic information technology. "Cloud applications", "cloud services" and "cloud terminals" have appeared one after another. iResearch believes that cloud services based on cloud computing technology will greatly facilitate and solve the experience of mobile Internet users. Cloud computing provides users with powerful storage and computing capabilities through "cloud" servers, which can better meet user needs.
Therefore, iResearch believes that cloud computing can boost innovation in mobile Internet, while mobile Internet also provides cloud computing with better development opportunities. The two complement each other and promote development together.
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