This is an updated presentation which provides a market overview to the Southeast Asia mobile internet and social messaging market landscape. The data are gathered via market reports, on-ground discussions as well as lit search. All inputs and feedback to these material are most welcome!

1. Southeast Asia Mobile Internet
Market Landscape (2013 updated)
A view from Nelson Wee
http://www.linkedin.com/in/nelsonwee
http://www.twitter.com/nelsonwee
http://www.slideshare.com/nelsonwee
http://myovi.blogspot.com

2. Southeast Asia Internet Market Landscape Update 2013
Indonesia Philippines Vietnam
•~250m pop; 260m mobile subs, •104 m pop, 90m mobile subs, •92m pop, 165m mobile subs,
10% smartphone pen., 22% 14% smartphone pen., 45% 30% smartphone pen., 35%
internet pen. internet pen. Internet pen.
•~12m Blackberry users (basic •~1m Blackberry users. •10.7m Facebook users
plan ~$5/mth) •29.9m Facebook users. •42% of online users buy online;
•51m Facebook users. •17% consumers use m- 14% use m-commerce.
•57% of online users are shopping commerce. •#1 in SEA online games.
online.
Thailand Malaysia Singapore
•70m pop, 72m mobile subs, 25% •29m pop, 38m mobile subs, 32% •5.3m pop, 7.8 m mobile subs,
smartphone pen., 37% internet smartphone pen. 80% smartphone pene., 75%
pen. •13.6m Facebook users. internet pen.
•~2m Blackberry users. •7% consumers using m- •2.9m Facebook users.
•18.3m Facebook users. commerce •48% (880k) of all online
•17% use m-commerce. •#3 in SEA online games. shoppers in 2011 buy on mobile
•#2 in SEA online games. with S$328M (23% total) sales.
Source: Mary Meeker 2012 Internet Trends, Mobile Monday SEA Report 2012, Lit Search and Analysis
Profile: http://www.linkedin/in/nelsonwee | Twitter: @nelsonwee | Blog: http://myovi.blogspot.com 2

3. Southeast Asia Mobile Social Internet Market Landscape
• Nielsen AdTech June 2011: ~50% of online consumers
in SEA used mobile internet in last 30 days & to grow
to 62% in 2012; 33% access internet via mobile at least
once a day.
• After email, social networking is starting to overtake
as main online activities, in Indonesia & Philippines.
• Low consumer patience in SEA is driving strong
appeal of instant messenger.
• Social Messenger incumbents are being challenged
by new market entry players
• Currently, Facebook messenger and Whatsapp
dominate the social messenger scene.
• Strong challengers in social communicator
include Naver Line, WeChat, Kakaotalk, Viber.
• Operators and associations like SingTel
(announced to launch new social
communicator) and GSMA (Joyn).
source: Nielsen reports; Mobidia Study; lit search & analysis
Profile: http://www.linkedin/in/nelsonwee | Twitter: @nelsonwee | Blog: http://myovi.blogspot.com 3

4. Southeast Asia Social Messenger Market Landscape
Smartphone
Market Smartphone users MIM (est) Mobile FB (est) FB (total)
Indonesia 26,000,000 4,700,000 25,500,000 51,000,000
Vietnam 50,000,000 7,500,000 5,850,000 10,700,000
Philippines 13,000,000 400,000 14,950,000 29,900,000
Thailand 18,000,000 1,800,000 9,150,000 18,300,000
Malaysia 12,000,000 2,520,000 6,800,000 13,600,000
Singapore 6,200,000 3,200,000 1,450,000 2,900,000
SEA TOTAL 125,200,000 20,120,000 63,200,000 126,400,000
source: Ericsson study; lit search & analysis
Profile: http://www.linkedin/in/nelsonwee | Twitter: @nelsonwee | Blog: http://myovi.blogspot.com 4

5. THANK YOU
Nelson Wee
Profile: http://www.linkedin.com/in/nelsonwee
Twitter: @nelsonwee
Blog: http://www.myovi.blogspot.com

6. THANK YOU
Nelson Wee
Profile: http://www.linkedin.com/in/nelsonwee
Twitter: @nelsonwee
Blog: http://www.myovi.blogspot.com