當大家都對中移動的業績"嘆息"時，甚麼將之classified 為公用收息股時．中移動的 Mobile Market 已經正式launched (www.mmarket.com) . 雖然Google的Android-based mobile和 Apple都有Apps store.但都只限於它們自己的OS. 而 Mobile Market則是 for multiple OS, 而且是由 carrier/operator而營運的 Apps store.
Mobile Market 可以說是中移動一條龍產業整合的核心部份．以其connect不同的終端設備．在3.5G/4G/4.5G...的世界裡手機的重要性將下降, 不同的終端設備都可能跑出．君不見今天連 Nokia都說要進入 Netbook 的市場 ("Nokia Plans to Enter the Market for Netbook" from New York Times)；就可以說明如今手機 vendors的challenge是如何激烈．
以 Apps store 為例，～２４％為免費的 applications, ~76%為收費的．以中移動公佈的分帳model，開發者（可以是公司或個人）可以佔銷售的７０％，而中移動佔３０％．以中移動的customer base 計算．．如果這個 business model works，未來增長可以很大．
從 business development 角度來講，這個model也許成功，也許失敗．但是我欣賞的是中移動的business development strategy. 而且看好有 "中國特色的簡體中文apps".
今天真錢白銀再支持!!!
Mobile Market 可以說是中移動一條龍產業整合的核心部份．以其connect不同的終端設備．在3.5G/4G/4.5G...的世界裡手機的重要性將下降, 不同的終端設備都可能跑出．君不見今天連 Nokia都說要進入 Netbook 的市場 ("Nokia Plans to Enter the Market for Netbook" from New York Times)；就可以說明如今手機 vendors的challenge是如何激烈．
以 Apps store 為例，～２４％為免費的 applications, ~76%為收費的．以中移動公佈的分帳model，開發者（可以是公司或個人）可以佔銷售的７０％，而中移動佔３０％．以中移動的customer base 計算．．如果這個 business model works，未來增長可以很大．
從 business development 角度來講，這個model也許成功，也許失敗．但是我欣賞的是中移動的business development strategy. 而且看好有 "中國特色的簡體中文apps".
今天真錢白銀再支持!!!
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8 comments:
多謝你的分享!!
补充一点:移动MM除了支持多个操作系统,还开放给联通和中电信的客户
谢谢
謝謝 YanYan 的補充. 希望中移動這次對整個產業鏈的整合和佈局能夠成功~
前幾日入左一注！支持支持！
原因係電話功能不同以前，現家主打係數據傳輸！呢一、兩年可能無咩睇頭，但當tds-cdma成熟之時，941利用佢較好嘅網絡質素同屈機嘅上客戶，業績會有驚喜！
當然，成也蕭何、敗也蕭何！自己會給兩年時間考下自己眼光，發覺有咩唔對路，會止蝕，唔想浪費機會成本！
但以香港現在為例，傳統電話市場形如鷄肋，各電訊商都主打數據傳輸！講到3/3.5G，基礎建設上(即固定成本)其實唔會有太大轉變，但係收費可以貴咁多(淨talk ~ hk$2x-3x, 3g ~ hk$>100)，就知個pm 係幾咁大！若國內市場亦如是，龍頭會受惠！
well, why need to use 3G?
just use WIFI, the speed is much faster than 3G...
728 has the best broadband network and can easily set up a nation-wide WIFI network...
this is a weak point of 941....
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