Following us, following global mobile internet trends
No.1 - GW1001
March 2, 2010
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To the First Readers of the Gport Weekly
Dear Readers, Knockoff Cell Phone Manufacturers to Set Up
GWC experienced remarkable growth Factories in India
last year, with membership increasing Taobao Launched Its App Store
from 8 to 70. By no means could this be Annual Review-China Mobile vs. China
possible without your support. It is our Unicom in Emerging 3G Market
objective to set up a platform for effective
iPhone, Japan’s Best-selling Smartphone
communication within the industry. In the
30min: Japan Local Navigator Adds Check-in
last 6 months, we have organized trips to Feature
10 countries and regions, offering our Mobile Payment System for iPhone Launched
members the opportunity to see, learn
and grow. This publication is our effort to South Korea 9
offer our readers a global perspective. 60% South Koreans Choose Nexus One
Initially we will mostly cover China, South Samsung Announced Its First Bada Phone, the
Korea and Japan’s mobile internet Wave at MWC
markets, with less content on western United States 11
markets . Later we will improve our Square – Twitter Co-founder Launched New
coverage . If you have any thoughts or Mobile Payment System
ideas, write to us. Your support is always 10 Technologies That Will Rock 2010
- Chief Editor, Bo Yiqun Europe 13
Layar –Mobile Augmented Reality Browser
Knockoff Cell Phone Manufacturers
to Set Up Factories in India
Sina Tech, Feb 21st : Shenzhen’s Mobile Communications
Association is planning a business trip to India to negotiate
“Despite the fact that knockoff cell cooperation with local companies. Head of the association, Tang
phones are hard to regulate and not to be Ruijin said that their goal is to establish production lines or
encouraged, they do have advantages, assembly lines with production capacity at 10 million units. Tang
especially in cost control.” said,"China's cell phones had 40% of India’s market share last
year, but now we are losing our edge. We have to rely on
Shenzhen’s manufacturing advantage to win back our share."
Knockoff cell phones are known to be programmed with invalid IMEI
codes. Last year, Pakistan and India cracked down on imported cell phones
with invalid IMEI. 25 million knockoff cell phones were banned in India.
It would be wrong to ignore the positive effects of knockoff cell phones
such as their contribution to the popularity of cell phones and their
advantage in cost control.
According to BDA’s report, the number of knockoff cell phones produced
in China last year reached 235 million units, which is about 20% of the
world’s total cell phone production.
India is the world’s second largest cell phone market with 430 million users.
Wang Jianzhou Yet, the percentage of cell phone users in India is less than 40%, which is
significantly lower than that of China.
CEO of China Mobile
The development of cell phones far outpaced that of landlines in China
2009 World Economic Forum and India. Both countries are seen as the world’s largest cellular phone
GWC predicts India, Russia and Brazil to be the world’s most important
emerging cell phone markets. Stay tuned for GWC’s upcoming trip to India.
Taobao Launched Its App Store
On Jan 15, Taobao.com officially launched its app store
(app.taobao.com) and announced an annual award of 10 million Yuan to
reward ISVs and outstanding app developers. Taobao also promised to
share operating revenues with independent software vendors.
Software developers will be able to generate revenue from their
applications through subscription fees, commissions or advertising,
depending on the type of service offered and popularity of the product.
There are currently 54 applications available at Taobao app store,
including seller tools, buyer tools, mobile applications and other useful
Taobao launched its Open Platform (TOP) in June, 2009. In September,
its application development contest "Win at Taobao" attracted more
than 3,600 developers. As of December 31, 2009, more than 25,000
independent software developers have registered at TOP and more than
4,000 applications have been created using the application
programming interface (API) provided on TOP.
From selling real commodities to selling virtual goods and services, then to Taobao App Store
applications, Taobao really has the knack for B2C success. http://app.taobao.com
Thanks to Apple and Facebook, app stores are now extremely popular
worldwide. With a 150 million user base and tremendous advantages in
communication, community service and online transactions, Taobao is going to
make a difference.
• Apple's app store works like an application supermarket. Though with so
many applications to sift through, it has become difficult for developers
to get traction.
• Until recently Facebook did not have a built in payment platform. This
situation changed on February 18th, when Facebook and Paypal
announced a strategic relationship.
Annual Review- China Mobile vs.
China Unicom in Emerging 3G Market
China’s three major telecom operators have announced their subscriber totals for January 2010.
China Telecom has the smallest market share, with about 59.1 million subscribers. The table below only
includes China Mobile and China Unicom since China Telecom’s 3G subscriber total was not available.
Subscribers (Millions) China Mobile China Unicom
Total Subscribers 527.4 149.2
Market Share (%) 72% 20%
3G Subscribers 3.9 3.6
3G Subscriber Monthly Increase 0.5 0.85
Source: China Mobile ,China Unicom, January 2010
It has been one year since the government issued 3G licenses in January 2009.
China Mobile has the largest mobile user base, but China Unicom is more competitive in the
• Starting from 2008, China Mobile began to build 3G networks and develop 3G
subscribers in many cities. However, it seems that TD-SCDMA still has a long way to
go. There is speculation that China Mobile does not intend to throw its full weight
• China Unicom was allowed to build 3G networks based on WCDMA, the most mature
3G standard. It also clinched a deal with Apple. Moreover, China Unicom offers
competitive rate plans.
iPhone, Japan’s Best-selling
A report issued by Impress R&D said
that iPhone 3G and 3GS have
combined to take 46% of the
smartphone market in Japan.
iPhone 3G - 24.6%
iPhone 3GS - 21.5%
3 million iPhones are sold in Japan.
Willcom phones held No 3- 5 positions. GWC Comment
HTC’s HT-03A(Japan’s first Android Japan’s cell phone market used to de
phone) ranked No.10 (2.3%), Docomo’s dominated by local mobile device makers.
Blackberry Bold ranked 11(1.2%). What iPhone has achieved in Japan is nothing
short of amazing.
According to Techcrunch, the success of
32 coolest iPhone apps according to
iPhone in Japan can be attributed to
Techcrunch，(Link) Softbank’s aggressive marketing strategy
which included a massive ad campaign and
extremely competitive rate plans.
30min: Japan Local Navigator Adds
Japan-base 30min Inc. is a local navigator
that offers restaurant listings, reviews,
and photographs, as well as local services
and businesses, attractions and events.
Unlike other social recommendation
systems, 30min offers information that is
within 30 minutes of your current
location, hence the name.
30min Inc. has just updated their local GWC Comment
navigation app with foursquare check-in
features and twitter integration. This new 30min tells you what you can do within 30 minutes of
update adds a check-in function similar your current location, making it Japan’s best-known
to foursquare and twitter interaction so Particularly in dense cities like Tokyo, these social
your followers can track your mealtime based recommendation systems are gaining
check-ins. You will be able to look back at popularity as real-time information can outpace more
your previous activities log and track traditional forms of advertisement.
check-ins of other users by location. Check-in, first released by Foursquare, is a social real-
time service. Foursquare is an innovative mobile SNS
30min now provides services to more platform that combines Twitter-like features, LBS and
than 20 Japanese cities. social recommendation system, etc. Many predict this
popular location-based social networking service to
be the next Twitter.
Mobile Payment System for iPhone
Mobile payment systems are catching on in Japan, with Docomo’s Osaifu Keitai being the
At the beginning of 2010, Mophie, in collaboration with Focal Point Computer Inc, launched
FeliCa card payment system for iPhones in Japan, allowing users to instantly read and write
electronic money card information using only the iPhone device and marketplace FeliCa
FeliCa is a contactless IC card technology developed by Sony
Corporation that is prevalent in Asian countries, used in
approximately 100 million mobile phones and more than 120
million transportation and electronic money cards in Japan
alone. Mophie’s marketplace FeliCa capitalizes on the
widespread use of FeliCa technology and delivers solutions for
consumers, general business and retail business users who
want to process any type of electronic payment in a mobile
Osaifu Keitai, literally meaning "Wallet Mobile", is developed
by Docomo in 2004. In Japan, more and more RFID chips are
integrated into cell phones, making FeliCa a hit.
60% South Koreans Choose
According to South
the most anticipated
smartphone of 2010 is
Nexus One. 60% of South
Koreans chose Nexus One
over 13 other Android
South Korean Carrier
Strategy for 2010
KT, which is iPhone’s
exclusive carrier in GWC Comment
Smartphone Anticipation Ranking
South Korea, plans to The South Korean market and the
sell the Nexus One in Japanese market are similar in that Nexus One 66%
2010. both are dominated by carrier- Motorola 12%
SK Telecom plans to branded cell phones. LG 10%
release 13 Android IPhones and Android phones are
gaining popularity in South Korea.
phones in 2010. ROA Group predicts the sale of
smartphones in South Korea to reach
1.8 million in 2010. Source：SmartphoneNow, January, 2010
Samsung Announced Its First Bada
Phone, the Wave at MWC
Samsung unveiled Wave, its first Bada-based smartphone at MWC.
Bada OS supports sensor-based, context-aware applications, and provides things like
motion sensing, web control, flash control, fine-tuned vibration control and face detection.
It is an open platform that enables developers to create interesting applications.
Samsung Bada will support lots of features, including: location-based services, social
networking, content management, commerce services and device synchronization. Several
companies have announced their support for Samsung Bada, including Twitter, Blockbuster,
EA Mobile, CAPCOM and Gameloft. Samsung will have a Bada app store, which would
allow even non-registered users to buy Bada applications.
Samsung will officially release Wave in late March. Its 2010 cell phone sales is expected to
reach 270 million, which will be a 19% increase over last year.
Phone manufacturers such as Apple, Nokia,
Samsung and LG are diverting their attention
from hardware to software and services.
Smartphones’ popularity is still increasing,
with all manufacturers and carriers unveiling
new platforms. But, will developers be
enthusiastic about all of them?
Square: Twitter Co-Founder Launches New
Mobile Payment System
Twitter co-founder, Jack Dorsey starts new venture in mobile payment
Idea: To let people quickly and easily accept physical credit card
payments from their mobile phone.
Product & Service：A payment dongle that attaches to the phone + a Payment dongle
mobile payment app.
Transactions are made online, making payment an enjoyable
Card holders can sign screen receipts
Receipts and map marked with transaction location are
automatically sent via email to users.
CRM keeps track of repeat customers. iPhone interface
User ID such as photo bundled with bank info.
Business Model: 2.9% transaction fee+$1 for merchant app+ Free
$11.5 for two
Roadmap：Unveiled in December 2009, in to be available April, 2010.
Square’s mobile payment system turns phones into credit card machines. It is Location of transaction
extremely helpful for small businesses.
Square is backed by Khosla Ventures and a team of angel investors. Square's
team of advisors includes Google Vice President, Marissa Mayer; Foursquare co- A track of recent
founder Dennis Crowley; Digg founder Kevin Rose; Twitter creative director Biz transactions
Stone; Delicious creator Joshua Schachter; Napster developer Shawn Fanning and Signature
venture capitalist Ron Conway, etc.
10 Technologies That Will Rock 2010
Techcrunch released a list of ten technologies that will rock 2010 (English/Chinese). Mobile
devices and applications make up half the list.
1. The Tablet - Everyone seems to be working on a tablet computer, the most anticipated product of
the year. Android tablets and Apple tablets are going to be very popular in 2010.
2. Geo -The combination of GPS chips in mobile phones, social networks, and increasingly innovative
mobile apps means that geolocation is increasingly becoming a necessary feature for any killer app.
Twitter just recently launched its own Geo API for Twitter apps and acquired Mixer Labs, which
created the GeoAPI.
3. Real-time Search -After licensing real-time data streams from Twitter, Facebook, MySpace, and
others, Google and Bing are quickly ramping up their real-time search.
4. Chrome OS - In November, Google gave the world a sneak peek at its Chrome operating system.
Chrome OS was released later in 2009.
5. HTML5 -Already browsers such as Firefox and Google’s Chrome are HTML5-friendly. Once HTML5
becomes more widespread across the Web, it will reduce the need for Flash or Silverlight plug-ins to
view videos, animations, or other rich applications.
6. Mobile Video -With video cameras integrated into most cell phones, live video streaming apps are
becoming more commonplace—both streaming from phones and to them.
7. Augmented Reality -It is going to be one of the coolest ways to use the camera lens on a mobile
8. Mobile Transactions -Any mobile phone can become a point of sale, and those mobile transactions
can tie into back-end accounting, CRM, and other enterprise systems.
9. Android -There were already more than 10,000 apps on Android in 2009. The number of Android
apps and phones are both expected to grow tremendously in 2010.
10. Social CRM -Salesforce.com (CRM) is set to launch Chatter, its real-time stream of enterprise data
which interfaces with Twitter and Facebook and turn them into business tools.
Layar, Augmented Reality Browser
Layar, a Dutch augmented reality browser, is the only winner of two prizes at the Mobile
Premier Awards of MWC.
Layar shows how augmented reality applications can change the way we view the world.
By holding the phone in front of you like a camera, information is displayed on top of the camera
display view. Via Layar, you can get information about bus stations, parks, historic events, new
museums, real estate prices, etc.
Layar is officially opening for producers and publishers of AR content, which can offer their work for
Layar’s edge：1 million users+2,000 developers +compatibility with Android, iPhone
and Symbian + 3.4 million capital from 2 European investors.（Source: Layar.com） Abbey Road and Beatles in
Layar combines GPS, camera, and compass abilities to identify your surroundings and overlay
Abbey Road in London has become
information on your screen, in real time.
Techcrunch listed AR as No. 7 technology that will rock 2010 (English/Chinese) . famous for housing the studio where the
Japan always leads the world in mobile innovation. At 2009 Global Mobile Internet Conference, Beatles recorded most of their albums.
Japanese company Tonchidot unveiled its AR-based Sekai Camera. In June, 2009,KDDI launched Now it is possible to see Beatles, simply
several AR-based services. by pointing your phone at the zebra
Other AR-based Applications （Source: shtion.com） crossing.
• Yelp Monocle takes Yelp information and overlays it into the real world.
• iPhone ARider gives riders a real-time map that uses the iPhone's compass to adjust the
map to your current orientation.
• TwittARound uses cell phone’s compass and GPS to flash up nearby tweets as they’re
• Wikitude World Browser is another cool augmented iPhone application that helps you
explore your surroundings effectively on your phone.
• Acrossair Nearest Subway overlays nearest subway stops on the live image in front of
• TAT Augmented ID (Coming Soon) utilizes facial recognition software (supplied by Polar
Rose) to visualize the digital identities of those around you.
2010 Global Mobile Internet Conference
Mobile Internet Opportunities in Asia
Beijing, May 27-28th, 2010 2010 GMIC calls for
partners and sponsors!
GWC holds the annual Global Mobile Internet Conference
(GMIC), one of the industry’s most influential conferences. This
year, approximately 1,000 mobile internet professionals will
attend the conference.
• Keynote speeches from the world’s industry leaders.
• Country Forums: China, Japan, South Korea, Europe
and the United States
• Mobile Internet Innovation Exhibition
• East & West Dialogue
• GWC Member Meeting
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