A presentation at IDA Industry Seminar...

1. China’s Mobile Internet
Revolution 
Why It Matters to The Rest of
The World… 

2. About Me 
• 18
years
in
Greater
China.
• Consul3ng,
Investment
and
ICT
sectors.
• Operated
in
Shanghai,
Beijing,
Hubei,
Jilin
and
Heilongjiang
provinces.
• President
Asia
Pacific
–
PhiComm
Communica3on.
• Joint
CEO
–
Beijing
Perfect
Vision
Media.
• Founder
–
UbiqPay
Pte
Ltd.

3. What We Do 
Device
Distribu,on 
Mobile
App
Mobile
Store  Applica,ons 

4. Some Trends 
#1 

5. Some Trends 
#2 

6. Some Trends 
#3 

7. Some Trends 
#4 

8. Some Trends 
Source:
Flurry,
comScore,
Alexa

9. Some Trends 
#5 

10. What About China? 
#1 

11. What About China? 
#2 

12. What About China? 
#3 

13. Fast Facts 
900m
wireless
subscribers
250m
Weibo
(twiSer)
users
350m
mobile
internet
users
812m
QQ
(chat)
users
250m
new
devices
per
year
200m
Tudou
monthly
ac3ves
100m
Smartphone
sales
in
2011
120m
Combined
fans
of
top
10
web
users
19%
10
2011
smartphone
Minimum
number
of
SNS
penetra3on
sites
with
>100m
users
46%
39%
Ne3zens
who
access
Users
who
click
on
internet
ONLY
via
mobile
mobile
ads
32%
Users
who’ve
made
a
mobile
purchase

14. Internet Usage 

15. Social Media 

16. App Stores 

17. Mobile User Profile 
Youths
Leading
The
Way  Expected
Price:
<
RMB
2,000 
83%
Blue
Collar
Students
&
White
Collar
Workers
Youths
Workers
PC

Cheap
Smartphones  Smartphones
<
RMB
1,000 
Price
(RMB)
Branded
Non-­‐Branded
$5000
￥5000
$1000
￥1000
2008
2009
2010
2011
Time
(year)

18. Smartphone OS 
#4 
Smartphone
OS
Market
Share
in
China 

19. Shanzhai Culture 

20. Shanzhai Culture 

21. Fierce Competition 
U.S.
innova,on
Chinese
Shanzhai

22. More Examples 
Iden%cal
or
quasi
clones
of
Pinterest
are
popping
up
in
China

23. Micro-Innovations 
US China Micro-­‐Innova,on
Google Baidu Tieba
/
Zhidao
ICQ
/
MSN QQ QQ
Show
Yahoo Sina Blog
eBay Taobao Free
lis3ngs
Amazon 360Buy COD
PayPal AliPay Escrow
Payment
Facebook Renren
/
Kaixin ?
TwiSer Sina
Weibo Photo
/
Video,
etc.
Groupon 1500
copycats ?

24. Acquisitions in China 

25. Popular Apps 

26. IOS vs Android 
Apps
number Apps
installa,on/user Apps
weekly
download/user
IOS,
iTunes Android
MarketPlace
Free:
Paid
=
1:1 Free:
Paid
=
2:1
Difficult
to
do
paid
Android
Apps
in
China!

27. Developer Profile 
Experience
in
Mobile
Internet
R&D
Team
Size
<
2 2~5 6~10 >
10
<
1 1~3 3~5 >
5

28. Platform Preferences 
Current Future

29. Case Study 
• Launch
IOS
app
on
2011/08/03.
• #3
in
Free
SNS
on
2011/08/31.
• Achieved
100k
users
on
2011/09/03.
• Launched
Android
app
on
2011/12/14.
• Achieved
1m
users
on2012/01/28.
• Achieved
2m
users
on2012/03/09.
• Achieved
3m
users
on2012/04/09.
• Achieved
4m
users
on2012/05/02.
• Achieved
5m
users
on2012/05/19.
• Achieved
6m
users
on2012/06/04.
• Users
in
over
60
countries.

30. Aeer
the
bloodbath,
only
the
figest
survive…
and
rise
like
a
phoenix
from
the
ashes…

31. Thank
You! 
Michael
Tan
michaeltan@phicomm.com.sg
Mobile:
+65-­‐9423
5678