Social Media: The
      Future of Media                           Internet: 1.3 billion

       Insights From Asia’s
     ...
Innovation Arbitrage
    Telecom & Internet
China | Japan | South Korea
Overview
Internet      Mobile
1.3 billion   3.3 billion




                   Source: Morgan Stanley, 2007
100%


           80%

                                           USA
           60%
3G users




           40%

        ...
#2 economy, #1 mobile society

#1 mobile & Internet population

#1 digital society
General assumption #1

Everything from USA is   great
General assumption #2

Everything from Asia is    weird
          (and sometimes funny)
Quick Facts
Koreans (already) spend more time
 on the Internet than watching TV
In China & Korea, Music (already)
sells more “online” than “offline”

In Japan, 90% is sold via mobile
      (and is a bil...
UGC Media Site Breaking Even?
Profitable Video Sharing Site?
Online/Offline mass media?
BJ = Broadcasting Jockey
      “Broadizen”
    (Broadcast + Netizen)
Don’t forget to turn off your webcam…
Mobile TV
 penetration in
Japan and Korea
  is over 30%
    (already)
Japan’s m-commerce
            =
   2x mobile content
            =
10x mobile advertising
            =
  China’s e-comme...
One full bookshelf
for mobile novels
at Kinokuniya,
Japan’s largest
bookstore chain!
Best-seller “Koi Zora” sold over
2 million volumes (10 USD / book)
Social Networks
Quick survey
Investment?
“Social Networking
 Is Not a Business”

MIT Technology Review
  July/August 2008
SNS on the stock market?
Market-listed SNS



  2006.12     2004.06    2006.09     2005.02
 76 mln EUR 100 bln HKD 87 bln JPY 104 bln JPY
100 mln U...
Market-listed SNS




100 mln USD 13 bln USD   890 mln USD 1.1 bln USD
Internet users




60 mln    500 mln   20 mln   14 mln    n.a.
200 mln   220 mln   35 mln   90 mln   90 mln
Mobile users




 3 mln    50 mln    6 mln    10 mln    10 mln
255 mln   580 mln   45 mln   100 mln   100 mln
Revenues 2007 (USD)




150 mln   520 mln   ~200 mln 100 mln   150 mln
Profit 2007 (USD)




(50 mln)   225 mln   ~100 mln   35 mln   ~60 mln
Main business models

    Ads              Ads             Ads            Ads                 Ads
Brand pages      Brand p...
Build communities
                  with matching games
  Attract user
with free games
                                   ...
Average Revenue From Users



~0%   87%   80%   5%   50%
Estimates for this year
• QQ makes 1 billion USD with its IM-based SNS
  – 500 million USD profit?


• Mobile Game Town sa...
About +8*
There are more ideas
outside your country
          than inside
                   Tom Kelley
                    CEO, IDE...
“Innovation Arbitrage”
• About us
   – +8* | Plus Eight Star is the leading Telecom & Internet cross-market and cross-cult...
Selected References
•   Adidas | E-commerce strategy for China, Japan & Korea

•   Bouygues Telecom | Cases studies of lea...
Social Work
• Mobile Monday
   – Founder of the Mobile Monday forum in Beijing since 2006 (3,000+
     members, 23 events,...
Contact Us

www.plus8star.com

benjamin@plus8star.com

benjamin0123                           +81 | Japan

               ...
Social Media - The Future of Media
Social Media - The Future of Media
Social Media - The Future of Media
Social Media - The Future of Media
Social Media - The Future of Media
Social Media - The Future of Media
Social Media - The Future of Media
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Presentation for the Asia Venture Capital Forum in Hong Kong on November 2008 with several examples of Asia\'s successes on the mobile and web scenes

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Social Media - The Future of Media

  1. 1. Social Media: The Future of Media Internet: 1.3 billion Insights From Asia’s Most Advanced Markets Benjamin Joffe, CEO | +8* | www.plus8star.com AVCJ Forum| Hong Kong | November 2008 Mobile: 3.3 billion
  2. 2. Innovation Arbitrage Telecom & Internet China | Japan | South Korea
  3. 3. Overview
  4. 4. Internet Mobile 1.3 billion 3.3 billion Source: Morgan Stanley, 2007
  5. 5. 100% 80% USA 60% 3G users 40% Chin Japa 20% a n 0% 0% 20% 40% 60% 80% % of Internet connections measured above 5Mbps (Source: Akamai, 1Q08)
  6. 6. #2 economy, #1 mobile society #1 mobile & Internet population #1 digital society
  7. 7. General assumption #1 Everything from USA is great
  8. 8. General assumption #2 Everything from Asia is weird (and sometimes funny)
  9. 9. Quick Facts
  10. 10. Koreans (already) spend more time on the Internet than watching TV
  11. 11. In China & Korea, Music (already) sells more “online” than “offline” In Japan, 90% is sold via mobile (and is a billion USD business)
  12. 12. UGC Media Site Breaking Even?
  13. 13. Profitable Video Sharing Site?
  14. 14. Online/Offline mass media?
  15. 15. BJ = Broadcasting Jockey “Broadizen” (Broadcast + Netizen)
  16. 16. Don’t forget to turn off your webcam…
  17. 17. Mobile TV penetration in Japan and Korea is over 30% (already)
  18. 18. Japan’s m-commerce = 2x mobile content = 10x mobile advertising = China’s e-commerce
  19. 19. One full bookshelf for mobile novels at Kinokuniya, Japan’s largest bookstore chain!
  20. 20. Best-seller “Koi Zora” sold over 2 million volumes (10 USD / book)
  21. 21. Social Networks
  22. 22. Quick survey
  23. 23. Investment?
  24. 24. “Social Networking Is Not a Business” MIT Technology Review July/August 2008
  25. 25. SNS on the stock market?
  26. 26. Market-listed SNS 2006.12 2004.06 2006.09 2005.02 76 mln EUR 100 bln HKD 87 bln JPY 104 bln JPY 100 mln USD 13 bln USD 890 mln USD 1.1 bln EUR
  27. 27. Market-listed SNS 100 mln USD 13 bln USD 890 mln USD 1.1 bln USD
  28. 28. Internet users 60 mln 500 mln 20 mln 14 mln n.a. 200 mln 220 mln 35 mln 90 mln 90 mln
  29. 29. Mobile users 3 mln 50 mln 6 mln 10 mln 10 mln 255 mln 580 mln 45 mln 100 mln 100 mln
  30. 30. Revenues 2007 (USD) 150 mln 520 mln ~200 mln 100 mln 150 mln
  31. 31. Profit 2007 (USD) (50 mln) 225 mln ~100 mln 35 mln ~60 mln
  32. 32. Main business models Ads Ads Ads Ads Ads Brand pages Brand pages Brand pages Brand pages Brand pages Digital goods Digital goods Digital goods Freemium Digital goods Paid Games Music Mobile VAS Mobile VAS Mobile VAS Jobs Affiliates Source: +8* | www.plus8star.com
  33. 33. Build communities with matching games Attract user with free games Chat Avatars BBS Journal Clubs Get new users with Word-of-mouth
  34. 34. Average Revenue From Users ~0% 87% 80% 5% 50%
  35. 35. Estimates for this year • QQ makes 1 billion USD with its IM-based SNS – 500 million USD profit? • Mobile Game Town sales top 200 million USD – 100 million USD profit? • And…
  36. 36. About +8*
  37. 37. There are more ideas outside your country than inside Tom Kelley CEO, IDEO The 10 faces of Innovation
  38. 38. “Innovation Arbitrage” • About us – +8* | Plus Eight Star is the leading Telecom & Internet cross-market and cross-cultural consultancy in Asia. – We provide local expertise & global perspective on mobile and Internet innovation from China, Japan and South Korea to add value to and accelerate the development of our clients’ businesses. • Our services – Analysis of proven best practices and business models from Asia – Other services: executive study trips, market entry strategy, M&A advisory, partners identification, negotiation support. • Founder & CEO: Benjamin Joffe – 9 years experience with mobile & Internet in Asia – Selected among “China’s Top 100 mobile industry influencers” in 2007 – Regular speaker at events on mobile and Internet in Asia – Fluent in English, Japanese, French with working knowledge of Mandarin, Korean and Spanish
  39. 39. Selected References • Adidas | E-commerce strategy for China, Japan & Korea • Bouygues Telecom | Cases studies of leading Asian Web 2.0 services and virtual worlds • Deutsche Telekom / T-Online | Benchmark of Korean mobile & Internet convergence strategies • Hemisphere | Analysis of mobile marketing best practices in Japan and South Korea (Hemisphere is a leading digital advertising agency), analysis of leading social platforms (SNS, virtual worlds, online games). • Microsoft | Analysis of Japan’s key players and market catalysts for mobile commerce market positioning in China • DeNA | Case studies of the best practices of leading social networks in China and South Korea (DeNA operates Mobile Game Town, Japan’s leading mobile SNS service) • China Mobile | Benchmark of Korean leading online communities • Sands Capital Management | Evaluation of China’s investment opportunities in social networks in China
  40. 40. Social Work • Mobile Monday – Founder of the Mobile Monday forum in Beijing since 2006 (3,000+ members, 23 events, over 80 presentations). • Media – Monthly column on Asian innovation for Asian Business Leaders (one of the leading Chinese business magazines), numerous interviews in international media. • Events – Regular keynote speaker and moderator at Internet, Telecom, Media and Investment events e.g. ITU Asia, Asia Venture Capital Forum, Ad-Tech, China Mobility International Summit, O’Reilly’s Graphing Social Patterns, Red Herring Asia, Media 08 Conference, Wireless Developer Forum, Open Web Asia, XMediaLab, Mobile Monday Global Summit, etc.)
  41. 41. Contact Us www.plus8star.com benjamin@plus8star.com benjamin0123 +81 | Japan +82 | Korea http://twitter.com/plus8star +86 | China Telecom & Internet www.linkedin.com/in/benjaminjoffe + Added Value * High quality www.slideshare.net/plus8star
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