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Richard Lim: "Mobile Apps: The Next $100+ Billion Market?""
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Richard Lim: "Mobile Apps: The Next $100+ Billion Market?""

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  • 1. Why is Mobile a $100 BillionDollar Industry?April 12, 2013ManagingDirectorRichard LimCEODavid LiuGeneralManagerAmy GuVice PresidentJunde Yu
  • 2. - Confidential -2$.25 $1$4$9$12$25Mobile Applications Revenue Set to SkyrocketMobile App Revenue(USD $Billions)Source: Mary Meeker, Kleiner Perkins, and BI Intelligence estimates
  • 3. - Confidential -3PC Sales Dropping While Smartphones Continue to Rise269295 304347 356 352124157 17430549471301002003004005006007008002007 2008 2009 2010 2011 2012PC SmartphoneGlobal Smart Device Annual Unit Shipments,2007–2012(Global Shipments in Million)Source: IDC
  • 4. - Confidential -4Largest Mobile Internet User Base Emerged in ChinaChina Internet and Mobile Internet Users Growth(Million)Source: CNNIC and Youmeng298384457513 564118233303 356420-2004006008002008 2009 2010 2011 2012Internet Users Mobile Internet UsersLargest Smartphone Market245M Smartphones in 2012 Active iOS & Android Devices,U.S. versus China (Millions)85 Million160 Million
  • 5. - Confidential -5Apps Command 80% of Consumers’ TimeSource: Flurry Analytics, comScore, NetMarketShareTime Spent on iOS & Android Connected DevicesOpera Mini, 2%Android Native, 4%Safari, 12%BROWSER20%APP 80%Other Apps, 6%Productivity, 2%News, 2%Utility, 8%Entertainment, 8%Games, 32%Social Networking, 24%Other Browsers, 1%
  • 6. - Confidential -605,00010,00015,00020,00025,00030,00035,00040,00045,000Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1App Downloads Ramped FastApple App Store Downloads,2008–2013(Cumulative Downloads in Million)2008 2010 20122009Source: Business Insider Intelligence2011 2013
  • 7. - Confidential -7Revenue Shifted from Ads to In-app Purchases0.51 2460.2 1491305101520252008 2009 2010 2011 2012EAds Revenue App RevenueWorldwide iOS & Android App Revenue by Source,2008–2012(USD $Billion)Source: Mary Meeker, Kleiner Perkins, and BI Intelligence estimates
  • 8. - Confidential -8Application PublisherPuzzle & Dragons GungHo윈드러너 for Kakao WeMade다함께 차차차 for Kakao CJ E&MCandy Crush Saga King.com밀리언아서 ActozGames Dominated App Store RevenueSource: DistimoTop 5 Grossing Apps,(Globally Aggregated over 2013 March)Application PublisherClash of Clans SupercellCandy Crush Saga King.comHay Day SupercellKingdoms of Camoelot KabamMinecraft MojangTop 5 Grossing Apps,(Globally Aggregated over 2013 March)
  • 9. - Confidential -9Publishers in China Challenged by Distribution FragmentationMobile System Operator•  App Store•  Google Play•  Windows PhoneHandset Manufacturer•  Samsung Apps•  OVI (Nokia)•  Shop4Apps (Motorola)•  Hispace Store (Lenovo)Telco•  Mobile Market (CM)•  189store (Tianyi–CT)•  WO Store (CU)3rd Party App Store•  QQ Apps Center•  Baidu Apps Center•  AnZhi, 91zs, Jifeng•  AppChina, HiMarketAPP
  • 10. Richard LimManaging Director and Co-Founderrichard@gsrventures.comEarly Stage Venture Capital

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