Unfortunately, Baidu's network disk has not been "lying to win" for more than three years, and the personal network disk industry has once again ushered in a new opponent.
In June 2020, the iOS version of Thunder was put on the App Store again after many years. 1 month later, Thunder added the cloud disk function to the new version of iOS, and free users can get 2TB of storage space, supporting magnetic link and BT seed download. Although Thunder used to be the number 1 in China's download software industry, Thunder in the era of mobile Internet has long lost its former aura.
The cloud disk function makes Thunder once again stand in the focus of the industry. On July 4, 2020/kloc-0, Thunder topped the free list of App Store. According to Maggie's data, since the new version of Xunlei iOS was updated, its App ranking has been within the top 200 of the App Store free list. Although it can't reach the previous 100, Thunder finally has a place in the mobile Internet.
Unlike the "Buddhism" of Thunder, Pan in Alibaba Cloud is much more radical.
In August, 2020, Alibaba Cloud Network Disk (later renamed Alibaba Cloud Disk) was launched on the App Store, and the free user storage space was 1000 GB. However, you need an invitation code to register. Limited by the invitation code, Alibaba Cloud will occasionally release some new news afterwards.
On March 22nd, Alibaba Cloud Stock Exchange officially opened the public beta. Judging from the real-time ranking of the list of Seven Wheat Data, the ranking of Alibaba Cloud Disk in the total list of free lists rose rapidly from 798th to 2nd.
In Xiaomi App Store, Alibaba Cloud Disk once rose to the second place in the software download list, with a cumulative download volume of 2.39 million. Interestingly, the app store pea pods, which was acquired by Alibaba on 20 16, has no search results of "Alibaba Cloud Disk" at present. I don't know whether the Alibaba Cloud CD team didn't submit relevant materials to pea pods, or whether the latter forgot to include the download package of Alibaba Cloud CD.
Alibaba Cloud's intention to threaten and encircle Baidu's network disk is obvious.
In the 2026543810.4 version of Alibaba Cloud Disk App10.4, the product introduction is still Alibaba Cloud's personal cloud product. In version 2.0.2 of February 25th, 20021year, the slogan of Alibaba Cloud Disc was changed to "Alibaba Cloud Disc-Fast Upload and Download". In the application description of Alibaba Cloud disk,
Why do you want to mention the slogan "extremely fast upload and download"? Alibaba Cloud's goal is directed at the pain point of Baidu's network disk.
Baidu network disk has gained hundreds of millions of users since its establishment eight years ago. However, Baidu's network disk has quietly occupied the first place in the industry, but it has also been repeatedly complained because of user experience problems. Among them, the user experience that users dislike most is the speed limit of uploading and downloading, and the App can only upload videos after purchasing svip.
What users feel most about this function is that if you want to upload a larger file on Baidu's network disk, the upload/download speed may be only 100kb/s under the speed limit, and sometimes even only a few kb/s, which means that it may take half a day to upload/download a file. If it is a document that needs work, no one can stand such a slow speed.
I want the horse to run fast, and I want the horse not to eat grass. Yes, some users just want to have a good user experience, not a member.
There is still much room for improvement in the habit of paying for Internet applications in China. Video websites are the largest user base, with more than 200 million paid members of iQiyi, Tencent Video and Youku. However, the payment scale of digital music, online literature and other fields is much lower than that of video websites, and the payment scale of online disk industry is even lower, which is related to two major factors:
First, the user habits of a generation of netizens in China are over-nourished by the free mode. Listening to songs, watching movies, watching videos ... In the past, all online entertainment activities were free, but now suddenly you have to pay. In addition to what they really need, users are not used to paying for Internet applications and treating Internet applications as "commodities".
At present, all kinds of free novel reading products have become popular in the Internet industry, which is also a "chicken thief" mentality. Although users do not directly pay for the content, they need to watch advertisements in exchange for browsing time, so users have no time to spend money. Perhaps many users are not aware of this at present.
In addition, from the author's point of view, when the works are free, they will get lower income, because the fees for the works are exchanged by users with advertising time.
It's been 202 1 year, and it's still using the free model, which is undoubtedly killing the goose to get the egg, and it has no promotion effect on the industry.
Users are used to free, but they have to pay at first, and bad habits are hard to change.
Second, there are more and more Internet charging applications. Video, music, online literature, e-commerce, games ... More and more Internet applications start to pay, but some users can't get over it. If you pay for everything, users may spend more than 1000 yuan online every year. Therefore, users can only reduce the frequency of online payment, which is unnecessary and never pays.
The fundamental reason for the speed limit of Baidu's network disk is to encourage users to pay. In response to the speed limit repeatedly mentioned by netizens, Baidu's network disk replied in the form of a private message on 20 19:
It is already a high cost to provide users with free space and memory in Baidu. Com (similar products at home and abroad have been charged according to the size of space, such as iCloud), in addition to service costs and bandwidth costs. When you open Baidu's network disk to upload and download files, the official needs to pay the bandwidth when these files are transmitted. The greater the bandwidth when users transmit files, the higher the cost.
If the download speed of Baidu network disk is completely open, there will be greater bandwidth cost. The purpose of restricting non-members is to control the operating cost of the whole product and help the product live longer.
Although the reply of Baidu network disk dispelled some users' doubts about speed limit, it did not solve the problem of poor user experience.
On 20 19, 10, Baidu Network Disk introduced a new charging scheme for users who don't want to buy members, that is, charging by time/day, charging by 5.9 yuan/day, or charging by 2.9 yuan /5 minutes. Users don't need to buy annual or monthly cards, but they can pay special needs, the minimum is 1.9 yuan. In this regard, there are still users dissatisfied. Even if 1.9 yuan, they still want to be penniless.
Alibaba Cloud's "extremely fast upload and download" directly hit the speed limit pain point of Baidu's network disk. Although Alibaba Cloud disk has achieved unlimited upload/download speed, will the speed limit be the same as Baidu network disk in the future? On this issue, Alibaba Cloud Pan mentioned in his help and feedback: "The core experience of Alibaba Cloud Pan's products is" speed ". In order to let everyone enjoy the speed at your fingertips, we will not realize commercialization through active speed limit. This is the principle of our charging plan. "
However, users of Alibaba Cloud Disk should not be too happy. During the internal testing of Alibaba Cloud disk, users gained more storage space through various incentives. Alibaba Cloud Disc is about "Is the initial capacity of internal users permanent?" As mentioned in the title, the initial capacity of internal users is valid until the end of public beta.
According to the observation of Claire Kuo's internet circle, in Alibaba Cloud disk 1.0.0, the application description specifically mentioned 5G fast download (exclusive to members), but Alibaba Cloud disk cancelled the exclusive to members in the later internal testing process and generalized this function. Seeing that more and more people are dissatisfied with the speed limit, Alibaba Cloud has turned this function into a "golden signboard".
In the face of the encirclement and suppression of Thunder and Alibaba Cloud, can Baidu's network disk survive? I think it needs to be considered from several aspects:
First of all, how to play Alibaba Cloud's future charging strategy. The free play of Alibaba Cloud Disk has been seen by the outside world, but as Baidu Network Disk mentioned, when the number of users of Alibaba Cloud Disk reaches a large enough stage, the memory cost, service cost and bandwidth cost will not be small. Then, what Alibaba Cloud needs to consider is how to solve the profit problem. What is its charging strategy? This is a test of Alibaba Cloud disk. Without accurate payment points, users will not pay at all, and the payment points are not attractive enough, which makes it easy for users to say that the user experience is not as good as Baidu's network disk.
Baidu's network disk itself has enough users. In the future, Alibaba Cloud will try to circle home users. Many users of Baidu network disk are small and medium-sized enterprises, and they will regard Baidu network disk as a part of office software. In addition, the more data a user stores in Baidu's network disk, the lower the probability that he will migrate to other network disks. On the one hand, it is troublesome, on the other hand, it will also consider the security of Alibaba Cloud's network disk. After all, it is a new product. Baidu network disk has been in operation for more than 8 years.
Baidu's network disk speed limit problem is self-inflicted, but from a commercial point of view, Baidu's network disk is also a last resort. The purpose of the company is to make profits, and there are not many profitable ways that the network disk can imagine. Alibaba Cloud's current form is really good, but without a long-term healthy profit point as the backing, the future eating will not necessarily look better than Baidu's online disk.
People are always full of hope for new products. In fact, the user experience after payment is not much different. The point is that you pay.
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