LBS,即基于位置服务(Location-Based Service)被认为是继短信之后的杀手级业务之一,有着巨大的市场规模和良好的盈利前景。SNS,即社会性网络服务(Social Networking Service),是指旨在帮助人们建立社会性网络的互联网应用服务。
图:美国LBS既有用户和潜在用户的感兴趣功能及比例

来源:Compete,水清木华研究中心
目前出现了一项将位置服务(LBS)与社交网络服务(SNS)整合起来的新类型服务,我们称之为移动定位社交服务(LBSNS,Location-Based Social Networking Service)。LBSNS通过时间序列、行为轨迹和地理位置的信息标记组合,帮助用户与外部世界创建更加广泛和密切的联系,增强社交网络与地理位置的关联性。LBSNS用户能够通过在不同地理位置的签到记录和行为反应,与本地企业的商业行动产生对应关系。确立这种对应关系,能够帮助本地企业进一步明确目标客户范围,提高广告服务的关联度和精准性,从而提高本地广告营销价值。
LBSNS在国外起步较早,国外著名的LBSNS厂商有:Foursquare、Loopt、GyPSii、CitysensePlazes、MobiLuck、Brightkite、Gowalla、yelp等。其中Foursquare和Brightkite的市场占有率较高。此外,Twitter、FackBook、Apple、AT&T等其它传统SNS网站、互联网领先企业、终端制造商和电信运营商都是LBSNS市场的潜在进入者。LBSNS在中国起步较晚,目前典型的LBSNS应用有:贝多、在哪、蘑菇团、玩转四方、街旁、多乐趣、大众点评网等。
表:热门LBSNS应用的特色功能及支持终端

来源:水清木华研究中心
目前LBSNS的服务方式主要有三类,分别为移动客户端、Web客户端和短消息。绝大多数的LBSNS厂商都提供了各个主流智能手机平台的客户端,其中iOS和Android成为海外各大LBSNS公司的首选智能平台。而中国LBSNS企业则针对国内Symbian智能手机的市场占有率高的特点,为Symbian智能平台提供了良好的应用支持。
LBSNS用户通过签到(Check-in)功能,向好友分享位置以及获得本地的商家信息,随后可以对商家发表评论甚至得到商家提供的打折等服务。不少LBSNS运营商引入了游戏元素形成了相应的竞争和激励机制,以增加用户与用户、用户与商家之间的互动性,增加用户活跃度和粘度,间接提升了应用人气和广告营销价值,促使其商业生态系统形成正向循环。
图:2010年7月各手机平台的LBSNS应用数量

来源:水清木华研究中心
尽管LBSNS的本地广告市场拥有良好发展前景,但是目前整个市场仍然处于培育期。面向企业提供本地广告服务、实时广告分析和用户关注分析,是LBSNS运营商正在探索和实践的盈利模式。
LBS, i.e. Location-Based Service, is deemed as one of the killer businesses subsequent to SMS (Short Message Service), and it enjoys huge market size and nice profit prospect. SNS, namely Social Networking Service, refers to the Internet application service aimed at assisting people in establishing social network.
Currently, there appears a novel-type service integrating LBS and SNS, and we call it Location-Based Social Networking Service (LBSNS). Through information mark combination of time series, behavior trace and geographical location, LBSNS helps the users to establish wider and closer relationship with the outside world and intensifies the relevance between social networking and geographical location. By dint of check-in record and behavioral responses in different geographical positions, LBSNS users can generate corresponding relationship with business activities of local enterprises, which enables the local enterprises to further clarify the scope of target consumers and improve the correlation degree and accuracy of advertising service so as to raise the value of local advertisement marketing.
LBSNS takes off relatively early with the well-known LBSNS providers including Foursquare, Loopt, GyPSii, CitysensePlazes, MobiLuck, Brightkite, Gowalla, yelp, etc. Of which, Foursquare and Brightkite boast of higher market shares. Additionally, Twitter, FaceBook, Apple, AT&T and other traditional SNS websites, leading internet firms, terminal manufacturers and telecom operators are all the potential entrants of LBSNS market. In China, LBSNS started late, and the typical players with application of LBSNS consist of Bedo, L99, Mogutuan, Play4f, Jiepang, Duolequ, dianping.com, etc.
Featured Functions & Supporting Terminals of Pop LBSNS Applications
Source: ResearchInChina
There are presently three major modes of LBSNS services, i.e. Mobile Client, Web Client and SMS. Most of LBSNS providers have supplied Client for each mainstream smart phone platform, among which, iOS and Android turn out to be the preferred smartphone platforms of major overseas LBSNS enterprises. Considering the high domestic market share of Symbian smart phone, Chinese LBSNS enterprises have offered excellent support for applications on Symbian platform.
LBSNS users can share the locations with friends and obtain local business information through the function of Check-in, and later, they may make comments on the business and even get the services like discounts, etc. Quite a few LBSNS operators have introduced game elements and shaped corresponding competition and incentive mechanism so as to increase the interactivity of C2C and C2B as well as the active degree and viscosity of consumers, which has improved the application popularity and advertisement marketing value indirectly and favored the positive circulation of its business ecosystem.
LBSNS Application Quantity of Each Mobile Phone Platform(by July/2010)
Source: ResearchInChina
The local advertising market of LBSNS possesses fine development outlook, but the entire market is now still in the period of cultivation. It is the being explored and practiced profit pattern of LBSNS operators to provide the enterprises with local advertising services, real-time advertising study and consumer concerns analyses.
第一章 LBSNS行业概述
1.1 概念定义
1.1.1 LBS
1.1.2 SNS
1.1.3 LBSNS
第二章 LBSNS行业状况
第三章LBSNS商业模式
3.1 服务方式
3.2 应用类型
3.3 鼓励机制
3.4 广告服务
3.5 扩展平台
第四章 融资状况
4.1 海外企业融资状况
4.2 国内企业融资状况
第五章 LBSNS国际企业
5.1 Foursquare
5.1.1 简介
5.1.2 业务介绍
5.1.3 运营情况
5.1.4 发展战略
5.2 Gowalla
5.2.1 简介
5.2.2 业务介绍
5.2.3 运营情况
5.3 Yelp
5.3.1 简介
5.3.2 业务介绍
5.3.3 运营情况
5.3.4 发展战略
5.4 Loopt
5.4.1 简介
5.4.2 业务介绍
5.4.3 运营情况
5.5 Brightkite
5.5.1 简介
5.5.2 业务介绍
5.5.3 运营情况
5.6 Whrrl
5.6.1 简介
5.6.2 业务介绍
5.6.3 运营情况
5.7 Mytown
5.7.1 简介
5.7.2 业务介绍
5.7.3 运营情况
5.7.4 发展战略
第六章 LBSNS国内企业
6.1 贝多
6.1.1 简介
6.1.2 业务介绍
6.1.3 运营情况
6.1.4 发展战略
6.2 玩转四方
6.2.1 简介
6.2.2 业务介绍
6.2.3 运营情况
6.2.4 发展战略
6.3 多乐趣
6.3.1 简介
6.3.2 业务介绍
6.3.3 运营情况
6.4 在哪
6.4.1 简介
6.4.2 业务介绍
6.4.3 运营情况
6.5 大众点评网
6.5.1 简介
6.5.2 业务介绍
6.5.3 运营情况
6.6 街旁
6.6.1 简介
6.6.2 业务介绍
6.6.3 运营情况
第七章 LBSNS发展趋势
7.1 海外市场发展趋势
7.2 国内市场发展趋势
1 Overview of LBSNS Industry
1.1 Concepts & Definitions
1.1.1 LBS
1.1.2 SNS
1.1.3 LBSNS
2 LBSNS Industry
3 LBSNS Business Model
3.1 Service Mode
3.2 Application Type
3.3 Incentive Mechanism
3.4 Advertising Service
3.5 Extension Platform
4 Financing
4.1 Overseas Enterprises
4.2 Chinese Enterprises
5 International Enterprises of LBSNS
5.1 Foursquare
5.1.1 Profile
5.1.2 Business
5.1.3 Operation
5.1.4 Development Strategy
5.2 Gowalla
5.2.1 Profile
5.2.2 Business
5.2.3 Operation
5.3 Yelp
5.3.1 Profile
5.3.2 Business
5.3.3 Operation
5.3.4 Development Strategy
5.4 Loopt
5.4.1 Profile
5.4.2 Business
5.4.3 Operation
5.5 Brightkite
5.5.1 Profile
5.5.2 Business
5.5.3 Operation
5.6 Whrrl
5.6.1 Profile
5.6.2 Business
5.6.3 Operation
5.7 Mytown
5.7.1 Profile
5.7.2 Business
5.7.3 Operation
5.7.4 Development Strategy
6 Chinese Enterprises of LBSNS
6.1 Bedo
6.1.1 Profile
6.1.2 Business
6.1.3 Operation
6.1.4 Development Strategy
6.2 Play4f
6.2.1 Profile
6.2.2 Business
6.2.3 Operation
6.2.4 Development Strategy
6.3 Duolequ
6.3.1 Profile
6.3.2 Business
6.3.3 Operation
6.4 L99
6.4.1 Profile
6.4.2 Business
6.4.3 Operation
6.5 Dianping.com
6.5.1 Profile
6.5.2 Business
6.5.3 Operation
6.6 Jiepang
6.6.1 Profile
6.6.2 Business
6.6.3 Operation
7 Development Trend of LBSNS
7.1 Overseas Market
7.2 Domestic Market