china's mobile internet revolution... and what it means to the rest of the world
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A presentation at IDA Industry Seminar...TRANSCRIPT
China’s Mobile Internet Revolution � Why It Matters to The Rest of The World… �
About Me � • 18 years in Greater China.
• Consul3ng, Investment and ICT sectors.
• Operated in Shanghai, Beijing, Hubei, Jilin and Heilongjiang provinces.
• President Asia Pacific – PhiComm Communica3on.
• Joint CEO – Beijing Perfect Vision Media.
• Founder – UbiqPay Pte Ltd.
What We Do �
Device Distribu,on �
Mobile App Store �
Mobile Applica,ons �
Some Trends � #1 �
Some Trends � #2 �
Some Trends � #3 �
Some Trends � #4 �
Some Trends �
Source: Flurry, comScore, Alexa
Some Trends � #5 �
What About China? � #1 �
What About China? � #2 �
What About China? � #3 �
Fast Facts � 250m Weibo (twiSer) users
812m QQ (chat) users
200m Tudou monthly ac3ves
120m Combined fans of top 10 web users
39% Users who click on mobile ads
32% Users who’ve made a mobile purchase
10 Minimum number of SNS sites with >100m users
900m wireless subscribers
350m mobile internet users
250m new devices per year
100m Smartphone sales in 2011
19% 2011 smartphone penetra3on
46% Ne3zens who access internet ONLY via mobile
Internet Usage �
Social Media �
App Stores �
Mobile User Profile �
Youths Leading The Way � Expected Price: < RMB 2,000 �
Smartphones < RMB 1,000 �
2008 2011 2010 2009
Branded
Non-‐Branded
PC Cheap Smartphones �
$5000
$1000
￥5000
￥1000
Price (RMB)
Blue Collar Workers
Students & Youths
White Collar Workers
83%
Time (year)
Smartphone OS � #4 �
Smartphone OS Market Share in China �
Shanzhai Culture �
Shanzhai Culture �
Fierce Competition � U.S. innova,on � Chinese Shanzhai �
More Examples �
Iden%cal or quasi clones of Pinterest are popping up in China �
Micro-Innovations � US� China � Micro-‐Innova,on�
Google� Baidu � Tieba / Zhidao �
ICQ / MSN� QQ� QQ Show �
Yahoo � Sina� Blog�
eBay� Taobao � Free lis3ngs�
Amazon � 360Buy� COD�
PayPal � AliPay� Escrow Payment �
Facebook� Renren / Kaixin � ? �
TwiSer� Sina Weibo � Photo / Video, etc.�
Groupon� 1500 copycats � ? �
Acquisitions in China �
Popular Apps �
IOS vs Android �
IOS, iTunes� Android MarketPlace �
Free: Paid = 1:1� Free: Paid = 2:1�
Apps number � Apps installa,on/user � Apps weekly download/user �
Difficult to do paid Android Apps in China!�
Developer Profile � Experience in Mobile Internet�
R&D Team Size �
< 2� 2~5� 6~10� > 10�
< 1� 1~3� 3~5� > 5�
Platform Preferences � Current � Future �
Case Study �
• Launch IOS app on 2011/08/03.
• #3 in Free SNS on 2011/08/31.
• Achieved 100k users on 2011/09/03.
• Launched Android app on 2011/12/14.
• Achieved 1m users on2012/01/28.
• Achieved 2m users on2012/03/09.
• Achieved 3m users on2012/04/09.
• Achieved 4m users on2012/05/02.
• Achieved 5m users on2012/05/19.
• Achieved 6m users on2012/06/04.
• Users in over 60 countries.
Aeer the bloodbath, only the figest survive… and rise like a phoenix from the ashes…
