softbank china & india music matters asia 2009
DESCRIPTION
music china 2009 forecast "china mobile"TRANSCRIPT
June 2009June 2009
China Music Overview
WILLIAM BAO BEAN
SOFTBANK CHINA & INDIA HOLDINGS
WILLIAM BAO BEAN
SOFTBANK CHINA & INDIA HOLDINGS
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China total end user spend on mobile music
Source: SBCI, Company reports Unit: US$m
3
SP and carrier mobile music revenue after network fees
Source: SBCI, Company reports Unit: US$m
4
Record label mobile music revenue
Source: SBCI, Company reports Unit: US$m
5
China total end user spend on music
Source: SBCI, Company reports Unit: US$m
6
China int’l label music sales
Source: SBCI, Company reports Unit: US$m
7
China int’l label music sales
Source: SBCI, Company reports Unit: US$m
8
China int’l label digital music sales
Source: SBCI, Company reports Unit: US$m
9
China music model
Source: SBCI, Company reports
2007 2008F 2009FTotal end-user music spend 1713.7 1933.7 2323.8Total end-user mobile music spend 1509.4 1745.6 2068.2Offline end-user music spend 196.0 147.0 176.4Games licensing 7.0 26.0 33.5Online services fees 1.3 3.5 15.2Online advertising 0.0 11.6 30.4
2008 2009F 2010F
Total end-user music spend 2741.8 3260.8 3606.3
Total end-user mobile music spend 2560.2 3049.4 3338.1
Offline end-user music spend 147.0 161.7 194.0
Games licensing 14.0 18.1 23.3
Online services fees 3.5 5.2 6.1
Online advertising 17.1 26.4 35.6
Unit: US$m
10
China int’l label online revenues
Source: SBCI, Company reports Unit: US$m
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Music in advertising
Source: www.baidu.com/mp3
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Music in advertising
Source: www.google.cn/music
