Asian Eye for the Slovene Guy

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Presentation about Asia's mobile industry at Mobile Monday Slovenia in January 2011

Presentation about Asia's mobile industry at Mobile Monday Slovenia in January 2011

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  • 1. Asian  Eye   for  the   Slovene  Guy  Mobile  Monday  Slovenia  |  2011.01   @benjaminjoffe  
  • 2. “Digital  Asia  Guy”  
  • 3. ZDRAVO! MY NAME IS@benjaminjoffe
  • 4. 4  years   1  year   5  years  
  • 5. •  Mobile  Monday  Beijing  |  Co-­‐Founder  •  37  events,  130  speakers,  3,000+  parKcipants  
  • 6. •  CEO,  Plus  Eight  Star  |  www.plus8star.com   –  Best  pracKces  from  Asia’s  digital  space   –  Research,  Strategy  &  “InnovaKon  Arbitrage”  
  • 7. IT  MNCs  Startups   Non-­‐IT  
  • 8. Angel  Investor,  Advisor,  Keynote  Speaker   •  Speaker    100+  talks  in  16  countries   •  Advisor   •  Investor  in  Asia-­‐based  global  companies  
  • 9. My  Interests  •  Mix  Technology,  Psychology  &  Sociology   –  Virtual  economies   –  Digital  third  places   –  Online  social  dynamics   –  ArKficial  arKficial  intelligence  (AAI)  •  (And  also)   –  Languages,  MarKal  arts,  Drawing  
  • 10. Asia  vs.  The  World  
  • 11. Common  AssumpKon  #1  Everything  from  USA  is  great
  • 12. Common  AssumpKon  #2  Everything  from  Asia  is  strange
  • 13. Common  AssumpKon  #2  Everything  from  Asia  is  strange (and  someKmes  funny)
  • 14. Western  Framing   of  InnovaKon  
  • 15. Kimba  the  White  Lion   The  Lion  King   (Japan,  1965)   (US,  1994)  “Even  our  lawyers  are  not  that  good”   –  a  Disney  animator  (rumor)  
  • 16. 5C’s  of  InnovaKon  
  • 17. 3  Stages  for  InnovaKon   Entrepreneur   Inventor   (Business)   Idea   (Prototype)  (Bacteria  +  3D  +  iPhone)  
  • 18. “Techno-­‐Darwinism”  Digital  EvoluKonary  Theory   a)  ReplicaKon   b)  MutaKon   c)  Natural  SelecKon   d)  Luck!   Dodo (extinct)
  • 19. 5C’s  of  InnovaKon™  Ecosystem  Factors  for  Survival   1.  Copy   2.  CompeKKon   3.  CombinaKon   4.  Constraints   5.  Context  
  • 20. Broadband  Ecosystems   Countries   CiOes  #1      Korea    14  Mbps   #1      Taegu  (KR)    18.3M  #2      HongKong  9.2  Mbps   #2-­‐11  Korea  #3      Japan    8.5  Mbps   #12-­‐45  Korea  &  Japan  …   …  #12    US      5.0  Mbps   #46  Hong  Kong   #48  Constanta  (Romania)   #52  Asnieres  (France)   #57  San  Jose  (US)  8.3Mbps  
  • 21. Peak  Speed    What  was  it  you  called   broadband,  again?  
  • 22. Japan  
  • 23. Japan  Overview  •  98%  3G  (114  million  3G  subs)   –  2/3  flat  rate   –  NTT  DoCoMo  launched  LTE  in  2010.12  •  Devices   –  Flash  on  most  phones   –  Foreign  phones  <10%  market   –  IC  Cards  
  • 24. Pricing  InnovaKon   (About  50  EUR  /  month  for  full  flat)  
  • 25. Toward  Behavior  Assistance  
  • 26. 3G  Success?  •  NOT  video  phones  •  Small  data   –  Social  networks   –  Casual  games   –  Mobile  commerce   –  Entertainment   –  NavigaKon  
  • 27. Content  as  a  Service  •  Not  simply  paid  apps  •  Sustainable  revenues  •  Paid  by  users  
  • 28. Content  vs.  Commerce  •  Commerce  $9.6B  ($90/user/year)   –  eBay  =  $2B  in  2010  (from  $600M  in  2009).   TOTAL   15,2    billion  USD   Million  USD   Commerce  =  Content   9,681   8,869   7,329   5,641   4,139   2,634   1,736   5,525   1,212   4,272   4,835   3,200   3,666   1,822   2,167   2,645   Source:  Japan  Mobile  Content  Forum,  2010  
  • 29. Mobile  Services  •  Full  songs,  games,  SNS,  Avatars,  etc.   Million  USD   Source:  Japan  Mobile  Content  Forum,  2010  
  • 30. Mobile  Social  Networks  •  3  Mobile  SNS  listed  on  stock  market   –  DeNA  (Mobage  =  “Mobile  Game  Town”)   –  GREE  (from  “Six  DeGREEs”)   –  Mixi  (iniKally  a  Friendster  adaptaKon)  •  20M  users  each  (some  in  common)  
  • 31. Mobile  Social  Gaming  •  Self-­‐published  +  Open  plavorms        Some  ads   SNS   +   Free  games   +   Homepage   Virtual  goods  
  • 32. Revenue  Model  •  Digital  goods  80%   –  Casual  Games   –  Avatars  •  Open  plavorm   –  Third  party  content  •  AdverKsing  <20%  
  • 33. Impact  •  2000  |  First  wave  (2G)  •  2004  |  Second  wave  (2.5G)   –  (I  helped  an  M&A  in  Europe  for  18MEUR)  •  2010  |  Third  wave  (3G)   –  Revenue  2010:  $1.2B  for  Mobage,  $600M  for  GREE   –  DeNA  buys  ngmoco  in  US  ($400M)   •  Another  $500M  to  spend  next  year!   –  GREE  has  $250M  in  the  bank  
  • 34. Zappallas   “The  Spirit  inside  You”  •  WTF?  •  Service   –  $3/month   –  2.2M  paying  users  •  Revenue   –  50  MEUR  in  6  months  (net  profit:  8.5  MEUR)   –  Listed  on  stock  market  (150  MEUR)  
  • 35. Eki-­‐Tan   Mobile  NavigaKon  •  Started  in  1997  as  spin-­‐off  of  Toshiba  •  1,500  staKons,  weather  forecast,  flights  and  hotel   booking,  etc.  •  850,000  subs.  pay  $3/month  (20%  margin)  •  IPO  in  March  2011  
  • 36. Tonchidot  •  “Look  up!  Not  down.”  •  AR  as  a  service  •  Campaigns  •  Funding:  $16M   –  KDDI,  DCM,  JAFCO,  etc.  
  • 37. Korea:  Quiz!  
  • 38. Korea  |  Missed  Opportunity  •  1994:  First  CMDA  network  •  2001:  CDMA  1x  deployed  •  Now  transiKoning  to  HSPA  •  Korean  mobile  startups??  
  • 39. Korea  |  IT  Exports  •  $140bln  in  2010   –  Source:  Ministry  of  Knowledge  Economy  (MKE)  •  iPad  +  iPhone  4   –  Designed  in  California   –  Assembled  in  China   –  Parts  made  in  Korea  
  • 40. Korea  surfing  Apple’s  Success  
  • 41. China  
  • 42. China  Market  Overview  •  China  Mobile   –  584M  users  (=  Facebook,  but  different  users!)   –  25  Bln  EUR  in  6  months  (6.5B  net  profit)   –  Monthly  Net  adds:      
  • 43. Mobile  Services  •  Operators  •  Content  providers  ups  ands  downs  •  Fragmented  app  stores  market   –  China  Mobile,  China  Unicom,  China  Telecom   –  Nokia,  Motorola,  Samsung,  …   –  Local  phones  using  MediaTek  plavorm  
  • 44. (Internet)  •  Tencent  |  World’s  #3  Internet  company   –  $2.5B  revenue   –  42%  net  profit   –  $45B  market  cap  •  10  Online  game  companies  listed  •  Youku  (“YouTube  of  China”)  and  DangDang   (“Amazon  of  China”)  just  listed  too  for  billions.  
  • 45. Mobile  Couponing  |  Huicard  •  Usual  story:  stores  pay  •  Would  users  pay  for  coupons?  •  Lower  entry  barrier  •  Combine  with  search  +  large  directory  •  Charge  10  cents  per  coupon  
  • 46. (Mystery  Startup)  •  Lots  of  content  providers  •  Lots  of  websites  who  can’t  moneKze  •  What  do  you  do?  
  • 47. Shanzhai  InnovaKon:  Mass  customizaKon  
  • 48. InnovaKon  Awareness  Test  
  • 49. PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  • 50. Hardware  InnovaOon:  “Shanzhai”  ( )  PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  • 51. PHOTO:  MOBILE  PHONE,  BEIJING,  APRIL  2010  ©  Benjamin  Joffe  /  Plus  Eight  Star  Ltd.  
  • 52. QQ  Farm  
  • 53. “Shanzhai”  Spirit?  •  Cheap  •  Fun  •  Flashy  •  Fast  
  • 54. Design  Your  Own  Mobile!  •  Design  teams  <  10  people  •  Factories  take  orders  from  5,000  units  •  Cost  <  50  EUR  
  • 55. Hardware  commodiKzaKon  •  Change  your  iPod  into  a  phone!  
  • 56. How  could  you…?  
  • 57. 1.  …  leverage  proven  models?  
  • 58. 2.  …  make  use  of  the  “Shanzhai”  spirit?  
  • 59. 3.  …  and  create  your  own  success!  
  • 60. Cmune  in  Beijing  Seeks  Talent!  •  #1  FPS  on  Facebook   –  InternaKonal  team   –  Top  Unity  game  on  FB   –  More  Ktles  to  come!  •  Check  it  out!   –  www.facebook.com/uberstrike   –  www.uberstrike.com    
  • 61. Hvala!  www.plus8star.com  benjamin@plus8star.com     +81  |  Japan  benjaminjoffe   +82  |  Korea   +86  |  China  @benjaminjoffe     Telecom  &  Internet  www.linkedin.com/in/benjaminjoffe     +  Added  Value   *  High  quality  www.slideshare.net/plus8star