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Oppenheimer's Andy Yeung joins Goldman in airing concerns about the impact of mobile search on...

Oppenheimer's Andy Yeung joins Goldman in airing concerns about the impact of mobile search on Baidu's (BIDU -3.7%) ad sales. Yeung believes Baidu has a 34% share of mobile search (the company claims 50%), well below its 80% share of PC search, and thinks it needs partnerships with browser maker UCWeb (previous) and other app developers to improve its position. Baidu's own mobile software efforts have seen mixed results, Yeung observes.
Comments (2)
  • Anton Ramish
    , contributor
    Comments (179) | Send Message
     
    Unfortunately, as with this entire market, BIDU is a Q4 story at the very least. Its all about who wins come November.
    21 Jun 2012, 04:46 PM Reply Like
  • LarryWh
    , contributor
    Comments (279) | Send Message
     
    Lots of folks fail to understand the size of this segment in comparison to the total internet market in China. In China this is an emerging market, very small in comparison. 80% of all android OS phones use BIDU as the search engine. In addition they have either 35 or 50% of the advertising piece as well.

     

    BIDU has also teamed up with Apple which is growing at a very fast pace.

     

    Beyond these basic points the desktop PC growth for 2012 is 12 percent adding to their current base of users they dominate. This growth of 12 percent is larger than the entire mobile market for internet access.

     

    Bad idea to ignore these points.
    21 Jun 2012, 05:15 PM Reply Like
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