This document discusses the mobile internet in China. It notes that mobile internet is about connected users rather than just internet on mobile devices. It provides statistics on the growth of mobile internet users and activities in China from 2009-2010. It discusses the roles of various players like telecom carriers, handset makers, and application developers. It argues that application developers are actually dominating the mobile internet industry through thousands of simple applications. It emphasizes that innovation alone is not key - execution is most important. It also discusses some emerging areas like mobile payments and augmented reality. Finally, it provides an overview of PreAngel, a startup accelerator founded by Leo Wang that invests in early-stage mobile internet startups.

1. Mobile Internet
@China
- Let’s hug the mobile internet

2. Mobile INTERNET
Mobile internet is not about “Internet on mobile”
Mobile Internet is about the
“USERS” that are connected
via any mobile device smart!

3. Mobile vs PC
It is about the USERS on the go, Think the
they are connected and armed... DIFFERENCE...
Personal User friendly and speed...
Location Speed and possibility...
Connection Possibility and capability...
Integration Capability and user friendly...

4. Activities
• News
77.7%
71.8%
• Chatting 73.0%
52.2%
• Searching
66.5%
43.0%
•
48.8%
Download 28.1%
• Novel 46.0%
28.8%
45.0%
• BBS 27.1%
•
27.6%
Mails 15.9%
•
18.5%
Games 9.3%
• Music
19.6%
7.8% Face the
• Video
17.4%
7.4% REALITY...
Chinese Mobile Internet user activities from 2009 - 2010

5. Data
Data is about the past Sense the
Future is full of surprise... FUTURE...
• 1.3 Billion Population • 1.3 Billion Population
• 800 Million Mobile Phone users • 1 Billion Mobile Phone users
• 300 Million Mobile Internet users • 600 Million Mobile Internet users
By the end of 2010
By the end of 2011
• 80 monthly data below 50M • 50% monthly data over 50M
• 30 Million Smart phone users • 60 Million Smart phone users
• 8 Million Android Phone users • 30 Million Android Phone users
• 5 Million iPhone & iPad users • 10 Million iPhone & iPad users

6. Good things
• Governments: • Come to our park
• Telecoms: • Open arms, need Apps
• Giant players: • Opening platforms
• Handset makers: • Android & Apps
• Weibo: • Getting popular & open
• Developers: • Quitting their jobs
• Venture Capitals: • Getting crazy

7. What they are doing
• Chipset providers
Try to make the Cheapest Android turnkey solution, So the Android phone will be cheaper enough to kill feature
phone in the near future. How about a 500RMB (80 USD) Android Phone by the end of 2011?
• Telecom carriers
Try to get more 3G users. So the Data fee will be cheaper enough to kill voice and SMS, VoIP on mobile will no
longer be a problem soon. IP messages are already popular and killing SMS softly.
• Handset makers
Try to make the most fancy Android phone with the lowest cost. Try to sell Android phones to Africa, South East
Asia etc. Try to get more revenue share from App, Services even Ads.
• Android OS/ROM platforms
Try to embedded the most fancy apps and services to the Android OS and make the best Android ROM for the
players. Try to help the non-brand handset makers survive in the Android year with their most fancy Android OS/
ROM. Try to get connected with the users via Android OS/ROM through non-brand handset makers.
• Internet Giant Players
Try to open their platform and build the strongest ecosystem in the mobile internet space.
• Mobile application developers
Try to make the most popular mobile apps and make money by Premium function, Ads, Virtual goods, etc. Try to
upgrade simple popular app into an open platform and build their own ecosystem, a long live kingdom.

8. Who’s dominating?
• Chipset providers ? Play a big role, but no...
• Telecom carriers ? Used to be, but no...
• Handset makers? Trying hard to be, but no...
• Mobile OS platforms ? Seems to be, but no...
• Internet Giant Players ? They think they are, but no...
• Mobile applications developers ?
They don’t think they are,
but YES they are!

9. Platforms
...Thousands of Long tail Simple applications...And they are dominating the industry...
QQ Miliao Senscape.cn AutoNavi Hudee SiFang
EOE ITFunz Gfan Nduoa Wandoujia Molo
ADChina AirAD CASEE DoMob MadHouse
Sina Weibo Tencent Taobao Renren
Android iOS Symbian WP7

10. Innovation
I really hate to say this,
but I have to,
because,
it is the truth,
especially in China,
INNOVATION is NOT the KEY!
Then, what is the KING?

11. Execution
Original idea means NOTHING,
Make it real;
Make it popular;
Make it unbreakable;
Make it really really fast;
Dig the
otherwise, TRUTH...
Waiting to be EXECUTED!
Among all of the different KongFong around the world, only the fastest is the best!

12. GOD friendly
USER is the GOD,
Do everything you can to delight the GOD,
Impressive experiences;
Valuable functions;
Fabulous features;
To be trusted;
Baby can use; Micro-INNOVATION
Catchy name;
Free;
to delight the GOD
Free;
Free;
is the KEY!
Don’t make money from GOD, GOD will surprise you if you make HER happy, happy and happy!

13. 6 Big things
• SNS mobile OS
• Mobile payment
• Augmented Reality
• Mobile advertisement
• HTML5 based cloud apps
• SNS enabled data mining
PreAngel

14. PreAngel
PreAngel is a Mobile Internet Startups
accelerating project founded by Leo Wang
who’s also the founder of MOBILE2.0 FORUM,
a well known mobile industry organization in
China that have been partnered with
Qualcomm China, French Telecom ( Orange )
China, Deutsche Telekom China, Huawei,
China Telecom, China Unicom, Coolpad,
Microsoft, MediaTek, etc.
PreAngel normally invests 50K ~ 100K RMB
(8K USD ~ 16K USD) to the team and get 2% ~
10% equity.
PreAngel will help the team to raise the
right Angel Fund ( 1M RMB) and get access to
the right industry resource in the right time.
Founded on Jan 1st, 2011
Right person do the Right thing in the Right time

15. Portfolios up to 1 Jun 2011
• LeWatek.com Android ROM/HOME/UI Solution & Platform provider
• Gurudigger.com Where ideas becomes projects (Facebook for Developers)
• iTea.am Mobile Internet Industry News and Comments integrated from SNS
• ITFunz.com BBS for MOTO Android players with ROM, Apps and tools
• OpenXLive.com Mobile Game Platform like OpenFeint but focus on WP7
• KooDee.cn Location based mobile dating platform like Skout
• FaceSmile.cn Mobile photo editing & sharing platform like Instagram
• Senscape.cn Augmented Reality platform like Layar from Holland
• 51Weijing.com Social filter and recommendation, smart reading
• KookyPanda.com HTML5 based social game & Flash lite mobile game
• LaCheers.com Apps distribute channel and service platform for massive smartphone users.
• PowerDo.com Professional social marketing and mobile marketing agency
PreAngel

16. Leo Wang
Founder of Mobile2.0 Forum
Mobile Internet PreAngel Investor
BetaShow2006@gmail.com
http://about.me/LeoWang
http://weibo.com/betashow
http://www.linkedin.com/in/betashow
@ LEO PreAngel