The Millennium Semiconductor Survival Guide.

Chapter 257 Industry Response
Free games and paid games are two opposite extremes, and even cause players to have a distance effect.

Games in western countries are mainly paid games. They think that free games are simply awesome. They can play for free and decide whether to pay for them according to their own needs. It feels great to control their own destiny.

However, Huaguo players, who mainly focus on free games, feel that paid games are the true meaning of games, and free games are a cancer of capital, setting up various krypton gold points to tempt me to pay.

The illusion of both parties is entirely due to the distance effect. Consumers of American have experienced the Atari crash. Although the Atari crash happened in 1983, a large number of crudely produced video games have left North American players The memory continues to this day.

Later, the American market has been dominated by paid games all year round. Not all paid games are high-quality products, and there are also a large number of poor-quality products. You can’t regret it after paying.Why foreign game exhibitions, game CG, word-of-mouth of developers, and pre-release announcements are particularly important is largely because players can only judge whether a game is fun or not in this way.

Players need to comprehensively consider these elements in order to successfully clear mines.

As for the paid games that players in Huaguo are familiar with, they are almost all high-quality products. There is no experience of finding candy from shit, let alone these early high-quality paid games have various channels to download pirated versions. Why should I pay for it? ?
Domestic free games claim to be free, but in fact pay for various inducements. Players in Huaguo know that on the surface they control their own destiny, but in fact their human nature is being played by game manufacturers.

Simply put, the idea is caused by experience, and Joseph is richer, so as a game lover, as long as it looks good, he has paid for it.

There are many experiences that look like chocolate but are actually shit.Charles is more cautious about money. He usually pays for video games, and he needs to pay for the game only after the game has been well received or he has experienced it at a friend's house and thinks it is good.

Charles said, "Maybe you're right, but I don't share your point of view.

We all know that fist is a game developer founded by Newman, and he won the first pot of gold with his fist. Mphone is also a product released by Newman's company.

We can regard the fist as an extension of Newman's personal will and ideas. "

Joseph didn't quite know what Charles wanted to say. They were clearly talking about paid games and free games before, but why they suddenly jumped to Newman and Riot Games.

However, he remained silent, glanced at their specific positions in the entire long queue, then glanced at the fierce battle on the curtain in the distance, and then turned his head to look at Charles, beckoning him to continue.

"So whether it's Subway Surfers, Temple Run, or this much more complicated free-to-play game, Legend of Heroes, Newman defines mobile games.

Do you have a feeling that the screen of Mphone2 is worse than that of the handheld, and the performance should be better than that of the handheld, but the gameplay is not as good as that of the handheld.

Take the "Legend of Heroes" we just experienced as an example. He set up the concept of physical strength, which seems to be deliberately designed to allow players to have a short-term, long-term, high-frequency experience.

It is completely different from handheld games and even has a completely different logic from traditional video games. "

Joseph was a little surprised: "Isn't it?

Isn't this an obvious thing to do?At least so far for mobile phones, mobile games are a supplementary part, and people may be interrupted by calls at any time when playing games on mobile phones.

Most of the games in Mphone1's app store are similar in nature, they can be interrupted at any time, and there is no problem in continuing after interruption. The game itself does not have a strong correlation.

RPG games like "Prince of Persia" are very few.

This is a characteristic of mobile games. It has been the case since the earliest snake eating and breaking bricks. After Mphone entered the game market, the gameplay of mobile games is improving, but it has not caught up with handhelds so quickly.

After all, handheld games have been around for much longer than mobile games. "

While Joseph and Charles were discussing the gameplay of the Mphone2, Legend of Heroes was a huge commercial success.

"In the past week, what was the video game that received the most attention? It was undoubtedly the card-type mobile game "Legend of Heroes" launched by Flamingo Games based on the world view of "Game of Thrones".

This game is exclusive to Mphone2, and it has successfully reached the top of the Mphone app store in just one week, and the weekly turnover has exceeded 200 million US dollars, which is a huge number, because you must know that Mphone1 does not support the download of "Legend of Heroes."

American's video game magazines pay more attention to the commercial performance of "Legend of Heroes", because in their opinion, the gameplay of the game itself is lacklustre, and the game content is barely rich. In the eyes of editors who have played too many games It is really lacking in praise.

However, it has achieved great success in the mobile game market. Most of the mobile games launched by Flamingo were priced between US$0.99 and US$5, which is a low-price route. Mphone1's global sales have not exceeded 0.99 million, and the ceiling of game revenue priced at $[-] is right there.

But there is no ceiling for free games, and "Legend of Heroes", which relies on selling content, has given the media and developers new thinking.

""Legend of Heroes" has achieved great commercial success by selling virtual goods. It achieved a weekly revenue of 2 million US dollars on the basis of only 50 Mphone200 users. Siege cities and loot villages, the upper limit of revenue of "Legend of Heroes" is the upper limit of revenue of Mphone2."

Mphone2的首周全球销量为50万台，把Matrix团队提前准备的50万台备货量消耗一空，Mphone2来自全球的供应链正在加班加点为Mphone2配货。

In just one week, not only "Legend of Heroes" showed a trend of explosion, but Mphone2 is completely ready to dominate the mobile phone market.

If Mphone1 is that Matrix spends money to invite celebrities to endorse it, invite celebrities to use Weibo and create personal accounts on Weibo, then after Mphone2, North American celebrity groups are proud to use Mphone2, the number of celebrities on Weibo and Quality has gone up a notch again.

"It's hard to imagine that Mphone2 is a product of 2003, and Newman has created a miracle again." This is Musk's speech on Weibo. He registered an account on social media several years in advance.

To be precise, when Mphone1 was first launched, Musk was a loyal user of Weibo. He often rants on Weibo, similar to X.com, which is a better payment software than NewPay. The reason why X.com’s market share is too low It is because NewPay has a first-mover advantage and so on.

Compared with NewPay, X.com is more willing to share benefits with other Internet giants. Amazon, eBay, Yahoo, Microsoft, etc. almost all hold shares in X.com. The electronic payment market cannot only have NewPay as its voice. This is a Silicon Valley technology company. Consensus with Wall Street financial institutions.

This consensus is the value of X.com’s existence. There is a consensus that X.com can continue to survive, and even live well. Except that the gap with NewPay has not been narrowed, but the market share of other electronic payment software has been wiped out. It's almost there.

eBay's electronic payment software has been taken off the shelves, and the input and output are completely out of proportion. Amazon's electronic payment software is still struggling.

Because of this, Musk slowly realized his X.com shares and founded SpaceX at the beginning of this year.

"For Mphone, the key to success is that Newman's structure is large enough, and he is willing to share benefits with other Internet companies and jointly build a complete Internet ecosystem."

"Mphone reminds me more of the early windows." This is Yang Zhiyuan's view on Mphone on Weibo.

The Nasdaq bubble burst, and Internet companies in both the primary market and the secondary market are in a cold winter, but the Internet itself has not been affected, and the content of the Internet is still growing exponentially.

In this context, Yahoo's decline is evident, the capital market cannot obtain sufficient financing, portals face direct competition from search engines, and Baidu has been squeezing Yahoo's living space since its listing.

Whether it is Yahoo or Baidu, the profits come from advertisers. After companies find that Baidu's advertising effect is better than Yahoo's, more and more companies will naturally turn to Yahoo.

Yahoo's crisis is unprecedentedly serious. Jerry Yang became Yahoo's CEO again at the end of last year, and set a strategy for an overall shift. He believes that in the traditional Internet market, Yahoo's rivalry with Baidu is a dead end.

The previous user advantages have also been exhausted, but the mobile Internet is still a blue ocean. Yahoo wants to transform its strategy and turn to the mobile Internet.

Whether it is cooperating with Nokia or Motorola, or launching a large number of Yahoo mobile phone applications in the Mphone application store, they are all part of this strategy.

Because of this strategy, Yang Zhiyuan also often plays Weibo.

But Yahoo does not develop an ecology like Weibo. What they choose is to transform traditional Internet applications, still facing the ecology they are familiar with, and successively launched Yahoo News and Yahoo Community.

"It is difficult for us to compete with Weibo in real-time content-based applications, not because we are afraid of Newman and do not want to compete directly with Newman.

It is because Weibo naturally has the advantages of a platform. It can expand infinitely with the help of Mphone. The preloading of Weibo on Mphone mobile phones has given them a great advantage. In addition to the advantages of users and content accumulated before, if we enter this field again , Pay and return are not directly proportional.

Why not cooperate with other mobile phone brands to launch similar applications on their mobile phones?Because whether it is Motorola or Nokia, they have launched their own real-time content-based applications and will not give Yahoo a chance.

I just mentioned it not because I am afraid of Newman, whether it is for Yahoo or for me, but I have to admit that Newman has a huge influence on Internet applications.He launched Weibo, and everyone believes that applications such as Weibo have huge commercial value.

Therefore, mobile phone manufacturers such as Nokia, Motorola, and Ericsson all hope to replicate the success of Weibo and use their own hardware platforms to launch their own Weibo applications, just like what Internet Explorer did to Netscape in the browser field.

Compared with Netscape, Mphone also relies on a sufficiently large platform.

No, no, Yahoo naturally has its own advantages. Our advantage is that we are a pure Internet company, we do not involve hardware, and Yahoo’s Internet applications can exist in smartphones of different mobile phone brands such as Matrix, Motorola, and Nokia at the same time.

This is a unique advantage of Yahoo, so we launched Yahoo News and Yahoo Communities. "

This is a public statement made by Jerry Yang in an interview with the media on Wall Street after Yahoo’s 2023 first quarter financial report was announced.

Yahoo is rejuvenating with the help of the mobile Internet, but this vitality is not recognized by the market.

"I admit that the only bright spot in Yahoo's first-quarter financial report this year is on the mobile Internet. Yahoo News has more than 100 million users, and Yahoo Community has 200 million users. However, our revenue has not changed substantially, and is even declining further.

Baidu is gradually encroaching on Yahoo's market in the traditional Internet field, and Yahoo is facing great pressure. These are real difficulties.

What I want to say is that the reason why we face such a predicament is that the commercial value of the mobile Internet has not yet emerged. "

After Zhou Xin defined the Mphone and the mobile phones launched against the Mphone as smart phones, the media introduced the concept of mobile Internet.This is because there are more and more heads-down people in major cities in North America. At least 30.00% of people who glance at the subway are looking at their phones.

The concept of mobile Internet is also widely recognized.

"Why do you say that the value of the mobile Internet has not been reflected? It seems that this is a commercial issue, but it is essentially a technical issue.

I have had private discussions with Newman many times. He and I share the same view that the mobile Internet has huge potential, but the potential has not been fulfilled or transformed into commercial value because of network speed limitations.

The mobile Internet was still in the 2G network stage before, and the network speed was limited. Most of the applications were text-based applications. Compared with traditional Internet image advertisements, merchants were less willing to place text-based advertisements, and the prices were also very low.

This is why the revenue brought by millions of users is only 100 million US dollars.

This problem can be fundamentally solved after the 2G network evolves to the 3G network. Mphone2 is the first smart phone that supports 3G network, but it is not the only one. I believe that with the popularization of 3G network, Yahoo's plight will be solved essentially. "

Jobs tweeted that Apple would also manufacture its own smart phone: "Apple will launch its own smart phone next year or the year after. After getting in touch with Mphone2, I think this is the form of my ideal mobile phone."

"Apple will make its own characteristics on the basis of Mphone2, just like there are countless music player brands in the world, Apple can still make its own characteristics."

The success of ipod2 and ipod zero allowed Apple to regain a large amount of cash flow, giving Jobs the confidence to enter the smartphone market.

(End of this chapter)