Jul 31, 2022
In General Discussions
Recently, the latest data from QuestMobile shows that in Q2 2019, China's mobile Internet users decreased by 2 million, falling back to 1.136 billion. What is more chill is the user time. From December 2018 to March 2019, the growth rate of user time decreased from 22.6% to 11.8%. By June 2019, the growth rate had slipped to 6%, and the average daily time per capita was 358.2%. Minutes, not far from the big top. Data source: QuestMobile The total number of users saw a net decrease for the first time, and the growth rate of user duration also decreased. Behind such a "double drop", there is a clear truth: the demographic dividend has disappeared. In China, the country with the phone number list largest population in the world, in the past 10 years, more than 1.1 billion people have been swept up by the mobile Internet tide represented by smartphones and 3G and 4G networks to join this thrilling fantasy journey, chatting online, watching online Video and shopping have become the daily standard of every citizen. The Internetization of social entertainment is the easiest and shallowest. It changes the relationship between people and information, and does not substantially change the relationship between people and the physical world, or change the rules of the game in business society. The business model limited to shallow connections is extremely dependent on the horizontal expansion of the user scale, but once the demographic dividend including the sinking market disappears, those traffic games that rely mainly on purchases rely on the addictive mechanism to forcibly retain User tricks will stagnate, and the high valuations that used to be supported by high growth will fail. As if overnight, the tide faded. The bubble game that belongs to the era of the Internet of Apps and is driven by the rapid growth of installed capacity is over. Tencent's announcement to enter the industrial Internet at the end of September 2018 is an extremely obvious signal.