China prezo

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State of Chinese Internet

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  • About 6.4 million people ride the Beijing metro system every day (http://geography.about.com/od/urbaneconomicgeography/a/Busiest-Subways.htm)
  • Asia = 44.8%, Europe = 21.5%, North America = 11.4%, Lat Am = 10%
  • Asia = 44.8%, Europe = 21.5%, North America = 11.4%, Lat Am = 10%
  • Asia = 44.8%, Europe = 21.5%, North America = 11.4%, Lat Am = 10%
  • As of June 2012 http://www.internetworldstats.com/stats.htm
  • Asia = 44.8%, Europe = 21.5%, North America = 11.4%, Lat Am = 10%
  • Asia = 44.8%, Europe = 21.5%, North America = 11.4%, Lat Am = 10%
  • As of 2013. China added 50.9m users in 2012 (twice the population of Australia or 1.6 new Internet users every second)

    According to BCG, by 2016, China will have 800 million Internet users — as many as France, Germany, India, Japan, the U.K. and the U.S. combined. (Source: http://allthingsd.com/20120127/report-internet-economy-set-to-nearly-double-to-4-2t-by-2016/)
  • Sources: CCNIC; Pew Internet; eMarketer http://www.poynter.org/latest-news/mediawire/175757/15-of-americans-now-use-twitter-8-use-it-daily/

    Estimated active social media users in China. http://www.techinasia.com/social-media-and-social-marketing-china-stats-2013/ ; http://www.go-globe.com/blog/social-media-china/
  • People leave RenRen after college.
  • WeChat now up to 400 million
  • Facebook says it now has 1.11 billion people. Qzone has 712 million.

    Tencent accounts for 56% of social media users through its Qzone, Weibo, Pengyou sites
  • Sources: CCNIC; Pew Internet; eMarketer http://www.poynter.org/latest-news/mediawire/175757/15-of-americans-now-use-twitter-8-use-it-daily/

    Estimated active social media users in China. http://www.techinasia.com/social-media-and-social-marketing-china-stats-2013/ ; http://www.go-globe.com/blog/social-media-china/
  • Sources: CCNIC; Pew Internet; eMarketer http://www.poynter.org/latest-news/mediawire/175757/15-of-americans-now-use-twitter-8-use-it-daily/

    Estimated active social media users in China. http://www.techinasia.com/social-media-and-social-marketing-china-stats-2013/ ; http://www.go-globe.com/blog/social-media-china/
  • Source: McKinsey Report
  • China prezo

    1. 1. Internet in China… Misiek Piskorski with Aaron Smith 中国 美国 Pretty Kingdom Central Kingdom  China USA 
    2. 2. 2© 2013 Mikolaj Jan Piskorski There are a lot of people in China…
    3. 3. 3© 2013 Mikolaj Jan Piskorski And it’s catching up fast… In 2010 there were 150 cities with 1m+ inhabitants 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 Shanghai Tianjin Shenzhen Dongguan Chongqing HongKong Hangzhou Suzhou Harbin Zhengzhou Kunming Xiamen Ningbo Taiyuan Changzhou Changsha Wenzhou Ürümqi Fuzhou Huai'an Lanzhou Nanchang Nantong Zaozhuang Haikou Hohhot Putian Taizhou Jiangmen Lu'an Huainan Datong Daqing Zhanjiang Jiangyin Datong Weifang Guigang Dengzhou Changde Baoji Liuzhou Yichang Wuhu Wenling Fushun Shantou Chifeng Yinchuan Neijiang Yixing Yueyang Liaocheng Panzhihua Haicheng Xining Taixing Dingzhou Baoding Anyang Shouguang Yuzhou Zoucheng Huaibei Zhucheng Zhangqiu Lianyungang Xinxiang Qinhuangdao Wuwei Hezhou Xiangcheng
    4. 4. 4© 2013 Mikolaj Jan Piskorski State-owned enterprises account for 30% of sales… … but the state continues to invest in infrastructure
    5. 5. 5© 2013 Mikolaj Jan Piskorski Internet in China  Users – many more of them – more engaged – and smart about censorship  Competition on the Internet – protected from the rest of the world – insane… and insanely creative  Monetization – e-commerce is huge – advertising is catching up fast
    6. 6. 6© 2013 Mikolaj Jan Piskorski There are this many Internet users… 2,405,518,376
    7. 7. 7© 2013 Mikolaj Jan Piskorski … and almost a quarter of them are in China … Europe North America Latin America Middle East Africa Rest of Asia China
    8. 8. 8© 2013 Mikolaj Jan Piskorski … or viewed differently
    9. 9. 9© 2013 Mikolaj Jan Piskorski Only 44% penetration rate in China  lots of room to grow Mainly Shandong, Henan, Anhui, Hunan and Sichuan 0 100 200 300 400 500 600 700 800 900 1000 2009 2013 2017e USA China
    10. 10. 10© 2013 Mikolaj Jan Piskorski Growth in internet coverage in many densely populated provinces
    11. 11. 11© 2013 Mikolaj Jan Piskorski Mobile access > PC access
    12. 12. 12© 2013 Mikolaj Jan Piskorski People spend a lot of time on the (mobile) Internet in China! 0 0.5 1 1.5 2 2.5 3 3.5 4 Internet TV Radio Print Hoursperday 25 or younger 40+
    13. 13. 13© 2013 Mikolaj Jan Piskorski They love to connect with celebrities, both foreign… Sina Weibo ~250 million users How many followers does Tom Cruise have in China?
    14. 14. 14© 2013 Mikolaj Jan Piskorski … and local, such as Yao Chen with 55 million fans…
    15. 15. 15© 2013 Mikolaj Jan Piskorski YY.com … but they are very active contributors, too. • 91% of online population in China has account on social media sites vs. 67% in USA • 56% of online population in China are on one of China’s “Twitters” vs. 15% in USA • And 75% of those online on “Twitters” actually say something!
    16. 16. 16© 2013 Mikolaj Jan Piskorski Why does this happen? Internet is fun! Official news are “unreliable” TV is boring. No really. 330,000 products introduced every year, but brands are scarce Massive move to cities breaks social bonds One child policy = lots of nuclear families Massive changes in wealth = people seek new others Numerous platform choices: * three ‘Twitters’ * four ‘Facebooks’ * four “meetups”
    17. 17. 17© 2013 Mikolaj Jan Piskorski Censorship in China  Can’t criticize the central government – But it is ok to criticize the provincial government – And people do it… and the central government loves it  Chinese internet users are very smart – State buzzword: Harmonize = 和谐 = HéXié – But you can’t use it on the internet – So users use a homophone: River crab = 河蟹 = HéXiè
    18. 18. 18© 2013 Mikolaj Jan Piskorski Internet in China  Users – many more of them – more engaged – and smart about censorship  Competition on the Internet – protected from the rest of the world – insane… and insanely creative  Monetization – e-commerce is huge – advertising is catching up fast
    19. 19. 19© 2013 Mikolaj Jan Piskorski Structure of the U.S. Internet
    20. 20. 20© 2013 Mikolaj Jan Piskorski Structure of the Chinese Internet (protected from foreign internet)
    21. 21. 21© 2013 Mikolaj Jan Piskorski Renren Qzone.qq.com Kaixin001.com Pengyou Huge number of choices…
    22. 22. 22© 2013 Mikolaj Jan Piskorski And the world is moving very quickly there… Used to be the case that Renren was 20-24 vs. Kaixin for 30-34 year olds 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% -19 20-24 25-29 30-34 35-39 40-49 50+ Qzone Renren Kaixin
    23. 23. 23© 2013 Mikolaj Jan Piskorski And now we are on WeChat…
    24. 24. 24© 2013 Mikolaj Jan Piskorski A few firms, e.g. Tencent, valued at $100bn+, have incredible distribution… Tencent Weixin (WeChat) 500 million users Qzone Social network for QQ QQ.Com Webportal PengYou Social Network Tencent Weibo TenPay
    25. 25. 25© 2013 Mikolaj Jan Piskorski But there are always challengers...
    26. 26. 26© 2013 Mikolaj Jan Piskorski Internet in China  Users – many more of them – more engaged – and smart about censorship  Competition on the Internet – protected from the rest of the world – insane… and insanely creative  Monetization – e-commerce is huge – advertising is catching up fast
    27. 27. 27© 2013 Mikolaj Jan Piskorski Retail is very scattered and inefficient, so people also love to shop on-line • 310 million online shoppers by the end of the year • About 1.3 trillion RMB = $211 billion = 7% of retail in China • versus $260 billion in the U.S. • Extensive home-delivery and in 150+ cities same-day delivery services available • Proliferation of on-line only brands (aka Tao-brands, from Taobao by Alibaba)
    28. 28. 28© 2013 Mikolaj Jan Piskorski Social + commerce seems to be a little bit of a no-brainer: Reckitt Benckiser in China
    29. 29. 29© 2013 Mikolaj Jan Piskorski Advertising dollars are shifting
    30. 30. 30© 2013 Mikolaj Jan Piskorski On-line advertising expenditure in China 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2007 2008 2009 2010 2011 2012 2013 2014 2015 Percentageofonlineadspending Search Integrated portals Online video Ad network Social network
    31. 31. 31© 2013 Mikolaj Jan Piskorski Internet in China  Users – Many more of them – And more engaged  Competition on the Internet – Protected from the rest of the world – Insane… and insanely creative  Monetization – E-commerce is huge – Advertising is catch up fast

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