8. Average
(me
spent
online
remains
stable
CNNIC’s
Jun-‐10
survey
showed
users
spent
an
average
of
19.8
hours
per
week
online.
This
was
up
from
18.7
hours
per
week
six
months
earlier.
While
the
overall
average
online
Jme
per
user
remains
stable,
we
note
old
users
likely
spend
more
Jme
online
than
new
users.
We
also
note
that
internet
usage
has
more
than
doubled
compared
to
the
9.8
hours
per
week
spent
online
in
December
2002.
We
expect
the
rising
number
of
internet
users
and
increasing
Jmes
spent
on
the
internet
will
conJnue
to
drive
online
ad
allocaJon.
Lower
computer
prices,
declining
connecJon
fees,
higher
influence
of
online
media,
and
government
support
should
conJnue
to
drive
internet
growth
in
China.
Time
spent
on
internet
per
users
should
accelerate
from
the
increased
penetraJon
of
smartphones
and
tablets.
8
9. Media
Time
Spent
vs.
Ad
Spend
SJll
Out
of
Whack
Internet/Mobile
(upside…)
vs.
Newspaper/Magazine/TV
(downside…)
9
12. Hong
Kong
and
Singapore
skew
older
even
than
the
global
average;
Malaysia,
Indonesia,
Vietnam
and
the
Philippines
have
significantly
younger
audiences
12
13. • In
each
country,
15-‐34
year
olds
spend
more
Jme
online
on
average
• Young
people
in
Hong
Kong
and
Singapore
spend
proporJonally
much
more
Jme
online
than
older
web
users
there;
young
web
users
in
Indonesia
spend
almost
the
same
amount
of
Jme
online
as
their
elders
13
14. Social
Networking
the
Biggest
Gainer
in
terms
of
Share
of
Time
Spent
Online.
Instant
Messengers
and
Email
Lost
Share
14
16. • Sharing
photos
is
becoming
a
key
component
of
the
Social
Networking
experience.
The
high
growth
in
this
category
in
almost
every
country
is
being
driven
by
Facebook
Photos
• Ubiquity
of
digital
cameras
and
cell
phone
cameras,
coupled
with
large
youth
populaJons,
also
contribute
to
growth
in
this
category
16
17. • Vietnam
shows
the
highest
year
over
year
growth
in
reach,
but
penetraJon
there
is
sJll
much
lower
than
in
other
countries
in
the
region
• Philippines,
Malaysia,
and
Indonesia
have
highest
reach,
driven
almost
exclusively
by
Facebook
17
18. • The
Philippines,
Malaysia
and
Indonesia
are
among
the
top
10
countries
with
the
highest
Facebook
PenetraJon
• Though
Photo
and
IM
usage
is
also
above
average
in
the
Philippines,
FB
is
the
most
common
touchpoint
for
web
users
there:
FB
is
the
#1
site
there,
and
average
usage
is
7
hours
per
user
18
20. • 21
percent
of
Indonesian
web
users
visited
Twiier.com
in
January,
making
it
the
#4
site
in
terms
of
Twiier
reach
20
21. • All
six
countries
outpaced
the
global
reach
of
Blogs
• The
growth
of
the
category,
however,
is
flat
in
Hong
Kong
and
Singapore
• Blogs
are
a
key
poliJcal
channel
in
some
countries;
higher
growth
in
the
Philippines
may
be
a
result
of
increased
poliJcal
acJvity
in
a
presidenJal
elecJon
year
21
22. Social
games
in
China
are
quite
similar
to
the
popular
ones
on
Facebook.
For
most
of
the
popular
games
in
China
such
as
farm
and
aquarium
games,
the
concept
has
been
adapted
from
Facebook
and
other
English-‐based
social
networking
websites.
However,
Chinese
social
games
are
supposed
to
be
more
compeJJve
and
have
some
added
features
like
stealing
items.
We
believe
the
social
gaming
trend
will
conJnue
to
pick
up
in
China
because
1)
community
features
add
to
the
sJckiness
of
social
games,
2)
social
games
airact
new
sets
of
users
who
were
tradiJonally
non-‐gamers
or
did
not
have
Jme
to
do
heavier
games
(such
as
housewives),
3)
beier
sJckiness
and
moneJzaJon
vs.
casual
games.
22
24. 5
Countries
=
46%
of
Internet
Users
–
China,
USA,
Russia,
Brazil,
India
2009
–
1.8B
Global
Internet
Users,
+13%
Y/Y(1);
18.8T
Minutes
Spent,
+21%
Y/Y(2)
24
29. Internet
access
device
The
number
of
mobile
internet
users
increased
by
78%
Y/Y
to
277M
by
Jun-‐10,
as
per
CNNIC.
The
number
of
mobile
internet
users
was
66%
of
all
internet
users
and
33%
of
all
mobile
users.
We
expect
mobile
internet
usage
to
increase
significantly
once
3G
penetraJon
increases
amongst
consumers.
29
30. Japan
Social
Networking
Trends
Show
Importance
of
Mobile
–
Mixi
Mobile
Page
Views
=
85%
vs.
14%
4.5
Years
Ago
Mixi
is
one
of
Japan’s
leading
social
networking
sites
on
PC
and
mobile
with
20MM
registered
users
as
of
12/31/10.
It
moneJzes
mobile
usage
via
sales
of
avatars,
customized
homepages
and
other
premium
services.
30
31. Since
CY’00
we
can
see
that
users
have
become
more
accustomed
to
surfing
the
net
via
both
PC
and
mobile.
In
April
2010
according
to
Nielsen
Online,
46%
of
users
accessed
the
net
in
this
manner;
back
in
April
2000
access
via
only
PC
stood
at
84%.
We
believe
that
with
greater
smartphone
penetraJon
going
forward,
this
trend
whereby
mobile
subsJtutes
for
PC
usage
will
conJnue.
31
32. Mobile
RevoluJonizing
Commerce
–
With
Constant
Product
Improvements
• Loca%on-‐Based
Services
–
Enable
real-‐%me
physical
retail
/
service
opportuni%es
•Transparent
Pricing
–
Instant
local
+
online
price
comparison
could
disrupt
retailers
•Discounted
Offers
–
Deep
discounts
drive
foot
traffic
to
local
retailers
•Immediate
Gra%fica%on
–
OTA
(over-‐the-‐air)
instant
digital
product
+
content
delivery
32
33. • Web
users
in
Southeast
Asia
are
rapidly
gaining
confidence
in
using
the
web
to
research
and
book
travel
• The
large
number
of
low
cost
airlines
servicing
the
region
is
a
primary
contributor
to
this
growth
33
34. LCAs
Among
Most
Visited
&
Post
Highest
Growth
in
Each
Country
34
35. • Among
the
three
markets
in
Southeast
Asia
where
comScore
measures
actual
video
consumpJon,
Malaysia
has
the
largest
number
of
online
video
viewers
but
the
lightest
average
usage
• The
average
Hong
Kong
web
user
who
watched
online
video
in
January
viewed
almost
12
hours
of
video
content
over
the
course
of
the
month
35
