Everyone needs ICP license

July 28th, 2006

Internet Content Provider (ICP) license become more and more important in China.

Those global players need to reconsider their ICP issue, or start to apply for an independent one now.

Google China rented an ICP license before, Yahoo China still share an ICP license with 3721. MSN China benifited from its JVs license.

A new rule from the government came out recently, everyone needs an independent ICP license.

Google had already started it application precess.

1st Quater Performance at China: Baidu, Yahoo, Google

June 22nd, 2006

Who is the Number One at Chinese Search Engines market?
The answer is Baidu.

Where is Google China?
Google is the third, right after Yahoo.

Why Yahoo search is the Second?
They still relied on the real name (3721) business. The search performance for them is not as strong as the position indicates.

According to the report of Analysys International, at 1 quater of 2006, Baidu’s market share was 43.9%, Yahoo China was 21.10%, Google China 13.20%. The total market scale for chinese search engine is 303 million RMB, 175 million RMB of which is from CPC, 9 million RMB from  search AD ( fixed ranking ), 120 million RMB from real name search.

Although the real name search still has a big share, their performance is shrinking. Chinese real name search is not a long-term products. The advertisers are losing their interests at Real Name search. According to the two main real name search player, Yahoo China’s 3721 and Zhongsou, their revenue growth is negative now.

Google should speed up its localization. I can see many chinese googlers have international company working experience. They are more global than local.

Take Yahoo China for example, before the Alibaba deal with Yahoo. Leaded by Mr Chou, Yahoo China is very local and aggressive.

Google should find a person like Mr Chou, the former Yahoo China CEO, founder of 3721.