GWC Insights - 10 Drivers of the Chinese Mobile Internet in 2010

“In 2010, the computer truly went mobile.” Wall Street Journal, December 2010

IndexChinese Mobile Internet Market - Overview10 Big Drivers in Chinese Mobile Internet 2010 1) THE RISE OF 3G IN CHINA 2) MOBILE HANDSET MAKERS AND ANDROID 3) APP STORES IN CHINA 4) INTERNET COMPANIES ENTER THE MOBILE WEB 5) OPEN (MOBILE) PLATFORMS 6) IPO AND VC GOLD RUSH 7) MOBILE READING DEVICES AND PLATFORMS 8) MOBILE PAYMENT LICENSING 9) LOCATION BASED SERVICES 10) MICRO-BLOGGINGGlobal Mobile Internet Conference 2011Contact us research@greatwallclub.com | Copyright 2011. All rights reserved.

CHINESE MOBILE INTERNET MARKET - OVERVIEW A GLANCE AT CHINA’S MOBILE INTERNET MARKET IN 2010 There are more mobile Internet users in China than in any other country, accounting for more than one sixth of the world’s users. The resulting explosion in mobile-data growth is forcing carriers and equipment providers to adapt, and will provide huge potential for China’s vibrant mobile value-added services for 2011. Especially for small and medium enterprises in the country, the Internet in 2010 was mobile. CHINA SURPASSED MOBILE INTERNET USERS IN US SERVICE INNOVATION FROM BIG INTERNET PLAYERS » Despite the still less-advanced networks, 38% of Chinese mobile » China’s strongest mobile product innovation in 2010 users use their handset to access the mobile Internet, compared to came from its large internet players. only 27% of American mobile subscribers. MOST POPULAR MOBILE WEB MOST POPULAR MOBILE WEB ACTIVITIES IN CHINA, 2010 ACTIVITIES IN USA, 2010 Instant Messaging 62% Search 47% > 560 million Search 48% Personal email 45% ESTIMATED MOBILE INTERNET SUBSCRIBERS Web Music 45% Social Networking 40% Web Literature 43% Weather 38% Social Networking 36% News 35% Games 21% Instant Messaging 29% Video 20% Sports information 28% Email 16% Entertainment news 27% M-commerce 6% Photo/video sharing 22% > 850 million > 350 million > 9.5 billion USD MOBILE PHONE USERS MOBILE INTERNET USERS MOBILE MARKET REVENUE (+14% FROM 2009) (+45% from 2009) Sources: CNNIC, China Ministry of Industry and Information Technology, Nielsen China Mobile Report, iResearch, Morgan Stanley, Interfax4 research@greatwallclub.com | Copyright 2011. All rights reserved.

1. THE RISE OF 3G IN CHINA STEADY GROWTH OF 3G SERVICES IN 2010 China’s 3G market in 2010 experienced both intensifying growth and 45 38.6 mln competition. Operators were pushed to keep pace and leverage the wave 40 Million subscribers 35 of new mobile apps and services. China Mobile was the first mobile 30 provider to launch its 3G service in January 2009 and still possesses far 25 greater resources than its competitors (70% market share). Although 20 15 originally aiming to reach up to 80 million 3G subscribers by the end of 10 2010, China Mobile missed its goal with China Unicom and China Telecom 5 closing the gap. 0 Mar-10 Aug-10 Dec-09 Apr-10 May-10 Jun-10 Oct-10 Jan-10 Nov-10 Feb-10 Jul-10 Sep-10 3G DRIVEN BY MOBILE OPERATORS & IPHONE » China Unicom profited from its deal with Apple by gaining a stronger 3G market share in 2010. 3G subscribers in China 2009-2010 100,000 iPhone 4 devices were sold in the first week, and China Unicom sold over 10 million 3G subscribers in 2010. » China Telecom is also expected to have a significant Total Mobile Market 3G Market impact through CDMA iPhone shipments, and wil The iPhone is a begin sales of a CDMA version in 2011. big driver for 3G 20% 28% in China 42% NETWORK INVESTMENTS AND TARIFF ADJUSTMENTS 10% » China Telecoms 3G base stations have reached 143,000, with 56.8% 3G coverage. Around 400 billion RMB in investments is estimated for all 70% Chinese 3G networks in the coming 3 years in order to reach full 3G 30% network coverage in China. » Neither content development nor smartphone price point are viewed as China Mobile China Unicom China Telecom bottlenecks to the take-up of 3G demand in China, and carriers are likely to lower 3G tariffs gradually. In December 2010, China Unicom halved prices for 3G mobile data packages. Market share in China’s mobile market | Dec 2010 Sources: J.P. Morgan, Analysys International, China Unicom, Sina.com, iResearch, dotMobi, Sino Market Research5 research@greatwallclub.com | Copyright 2011. All rights reserved.

2. MOBILE HANDSET MAKERS AND ANDROID LOCAL HANDSET MAKERS AND ANDROID DRIVE THE MOBILE MARKET Mobile handset makers drove the 3G market in China with cheaper feature-phones and smartphones. OPEN HANDSET ALLIANCE AND ANDROID FLOOD CHINA SELF-BRANDED SMARTPHONES ENTER THE MARKET » Local manufacturers profited greatly from Android with high » Lenovos first smart phone was announced at CES sales volumes. Huawei and ZTE are planning to work 2010. Powered by a custom version of Android, strategically with Google to capture additional market Lenovo hopes to expand its business in the mobile opportunity with Android phones that can be sold by carriers Internet market through the release of the for as little as US$50. Android devices combined reached LePhone. It is also announced a Lenovo LePad will 475,000 units in Q2 of 2010, which had little to no presence be released. in the country a year ago. » HTC entered the Chinese market in 2010, despite a » China Mobile’s OMS (Open Mobile System) platform is based close relationship with its strategic partner Dopod. on Android. China Mobile is a founding member (2007) of » September 2010, Huawei announced its first self- the OHA, China Unicom joined in 2009. owned smartphone brand called IDEOS, starting » MediaTek, a Chinese chipset maker in the mobile industry, Brands disrupting with Android-powered devices ranging from joined the OHA in 2010 and will be able to provide better Chinese mobile US$100-200. adapted chipsets for future Android phones, further Internet in 2010 enlarging the system’s market share in China. SMARTPHONE MARKET SHARE CHINA Q UICK F ACTS HANDSET MARKET SHARE CHINA 1. Nokia » 18% of Chinas 800m 9% mobile population own 9% 2. HTC 10% 3. Samsung smartphones in 2010. 27% 1. Nokia 6% 5% 2. Samsung 4. Motorola » Annual expected growth 47% 3. ZTE 3% 5. Apple next 5 years: 35%. 4. Lenovo 16% 6. Dopod 2% 5. Tianyu 2% 7. Blackberry » Sales ZTE: 90 million units 15% Other 8. Sony Ericsson in 2010 (+50%) 4% 4% 50% 9. Lenovo » Sales Huawei: 120 million 3% 4% Other units in 2010 (+30%) Handset and smartphone market shares compared | Dec 2010 Sources: Canalys, iSuppli, TabsPlanet, Interfax China, IIMEDIA6 research@greatwallclub.com | Copyright 2011. All rights reserved.

3. APP STORES IN CHINA OPERATORS, MANUFACTURERS AND INTERNET COMPANIES LAUNCH APP STORES Chinese users download more apps and games than mobile users in Western Europe. Facing the Handset Telecos Internet challenge of subsiding revenue from traditional communication services due to dropping voice maker players and data fees, mobile operators are partnering with handset manufacturers and Internet players Apple China Sky Mobi Nokia Mobile d.Cn to create new revenue channels through the distribution and development of mobile apps. The Motorola China Vogins success of app stores in China depends on two factors: content and 3G penetration/adoption Lenovo Unicom Taobao RIM China Alipay rate. Content is key, as apps have to be adapted to Chinese internet usage habits. Moreover, there HTC Telecom Papaya needs to be a wide range of products available, however, the Chinese model of self-regulation for ZTE Orange UC companies will have a significant impact on the development speed of apps, as the application HUAWEI DeNA market cannot be as free as western models are. Leading app stores in China MOBILE OPERATORS OPEN APP STORES MOBILE HANDSET AND PURE-WEB PLAYERS JOIN With the Apple mobile app store as a success model, » Sky-Mobi, which just filed for IPO in NASDAQ, Q UICK F ACTS all three Chinese mobile providers (China Mobile, was very successful in 2010 with China’s largest » Around 41% of the Chinese Unicom, and Telecom) opened their equivalent platform independent app store, Maopao. mobile Internet market stores in 2010 one by one. » BlackBerry manufacturer RIM is expected to revenue derives from app » China Mobile’s Mobile Market launched in 2009, launch an app store for the Chinese market. download services. 2010: gaining 50.000+ apps and 30+ mln downloads in Blackberry’s App World currently has over estimated 3.5 billion USD 2010. Cooperated with Nokia’s OVI store, 15,000 mobile applications available. launching MM-Ovi in March 2010, and the store’s » 51% of Chinese mobile users » Motorola’s SHOP4APPS store is preparing to downloaded apps in 2010 application will be pre-installed on all China launch in China for both paid and free Android Mobile’s Nokia customized Symbian devices. applications. Partner Baidu will provide search » There are around 10 million » China Unicom’s Wostore launched in Oct. 2010, functionality for SHOP4APPS to Chinese users. individual mobile phone jointly developed with ZTE. Wostore provides » Lenovo joined the mobile apps market in May software developers in China, applications for both local and international 2010 when the company launched its mobile rising 35% annually. brands (Nokia, HTC, Sony Ericsson, Motorola, app store, LeYuan (‘Happy Paradise’), in China. Samsung, Lenovo, ZTE, CoolPad and more). By » Sky-Mobi alone accounted for » Nokia introduced a domestic version of its Ovi 1 billion app downloads in November 2010, it held 2,200 apps for download. app store in September 2010. » China Telecom’s eStore reached 1mln users in 2010, cumulated 3.2 billion » Apple launched its app store for China in since 2007. 2010, after launching earlier last year. October 2010. Sources: Wall Street Journal, China Real Time Report, Motorola, Mobinode, Caing.com, SinoCast Maverick China Research, Interfax China7 research@greatwallclub.com | Copyright 2011. All rights reserved.

4. INTERNET PLAYERS ENTER THE MOBILE WEB AS TRADITIONAL AND MOBILE INTERNET COMPANIES CONVERGE, MOBILE WILL TAKE OVER Major Chinese web players such as Sina, Tencent, Taobao, Alipay, and Baidu moved MOBILE SOCIAL NETWORK into the mobile value chain in 2010. As more consumers embrace more powerful » Tencent is the #3 largest internet company mobile devices capable of video, photo, and high-speed wireless access, traditional in the world in terms of market cap. which Internet companies are not only forced to transform their web-based services to was 47 bln USD on Jan. 14, 2011, just behind combine mobile and desktop, but also to introduce new innovations to Google and Amazon, doubled Yahoo!. accommodate this demand. Internet service giants Baidu, Taobao and Tencent are » By 2010Q3, 637 active IM accounts, 481 already well positioned to provide integrated services over both ﬁxed and mobile active SNS accounts, 25 mln paying mobile subs. networks. As purely mobile services emerge and mobile value-added services increase, convergence into one network of a unified fixed+mobile communication » Revenue from mobile in 2010 estimated by Morgan Stanley, 409 mln USD, or 14% of network, and less fixed-line networks, will allow an increasing number of small and total revenue. medium enterprises in China to focus on mobile services. MOBILE MICRO-BLOGGING » After intensive mobile traffic broke the wireless networks during Sina’s first micro- blogging (weibo) conference, the company has put a strong focus on mobile. Nearly 40% of Sina’s weibo traffic now comes from mobile devices. MOBILE BROWSING: FROM WAP TO MOBILE WEB » UC, #1 mobile browser in China, by Sep 2010, covering 145 countries, 400+ mln downloads, 100+ mln users, 50 bln PV/month. In Aug 2010, UC launched Ucmobile, a Webkit-based mobile browser bring PC browsing experience to mobile Traditional Internet player will have to move quick, as users. mobile Internet usage will surpass traditional until 2014. Source: Morgan Stanley Sources: UC, GigaOM, Lenovo, Dengruo Day Trading, Morgan Stanley8 research@greatwallclub.com | Copyright 2011. All rights reserved.

5. OPEN (MOBILE) PLATFORMS WEB SERVICES OPENED THEMSELVES TO THIRD-PARTY APPLICATIONS The success of mobile web applications strongly depends on their ‘openness’ to third-party applications. Social networking services, location-based services, and mobile commerce platforms, need open interfaces to improve a unified user experience and increase the platform’s user base. Open platforms launched in 2010: Baidu mobile API BAIDU’S OPEN API FOR MOBILE SERVICES SINA’S OPEN API FOR WEIBO (MICRO-BLOG) » In 2010, Baidu launched an open mobile platform offering webpage » Launching its domain weibo.com in July 2010, Sina’s transcoding for third party websites and supporting mobile search micro-blog also opened its platform for third-party and data collection for mobile users, allowing website owners to applications. There are now over 800 apps available deploy their mobile/WAP websites more quickly. The company utilizing this platform. currently cooperates with mobile application developers, chip producers, handset manufacturers and third-party browsers. TAOBAO’S OPEN PLATFORM GROWING, MOBILE API COMING ALIPAY’S OPEN MOBILE PAYMENT API » Released in 2008, the open API of Alibaba’s Taobao e- commerce platform gained over 85% market share in » Having launched its mobile phone payment services in 2009, Alipay China. Taobao is planning to launch a specialized mobile announced in October 2010 its open mobile application API for third API which will further stimulate the development of party application developers, for easier access to its payment mobile applications, and will leverage location and services. context-based services for shopping apps. Sources: PacificEpoch, ChinaTechNews, Chinable9 research@greatwallclub.com | Copyright 2011. All rights reserved.

6. IPO AND VENTURE CAPITAL GOLD RUSH IN 2010, MORE COMPANIES THAN EVER FILED FOR IPO In 2010, 145 Chinese companies raised over US$50 billion through global IPOs, 87% of which were listed in US and Hong Kong. 39 companies filed their IPO in the NASDAQ, the most ever in one year. Unlike their western counterparts, Chinese tech firms rushed to make this move to the American stock market. In addition, many Chinese mobile tech companies and start-ups filed their IPO in the Chinese Growth Enterprise Market (GEM) market. With the IPO of Chinese Internet players like Youku and Dangdang, China nudged the U.S. from its previous position as the world leader in IPOs. This is likely continue with the announced filings of RenRen, TaoMee, Kaixin001, and others in 2011. More than half of last years Chinese IPOs in the United States came from the tech industry, along with consumer products, industrials, and retail sectors. With Chinese social websites gaining a large percentage of their revenue directly from the consumer (e.g. through virtual goods), analysts Companies filed IPO in 2010 explain the IPOs as a way for venture capital firms to exit. IPOS IN THE CHINESE GEM NASDAQ IPOS VENTURE CAPITAL FLOODING CHINA » In direct connection to the 3G and » In November 2010, Sky-Mobi, operator of the » Mobile Internet played a central role for mobile communication value chain, and mobile app store Maopao, filed with U.S investors in 2010. 22 investment cases related to mobile payment or triple play, regulators to sell an estimated $150 million of were revealed, 16 of which with an 8 enterprises entered Shenzhen’s American depositary shares on NASDAQ. Sky- average of 13 mln USD. Figures in 2010 Growth Enterprise Market (GEM). Mobi is the leading app provider in China with broke the history records of both total » Hanvon listed in GEM in March 2010, over 479 million cumulative users, more than and average investment value, with Telecom equipment maker Dingli, riding 770 applications, and over 61,000 titles. mobile phone games the most regarded high on the Chinese 3G wave, and 3 » Chinese mobile Internet search engine Easou part of the sector. others (Tianyuan Communications Technology aims to list in the US within the » The9 Limited announced at the end of Technology, Hiconics electronic next 2-3 years. Besides media and application 2010 that it will collaborate with three equipment, Semiconductor maker downloads, Easou gains around 70 percent of VC firms to launch a USD 100 million TechSem) listed in January 2010, and its revenue from mobile internet advertising. fund for mobile application developers. GQY Video & Telecom, Nationz It is targeting a market cap of US$3-4bln. Technologiess, Hangzhou Century, and Sumavision followed in April. Sources: TechRice, Nextinsight, Xinhua, CN C11410 research@greatwallclub.com | Copyright 2011. All rights reserved.

7. MOBILE READING DEVICES AND PLATFORMS THE CHINESE E-READER MARKET CATCHES UP WITH THE US In 2010, China accounted for over 21% of the worlds e-reader shipments in the first half of the year, ranking only after the United States, which accounted for 58.1 percent. Sales of e-readers in China totaled 1.03 million units in 2010, and over 40 Chinese mainland companies produced their own e-reader in 2010, out of 80 companies throughout the world. Exceeding Sony with the world’s second largest monthly device Amazon’s flagship and China’s answer: Hanvon output, market leader Hanvon will introduce the first 9” color e-reader in the Chinese classic e-reader and the newest color edition market in 2011, which will include WiFi and 3G, and is expected to be priced at US$440. Hanvon has been listed on the GEM stock market since March 2010. China 19% approved 21 Chinese e-reader manufacturers in November 2010 for the domestic 1. Hanvon Techn. market in order to support homegrown products. 5% 2. Shanda Literatur BUSINESS MODEL CHANGE 13% 64% 3. Teclast Others » Amazon’s business model relies on content, not on pure hardware sales. The unit’s price largely depends on the content available: over 500K (mostly English) Kindle titles are available. Shanghai Century Publishing Group (partnering with China Mobile 3G) and Shanda Literature started to compete in 2010 with their own large literature online store Market shares, Chinese e-reader manufacturers and e-reader offering. The biggest competitor Hanvon operates its own online bookstore called Hwebook.cn, with around 90 percent of the stores content offered for free. Currently offering more than 130,000 publications, Hanvon invested RMB 30mln in its book store in 2010, and is aiming to provide 200K titles by 2011. MOBILE READING ON (I)PADS, E-READERS AND MOBILE PHONES » E-readers, tablets, and other digital reading devices “could be in the hands of 15-20% of the developed world’s population by 2015” says Bain&Co. Due to the launch of the iPad, and sinking prices of the growing competition, Tablet PCs (or pads) became one main driver of mobile reading in 2010. Also, many consumers purchasing e-readers also own an LCD tablet. » Unlike in western countries, mobile phones are a common device for mobile reading in China. Company Byread is a leader in China, and its mobile reading software Baiyue gives Global reading devices. (Source: Bain) mobile users the opportunity to read e-magazines and e-books through their mobile devices. Sources: Bjreview; Hanvon, New York Times, China Market Intelligence Center, GigaOM11 research@greatwallclub.com | Copyright 2011. All rights reserved.

8. MOBILE PAYMENT LICENSING CHINA GOT READY FOR MOBILE PAYMENT DURING 2010 China is the biggest market for electronic payment, with over 1 trillion RMB (150 billion USD) in transaction volume in 2010, and has the greatest potential for mobile payment worldwide. Prior to 2009, mobile payment technology did not grab public attention in China until authorities began issuing 3G licenses in 2009. In 2010, the increase of 3G subscribers, and parallel introductions of mobile payment structures, founded a base for the future success of mobile payment services in China. FORMATION OF THE CHINESE M-PAYMENT ALLIANCE IN 2010 CHINA RELEASED 17 PAYMENT LICENSES IN 2010 » In May 2010, China Unionpay established a group for operators, » In order to regulate the over 130 third-party payment services in handset producers, and banks, with the purpose of forming a China, the government has begun issuing licenses. By December common standard for mobile payment. The two most important 2010, 17 third-party licenses were in process, which included mobile operators in China, China Unicom and China Mobile, also Chinese Internet players such as Alipay and Tenpay (Tencent), in joined. addition to the traditional payment organizations such as China » In March 2010, China Mobile announced its acquisition of a 20% Unionpay. stake of Shanghai Pudong Development Bank for the purpose of building a financial payment platform for developing mobile 5% 3% 1. Alipay payment services. Its competitor China Unicom already began testing 4% its payment services in 2009. 4% 2. Tenpay 3. 99 Bill CHINA MOBILE & CHINA UNICOM LAUNCHED MOBILE PAYMENT SERVICES 6% 4. Chinapay » China Mobile started the countrys first large-scale project to allow 6% 48% mobile payments on February 2010, in select areas of Shanghai. 5. Yeepay » China Unicom, the second largest mobile operator in China, officially 6. IPS launched its mobile payment by the end of 2010, also after testing in 7. Union Mobile Pay 24% Shanghai since 2009. China Unicom plans to found a mobile payment Others company in early 2011. » China Mobile will base its system on a standalone RF-SIM card whereas its rival, China Unicom, has adopted the international China’s online payment market shares standard NFC. Sources: Interfax, China Daily, Mobile Payment China, CN11412 research@greatwallclub.com | Copyright 2011. All rights reserved.

9. LOCATION BASED SERVICES LOCATION BASED SERVICES (LBS) WERE A DRIVER OF MOBILE APPLICATIONS The rise of Foursquare, Gowalla, and Shopkick, have been defining characteristics in the US marketing landscape in 2010. In addition, Global mobile location-based service revenues are expected to increase up to more than $12.7 billion by 2014, with $115.9 million in China alone until 2013, according to Juniper Research and IEMR market forecast. In China, services such as point-of-interest (POI), location-based advertising, and LBS social networking, are now forging ahead, with around 30 services in operation, many of which are growing at a decent rate. LBS penetration depends on the smart phone and mobile data services market, and urban white-collar workers and college students are the main target groups in China. Analysys International estimated that between 3mln and 4mln people in China utilized location-based offerings in the third quarter of 2010. QIEKE.COM REBRANDED LBS TRAVELING PLATFORM » Shanda Interactive, Chinas biggest internet gaming group, adapted an existing travel website in 2010 and rebranded it as Qieke. Qieke.com now boasts 1 million registered users, 100,000 active users, and cooperates with over 100 brands, including big names like Lenovo, L’Oreal and Starbucks. JIEPANG, LIVE IN MAY 2010, NOW WITH 250K USERS LBS players in China location based services » Jiepang, boasting 250,000 members, only went live in May 2010, and has forged links with Renren, a prominent social network, and Sina Weibo, a micro-blog platform broadly equivalent to Twitter. A Jiepang open API was introduced to accelerate the growth of the community trough third-party apps. Qieke.com offers » "Were hoping that Jiepang will become an internet tool clients for all that everyone uses," David Liu, Jiepangs founder, said. available mobile "The ultimate user desire is to share with friends. Thats the platforms same in the US and China." LOCATION-BASED SOCIAL NETWORKING SERVICES (LBSNS) » In China, LBSNS started late, and the strongest players with application of LBSNS consist of Bedo, L99, Mogutuan, Sources: Juniper Research, Techcrunch, Wall Street Journal, Analysys International, Play4f, Jiepang, Duolequ, and dianping.com. Research and Markets, AdOpsOnline, China Tech News13 research@greatwallclub.com | Copyright 2011. All rights reserved.

10. MICRO-BLOGGING MICRO-BLOGGING WAS A MOBILE DRIVER IN CHINA IN 2010 There was an estimated 75 million micro-bloggers in China by the end of 2010, an increase of over 800% compared to 2009, and this figure is expected to double in 2011. ‘Micro blog’ was in the top-10 searched words in China. Facebook founder, Mark Zuckerberg, visited the biggest micro-blog host Sina to learn from its strategy. Although still lacking a viable monetization model, micro-blogging was clearly one of the biggest drivers in the Chinese Internet market in 2010, as over one third of the traffic on Sina, came from mobile devices in 2010. Micro-blogging is expected to play a greater role in the development of China’s mobile Internet. BIGGEST CHINESE INTERNET PLAYERS START THEIR OWN MICRO-BLOG SERVICE » Besides Renren, which believes micro-blogging would not fit into its services, all other major Internet portals in China launched their own micro-blogging services. The biggest players, freemail provider 163.com (wangyi), and news portal Sohu, have released their versions, and Tencent integrated a similar service into it’s QQ messaging service. Either of these three micro-blogs could become huge almost Global page views, end of 2010: twitter.com declined, overnight, and all of them offer a mobile interface. sina.com increased, QQ No.1. (source: Alexa.com) » Several other Chinese micro-blogs, such as Digu, Zuosa (which started its services in early 2009), and Kuantu (a service similar to tumlr in the US), are standalone sites. Also, 9911.com was launched by MySpace China in 2010. Symbian, 9% iPhone, 4% Java, 4% SINA’S MICRO-BLOG ‘WEIBO’ GOES MOBILE Fixed, Mobile, Android, 2% » Being one of the top-20 highest traffic websites in the world, according to Alexa, 63% 37% Sina’s micro-blog (Weibo) is currently growing by 10 mln users per month, and is Other, 18% estimated to reach 150 mln users in 2011. Sina is now cooperating with major download sites in China to release 9 versions of its micro-blog for different mobile phones, pushing their micro-blog platform further onto the mobile Internet. The company plans to monetize its weibo services in 2011 by offering targeted ad services. Access statistics, Sina micro-blog, 2010 Sources: Buzzle, Marbridge Consulting, Analysys International, Computerworld.com, Telegraph, Enfodesk, Alexa14 research@greatwallclub.com | Copyright 2011. All rights reserved.

GMIC 2011 – “NEW CHALLENGES, NEW OPPORTUNITIES, NEW LEADERS”ATTEND THE NO.1 MOBILE INTERNET CONFERENCE IN CHINA +10,000 m2APRIL 27-28 GMIC available for GMIC2011 2,000 people main ballroom capacityCHINA NATIONALCONVENTION CENTER 2011 3 function halls 4,000 m2 space for exhibitionBEIJINGTOP CONFIRMED SPEAKERS 2011 Charles Chao Joe Chen Pony Ma Charles Zhang CEO CEO CEO Chairman & CEO +800 attendees, +40% internationals, 18 Sina.com Renren.com Tencent SOHU countries, +50% executives Yoshikazu Tanaka Takeshi Natsuno Lars Boilesen John Liu CEO Inventor of i- CEO Global VP, S&O Gree mode Opera Greater China Google REGISTER NOW AT HTTP://GMIC.GREATWALLCLUB.COM/REGISTER! research@greatwallclub.com | Copyright 2011. All rights reserved.

Contact usIf you have any thoughts or ideas about this report, or would like to have furtherinformation, please write to research@greatwallclub.com.For all inquiries concerning the Great Wall Club or the Global Mobile Internet Conference,please contact the authors. BO YIQUN | VP & CO-FOUNDER ARNDT FOCKE | RESEARCH & CONSULTING MGR. » Main host of Global Mobile Internet Conference, » Arndt Focke is in charge of research and consulting annual event of GWC which is #1 mobile internet services at GWC. conference in Asia » 5+ years experience in ICT industry, worked in » 10+ years experience in ICT industry. Prior to R&D for Deutsche Telekom Laboratories and joining GWC, he was Consulting & Research Fraunhofer Institute for Open Communication director at Plus Eight Star, focused on Internet & Systems. Mobile innovation in China, Japan and Korea. » Lived in Beijing for 3 years, worked for Daimler » The clients he had served include MIH, Mitsui NEA and did research on ICT innovation in China. Global Strategic Studies Institute, Bouygues » German degree (Dipl.-Ing.) in Business Telecom, Mobilkom, SK Telecom, Adidas, etc. Administration and Engineering (ICT) from Berlin » MBA from Université Paris I, he speaks Chinese, Institute of Technology. He speaks fluent German, English and French. English, and Chinese. » Contact: yiqun@greatwallclub.com » Contact: arndt@greatwallclub.com research@greatwallclub.com | Copyright 2011. All rights reserved.

About usGreat Wall Club (GWC) is a CEO member-based company focused on the rapidlygrowing mobile internet market. GWC seeks to develop a more innovative andcompetitive landscape in the mobile internet industry through events, executive trips,reports, research & consulting and investment. http://www.greatwallclub.com http://gmic.greatwallclub.com Yingu Mansion, Office #901 info@greatwallclub.com #9 North 4th Ring West Road Haidian District Tel: +86 10 8252 5377 Beijing, China, 100190 Fax: +86 10 8252 5217 research@greatwallclub.com | Copyright 2011. All rights reserved.

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GWC Insights - 10 Drivers of the Chinese Mobile Internet in 2010

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