Of course, although the market size and market potential of Bilibili is huge, Bilibili still faces this very fierce market competition in the field of vertical video products. For example, AcFun (referred to as Station A) is Station B's biggest competitor in this vertical video field. As the originator of the domestic ACG-related vertical video website, Station A borrowed Buy email list from Japan's NicoNico, and brought the concept of video barrage into China for the first time, and once there was a situation where Station A dominated. Although station A has not found a good development direction due to management and other reasons in recent years, it is still a direct competitor of station B in this field.
At the same time, with the gradual development of station B from a single ACG barrage video network to a comprehensive website and the increasing importance of the secondary market, traditional video websites will inevitably step up their deep cultivation in this field. Therefore, how to compete with traditional video sites with deep pockets is also something that has to be considered in the future.
2. Game intermodal transportation
As a channel provider of two-dimensional mobile games, the cooperative operation of mobile games has always been the main way to monetize the traffic of station B. With the growth of China's two-dimensional population, the domestic two-dimensional mobile game market has also grown from more than 500 million in 2014 to about 4 billion, and has maintained this high growth level.
At the same time, compared with users of traditional mobile games, users of 2D mobile games are also more willing to pay for games. According to the survey, 75% of users of 2D mobile games are willing to pay for games.
Due to the characteristics of two-dimensional users tending to vertical channels, the two-dimensional vertical channel maintains an advantage in the number of users and user quality in the distribution of two-dimensional mobile games compared with traditional channels, and more and more mobile games developed for two-dimensional users are developed.