Your SlideShare is downloading. ×
0
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Vietnam mobile internet_2014_mwork_vietnam_mobile_day
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Vietnam mobile internet_2014_mwork_vietnam_mobile_day

3,042

Published on

" Diễn giả: Nguyễn Đình Anh ( Andy Nguyen ) …

" Diễn giả: Nguyễn Đình Anh ( Andy Nguyen )
- Chức vụ: VP of Investment, mWork Corp.
- Thành tích nổi bật: Prior joining Mwork, he worked as a Venture Capitalist in CyberAgent Ventures, a Japanese venture capital firms which have invested more than 13 companies in Vietnam for 2 years.
- Sở thích cá nhân: SNS, Mobile Games
- Topic: Vietnam Mobile Internet Market Review"

Published in: Mobile, Travel, Technology
0 Comments
10 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
3,042
On Slideshare
0
From Embeds
0
Number of Embeds
4
Actions
Shares
0
Downloads
176
Comments
0
Likes
10
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. VIETNAM MOBILE INTERNET 2014 – A focus in smartphone game and comparison to Chinese market (Short Version) Andy Nguyen Talked in Vietnam Mobile Day 2014 1   The  full  version  will  be  available  at     h3p://mwork.vn/report   a:er  9:00  am,  17  July  2014  
  • 2. Vietnam: A Quick Look At End of 2013 2   92.5M Population 36.1M Internet Users 20M Active Facebook Users 134M Active Mobile Subscription Ranked 13 of 228 countries Penetration rate 39% Facebook Penetration 21.6% Mobile Subscription Penetration 145% 18M Smartphone Users Smartphone Penetration 19.5%
  • 3. May-2012 May-2014 Number of smartphones 6M 22M Number of OTT users WeChat + LINE < 1M Zalo, LINE, Viber > 10M Smartphone games publishers Less than 10 At least 50 Smartphone game market size Less than $1M monthly More than $10M monthly What Changed In The Last 2 Years 3   Within 2 years, the number of devices has grown almost 4 folds. So has grown rapidly OTT applications and smartphone games market.
  • 4. Vietnam  Mobile  Game  Market 4   1.5   5   8   18   28   32   35   38  233%   60%   125%   56%   14%   9%   9%   0   5   10   15   20   25   30   35   40   2010   2011   2012   2013   2014   2015   2016   2017   Number  of  smartphone  user   yoy  growth  rate   (mil  users)   Number of Smartphone User in Vietnam 125% growth, reached 18M at the end of 2013!!! Expected to reach 28M with 56% growth at the end of 2014. The growing speed is likely to slow down in following years as it has covered most accessible and affordable users.
  • 5. Vietnam  Mobile  Game  Market 5   80   209   382   416   466   509   549   592   161%   83%   9%   12%   9%   8%   8%   0   100   200   300   400   500   600   700   2010   2011   2012   2013   2014   2015   2016   2017   Number  of  smartphone  user   Y-­‐o-­‐y  growth  rate   (mil  users)   (Source:  eMarketer  2014)   Similar Pattern With China The growth of smartphone users in Vietnam is very similar to the pattern of China but only 2 year later!!! Cheap Android devices provided by domestic brands has been the drive-force in China. The same in Vietnam now.
  • 6. 6   3G Mobile Subscriber in Vietnam 38.1%   30.7%   28.5%   2.7%   MobiFone   Vie3el   VinaPhone   VietnamMobile   12.75M 3G mobile subscribers who actually used bandwidth in July-2013 MobiFone has the biggest share with 38.1% Source: Vietnam Information and Telecommunication Ministry, July-2013
  • 7. Country   3G  Data  Plan  Price   Japan   53$US   (unlimited  packet  –  So:bank)   China   56$US   (9GB  packet  –  China  Unicom)   Indonesia   25$US   (3GB  packet,  speed-­‐max  1Mbps)   Thailand   52$US   (10GB  packet,  speed-­‐max  384Kpbs,  TrueMove)   Vietnam   10$US   (3GB  fast  +  no  extra  fee  +  speed-­‐max  8Mbps,  Vie3el)   7   3G Data Plan Comparison 3G Data Plan in Vietnam is much cheaper than other countries. The speed is 10-20X times higher than neighbor countries like Indonesia and Thailand. A good condition for mobile internet service to prosper.
  • 8. 8   Where are 3G Mobile Internet Users? Most 3G mobile internet users are concentrated in Ha Noi, Ho Chi Minh. Considerable number of them are in 2-tier cities in Delta-river zone and Mekong-river zones and Da Nang. A small amount of users from small cities and town across the coast. Source: opensignal.com
  • 9. 15.5M,  70.5%   3.3M,  14.8%   2.1M,  9.5%   1.2M,  5.2%   Android   iOS   Windows  Phone   Others   (source: Mwork, May-2014) 9   What Kind Of Smartphone Devices? 70.5% is Android until May-2014. Android takes the majority for existing active smartphones in Vietnam. Second is iOS and Windows Phone come next. It is not surprise if Android will maintain or increase its share in coming years.
  • 10. (source:  IDC)   $702   $710   $686   $650   $657   $441   $380   $320   $276   $254   0   100   200   300   400   500   600   700   800   2010   2011   2012   2013   2014(e)   iOS   Android   10   Android Is Cheaper and Cheaper The average sold price of a new Android device has steadily decreased toward $200-$250 zone while iOS maintain at $650- $700. No wonder why so many Android!!! 2.6X Android is cheaper than iPhone
  • 11. 11   Number of New Sold Devices in Aug-2013. Among them, 65.7% of that are Android. Windows Phone comes second with 19.5%. ASHA of NOKIA stills has its share but declining softly. Source: gfk 2013 586K new sold
  • 12. (source:  Appota)   12   Waves of Cheap Android Smartphone Since Feb-2014, Nokia started to sell Nokia X of Android OS at superbly affordable price in Vietnam. Very well sold. Samsung, LG, Asus, HTC … also have new Android models with the price lower than $130. 120$ LG  Opdmus  L1  II   Samsung  Galaxy  Y   Asus  ZenFone  4   HTC  Desire  200   Samsung  Galaxy  Trend  Lite   Mobel  S58   Popular  cheap  Androids  
  • 13. 61.2%   4.6%   13.5%   5.2%   15.5%   Jelly  Bean   KitKat   Ice  Scream  Sandwitch   GingerBread   Others   (source:  Appota,  Dec-­‐2013)   13   Android Devices by OS Version 61.2% of existing Android devices are Jelly Bean until Dec-2013
  • 14. (source:  Appota)   7.7%   32.3%   5.5%   11.7%   29.4%   13.4%   iOS  7.1   iOS  7.0.4   iOS  6.0.X   iOS  5.1.X   iOS  6.1.X   Others   14   iPhone Devices by OS Version 32.3% of existing iOS devices are iOS 7.0.4 until Dec-2013
  • 15. Mobile Game Market 15  
  • 16. Vietnam  Mobile  Game  Market 16   (mil  USD)   Vietnam Mobile Game Market  20      60      120      210      310      360      410     50%   100%   75%   48%   16%   14%   0%   20%   40%   60%   80%   100%   120%    -­‐          50      100      150      200      250      300      350      400      450     2011   2012   2013   2014(e)   2015(e)   2016(e)   2017(e)   Market  Size   yoy  growth  rate   Vietnam Mobile Game Market will reach $210M at the end of 2014, grow 75% comparing to previous year. The growing speed will decrease in following years and reach $410M in 2017. $210M in 2014 (source:  Mwork)  
  • 17. Vietnam  Mobile  Game  Market 17   (mil  USD)   Vietnam Mobile Game Market 3%   17%   61%   79%   90%   96%   98%   0%   20%   40%   60%   80%   100%   120%   0   50   100   150   200   250   300   350   400   450   2011   2012   2013   2014(e)   2015(e)   2016(e)   2017(e)   Feature  Phone   Smartphone   Smartphone  Percentage   The main drive-force of the expansion of mobile game market is smartphone game. In 2014, 79% of the market share is forecast to come from smartphone. From 2015, feature phone will account for less than 10%. 79% are from smartphone game in 2014 (source:  Mwork)  
  • 18. 220   253   291   60   120   210   0   100   200   300   400   500   600   2012   2013   2014  (e)   PC   Mobile   (mil  USD)   18   PC vs Mobile Games Market Thank to its rapid growing, mobile games market in 2014 will almost equal to PC- based game market in term of market size in 2012. (source:  Mwork,  Casual  Connect  Asia  2014)  
  • 19. 19    785      946      721      497      304      160      80      128      321      1,474      2,869      4,263      5,160      5,801     39%   73%   53%   36%   16%   11%    -­‐      1,000      2,000      3,000      4,000      5,000      6,000      7,000     2011   2012   2013   2014(e)   2015(e)   2016(e)   2017(e)   Feature  phone  game  revenue   Smartphone  game  revenue   yoy  growth  rate   (mil  USD)   Mobile Game Market: the case of China The same story happens in China. In 2014, it is forecasted that more than 85% of mobile game revenue are from smartphone games. The growth rate peaked itself in 2013 with 73% growth rate and gradually decrease toward 11% per year in 2017. (source:  iResearch  2013)  
  • 20. Vietnam  Mobile  Game  Market 20   4   10   50   60   15   30   150   250   0   50   100   150   200   250   300   2011   2012   2013   2014  (e)   Number  of  local  game  publishers   Number  of  new  game  d3les   (source:  Mwork)   Game Publishers and New Tittles The market is growing but so the number of tittles. Not easy game for all but the winners are promised to get big enough rewards. The number of local game publishers does not increases much, instead there will be the joining of foreign company who directly publish to Vietnam market from overseas. 250 new game tittles will be published in 2014
  • 21. 21   Major Mobile Gaming Companies
  • 22. 22   Market Share by Genre 3.8%   31.2%   11.3%   17.3%   23.4%   4.3%   8.7%   23.6%   6.1%   15.4%   17.8%   6.6%   24.3%   6.3%   0%   5%   10%   15%   20%   25%   30%   35%   Casual   Card  Ba3le   SLG   MMORPG   Turn  based  RPG   Card  &  Board     Others   China   Vietnam   It may amaze you but until May-2014, 23.6% of mobile games revenue, including both feature phone and smartphone tittles, is for casual games. As characteristic of casual games, even though ARPU is lower, it can reach to a larger set of player. Avatar, Mobi Army, Audition Mobile, Ten Ten and iGa contribute almost 70% of the sector. Card & Board games hold the second big part with 24.3%. Card battles games are promising to increase its share in 2014. 23.6% for casual games
  • 23. 4. Au Mobile - VTC 3. Au Mobile – VTC Mobile Avatar HD – TeaMobi 3. goPET – MECorp 23   Top 5 Casual Games By Revenue By Peak Monthly Revenue 2. Mobi Army - TeaMobi 1. Avatar - TeaMobi 5. Teen Teen – VTC
  • 24. 4. Tinh Binh – MC Corp 3. Hán Mạt2. Kiếm Hiệp – VTC 24   Top 5 SLG By Peak Monthly Revenue 1. Mộng Hiệp Khách 5. Tam Quốc Chibi
  • 25. 4. Ngọc Rồng Online - SSGroup Đại  Minh  Chủ  -­‐  Emobi   2. Mãnh Tướng - CMN 3. Liên Minh Anh Hùng- VNG 25   Top 5 Card Battle By Peak Monthly Revenue 1. Đại Minh Chủ - EMobi 5. Dota Card - SGen
  • 26. 3. Liên Minh Tiền Sử - Savi Game 4. Kết Giới - SGen 2. Vua Hải Tặc 5. Anh Hùng Xạ Điêu – SSGroup 26   Top 5 Turn-based RPG By Peak Monthly Revenue 1. Phong Vân Truyền Kỳ - CMN
  • 27. 4. Ải Mỹ Nhân - Mobvista 3. Mãnh Thú – ME Corp2. Thiên Thần Truyện – ME Corp 27   Top 5 MMORPG By Peak Monthly Revenue 1. Ngộ Không Truyền Kỳ – SohaGame 5. Thiên Địa Quyết – CMN & Wasabi
  • 28. BigKool ZingPlay iWin Trà Chanh Quán - VMG 28   Hit Tittles: Board/Card Games Trà Chanh Quán Beme
  • 29. •  Background  in  IT     •  Studied  and  lived  in  Japan  before  coming   back  to  Vietnam  in  2010   •  Worked  as  Venture  Capitalist  in  CyberAgent   Ventures  in  Hanoi   •  Currently,  working  in  Mwork   •  Love  SNS,  mobile  games  (Elves  Realm,   Mãnh  Tướng,  Flappy  Bird..  Like),  dog   Andy  Nguyen   Mwork  Corp   Co-­‐founder,  VP  of  Investment   andy@mwork.vn     29   A little bit about me
  • 30. 30   Disclosure This presentation relies on data and insight from a wide range of sources including public and private companies, announced news, market research firms and government agencies. We cite specific sources where data are public. The presentation also use non-public information and insight gained from external and internal experts of mWork. We publish the report on an annual basis, but on occasion will release updated report to highlight new trends. We would like to express my appreciation to Dung Tran, Marty Nguyen and Hoan Do, my colleagues in mWork by giving advices, providing data or helping to prepare the material. mWork, founded in 2012, is currently the hottest growing start-up in Vietnam, is currently a leading mobile internet group based in Vietnam, having many subsidiaries which are actively playing and leading in mobile internet related sector including mobile affiliate network (mwork.vn), mobile online payment (1pay.vn), game publishing (Wasabi JSC), game development (Tofu Studio), offline mobile shop synchronization platform (AppSync.vn), reward platform (gimi.vn).

×