2. Mobidays [KM Report] Article & Advertisement Contact : j3y_sj@mobidays.com
Mobidays is a specialized mobile marketing company,
making every effort to have proper understanding of mobile market and to activate mobile eco-system.
In order to do so, Mobidays established [Mobile Advertisement Research Institute: MARI] in August 2014
(blog.naver.com/mobidays01).
[Mobile Advertisement Research Institute: MARI] collects and studies domestic and overseas mobile
related information and issues ‘VEUM’ (Very easy understanding of mobile) a main column, and
‘KM report’ a monthly trend report.
KM report is a report based on insight and information articles such as domestic / overseas mobile
related investment news and market issues which provides mobile eco-system trend and issues.
We will keep working our best to release various and interesting news about mobile market in succession.
Thank you.
Mobidays Team
2014/08 2014/09 2014/10 2014/11
2014/12 2014/01 2015/02 2015/03
3. INDEX
Domestic ISSUE
1. Main Topics for Games Industries: Global and Mobile
2. NHN Entertainment Attempts to Take Over Contents
3. Korean Mobile Usage State
4. Naver and DaumKakao Begin the 2nd Round
1
4. Main Topics for Games Industries
: Global and Mobile Korean major games companies'
1st quater performance in 2015
3
Sales
Business Profits
Net Profit of term
479 billion KRW
- Contract with Square Enix for a joint developing
of the mobile version of ‘Final Fantasy XI’
- Publishing contract signed with Tencent in
order to release Dungeon & Fighter in China
Mobile Games Sales: 76.2 billion KRW
- Developing mobile games that make use of PC
online game IPs(Intellectual Property rights)
- New Mobile and PC online are to be released
in the second half of 2015
Foreign Sales: 43.2 billion KRW
- Business results are expected to greatly improve
through blockbuster games such as
‘Marble Future Fight’, ‘Dragon Striker’,
and ‘Chrono Blade’
Mobile Games Sales: 175.4 billion KRW
Mobile Games’ Foreign Sales: 22.6 billion KRW
204.8 billion KRW
170.9 billion KRW
Sales
Business Profits
Net Profit of term
203.4 billion KRW
51 billion KRW
90.4 billion KRW
Sales
Business Profits
Net Profit of term
188.1 billion KRW
Source : May 12th, 2015. zdnet NetMarble’s first quarter sales reach 203.4 billion…. Quarter highest
May 13th, 2015. Microsoft NC Soft release their 2015 1st quarter sales… business profits at 44.9 billion KRW
May 14th, 2015. IS Plus – Daily Sports. Nexon’s 1st quarter sales at 479 billion KRW… mobiles games grew 16%
44.9 billion KRW
35.6 billion KRW
5. Main Topics for Games Industries
: Global and Mobile Korean major games companies'
1st quater performance in 2015
4
- Increase of foreign market through continuous
strengthening of global marketing
- Preparing for coperation establishment at
Europe in the first half
Foreign Sales: 77.4 billion KRW
Foreign Sales: 17.3 billion KRW
- Plans to expand the mobile games business,
and propel for new business in the second half
of the year
Mobile Games Sales: 49.9 billion KRW
Foreign Sales: 41.9 billion KRW
Source : May 12th, 2015. zdnet Com2us’ 1st quarter sales at 93.7 billion…. Quarter highest
May 12th, 2015. zdnet Gamevil’s 1st quarter foreign sales at 17.3 billion…. Highest ever
May 8th, 2015. zdnet NHN Entertainment’s 1st quarter operating loss at 13.8 billion… deficit conversion
Sales
Business Profits
Net Profit of term
Sales
Business Profits
Net Profit of term
Sales
Business Profits
Net Profit of term
93.7 billion KRW
35.6 billion KRW
27.3 billion KRW
35.6 billion KRW
1.5 billion KRW
5.2 billion KRW
138.1 billion KRW
-13.8 billion KRW
-10.5 billion KRW
6. NHN Entertainment Attempts to Take Over Contents
5
NHN Entertainment
Easy Payment services
Games
Webtoons
Musics/Sounds
- Becomes largest shareholder (40.7%) of
Neo Wiz Internet
- Business combination approval to
completed in early July
- Neo Wiz Internet has been providing various online services and digital
contents ever since their foundation in June 2002.
- Neo Wiz Internet is managing ‘Bugs’, a music portal site, and ‘Say Club’, a online chatting community.
As well, it provides digital sound sources to ‘Kakao Music’ of DaumKakao.
- Neo Wiz Internet reached 54.9 billion KRW on their 2014 yearly sales, 9.2 billion KRW on business profits,
and 8.1 billion KRW on their net profit of term.
- Neo Wiz Holdings sold Neo Wiz Internet’s share in order to overcome the funds problem of Neo Wiz Games.
- Neo Wiz Holdings plans to focus on their games business with the funds from selling Neo Wiz Internet.
About 106 billion KRW
Old share 4 million 734 thousand 640
3rd party allocation new share 1.3 million
Neo Wiz Holdings
Source : May 7th, 2015. The Korea Economic Daily. NHN Etnertainment now embraced Bugs… pedaling to increase non-games area
May 8th, 2015. Money Today. NHN Etnertainment caught ‘Bugs’… aims for two goals, easy payments + comprehensive entertainment
NHN Entertainment plans to expand their services through their
self-developed easy payment system ‘Payco’
and joint businesses with various entertainment contents.
7. Korean Mobile Usage State
2.6% 4.3%
12%
81%
21.9% 25.0%
33.9%
10.5%
8.6%
6
Source: KISDI, ‘Korean media panel study of year 2014’
Average Mobile phone usage period : 1.6 year
Share of mobile phones per type
Mobile phone usage period Expected changing time for
mobile phones
less than
1 year
1 year 2 years 3 years more than
4 years
within
3 months
within
6 months
within
1 year
after
1 year
LTE-A
Smartphone
11.6%
3G General
mobile phones
14.5%
3G Smartphone
23.6%
LTE
Smartphone
44.3%
PDA phone
0.1%
2G General
mobile phones
5.9%
Source : May 6th, 2015. Digital Daily. Average mobile usage time of Koreans is at 1 year 7 months
8. Korean Mobile Usage State
22.1%
19.6%
18.5%
37.8%
9.8%
9.0%
7Source : May 6th, 2015. zdnet The 1st place ranking of smartphone app goes to…. Source: KISDI, ‘Korean media panel study of year 2014’
Application usage state depending on gender
Year 2014 Common Use Application Type(1~3rd place standard)
Communication 26.9%
News 14.8%
Games 13.8%
Entertainment 8%
Life information/weather 8%
Social Networking 6.3%
Shopping 4.7%
Books/Comics 3%
Navigation/Geography/Location 2.9%
No experience of usage 2.3%
Sports 2.3%
Education 1.5%
Expenditure management
/Financial dealings 1.4%
Utility/Tools 0.7%
Travelling 0.6%
Reference/resources 0.1%
Unsure/No answer 0.1%
Communication
26.9%
Communication News Games Communication News Games
News
14.8%
Games
13.8%
9. Naver and DaumKakao Begin the 2nd Round
Naver, from PCs to Mobiles
Source : April. 29th, 2015. zdnet '4 years old' messenger ‘Line' looks at 1 trillion KRW sales
April 30th, 2015. Digital Daily. Naver’s 1st quarter sales at 740.6 billion KRW…. Advertisements and contents are accounted for performance
Foreign
Sales
33%
Domestic
Sales
67%
2014.
1Q
2Q 3Q 4Q 2015.
1Q
2Q 3Q 4Q
8
- Sales: 740.6 billion KRW
- Business Profits: 192 billion KRW
- Net profit of term: 134.6 billion KRW
Naver’s growth was driven by contents sales such as mobile advertisements and Line
- Advertisement sales: 529.9 billion KRW (mobile advertisement sales
: 227.8 billion KRW)
- Contents sales: 200 billion KRW - Other Sales: 10.6 billion KRW
Line supports Naver’s growth
Line’s Sales at 252.7 billion KRW
at 1st quarter of 2015
Line Monthly Active Users(MAU)
250 million people
Line’s 2014 Sales and Expected Sales (Unit: 100 million KRW)
10. Naver and DaumKakao Begin the 2nd Round
Focusing on Mobile business!
Source : May 13th, 2015. Sports Kyunghyang. Rob your opponent’s headquarters! The start of ‘wars for land’… Daum Kakao enters market with ‘search’ and Naver with ‘games’ 9
Hae-Jin Lee
Chairman of Naver “Do not be content with PCs. Naver is nothing in mobiles"
Release of mobile website developing platform, ‘modoo’
- Modoo is a production tool that allows anyone to easily develop mobile
based websites.
- Modoo provides 35 different templates according to industries and categories
and thus allows anyone, including small and medium enterprises, organizations,
and even individuals to easily create mobile websites.
Release of interest based SNS, ‘Pholar’
- ‘Pholar’ is a SNS that allows communication amongst users through hash tags(#)
of pictures and videos with similar interests.
- Pictures and tag galleries posted on Pholar can be shared on other SNS and
can also be accessed both on PC and mobile webs.
Foundation of ‘G Works’ – aiming for collaborative service markets
for global enterprises
- Naver founded a corporate body called ‘G Works’ in order to aim for the
‘collaborative service markets for enterprises’.
- With know-hows achieved from managing collaborative services such as
Naver Mail, calendar, address book, and document tools from B2C markets,
G Works plans to provide mobile services for enterprises that are best fit in a
global market.
- After founding the corporate body of G Works in Japan, Naver announced that it
will continue to search for ways to enhance their business in the global market.
11. Naver and DaumKakao Begin the 2nd Round
Focusing on Mobile business!
Source : May 18th, 2015. MK Business. Webtoon’s continuous evolution… TVs, movies, and even games 10
Naver Webtoon transforms into mobile games
One source multi use strategy
: It refers to applying one story to various genres.
- Webtoons already have verified popularity and thus can easily be applied to
other genres (Games, Movies etc)
- It is easier to visualize webtoons when making them into games because they
already have completed images
- There is a high possibility that webtoon readers would become game users.
- Naver announced a “mobile game support plan” in January of 2015,
designed to increase the profits of webtoon writers, and is releasing mobile games of popular webtoons.
- Naver is offering marketing to its various platforms, such as Naver Main and Naver Webtoon,
through its marketing support service, PPS (Page Profit Share).
- In the first half of the year, Naver plans to release a ‘play webtoon game’ feature that allows
users to download the games of the according webtoons.
God of High school Come!
Convenience Store
God’s Tower Noblesse Girls, the Wilds
12. 11Source :
- Sales: 234.4 billion KRW
- Business Profits: 40.4 billion KRW
- Net Profit of term: 30.8 billion KRW
Plans to continue growth policies with a focus on mobile advertisements
- An integrated service of Yellow ID and Plus Friend is to be released in July.
- Daum Kakao plans to release a new advertisement platform service during the 3rd quarter
while also sharing its advertisers it possessed from before the merge with Kakao Talk.
- Daum Kakao is preparing for a mobile search service that would allow users to search information
during Kakao Talk conversations. Through this service, Kakao Talk will be able to obtain search
traffics and increase their additional advertisement sales.
- 34% of Daum Kakao’s advertisement sales were made in the advertisements through kakao platform,
mobile search advertisements, or in the mobile advertisement areas such as Ad@m.
1st quarter of 2015 Ads
60.5%
Games
29.9%
Commerce
6.6%
Others
3%
May. 14th, 2015. Daily Game. Daum Kakao’s 1Q Game Sales reach 70 billion KRW…YoY 18%
Naver and DaumKakao Begin the 2nd Round
DaumKakao, Mobile Ads are the key
13. May MAU(AppRanker):Downloads (Google Play): 50,000 - 100,000
May MAU(AppRanker):Downloads (Google Play): 5,000,000 - 10,000,000
12Source : May 8th, 2015. IS Plus- Daily Sports. Daum Kakao takes over ‘Sell It’, a secondhand dealings enterprise, for investment
May 19th, 2015. zdnet Daum Kakao takes over ‘People’s Navigation Kim GiSa’, a 10 million user based service
K Venture Group takes over ‘Sell It’, a secondhand dealing platform
People’s Navigation Kim GiSa is taken over by Daum Kakao
- Daum Kakao’s investment company, K Venture Group, took over Sell It, a digital device secondhand
dealing platform.
- Sell It achieved a monthly sale of over 100 million KRW in just 7 months after its first release and
the secondhand dealings of digital devices was evaluated to be a stable business model.
- K Venture Group plans to provide management know-hows and infrastructures in order to expand
Sell It’s digital device secondhand product category into a broader range of electronic devices.
- Daum Kakao took over 100% of Lock N All’s share at 62.6 billion KRW.
Lock N All services ‘People’s Navigation Kim GiSa’.
- Daum Kakao provides navigation features by combining ‘Kakao Taxi’ and ‘People’s Navigation Kim GiSa’.
- Lock N All will be independently operated based on its former management system and plans to
maximize its synergy creation by collaborating various services with Daum Kakao.
Dae-Hyun Kim,
Representative of
Sell It
We will make a service that is easy and safe even for people with
no experience of secondhand dealings.
We plan to grow into a popular navigation through continuous research,
development, investment adjustments, and increasing brand awareness.
Jong-Hwan Park,
Representative of
Lock N All
Naver and DaumKakao Begin the 2nd Round
Readying the battlefield of mobile markets
14. 13Source : May 18th, 2015. Yonhap News. Reshuffle from Daum Kakao to Kakao…. Termination of all overlapping services
Daum Kakao regularize the clean-up process of
overlapping services
Termination of service after June 30th
My People Daum Music
On Air
Kakao Pic
WidgetBank
Music
- According to the associates, Daum Kakao plans to focus on only one service and to
shut down overlapping services as there are realistic difficulties in running various similar services at once.
- Except for Kakao Pic, most other services that were shut down turned out to be services of
‘Daum Communication’ and this phenomenon was analyzed by the business world as a reorganization of
Daum Kakao with a focus on Kakao services.
Readying the battlefield of mobile markets
Naver and DaumKakao Begin the 2nd Round
15. 14
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16. 1. App Show Korea
2. Global Hackathon Seoul
Event News
15
- Date: Wednesday, July 22nd ~ Friday, July 24th, 2015
- Location: Seoul Trade Exhibition & Convention(SETEC),
514, Daechi 2-dong, Gangnam-gu, Seoul, Korea
- http://app-show.co.kr/
- Date: Wednesday, July 29th ~ Saturday, August 1st, 2015
- Location: Coex Convention Center, Gangnam-gu, Seoul, Korea
- https://seoul.globalhackathon.io/
17. 1. Main Topics for Games Industries: Global and Mobile
May 8th, 2015. zdnet NHN Entertainment’s 1st quarter operating loss at 13.8 billion… deficit conversion
May 12th, 2015. zdnet Com2us’ 1st quarter sales at 93.7 billion…. Quarter highest
May 12th, 2015. zdnet Gamevil’s 1st quarter foreign sales at 17.3 billion…. Highest ever
May 12th, 2015. zdnet NetMarble’s first quarter sales reach 203.4 billion…. Quarter highest
May 13th, 2015. Microsoft NC Soft release their 2015 1st quarter sales… business profits at 44.9 billion KRW
May 14th, 2015. IS Plus – Daily Sports. Nexon’s 1st quarter sales at 479 billion KRW… mobiles games grew 16%
http://www.zdnet.co.kr/news/news_view.asp?artice_id=20150508085302
http://www.zdnet.co.kr/news/news_view.asp?artice_id=20150512091202
http://www.zdnet.co.kr/news/news_view.asp?artice_id=20150512092202
http://www.zdnet.co.kr/news/news_view.asp?artice_id=20150511172002
https://www.imaso.co.kr/news/article_view.php?article_idx=20150513170557
http://isplus.live.joins.com/news/article/article.asp?total_id=17805092&cloc=
Sources Domestic ISSUE
16
18. 2. NHN Entertainment Attempts to Take Over Contents
3. Korean Mobile Usage State
May 7th, 2015. The Korea Economic Daily. NHN Etnertainment now embraced Bugs… pedaling to increase non-games area
May 8th, 2015. Money Today. NHN Etnertainment caught ‘Bugs’… aims for two goals, easy payments + comprehensive entertainment
May 6th, 2015. Digital Daily. Average mobile usage time of Koreans is at 1 year 7 months
May 6th, 2015. zdnet The 1st place ranking of smartphone app goes to….
http://www.hankyung.com/news/app/newsview.php?aid=2015050702801
http://www.mt.co.kr/view/mtview.php?type=1&no=2015050718193308637&outlink=1
http://www.ddaily.co.kr/news/article.html?no=129979 2015.05.06
http://www.zdnet.co.kr/news/news_view.asp?artice_id=20150506143602 2015.05.06
Sources Domestic ISSUE
17
![Mobidays [KM Report] Article & Advertisement Contact : j3y_sj@mobidays.com
Mobidays is a specialized mobile marketing company,
making every effort to have proper understanding of mobile market and to activate mobile eco-system.
In order to do so, Mobidays established [Mobile Advertisement Research Institute: MARI] in August 2014
(blog.naver.com/mobidays01).
[Mobile Advertisement Research Institute: MARI] collects and studies domestic and overseas mobile
related information and issues ‘VEUM’ (Very easy understanding of mobile) a main column, and
‘KM report’ a monthly trend report.
KM report is a report based on insight and information articles such as domestic / overseas mobile
related investment news and market issues which provides mobile eco-system trend and issues.
We will keep working our best to release various and interesting news about mobile market in succession.
Thank you.
Mobidays Team
2014/08 2014/09 2014/10 2014/11
2014/12 2014/01 2015/02 2015/03](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)