《Facebook效应》(The Facebook Effect)的作者David Kirkpatrick曾经说过,腾讯(Tencent)是威胁到Facebook的公司,它在全球社交网站排名已经是第二位了,只是腾讯(Tencent)还没有想出该如何进入国际市场。在收入增长放缓的大趋势之下,腾讯(Tencent)怎样发展海外市场显得更为紧要,而这也关系到全球移动互联网的新一轮竞争中,腾讯(Tencent)的成败。笔者为你整理一下腾讯(Tencent)的国际化战略,反映中国互联网公司进入国际市场的困境与机会。
不管是向俄罗斯风险投资基金DST注资3亿美元,间接的成为了Facebook,Groupon,Zynga等互联网新秀的股东,还是以30多亿人民币的价格收购了美国游戏开发商Riot Games,包括购入MIH印度环球网络公司股份。近2年的时间里。腾讯(Tencent)已经收购超过100起海外项目,积极拓展腾讯(Tencent)国际化的空间。
实际上这也反映了腾讯(Tencent)目前的现状——手里拥有非常多的现金,非常多的产品,但涉及到和文化关联度很高的互联网产品和服务时,腾讯(Tencent)就显得力不从心了:到底要发展哪一款产品?而自2007年推出的英文版QQ遭到失败后,腾讯(Tencent)一直没有找到打开国际市场的产品思路。腾讯(Tencent)国际化必须跨越“文化”这道槛。
腾讯(Tencent)在微信(Wechat)国际化上的一系列布局正透露出明显的战略意图:微信(Wechat)将撑起腾讯(Tencent)国际化的大旗,腾讯(Tencent)CEO 马化腾显然有有志在海外开展大型广告活动推广微信(Wechat)。最新的消息是微信(Wechat)正在测试 4.0 版本,将会开放API、打通 Facebook。其3.5版本又新增了分享QR Code到Facebook功能,同时支持海外100多个地区手机短信注册微信(Wechat)帐号。而在腾讯(Tencent)发布的一季度财报中透露,对韩国手机聊天应用KakaoTalk的投资4.03亿元,获得13.84%的股权,KakaoTalk被称为“韩国版微信(Wechat)”。
在未来的10年,腾讯(Tencent)还能依靠QQ在市场上一往无前吗?超过1亿的微信(Wechat)用户,显然让腾讯(Tencent)找到了未来十年继续一往无前的杀手锏,腾讯(Tencent)要抢占全球移动应用市场。其二,如果再仔细理清腾讯(Tencent)的海外无线业务,腾讯(Tencent)无线国际产品部助理总经理袁子文接受媒体采访的时候曾经说过,“腾讯(Tencent)首推的业务是手机QQ浏览器、微信(Wechat)、Qute(手机聊天)和腾讯(Tencent)手机管家海外版”。微信(Wechat)和QQ浏览器无疑是最具竞争力的产品。和国外的对手相比,微信(Wechat)的产品特色很明显,支持语音对讲、发送图片和视频,LBS交友功能等。QQ浏览器的优势在于,它是和文化关联较少的平台型产品。
最近腾讯(Tencent)的国际化路线已经开始显现:网络游戏重心在韩国。腾讯(Tencent)已经联手韩国风险投资基金Capstone Partners出资184亿韩元,连续投资了7家韩国游戏公司。2008年初Capstone Partners运营Capstone风险投资基金已经得到腾讯(Tencent)的100亿韩元投资。
特别在收购了美国Riot Games和Gamegoo的股份之后,腾讯(Tencent)依托韩国市场,攻占全球游戏业的路线明显。事实上,韩国游戏市场已经饱合,腾讯(Tencent)的意图在于利用韩国本土的研发优势和运营技术,制作出精美的游戏,进攻海外市场。刚刚公布的一季度财报显示,网络游戏收入比上一季度增长19.4%,除强劲的国内假日经济增长之外,游戏“英雄联盟(League of Legends)”等在美国、欧洲和韩国等地区的用户增长十分的强劲。
袁子文还表示,对于腾讯(Tencent)无线国际化路线,腾讯(Tencent)最主要的两大市场在在印度和印度尼西亚,下一阶段将会发展拉美洲市场和俄罗斯市场。此类国家固定网络不是特别的发达,移动互联网发展的机会更大.
Wechat FAQ
What is Wechat?
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