China’s Mobile InternetRevolution  Why It Matters to The Rest ofThe World…  
About Me     •  18	  years	  in	  Greater	  China.	     •  Consul3ng,	  Investment	  and	  ICT	        sectors.	     •  O...
What We Do                          Device	                       Distribu,on          Mobile	  App	             Mobile	...
Some Trends  #1  
Some Trends  #2  
Some Trends  #3  
Some Trends  #4  
Some Trends  Source:	  Flurry,	  	  comScore,	  Alexa	  
Some Trends  #5  
What About China?  #1  
What About China?  #2  
What About China?  #3  
Fast Facts  900m	     wireless	  subscribers	               250m	     Weibo	  (twiSer)	  users	  350m	     mobile	  inter...
Internet Usage  
Social Media  
App Stores  
Mobile User Profile                    Youths	  Leading	  The	  Way                                Expected	  Price:	  <	...
Smartphone OS  #4          Smartphone	  OS	  Market	  Share	  in	  China  
Shanzhai Culture  
Shanzhai Culture  
Fierce Competition    U.S.	  innova,on	     Chinese	  Shanzhai
More Examples         Iden%cal	  or	  quasi	  clones	  of	  Pinterest	  are	                      popping	  up	  in	  Chi...
Micro-Innovations  US                China                   Micro-­‐Innova,onGoogle            Baidu                   T...
Acquisitions in China  
Popular Apps  
IOS vs Android  Apps	  number                       Apps	  installa,on/user                    Apps	  weekly	  download/u...
Developer Profile  	  	  	  	  Experience	  in	  Mobile	  Internet                                                        ...
Platform Preferences       Current         Future
Case Study  •    Launch	  IOS	  app	  on	  2011/08/03.	  •    #3	  in	  Free	  SNS	  on	  2011/08/31.	  •    Achieved	  1...
Aeer	  the	  bloodbath,	  only	  the	  figest	  survive…	  and	  rise	  like	  a	  phoenix	  from	  the	  ashes…	  
Thank	  You!                       Michael	  Tan	      michaeltan@phicomm.com.sg	            Mobile:	  +65-­‐9423	  5678	  
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China's Mobile Internet Revolution... and What It Means to The Rest of The World...

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China's Mobile Internet Revolution... and What It Means to The Rest of The World...

  1. 1. China’s Mobile InternetRevolution  Why It Matters to The Rest ofThe World…  
  2. 2. About Me   •  18  years  in  Greater  China.   •  Consul3ng,  Investment  and  ICT   sectors.   •  Operated  in  Shanghai,  Beijing,   Hubei,  Jilin  and  Heilongjiang   provinces.   •  President  Asia  Pacific  –  PhiComm   Communica3on.   •  Joint  CEO  –  Beijing  Perfect  Vision   Media.   •  Founder  –  UbiqPay  Pte  Ltd.  
  3. 3. What We Do   Device   Distribu,on   Mobile  App   Mobile   Store   Applica,ons  
  4. 4. Some Trends  #1  
  5. 5. Some Trends  #2  
  6. 6. Some Trends  #3  
  7. 7. Some Trends  #4  
  8. 8. Some Trends  Source:  Flurry,    comScore,  Alexa  
  9. 9. Some Trends  #5  
  10. 10. What About China?  #1  
  11. 11. What About China?  #2  
  12. 12. What About China?  #3  
  13. 13. Fast Facts  900m   wireless  subscribers   250m   Weibo  (twiSer)  users  350m   mobile  internet  users   812m   QQ  (chat)  users  250m   new  devices  per  year   200m   Tudou  monthly  ac3ves  100m   Smartphone  sales  in   2011   120m   Combined  fans  of  top  10   web  users  19%   10   2011  smartphone   Minimum  number  of  SNS   penetra3on   sites  with  >100m  users    46%   39%   Ne3zens  who  access   Users  who  click  on   internet  ONLY  via  mobile   mobile  ads   32%   Users  who’ve  made  a   mobile  purchase  
  14. 14. Internet Usage  
  15. 15. Social Media  
  16. 16. App Stores  
  17. 17. Mobile User Profile   Youths  Leading  The  Way   Expected  Price:  <  RMB  2,000   83%   Blue  Collar   Students  &   White  Collar   Workers   Youths   Workers   PC    Cheap  Smartphones   Smartphones  <  RMB  1,000   Price  (RMB)   Branded     Non-­‐Branded   $5000   ¥5000   $1000   ¥1000   2008   2009   2010   2011   Time  (year)  
  18. 18. Smartphone OS  #4   Smartphone  OS  Market  Share  in  China  
  19. 19. Shanzhai Culture  
  20. 20. Shanzhai Culture  
  21. 21. Fierce Competition   U.S.  innova,on   Chinese  Shanzhai
  22. 22. More Examples   Iden%cal  or  quasi  clones  of  Pinterest  are   popping  up  in  China  
  23. 23. Micro-Innovations  US China Micro-­‐Innova,onGoogle Baidu Tieba  /  ZhidaoICQ  /  MSN QQ QQ  Show  Yahoo Sina BlogeBay Taobao Free  lis3ngsAmazon 360Buy CODPayPal AliPay Escrow  PaymentFacebook Renren  /  Kaixin ?TwiSer Sina  Weibo Photo  /  Video,  etc.Groupon 1500  copycats ?
  24. 24. Acquisitions in China  
  25. 25. Popular Apps  
  26. 26. IOS vs Android  Apps  number Apps  installa,on/user Apps  weekly  download/user IOS,  iTunes Android  MarketPlace Free:  Paid  =  1:1 Free:  Paid  =  2:1        Difficult  to  do  paid  Android  Apps  in  China!
  27. 27. Developer Profile          Experience  in  Mobile  Internet R&D  Team  Size <  2 2~5 6~10 >  10 <  1 1~3 3~5 >  5
  28. 28. Platform Preferences   Current Future
  29. 29. Case Study  •  Launch  IOS  app  on  2011/08/03.  •  #3  in  Free  SNS  on  2011/08/31.  •  Achieved  100k  users  on  2011/09/03.  •  Launched  Android  app  on  2011/12/14.  •  Achieved  1m  users  on2012/01/28.  •  Achieved  2m  users  on2012/03/09.  •  Achieved  3m  users  on2012/04/09.  •  Achieved  4m  users  on2012/05/02.  •  Achieved  5m  users  on2012/05/19.  •  Achieved  6m  users  on2012/06/04.  •  Users  in  over  60  countries.  
  30. 30. Aeer  the  bloodbath,  only  the  figest  survive…  and  rise  like  a  phoenix  from  the  ashes…  
  31. 31. Thank  You!   Michael  Tan   michaeltan@phicomm.com.sg   Mobile:  +65-­‐9423  5678  

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