Saturday, October 13, 2012

Select a vertical giants cooperation


And othertraditional map manufacturer photograph, take the lead in using the Internet to genetically modified themselves High German in the mobile Internet era won in the industry pattern of consequence in position ,the position can bring to this company a platform level enterprise achievement historical opportunity ?In the mobile Internet upsurge arrival ,High German software CEO from Wu once Golf Club regulars, but now the company to mobile Internet new adventure UGGs Suburb Short Sale,but let him feel more exciting than golf .
The golf ball with day is not entirely out of interest ,have been largely derived from the boring -- 3 years ago ,in the vehicle navigation field ,High German and Siweituxin as double oligarch monopoly market ,domestic each year nearly 20000000 new car production to High German can easily do eat drink not anxious ,but from Wu look ,this day is live well ,are not always so exciting ,the bones will not law-abiding people in Hubei will not be satisfied with only a segment in one party vassal .
In fact ,if you jump out auto industry from the perspective of Internet ,all the year round performance maintains high speed growth and hold the position that the core resources of the High German is a traditional industry from the invisible champion .
From the results, after 2007 the German high performance rise directly to a high position ,operating income increased from $29600000 in 2007 to $127000000 in 2011 ;net profit from increased from $5700000 in 2007 to $38400000 in 2011 .
In 2010 July, Gaud software successful listing on the Nasdaq ,become domestic map software business overseas listed first .From the business structure, as the company revenue main car navigation business continued to maintain strong growth in Europe and the United States ,firmly grasp the high-end models of Mercedes-Benz, Audi ,BMW and other major customers ,and Siweituxin together occupy the entire car navigation industry for more than 90% market share .
While in the Internet field maps ,High German more obvious advantages :it is the rare with mapping qualification and do listing Corporation scale enterprises ,some consumers are more familiar with Google maps ,such as search map Internet Map Product data sources are from the High German, including Google ,Sina ,Alibaba ,Microsoft and other mainstream Internet enterprise based map service and API service also calls from Germany map .
In fact ,just 5 years before, in the map navigation field, backed by China Aerospace Science and technology group Siweituxin or the undisputed industry leader .As this industry are private enterprises ,whether the government resources and capital strength ,High German in a challenger position ,but in the entire industry thinking also around the car number of customers on the success or failure of 2006, Gaud saw the Internet for map navigation tremendous opportunity, active Internet gene to map navigation of this traditional industry ,technology to reshape their competitiveness .
In 2006 August, Gaud took the lead into the Internet location service market ,Sina, Google website provides Internet map service ;2006 September, mobile and Germany signed an agreement ,by Gao De for the position service platform provides a map data ;2007 June, the German high independent research and development of the first domestic front on-board navigation software into the market ;2007 October, High German Audi ,BMW began to provide three-dimensional navigation electronic map .
.. ... In 2010 July, when Gao De was listed on Nasdaq ,has become the market share and Siweituxin equal map navigation area duopoly ,far away at the outset and well-matched to the small map ,however ,use the Internet thinking to traditional industry after the war it high de CEO from Wu does not intend to stop ,he deeply to understand the High German today come from ,is also determined to lead the High German began a greater adventure .
In 18 months the chance to change the Gao De transition mobile Internet idea from listed on NASDAQ in 2010 at the beginning of clearly is put forward . 2010 is listed in a number of internal meetings I put it :we have 18 months to opportunity ,and this opportunity will be a shuffling process .
Cheng Congwu says . Shuffle is a term for the German high is not new :in Germany prior to the listing, location service area Siweituxin long-term is recognized as the industry leader, after 2007, in automobile navigation installed before the market main Europe and the United States Department of high-end models of orders, to 2010 when the High German basic and Siweituxin did go halves on a fifty-fifty basis and completely off the other map manufacturers ,2010, in the industry each map providers are still thinking about how to seize the customer to strike your opponent time ,High German has clearly focused on the mobile Internet -- in from the eyes Northface Kids Northface Sale,this is a greater chances .
Gao De made to the mobile Internet strategy transition in a large background is from the earlier saw motor areas around :from domestic car shipments ,although there is still 20000000 new car market, but the growth trend of long-term is slowed down ;and the market share from the point of view ,Gao De and Siweituxin duopoly situation will never change automobile manufacturer ,for its own sake nor accept alone big situation ;although the high-end car navigation income to maintain an average annual increase of 30% ,far exceeding the average annual growth rate of China auto industry ,but in the long run ,the car navigation with business is gradually approaching growth ceiling .
From Wu realized ,if still use original thought to do there is no way : we actually real industry development space and not in the car ,do the map location service this huge business ,car is just the tip of the iceberg .
The location service is facing the user ,from the user scale perspective UGG Liberty Boots,car 20000000 annual yield ,front-end navigation assembly rate is less than 8% ,while mobile phone users of App is often thousands of level ,it is part of a larger market UGGs Classic Tall Dylyn Boots.
On the other hand ,from the angle of risk management ,mobile Internet is also conducive to the High German avoid relying heavily on income structure of automobile .In the automobile business from it, a big problem is that it is a B2B business ,it will put the company income concentration degree elevation ,the higher the concentration of income ,the higher the risk ,while a handful of big car brand contribution company income to High German term is a disadvantage .
In addition ,in the car B2B business, High German as car manufacturers to provide navigation preloaded service B ,price trend is not controlled, the lack of adequate pricing is a high German cannot ignore the potential risk .
In the know on automobile business may bring potential risks at the same time ,from Wu saw mobile phone brought tremendous prospect .First of all ,if on the mobile Internet and the accumulation of understanding ,High German has than the traditional graph business field of competitors one step ahead .
On 2005, Gaud bought an Internet map company Beijing Union science and technology limited company and his brand Mapabc transformed into later High German map .2006 September ,cooperation with China Mobile ,as its location service platform provides a map data .
Compared with the more traditional rivals, High German has had a head-start .Secondly ,mobile Internet means to seize the terminal ,seize the terminal core depends on the application and service and operation ability ,let the map for intelligent mobile phone manufacturers to provide solutions for them means higher demand ,emphasis is the complete user experience solutions rather than the past just provides the navigation function .
In this process ,will also further strengthen the High German in product capabilities and competitive advantages .More important is ,directly facing the mobile internet terminal user means past the entire process to overturn .
Previous Maps service similar to the publishing industry, some versions of maps published annually ,in each of the two versions of data between the lack of real-time updates, to enter the field of mobile Internet ,along with a set of feedback mechanism ,users can real-time feedback map error and in a short period of time correction ,thus forming positive cycle will further enhance High German map in precision on the performance of the open and distance ,the opponent .
After transition we focus turns to do products ,the past is to meet their needs ,is now directed to meet user needs ,the needs of the end user change is still very large ,specific to how we make products, first of all from the root to our past from the data frame level complete subversion ,which is the other map makers and then do great threshold location service .
Cheng Congwu says .Cheng Congwu has been aware of ,in the mobile Internet era ,the past thousands of people in the data collection ,input ,edit and then to the market approach is unlikely to meet the needs of mobile internet .
Future needs to establish a set of multiple real-time data updating method .In addition to their collection but also with third party partners will then go on to improve data fusion data ,but also realize the interaction with the user ,plus the air collecting image ,which is a map data concept .
So we put forward four screen cloud strategy -- four screen is mounted screen ,screen Womens Timberland Boots,intelligent mobile terminal television and PC ,behind them is real-time updating of the map data in the cloud ,it seems ,High German 18 months before entering the mobile Internet still have an advantage, when Google just quit China ,Baidu has not put up a pageantry into the map of the area ,the 18 months it is a golden opportunity .
This is like Baidu these internet giants in the field of LBS action can be very large . Cheng Congwu says .Map mean anything now ,Cheng Congwu presented 18 months chances not just for map navigation companies ,and even will influence the pattern of mobile internet .
If say ,2010 is the mobile Internet enlightenment years ,2011 is the hardware all four outbreaks of the year ,then come 2012 and mobile Internet natural related position will become a noticeable industry focus .
In July 27th of this year, in 2012 second quarter results Baidu Baidu conference call ,CEO Robin Li expresses clearly ,in the mobile Internet era ,map products is of strategic significance, in the two months ago ,baidu launched the first real map in the map ,as the core ,in the field of LBS overall development .
Also in July ,CEO Cao Guowei ( Sina micro-blog ) in their quarterly conference to answer how to realize the micro-blog commercial also explicitly proposed location based advertising model ,mobile Internet era , position value has attracted more and more attention .
In the High German CEO from Wu appears ,the mobile Internet era map sense is not less than PC Internet search value -- as with mobile phone features natural correlation based applications, map has the potential to become the mobile Internet era of the new entrance .
Mobile Internet and PC Internet a significant difference ,PC times a applications will have to act as flow entrance capacity ,such as the search of the war ,the browser war ,nature is the entrance to contend for; but in the mobile Internet era ,App into the mainstream ,each App is a separate entrance ,no one can occupy all the entrance UGG Elsey Clearance.
Because of this ,if many applications call High German map ,it will search the entrance also, because the map is the underlying basis for the application of . Cheng Congwu says .In fact ,to map becomes the entrance level based application ,with business partner at the platform level map data output is high German in mobile Internet strategy in the core orientation .
The latest release of the iOS 6, Apple will select high German map as a mobile phone with official maps ,maps of the content and the background of the services are provided by the German high integration and provide .
This has always been to push the High German map client Gaud is a major positive .As of 2012 8 at the end of the month ,High German mobile phone map user number is broken through 75000000 ,the number of active users of more than 36000000 ,and iOS 6 released after this figure will continue to rise .
In from the view, and the apple cooperation on Gao De that high German navigation become mobile phone manufacturers own native applications ,in addition ,High German and Samsung Android manufacturer preassembled cooperation have been under way .
All App are faced with a problem ,updating iteration too fast ,if not to become a mobile phone underlying services always have to face the problem .Only the high morality and apple cooperation pattern, let the application into the mobile phone underlying services is likely to occupy a terminal .
Cheng Congwu says .Occupied terminal means high German real hand a large number of flow resource ,the map is more and more like PC search engine the flow entrance ,and the map behind means mobile Internet many predictable business mode .
In fact ,the map in the mobile Internet era the greatest opportunity is that it has the potential to become a huge marketing platform .Anything pertaining to the service life of the electric business is inevitably and position, with the map data and the content provided by third party such as the public comments and other POI information integration, on one hand, like that of search engines for partners to flow ,on the other hand, combines depth content map data is no longer is the original dead data ,and become the user has tremendous cohesive valuable information .
Gode challenge of course ,as Gode was relying on Internet thinking in traditional map navigation industry from the follower to carry the world before one ,now when the High German truly comprehensive mobile Internet access .
In the face of more Internet powerful later, High German already by at the outset the Challenger into the resource advantage of being subversive ,how to let the hand map resource release the greatest value rather than being slowly digestion will become the company in the mobile Internet era is faced with new challenges .
According to Analysys International released the 2012 China mobile phone map client market data monitoring report shows :the first quarter of 2012 before 4 were high German map ,map ,Google Baidu map and Nokia Maps ,market share accounted for 26.
3% ,23.2% ,13.6% ,9.6% ,only a quarter after 25.7% ,17.5% ,data into ,17.3% and 7.3% .Google maps and Nokia maps were down sharply ( Nokia even fell to seventh ) ,and the corresponding strategy of the company is tilted Baidu map market share sharply .
At the end of 2012 9 ,when iOS 6 in Chinese official release ,High German map occupied Apple mobile phone at the same time ,Baidu Baidu map also launched 4 ,directly with the High German positive fight .
And previous Baidu map version of partial tool ,this time Baidu chose not to map tool and is already very mature High German too entangled ,but in version 4 to local life service transformation .
According to the person in charge of Baidu Baidu map ,map 4 was launched, means that the baidu map from transportation to the local search service life of platform upgrading .Thus ,Baidu Baidu map to help achieve following the large search Internet entrance construction ;in addition ,baidu map polymerization the majority of businesses and third party developers ,through people ,location ,businessmen between the various relations, promote the fusion of LBS industry development .
Become entrance ,open platform ,the High German mobile Internet strategy key point ,has not escaped the baidu this later view ,and High German ,although in the map the core technology advantage ( Baidu map call is Siweituxin API ,itself does not have the map mapping qualification) ,but rely on Baidu in the Internet field operations and marketing the deep accumulation ,as a technical school ,it was hard not to feel the pressure .
In High German ,in opportunity everywhere and surrounded by powerful enemies in the background, to think about the future position is crucial .If the mobile Internet business boom compared to the gold rush ,High German is not as most Venture Company do not act undisguisedly ,but in an admission by holding the mobile Internet era of the core resources -- position ,almost all of the true meaning of the mobile Internet products are inevitably and position relationship, High German by accumulated over the years the map advantage that he can rely on to act as the gold rush of the sellers lay my money .
However ,from Wu appears in ,if only as sellers ,open API ,not directly to consumers ,to establish high German brand ,because of this ,mobile phone client strategy becomes the High German mobile strategy in the priority among priorities ,only in this way ,can make high German this home before the era of mobile Internet B2B successful transformation into the era of mobile B2C enterprise .
However ,in the completion of a B2B to B2C transition ,High German in the next two or three years will also face a more complicated new transition .The first problem to solve is , the first entrance what it means ?A common understanding of High German map client currently has about 80000000 users ,with the help of this flow advantage more and more third party application integration to the client to go, bring them to flow ,while they are also prosperity and blessing of High German map .
But this is a very complex project, regardless of whether it will not let the map becomes more and more heavy ,High German as a technique for gene from internal management to the personnel structure is able to adapt to this change ,more important is the mobile phone map is usually used in a utilitarian strong scene ,tools things are capable of carrying idle away in seeking pleasure such recreational demand is a question .
Perhaps ,the true sense of the open platform and is not the delivery agency like the pursuit of lively ,but also should be based on the internal discipline ,not let partners in their own platform but that can let oneself and new maps into the partner application ,with a low-key approach to continuous output value data .
It will also make Gao De may in the future to face a time from B2C to B2B transition -- mobile Internet on the maximum enterprise value is not to let it go to the stage and become a star ,but let the High German have the opportunity to use the mobile Internet way to transform their business ,continuous for the partners to bring more quality precise location service .
open platform has two meanings :the first is the platform itself to support the company products ,such as the High German map ,High German navigation even the German high traffic ;the other one is more important to follow the mobile Internet to build data ,with a large number of location based service enterprises opening up and cooperation .
Cheng Congwu says .Select a vertical giants cooperation work already started .In September 13th, the domestic online travel giant Ctrip announced and High German strategic cooperation ,High German map integration of Ctrip nationwide nearly 4 ten thousand Hotel information .
Ctrip alliance platform with High German position service platform planned seamless docking ,help carry Cheng Power Wireless travel reservation areas ,and to High German is to make up for its distribution area is weak .
In the transition process of mobile Internet ,High German has to more clearly :Living Services Portal does not mean to partner resources are fused to his client ,let the client becomes more and more important ,the map as entrance real meaning is to map should be used as a mobile Internet innovation foundation soil ,soil an outgrowth on just has vitality ,open platform will open out through data ,POI messages are introduced, the common prosperity of the entire ecological system .
Mobile Internet on business lifts billows is essentially the whole world figures and the commercial Internet ,this process map is the foundation and the key of the reform of the node ,how to further the use of the Internet revolution will determine their genes ,Gode in the mobile Internet era achievement what kind of position .
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