Ali is such an energy company. After Alibaba's entertainment home entertainment was fully upgraded and many manufacturers joined hands to create the “First Eco-Home Entertainment Content in Chinese-speaking Chinese Language Region†plan, Tencent’s video couldn’t sit still, and the joint millet crested and opened in Ali’s head-to-head partnership with Jingdong. The TV-side video member flagship store.
It is believed that such enterprises will grow more and more. The OTT market in which "there was a dead water" has recently become a new hot spot in the market due to the increase in the activity of Ali Tencent.
From other resources to take the initiative to find resources
In many people's minds, Tencent is a company that others do not do it, and others do it faster than anyone else.
In the past two days, there have been more and more news about Tencent videos. The protagonist is their TV-end products. Cooperation with smart hardware manufacturers and e-commerce channels is increasing, and all this seems to be inextricably linked to Ali. Contact.
On October 12th, Ali announced that Alibaba's multi-screen strategy centered on Youku will be fully upgraded, and proposed the vision of Alibaba's family entertainment strategy - to construct "the first ecology of family entertainment content in the Chinese-speaking Chinese region."
At the press conference, Alibaba presented for the first time the Alibaba Group's terminal product matrix of cooperation between Youku, Ali Digital Entertainment, Huadian, and CIBN. The alliance is astounding. They are the Future Smart TV Cooperative Alliance, Digital Entertainment STB Alliance, Lynx Box that cooperates with Hua Digital, Xiao Ku Bao, Little Youku (APP), Youku VR (App) and CIBN Universal Film and Television.
The six smart TV products released on the spot were jointly created by Ali Digital Entertainment, Changhong, Haier, Konka, Sharp, Philips and Micro Whale.
Obviously, the above six smart TV companies have become partners in Ali's smart screen strategy. In addition to LeTV, which has its own content, TCL who cooperates with LeTV, Hisense who cooperates with related companies, and Skyworth, which cooperates with iQIYI, the remaining smart TV companies are few, and it is very likely that they will not grab resources. In the late period, it will become a resourceless one.
This is not good news for Tencent! Therefore, in the days of mid-October, the video of Tencent was frequently seen in the media. Among them are cooperation with Cool Open, cooperation with Xiaomi, and a TV-TV member flagship store jointly established with Ali's dead counterpart Jingdong.
From the past, waiting for terminal hardware manufacturers to come to your door, and now take the initiative to go to these companies to cooperate, is it just because Ali did? The answer is obviously not so simple.
Tencent made such efforts, the main reason is that the Ove Cloud Network released an OTT blue book at the end of August. According to Ove Cloud Network's forecast, by 2020, the number of smart large-screen OTT terminals will exceed 400 million units. Over 70% of Chinese households use OTT terminals to watch programs, and the market size will reach 630 billion yuan.
Snatching will become more intense
"Next year, maybe at the end of this year, a battle for smart big-screen ip will break out." Li Wei, general manager of OTT Business Unit of Owe Cloud Network, told the author, and as the only third-party research company in this field, Ovi also More ip-related products will be introduced.
In fact, prior to Alibaba Tencent’s efforts, the market’s awareness of OTT was insufficient. There are few companies that really do big screen operations. Even if it is LeTV, it is a temporary development ip. Its operation has not yet found the best mode. Because only the development and maintenance of ip is an astronomical figure. It can be seen from Lexus' continuous loss over the years.
Some agencies have estimated that LeTV will need to spend about 150 yuan to develop a new ip, and the cost of maintaining an ip is around 38 yuan. These are pure inputs, and the industry does not know when.
This situation is clear to companies including Iqiyi Uniqun and Tencent. Some time ago, they did not make any effort. The fundamental reason was that pure input would be very risky if no one shared the burden. What's more, the iQIYI, which is now the number one source of video content, continues to suffer losses.
However, none of them relaxed their vigilance on the smart screen market, and they were able to catch up with the slightest signs of trouble. This began with the situation at the beginning of the article. When Ali moves, it can trigger Tencent linkage. In conjunction with the September 15th Iqiyi spent 150 million yuan to open shares, the three giants with more than 80% of video content resources are Has begun to get involved in the smart screen market.
After two days of further fermentation at Hangzhou Yunqi Conference, Ali was also accelerating its layout. Taobao has allegedly set up Ali Entertainment Entertainment Smart TV Alliance to quickly implement the Ali family entertainment vision.
From brewing to execution to landing, with the participation of Ali Tencent, the pace of industrial progress has accelerated significantly. From this point of view, the next step in the market competition for ip, full-scale deployment of smart screen users to fight war is also reasonable.
With the power of iQIYI, Ali and Tencent, it will become increasingly fierce to rush to eat the smart big screen market. This is the beginning of a new era, that is, user operations.
Summary: Seemingly calm, but undercurrent. When these big cattle companies are ready, they will launch attacks with lightning speed. Keeping up with the rhythm may be able to share the cake, and hesitating may miss the opportunity. This is an opportunity. It happens silently. Missing is silent and fleeting.
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