The first question that appears when searching for YunOS is:
"What is the relationship between Ali's YunOS and Android?"
When you click in, the highest answer is:
"If you don't rewrite dalvik (virtual machine), YunOS doesn't change Android much more than Flyme and MIUI."
Respondents are finally labeled as relevant: One of the former YunOS developers.
From Ali's point of view, of course, this is not the case. On December 10, 2015, Ali held an annual conference in Beijing. Announced that YunOS has become China's third largest operating system with a 7.1% market share, second only to Android and iOS. The applause of the organizers was needed at the scene.
More than Baidu Cloud OS
Discussions on mobile operating systems now seem to have little value. Giants have done, the result Baidu cloud OS indefinitely stalled, Tencent TOS is beyond recognition. Entrepreneurial teams have also done, and the Diaspora OS has finally disbanded and frog OS is now living on investment. On the surface, YunOS is different from them all. However, from the perspective of hardware and software, the problem of killing other OSs is also what YunOS needs to face: how to make money without hardware?
Obviously, Alibaba’s wealthy is even more embarrassing than Baidu in this respect. According to Zhang Chunhui, general manager of YunOS Business Unit, “YunOS team has grown from the original 20 pioneer Warriors to nearly 1,000 people in five years.†It sounds like a replica of Ali’s “Eighteen Arhatsâ€. The only difference is that the former operates. It's hard to be self-sufficient in costs.
When Baidu Cloud OS grew to about 200 people, Baidu was overwhelmed. In the event of a change, Li Yanhong paid no heed to the joint letter written by the team members. Afterwards, Baidu Cloud OS members told the reporter Lei Fengwang disheartenedly: “Business is business, and feelings don’t work.†At the same time, this is where he is puzzled by YunOS.
In addition, the installation also requires money and requires a lot of money. The Green Orange mobile phone had a brief cooperation with YunOS two years ago. According to insiders, Ari talked about the first hand of cooperation. He said: "Our company is not short of money. At least 51% of the shares need to be discussed in a joint venture. Ali did not agree. Later, it became a simple strategic cooperation." In addition, according to him, "Ali began to find the Meizu talk, but also came this way."
Strategic cooperation means subsidy. “When the system (YunOS 1.0) was found (2013), the system was very bad. However, the subsidy was very high, with 400 units. Unlike today, it is only 13 dollars.†Some mobile phone equipped with YunOS Manufacturers said. But even so, in the profitable circumstances, there are still many manufacturers who are eager for it. In addition to money, the "profit" mainly has channels.
Perfect triangle relationship
According to data provided by Sino, So far, the layout of YunOS in the Chinese market is as follows:
First-tier cities: 8.9%
Second-tier cities: 14.9%
Third-tier cities: 22.5%
Fourth-tier cities and below: 53.7%
The conclusion is obvious: The main scale of YunOS is still from the market below the third level. Some mobile phone manufacturer equipped with YunOS also asked Lei Feng reporter: “Have you ever heard of a cell phone, a Kumai cell phone, or a Bailey Fung cell phone? These cell phones may not be found in Zhongguancun, but they are in the T4 and T6 markets. (Fourth and sixth-tier distributors) These mobile phones are actually very common."
This situation should be thanks to operators. It is worth studying: Why does the operator + YunOS + mobile phone manufacturer this model can be established? Many people may wonder whether there is government-level intervention behind cooperation. According to what the Lei Feng network reporter learned, it is not.
According to a person familiar with the matter, “Operators are very welcoming to those small manufacturers because they want to keep the price low, and for mobile phones under 499, the big manufacturers generally do not do it, and some small manufacturers are doing it.†So they found a job at YunOS. In the past, operators and small vendors were actually "clustered."
A certain mobile phone manufacturer who wants to take the channel of the operator also told the Lei Feng network reporter that when they are looking for cooperation with the operator, because there is a gap in the shipping cost, the operator will even take the initiative to put forward: “Or you go look for YunOS, They are subsidized in this respect." In the end, it was really negotiated.
The gap in the cost of shipment also means that the manufacturer does not compromise on quality. If you do not care about this, this tripartite cooperation will proceed more smoothly. Channels, profits, and hardware are all available to each other. The prices of carriers' purchases remain unchanged, and the shipments of small vendors remain stable. The only change is that Yunos is used on the phones of farmers or workers. Of course, they may not have noticed this at all.
However, for mobile phone manufacturers such as Meizu, the situation is slightly different. According to Li Nan, vice president of Meizu, Meizu mobile phone online shipment accounted for about 30%. After cooperating with YunOS, Meizu will no doubt have more convenient resources for Ali (Tmall, Taobao). The Charm Blue Metal that was launched before the double 11 was a good illustration of this. Only the YunOS version eventually helped the Meizu achieve the fastest break of the billions, and it broke into the Top 3 of the mobile phone industry.
YunOS tells the story
At various exchanges organized by YunOS, Lei Feng.com reporters often see a fan of YunOS. When he was at Alibaba headquarters once, he asked the software engineer at YunOS: "YunOS version of Newman's cell phone camera photograph even worse than the original, how do you do?" YunOS people did not evade this problem, but said: " YunOS cannot use unlicensed algorithms, and will continue to improve in areas where experience is not good."
Zhang Weihua, the origin mobile phone CEO, told the Lei Feng reporter: “The vendors that cooperate with YunOS are mostly small manufacturers and have no ability to optimize algorithms. If YunOS uses its own algorithms in video and photography, the effect is certainly not as good as it is. The public version.†Because “the public version has at least passed the verification, YunOS cannot have the energy to debug each partner’s mobile phone.†And when Charm Blue Metal was released, Mei Yang, vice president of Meizu, also stated: “This aspect is certain. Meizu's own team is maintaining."
There are many problems like this, but in reality, neither mobile phone performance nor UI design is fatal to YunOS. According to Zhao Li, CEO of Leo OS, compatibility with Android is the key to the survival of YunOS.
“Their earliest architecture is not compatible with Android. Now YunOS integrates with Android except for security, Ali's core APP, and some virtual machines. In other words, all Android applications can run on YunOS.†And Ali needs to bear The risk is: "This approach is very unhappy Google, there is no problem in the country, can leave China's policy protection will be affected." Zhao Li said.
YunOS's ability to stand still will undoubtedly enhance Ali's control over payments, transactions, and mobile e-commerce. What Ali is more willing to say on the table is big data. For those who focus on the low-end, it seems that surrendering user data seems to be only a matter of course. Li Nan also mentioned when evaluating high and low-end terminals: “We have even seen in some data that the value of high-end and low-end APPs differ by as much as 10 times. A large number of low-end machines hold up. The internet story."
Ali needs to make this story a reality, but among the companies that cooperate with YunOS, besides Meizu, there are obviously people who think that they are not purely low-end camps. "Like next year we have to push a high-end model, killing me will not use YunOS." Because "for every upgrade of Android, we do not want to be limited by YunOS when we follow up. In addition, the data is in In your hand, you can also do something that is good for brand communication,†said one vendor.
Ultimate logic
Regarding the status of YunOS, Alibaba Group CTO Wang Jian and OS Business Group President Jiang Peng both questioned the low-end view of YunOS. Jiang Peng said: "In fact, our end user's paid reading rate is much higher than everyone thinks of big manufacturers. Therefore, we believe that users actually do not have the so-called low-end and high-end." Wang Jian directly countered the reporter: "iPhone Is it for high-end users? I think the market is also selling food.â€
It may be that the high-end and low-end are relatively abstract, and reporters have no time to respond. Logical subjects are inexplicably replaced by users. In this regard, YunOS's cooperating companies said instead: “If you look at Thangka and JD’s advertising on the wall in rural areas, you will understand that this is a way of enveloping the city in the countryside.†Think carefully, “Go to the countryside†It seems that it is indeed the millennium old market of the incremental market.
Finally, before the interview ended, when a reporter asked about the meaning of YunOS to Ali, Wang Jian responded with a smile: “When something you write is taken down by others, you know what the meaning is.†This logic seems to be to Zhou Hongyu. The same applies.
"What is the relationship between Ali's YunOS and Android?"
When you click in, the highest answer is:
"If you don't rewrite dalvik (virtual machine), YunOS doesn't change Android much more than Flyme and MIUI."
Respondents are finally labeled as relevant: One of the former YunOS developers.
From Ali's point of view, of course, this is not the case. On December 10, 2015, Ali held an annual conference in Beijing. Announced that YunOS has become China's third largest operating system with a 7.1% market share, second only to Android and iOS. The applause of the organizers was needed at the scene.
Ali YunOS became the third largest operating system in China. Then what?
More than Baidu Cloud OS
Discussions on mobile operating systems now seem to have little value. Giants have done, the result Baidu cloud OS indefinitely stalled, Tencent TOS is beyond recognition. Entrepreneurial teams have also done, and the Diaspora OS has finally disbanded and frog OS is now living on investment. On the surface, YunOS is different from them all. However, from the perspective of hardware and software, the problem of killing other OSs is also what YunOS needs to face: how to make money without hardware?
Obviously, Alibaba’s wealthy is even more embarrassing than Baidu in this respect. According to Zhang Chunhui, general manager of YunOS Business Unit, “YunOS team has grown from the original 20 pioneer Warriors to nearly 1,000 people in five years.†It sounds like a replica of Ali’s “Eighteen Arhatsâ€. The only difference is that the former operates. It's hard to be self-sufficient in costs.
When Baidu Cloud OS grew to about 200 people, Baidu was overwhelmed. In the event of a change, Li Yanhong paid no heed to the joint letter written by the team members. Afterwards, Baidu Cloud OS members told the reporter Lei Fengwang disheartenedly: “Business is business, and feelings don’t work.†At the same time, this is where he is puzzled by YunOS.
In addition, the installation also requires money and requires a lot of money. The Green Orange mobile phone had a brief cooperation with YunOS two years ago. According to insiders, Ari talked about the first hand of cooperation. He said: "Our company is not short of money. At least 51% of the shares need to be discussed in a joint venture. Ali did not agree. Later, it became a simple strategic cooperation." In addition, according to him, "Ali began to find the Meizu talk, but also came this way."
Strategic cooperation means subsidy. “When the system (YunOS 1.0) was found (2013), the system was very bad. However, the subsidy was very high, with 400 units. Unlike today, it is only 13 dollars.†Some mobile phone equipped with YunOS Manufacturers said. But even so, in the profitable circumstances, there are still many manufacturers who are eager for it. In addition to money, the "profit" mainly has channels.
Perfect triangle relationship
According to data provided by Sino, So far, the layout of YunOS in the Chinese market is as follows:
First-tier cities: 8.9%
Second-tier cities: 14.9%
Third-tier cities: 22.5%
Fourth-tier cities and below: 53.7%
Ali YunOS became the third largest operating system in China. Then what?
The conclusion is obvious: The main scale of YunOS is still from the market below the third level. Some mobile phone manufacturer equipped with YunOS also asked Lei Feng reporter: “Have you ever heard of a cell phone, a Kumai cell phone, or a Bailey Fung cell phone? These cell phones may not be found in Zhongguancun, but they are in the T4 and T6 markets. (Fourth and sixth-tier distributors) These mobile phones are actually very common."
This situation should be thanks to operators. It is worth studying: Why does the operator + YunOS + mobile phone manufacturer this model can be established? Many people may wonder whether there is government-level intervention behind cooperation. According to what the Lei Feng network reporter learned, it is not.
According to a person familiar with the matter, “Operators are very welcoming to those small manufacturers because they want to keep the price low, and for mobile phones under 499, the big manufacturers generally do not do it, and some small manufacturers are doing it.†So they found a job at YunOS. In the past, operators and small vendors were actually "clustered."
A certain mobile phone manufacturer who wants to take the channel of the operator also told the Lei Feng network reporter that when they are looking for cooperation with the operator, because there is a gap in the shipping cost, the operator will even take the initiative to put forward: “Or you go look for YunOS, They are subsidized in this respect." In the end, it was really negotiated.
The gap in the cost of shipment also means that the manufacturer does not compromise on quality. If you do not care about this, this tripartite cooperation will proceed more smoothly. Channels, profits, and hardware are all available to each other. The prices of carriers' purchases remain unchanged, and the shipments of small vendors remain stable. The only change is that Yunos is used on the phones of farmers or workers. Of course, they may not have noticed this at all.
However, for mobile phone manufacturers such as Meizu, the situation is slightly different. According to Li Nan, vice president of Meizu, Meizu mobile phone online shipment accounted for about 30%. After cooperating with YunOS, Meizu will no doubt have more convenient resources for Ali (Tmall, Taobao). The Charm Blue Metal that was launched before the double 11 was a good illustration of this. Only the YunOS version eventually helped the Meizu achieve the fastest break of the billions, and it broke into the Top 3 of the mobile phone industry.
YunOS tells the story
At various exchanges organized by YunOS, Lei Feng.com reporters often see a fan of YunOS. When he was at Alibaba headquarters once, he asked the software engineer at YunOS: "YunOS version of Newman's cell phone camera photograph even worse than the original, how do you do?" YunOS people did not evade this problem, but said: " YunOS cannot use unlicensed algorithms, and will continue to improve in areas where experience is not good."
Zhang Weihua, the origin mobile phone CEO, told the Lei Feng reporter: “The vendors that cooperate with YunOS are mostly small manufacturers and have no ability to optimize algorithms. If YunOS uses its own algorithms in video and photography, the effect is certainly not as good as it is. The public version.†Because “the public version has at least passed the verification, YunOS cannot have the energy to debug each partner’s mobile phone.†And when Charm Blue Metal was released, Mei Yang, vice president of Meizu, also stated: “This aspect is certain. Meizu's own team is maintaining."
There are many problems like this, but in reality, neither mobile phone performance nor UI design is fatal to YunOS. According to Zhao Li, CEO of Leo OS, compatibility with Android is the key to the survival of YunOS.
Ali YunOS became the third largest operating system in China. Then what?
“Their earliest architecture is not compatible with Android. Now YunOS integrates with Android except for security, Ali's core APP, and some virtual machines. In other words, all Android applications can run on YunOS.†And Ali needs to bear The risk is: "This approach is very unhappy Google, there is no problem in the country, can leave China's policy protection will be affected." Zhao Li said.
YunOS's ability to stand still will undoubtedly enhance Ali's control over payments, transactions, and mobile e-commerce. What Ali is more willing to say on the table is big data. For those who focus on the low-end, it seems that surrendering user data seems to be only a matter of course. Li Nan also mentioned when evaluating high and low-end terminals: “We have even seen in some data that the value of high-end and low-end APPs differ by as much as 10 times. A large number of low-end machines hold up. The internet story."
Ali needs to make this story a reality, but among the companies that cooperate with YunOS, besides Meizu, there are obviously people who think that they are not purely low-end camps. "Like next year we have to push a high-end model, killing me will not use YunOS." Because "for every upgrade of Android, we do not want to be limited by YunOS when we follow up. In addition, the data is in In your hand, you can also do something that is good for brand communication,†said one vendor.
Ultimate logic
Regarding the status of YunOS, Alibaba Group CTO Wang Jian and OS Business Group President Jiang Peng both questioned the low-end view of YunOS. Jiang Peng said: "In fact, our end user's paid reading rate is much higher than everyone thinks of big manufacturers. Therefore, we believe that users actually do not have the so-called low-end and high-end." Wang Jian directly countered the reporter: "iPhone Is it for high-end users? I think the market is also selling food.â€
It may be that the high-end and low-end are relatively abstract, and reporters have no time to respond. Logical subjects are inexplicably replaced by users. In this regard, YunOS's cooperating companies said instead: “If you look at Thangka and JD’s advertising on the wall in rural areas, you will understand that this is a way of enveloping the city in the countryside.†Think carefully, “Go to the countryside†It seems that it is indeed the millennium old market of the incremental market.
Finally, before the interview ended, when a reporter asked about the meaning of YunOS to Ali, Wang Jian responded with a smile: “When something you write is taken down by others, you know what the meaning is.†This logic seems to be to Zhou Hongyu. The same applies.