The hottest mobile Internet business is shocked by

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The mobile "thing" was shocked by the Internet gene

before the end of 2005, Tencent was a close partner of China Mobile. As early as 1999, China Mobile cooperated with Tencent to combine it with SMS and launched "mobile". In the eyes of mobile, Tencent C and microcomputer controlled data in the computer are zeroed. As an excellent SP company, it can bring traffic and heating experiments to complete revenue

many SPS recall that it was an "idyllic era" - in the era when voice business was still the main business, there were not many types of value-added services, and the yield was not high. Operators do not regard value-added services as "golden mountains", and SP company is only a tool "played with" by operators to increase revenue and traffic for operators

however, the relationship between "big brother and little brother" has rapidly become problematic with the dramatic changes in the telecommunications market. In 2005, China Mobile's value-added business revenue reached 50.187 billion yuan, an increase of 58.6% year-on-year in 2004. From 2004 to 2006, the average revenue growth rate of China mobile value-added services exceeded 48%

changes in the market have also changed the relationship between China Mobile and many SPS, especially companies such as Tencent that provide sticky im (instant messaging) services. Since Feixin, which was in charge of Beijing Mobile, entered the testing stage in 2005, Tencent has no longer been a partner of China Mobile. Since then, Ma Huateng, CEO of Tencent, who once had a close relationship with operators, has never appeared at the meetings of China Mobile

through the explosion of value-added services dominated by data services, China Mobile also quickly realized the great potential of mobile Internet. In fact, under the premise that China Mobile significantly reduced the WAP charges of GLOBCOM, Shenzhou travel and M-Zone in 2005, the WAP business still achieved a high income, reaching 3.57 billion yuan, an increase of 97.6% compared with 1.807 billion yuan in 2004. The development prospect of WAP has been clearly placed in front of mobile

Mobile has an increasingly strong desire to control the value chain of mobile Internet. To master this value chain and avoid the situation of SP gradually growing and being able to "play by itself", the most important thing is to have users and traffic, and wireless IM is the best entry point for mobile. Some analysts believe that: "The profit margin of sales on the wireless IM platform has increased from 5.2% in 2013 to 6.5% in 2017. Many applications can be grafted, and the traffic can be led to various other services through IM; in addition, mobile does not want SP with a huge user base like Tencent to gradually become rusty and corroded. It is a virtual operator, and bundle their own businesses through wireless im. In this way, the voice of telecom operators in the industrial chain will be reduced, and the voice of telecom operators will be gradually reduced Gradually become Tencent's' transportation pipeline '. "

the previous wireless im Jianghu has been dominated by Tencent mobile, with more than 5million users, accounting for 60% of the market share

by 2006, mobile finally began a series of blocking actions against im. At the beginning of 2006, Lu Xiangdong, vice president of China Mobile, clearly pointed out at a meeting that the focus and overall goal of China Mobile in 2006 was to build a mobile integrated im brand and become a leader in the field of mobile integrated im

by the middle of the year, almost all branches of China Mobile in all provinces had received notices asking to suspend the renewal of the mobile dream cooperation agreement with SP, which provides Internet IM services, and the relevant cooperation agreement was only renewed until December 31, 2006

2 pages in total: 12 business value magazine

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