2012年2月20日星期一

Baidu and Google: LAN over the Internet

Five years ago, that is, April 2006, Baidu, Robin Li predicted that, "five years later, the relationship between Google and Baidu Baidu thriving, market share, it is difficult to see Google.
5 years after the today, CNZZ the statistics, the Google search engine usage and market share in China has been as low as 10%, while Baidu is as high as 76%, Robin Li predicted that in some ways be verified.
Zhou commented: "It seems now talk of the town really Peking University (NorthBig) (Note: NB), great vision and foresight, did see the future. The rest of us is relatively Nanda (SouthBig,) (Note: SB) only from the product and market users of these narrow-minded point of view is not allowed to see. "
Guess the results, they did not anticipate the process
Initially focus on the Chinese search engine Baidu was established in 2000, and grew up in the events of 2002, Google blocked in 2003 when, in the field of Chinese search Baidu is basically flat and Google in 2004, 2005, from 30 % to 40% to more than 50 percent in 2006, until 2009, Baidu's market share has been about 60%, in the first quarter of 2010 Baidu share rose to 64%. Google China's market share from 20 percent growth in 2006 to the end of 2009, 35.6%, Google out of China the impact of events in the first quarter of 2010, Google, the Internet search market share dropped to 30.9%.
Chinese search engine market share
Revenue share of the Chinese search engine market in 2003-2009 (source: iResearch)
In early 2010, I wrote an article "post-Google era of the Internet ecosystem, and that other search companies" carve up more than 30% left after the exit of Google's market share "argument is too early to, and anticipate Baidu may be Google after the departure of the biggest beneficiaries. "
A year later, Baidu gradually monopolized the Chinese search engine market, Google search engine has been gone even further restrictions, the first shield against the word of the search service after HTTPS search service has been shielded from the March 2, 2011 Google's full range of services in China by different degrees of interference, leading to the Google all kinds of services (Gmail, Google Reader, Google Analytics) are unstable, and Google Maps are also dead or alive in the shadow of the door of the license, making Google services the availability of gradual decline.
And now, according to data CNZZ data center, the first quarter of 2011 Baidu search engine usage up to 76%, ranking first in the domestic, followed by Google, 10.16%, 4.86% of the Sogou, the Tencent SOSO3.43%, but will be a proper way, Yahoo followed.
CNZZ data center
However, Baidu occupy the vast majority of market share, but that does not mean that its search engine will be able to perfect. CNZZ data Baidu despite the total in the search results, the opening speed of the search results page, retrieve the results of the immediacy of the more prominent, but the auction ads for search results, search results download effect, microblogging, search, shopping search, etc. the control has lagged behind Google and other search engines. In other words, even in the most central area of ​​the search, Baidu also had to face a challenge from Google and other search engines.
CNZZ data center
Baidu Google search quality comparison
If you do not have those man-made interference, Baidu and Google compete in a fair environment, Baidu and Google's search quality comparison which is better? Kai-fu Lee, the CEO of the former Google China from the "relevance", "index size", "Speed", "freshness" four gives a detailed evaluation:
Baidu Google

    
First, in 2005-2006, the comparison of Google and Baidu:

    
A correlation: the leading Baidu two points (about the gap between today's English Google and Microsoft, to say much).

    
2, the index scale: Google a larger scale, but a lot of important content (eg forums). (Comparison here is a Chinese index, but Google's index for all languages ​​of the world are stored, and any search may be the seizure of the results of any language and country)

    
3, speed: Google is far slower than Baidu.

    
4, freshness: Google behind Baidu.

    
After two years of efforts, in 2008, Google and Baidu compare:

    
A correlation: Google is far ahead of the 7 points (about English just come out of Google and Yahoo gap).

    
2, the index scale: Google Baidu's about 10 times (of course, the most common search word is not feel the difference), and to make up for some crawling errors and drop.

    
Speed: Google and Baidu are about the same, although many servers out of the country.

    
Freshness: Google within 6 minutes, the line six minutes after that on a web page can be found to (if the PR value is high enough).
Therefore, it can be seen from the point of view of search engine technology, Google was for Baidu, the leading, a specific example, in 2007, Google's employees do a Google contest was "the program, the search engines blind test to verify that the search quality of Google and Baidu, the results of testing of a large number of anonymous users, and ultimately Google search win.
Baidu's crisis
Southern Weekend blockbuster article whirlpool richest man Li Wen wrote, "Li, 'The technology itself is not the only decisive factor in commercial warfare strategy is the key of winning a thousand miles.' ... Li Microsoft described as 'every inch' of the 'evil empire', more than ten years later, he created and led the company is facing the same charges. Baidu is not only doing the search, is still a real-time communication, e-commerce, blogs, microblogging, input method, browser, compression software ... and even done some time the contents of the production. "
Certain point of view, Baidu's development seems to be plain sailing, released on March 10, 2011 Forbes Global list of the richest, the mainland richest man name Baidu CEO Robin Li won. March 24, Baidu market capitalization of more than Tencent, the highest current market value of Chinese Internet companies, Tencent also since 2006, for the first time lost the title of the market value of the Chinese Internet companies.
On the other hand, Baidu seems to suddenly become "common knowledge" of the domestic Internet industry, PPC criticized a lot, Baidu Baidu Library infringement storm out of the depressed, forced to apologize the Dangdang partners have blocked Baidu advertising, and even Baidu self "ah" sadly shut down, Baidu MP3 pressure to transform, a variety of problems erupted overnight, Baidu has become the Internet industry "common knowledge" and "public enemy number one".
Baidu's profit model is very simple and its easy to understand, "PPC", Baidu PPC early dirty, then search for "cancer" to turn seventy-eight to get the normal search results, while the previous 78 pages full of sponsor money to buy advertising, lashed everyone, Baidu had to make some changes to reduce the number of ads.
Baidu "infringing" behavior but even more, the Baidu Post Bar infringement momentum, Baidu the contrary launched Baidu Wikipedia, Baidu Library family of Web sites, these sites to Baidu has brought a lot of traffic, but there are a lot of infringing content, and seriously damaged the interests of content creators, and ultimately led to the siege of the writers and publishers, and its reputation has been seriously affected.
For third-party websites, Baidu ranked for the original article is not such as Google, the search a lot of keywords are the top Baidu own website, such as Baidu Encyclopedia, has become "Baidu Station Search "Google is more original articles standing in the front.
Box calculation
The face of various difficulties, Baidu is also thinking about the future profit model, the success of the Apple App Store has aroused the concern of Baidu, Baidu began to build their own application store, in an attempt by the so-called "box computing" applications open platform to build a new eco-system ", the search box becomes similar to Apple's AppStore application platform, providing applications and services; the user, user experience, and help users save time; developers, developers or operators can application submitted directly to Baidu application of open platform, and to achieve the best location and best form of search results directly show.
Box calculation
Baidu "box computing" traffic interception Express, Film and Television, ticket and shopping vertical search, Baidu data open platform resulting in relatively beautiful, comprehensive search results to intercept most of the traffic, large-scale enterprises or software developers to get traffic from small sites lose this part of the flow.
And PPC, the application platform business model is "free + advertising" business model. Open platform (store) to the Baidu search box as the core of the lack of the client (browser may be the next client), Baidu users are usually unwilling to pay the above fee-based services is more difficult, large part of the application of individual applications, e-commerce type applications, the business model for third-party developers can usually only take the "free + advertising, its profitability is difficult compared to the Apple App Store Baidu's" free "model is clearly the biggest challenge of the application store.
Conclusion
It can be seen, Baidu has made some success, but not rely on pure technology and innovation to win, if not Google often intermittent shielding the search engine market in China will not be like this today, Baidu won the market , loss of reputation. A random violation of the copyright of the writer, and money can delete negative news, PPC released counterfeit advertising, such enterprises can actually become a market value of the first Internet companies, it is indeed a bad money drives out good money era.


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