2013年10月6日星期日

Decoding 360 shift: from strategic defensive to the offensive focus


A year ago, 360 search overnight ho to take 10% market share, the 360 special for the machine, and Lei Jun play the bickering, when the 360 much so that the "barbarian dare south and Wrangler, who dare not bow while complained "of the situation, be regarded as a comprehensive attack.

 And into 13 years later, 360 began to focus on the PC side force search and mobile client application distribution in these two areas, on the one hand seeking to acquire Sogou, on the other hand to push the lightning search, but also by vigorous publicity Zombies 360 mobile assistant.

 But missed Sogou 360 has become the overall situation seems a turning point.  Zhou handling 360 by each application store shelves this issue change in attitude, it is not difficult to illustrate this point: 360 are adjusting strategies to attack from a strong strategic defense.  Many people regard this war as "encirclement and counter-encirclement and suppression", available from long-term process perspective, the full-scale attack - key offensive - defensive strategy, how you like history textbooks sixty years ago the war it ?

 Perhaps it is time to sum up the 360, careful, and Tencent, millet, Jinshan these opponents, though not necessarily Taejo's ingenious, but the old Zhou himself did not "chairman" of a large fortune ah.


 Complaints Too heartbroken, scenery long vision

 360 history of the development is almost a classic tutorial war of words, the old week after retirement to find a provider if college or university to teach public relations courses, it is bound to be crowded classrooms.  However, a fresh recruit, but not necessarily be able to eat days.

 Because this war of words often need several elements: a range of equally influential but insufficient saliva opponent, a sufficient lead to public attention gimmick event, a sufficiently long gestation period.

 With opponents are beginning to actively avoid offensive saliva weeks old, leaving an opponent like Fu Sheng and 360 deal, obviously a little lack of influence.  Moreover, a few years ago and even alluding to the old Zhou Fu Sheng and his talk about "unqualified."  And frequent war brought attention overdraft, then making the public who fight for the 360 ​​and this news has been a bit numb, and it seems old-week war of words has become the year of shelling Quemoy, a completely routine.

 As for this time, "uninstall pre-installed application" CCTV pull such a "god teammates," I can only weeks old are not pit on the good, and this year CCXV simply too public pool, holding so and so died, playing so and so fire ah.

 Lack of opponents, lack of attention, saliva hold back became grumbling against Baidu, Tencent, millet lethality of these opponents also greatly reduced.  Like the older Zhou Lei Jun microblogging burst against bombing thing, fear is unlikely to recur a second time.

 War of words this kind of thing, like a street veteran military doctor of medicine, like to spend although you can play quick, but it can never be true cure.  In recent weeks old experienced such a series of setbacks, chose to remain silent rather than continue a war of words seemed like a correct choice to silence gain time, to carry out public relations and exchange contact to solve practical problems.  But this silence seem to suggest that another less well might - 360 is really experiencing great pressure.


 Opponents "into the Dabie Mountains" and how to hold the product chain?

 This pressure on the surface is derived from several major mobile phone manufacturers rebounded strongly, in fact, the more it is 360 core business suffered siege pressure.

 360 business has been in existence a very serious problem, which is connected in a chain: PC side is the security guards - Browser - search engines, mobile side is the security guards - Mobile Assistant (application distribution).  Such a model is like a natural moat, like the Yangtze indestructible, but once the break point, the defense is likely to rapidly disintegrate.  Because of its major source of revenue for the whole product chain from downstream, once lost diversion upstream and downstream products are very easy to become a rat in a hole.

 Maybe this is so Zhou tense, although so far 360 product line is still very solid, but search dogs and 91 like a year, like Liu and Deng Dabie Mountain, mercilessly inserted in the 360 ​​weakest and most importantly two a downstream product before - search and application distribution.  These are two of 360 current and important source of future earnings, but because the flow in the transfer process inevitable attenuation effect, the market share is also the most unstable.

 With the previous several encounters, Baidu Tencent seem to have realized that, like in the 360 ​​market share in less than seven percent of the area of ​​security outflank posterior, it would be directly in the future development of the 360 ​​most important battlefield search and application distribution heavily planted.  A large part of the acquisition of Tencent Sogou intent in this, I probably could not get much from the interests of the market, but you absolutely can not sit back and gradually grow in 360.

 As the original advance the Dabie Mountains, like Baidu, Tencent, millet this series of actions on the one hand for their own strategic counteroffensive to do the layout, the other is to give 360 ​​pressuring 360 further expansion of the momentum.  For weeks old, the until then to take the initiative is obviously not a good way to Chiang year millions of troops out in force and move, eventually come to a situation everywhere is to surround and annihilate.  The old week this time on the field in the application of distributed attack, they almost planted a big somersault.

 Its own initiative, it would settle for a stalemate.  The market share of over 50% of Baidu, the limits of the law in Nuowei Ge, and further expand the market marginal cost is higher, which is 360 future opportunities.


 Yi also the potential offensive and defensive

 The Rise and Fall of Qin Jia Yi told the former do this evaluation, "virtue is not applied while the offensive potential of different too," while for the 360, the old week should probably think about in the end is what led to the change of the potential offensive and defensive, just was fumbled on the acquisition Sogou seems far can not explain these things.

 360's strengths lie in innovative ground gas, and as the company grew and grew, it is easy to hit the so-called big company innovation paradox.  For 360 long advocated micro innovative ideas, the one product along with its gradually matured, micro-innovation marginal costs are rising, looking for new innovation has become more difficult.  So more and more energy will inevitably be directed to the development of other products, such as pushing the lightning had 360 search and eventually basically saw lightning, not seen rain.

 Sometimes, although there are more and more features and products are out, but the idea of ​​innovation is not necessarily a good thing, should be based on innovation and the company as a whole and develop in the same direction, blind innovation is likely to surrounded by hostile toward the company, or even out of control situation.

 Its four expansion, 360 pour it might be eyeing those of its product chain connection point, such as 360 portable WIFI such products.  Although it seems minor, but it is very hot sales, but also enhance the stability of 360 throughout the product chain.


 All in all, for the 360, although not to the point where the embattled, but the whole of the potential offensive and defensive war has been quietly changing.  Weeks old who wish to learn the same inverted cannon called Liu Qiang East and cool down.

 When the effect of the war of words is no longer so apparent, if it continues to rely on it, and perhaps wasted opportunity cost in the above authorities are difficult to see.  And no matter what, blacksmith needs its own hardware, can be recognized by the majority of Cock wire products clincher.

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