Will UC Become Taobao's Next Advertising Engine?

Ali did not have to be surprised to merge the UC. In the F1 document submitted by Ali to SEC, it has clearly stated that it has a stake in UC66%, but now it is merely giving evidence to the earlier transaction. UC's mission as a peripheral competitor to the competition has ended, but can UC really become Ali's "cloud + end" strategic component, or will it be the same as the advertising engine?

Alibaba has set up a mobile business group for UC. On the surface, it is a threat to rival products such as Baidu and Tencent. It is conducive to enhancing Ali's own business. Let's take a look at the data. The market share of the first UC browser has dropped to 41.7%, and the gradual decline of UC, under the pressure of Baidu's two giants, has accumulated 30 million active users over three years. Compared with the 100 million users of the former two, UC has only 30 million users in three years, so it is wrong to say that Ali attaches importance to UC users, or that it is not so important for Ali.

UC is a good product. The only drawback is that it lacks a solid financial foundation and lacks support. In fact, the more suitable UC marriages are Baidu and Tencent, which may play a role in the upstream of the general entrance. But UC finally fell into the hands of the downstream Ali, whose fate seems to have been doomed to avoid the search and the end of YAHOO's business.

Ali's business system is relatively unique, and can not integrate into the business, especially Ali has a strong desire to control the overall situation, often will act according to their own will and interest demands, will not control the lives of others. When Sina micro-blog is commercialized, its own social media products will be commercialized to maintain their own hematopoiesis and continue to provide a good user experience to continue to grow. However, Ali has enlarged the limited commercialization demand of sina micro-blog, and posted small advertisements everywhere. He posted them with great pain.

UC this is a good performance in the market. Browser What will happen in the end? Browsers are general entries, doing traffic business, and the characteristics of the traffic business are extensive. It is possible to gather users as much as possible to transform some commercial advertisements. You can count on 3 or 5 of the 100 visitors who are willing to buy things, but hopefully 20 of them will be very different. This world has not heard of a vertical browser can be successful, the browser's universality is bound to UC and Ali combination has no merit in logic.

Ali has been giving it for the past year. Electronic business platform Finding traffic and spending money on the business is to get them to work. The acquisition of sina micro-blog just announced that there was an advertisement on the other side. The right Taobao advertising links, such as through trains, are generally eye-catching, and small ads that users do not want to see in the information flow are everywhere. UC's treatment is no better than that of sina micro-blog. Even before the deal was announced, the search for Taobao has spread all over Taobao's small ads. I don't believe that the advertising on its platform will be reduced after the end of the transaction.

Original UC Under the joint extrusion of Baidu and Tencent, it is no longer the same year when the high share of the scenery is left behind. Let alone holding Baidu or holding hands with Tencent, at least in the field of general use, we will continue to maintain the leading edge. However, UC chooses vertical Ali, which makes people sigh. In terms of general users and traffic, Alibaba is a recruits who do not own any entries, and are buyers and consumers of users and traffic. Under such circumstances, it is Ali's realistic demand to transfer the acquired business as far as possible, rather than the transfer of human will. UC can drain, why go to the outside to buy, the better the effect of drainage, the better the more the advertising efforts, to reach the critical value that it can not bear, to kill the chicken to get eggs, it is possible to stop. Just like the YAHOO that had been dried up, a portal was made everywhere with small advertisements. The scene was magnificent, and became a beautiful scenery.

Even if Yu Yongfu thinks he and Ali are only partners rather than subordinates, can Ali, who owns most of the shares, be able to wantonly use the UC he bought in real gold and silver when he is hungry and hungry? I think this is very difficult. UC is just the next advertising engine of Taobao, and the source of traffic consumption. Sadly, all these have to wait for UC to complete the first task of Ali faction first. This is exactly the same as Ali instructed UC to dig a hole first and bury himself again.

After joining Alibaba, UC has hardly been able to do much in the field of general traffic, because its business structure has been restricted by Ali. Of course, if Ali is listed as expected, Yu Yongfu's financial results will not be very bad, but the key is that UC business will be very different from the previous development path and embarked on a dangerous journey with uncertain future.