China Connect: WeChat and the Key Mobile Market Trends in China

China
Key Mobile Trends
&
WeChat Focus

General Mobile Trends in China

Mobile internet users to soon exceed PC’s
@ChinaConnectEU
Source: iresearch
www.chinaconnect.fr

16/06/2016 5
+30% growth of Smartphone Users by 2019
Source: Statista 2016
@ChinaConnectEU www.chinaconnect.fr

@ChinaConnectEU
71% of Mobile Time spent on Tencent/Alibaba/Baidu
platforms
Source:
KPCB/Hill Capital - April 2016
www.chinaconnect.fr

16/06/2016 7
2/3rd of China new internet users first logged via
Smartphones
Source: CNNIC / «the 37th statistical report on internet development
in China, Jan 2016
www.chinaconnect.fr@ChinaConnectEU

16/06/2016 8
Note: converted at the exchange rate of US 1$=RMB 6.15; includes display (banners,
video, and rich media) and search; excludes sms, mms, and P2P messaging-based
advertising: ad spending on tablets is included; excludes Hong Kong. Source: Emarketer.com / Sep2015
Mobile Internet advertising to reach almost half of
total ad spendings by 2019

16/06/2016 9
Top 15 China Mobile Advertising Networks
Source: TalkingData 2016

16/06/2016 10
Source: Emarketer.com / Nov 2015
APAC ranks 2nd in mobile messaging app user
penetration
% OF MOBILE PHONE INTERNET USERS

16/06/2016 11
Source: Emarketer.com / Nov 2015
+ 12,9%
+ 7%
+ 2,1%
+ 3,1%
+ 7,9%
+ 5,9%
% OF MOBILE PHONE INTERNET USERS
APAC ranks 2nd in Mobile messaging app user
penetration

“Let the people
be able to
consume, dare to
consume and be
willing to
consume”
Prime Minister Li Keqiang

China Mobile Shopping still grows double digit
Source: Iresearch – April 2016

16/06/2016 15
Mobile shopping just passed PC Shopping
Source: www.isearchchina.com , April 2016

16/06/2016 16
Mobile Fuels « Impulse » Purchase, of Lower Value
Sources: IRESEARCH, Emarketer
1$ = 6,51 RMB

Chinese mobile shoppers love the night!
@ChinaConnectEU
Source:www.emarketer.com
www.chinaconnect.fr

@ChinaConnectEU
Alibaba leads in Mobile Shopping
Source: Iresearch April 2016
www.chinaconnect.fr
by GMV, in 2015

Phenomenal rise of mobile sales during Alibaba’s
Single’s Day/11.11
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Source: Tmall / November 2014-2015 / Zenithoptimedia / Performics
www.chinaconnect.fr

Chinese lead worldwide social mobile purchases
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Source: GlobalWebIndex Q4 2014
www.chinaconnect.fr

16/06/2016 22
Fast growing dominance of mobile Travel sales
Source: Analysys International Enfodesk, 2015 China mobile travel
Transportation booking market report, Oct 2, 2015

16/06/2016 24
More than a third of Mobile Payment Users are
smartphone users
Note:ages 14+; mobile phone users who have made at least one proximity mobile payment
transaction in the past 6 months; includes point of sale transactions made by using mobile
devices as a payment method; excludes transactions made via tablet
Source: Emarketer.com / May 2016

16/06/2016 25
Smartphone shoppers will represent 86% of digital
buyers in 5 years
Note:ages 14+; mobile phone users who have used their smartphone to make at least one
purchase wia web browser or smartphone app during the calendar year; excludes Hong Kong Source: Emarketer.com / May 2016

@ChinaConnectEU
Q= My mobile phone will become my main tool for which to purchase
www.chinaconnect.fr
China far ahead of Payment intention via mobile

Alibaba’s Alipay leads third-party mobile payment
@ChinaConnectEU
Note: Banks and UnionPay are excluded. Only third party payment companies are included, Iresearch will
update historical data in accordance with the latest market conditions, the data were calculated and
estimated according to the interviews with experts and enterprises in iresearch statistical forecast model
Source: Dec 2015, Iresearch Global Inc
www.chinaconnect.fr
P: Q3 2015

@ChinaConnectEU
WeChat drives the highest engagement
in mobile payment
Source: KPCB/Hill Capital April 2016
www.chinaconnect.fr

Mobile has exceeded other devices for video
consumption
Source: www.emarketer.comNote: ages 6+ living across tier 1-4 cities

Smartphone Video Viewers in China are young
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Source: www.emarketer.com/ Oct 2015/ %of respondents
www.chinaconnect.fr

Where & When do Mobile Users Watch Videos?
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Source: www.emarketer.com / Nov 2015
www.chinaconnect.fr

@ChinaConnectEU
Source: www.emarketer.com / Nov 2015
www.chinaconnect.fr
Where & When do Mobile Users access
Entertainment content Videos?

16/06/2016 34
Note: n=2,473 who have heard of virtual reality technology
Sources: IResearch Consulting Group, *2016 China Virtual Reality (VR)
Industry Report, *March 4, 2016
Digital Video leads awareness for VR technology usage

16/06/2016 35
Source: Analysys International Enfodesk, *2016 China Virtual Reality
Devices Research Report, * Jan 27, 2016
VR Revenues to more than double in 2017 vs 2016

16/06/2016 37
Chinese Games Market Revenue Growth
Source:Newzoo / Q2 2016 update Global games Market Report Premium

16/06/2016 38
Slowing Growth of Chinese Mobile Gamers
Source: DataEye, Annual Data Report on China’s Mobile Gaming Industry, Feb 2016

16/06/2016 39
Mobile Gamers in China first play on smartphones
Note:mobile gamers ages 18+ who have played at least 1 game via
smartphone(including ipod touch) or tablet in the past 6 months
Source: Electronic Entertainment Design and Research (EEDAR),
deconstructing mobile & tablet gaming, Nov 2015

Focus
16/06/2016 40
WeChat Focus

Penetration in China Tiers
Source: Tencent Oct 2015

Pionneering the app-within-an-app model

Philosophy
West China

Philosophy
@ChinaConnectEU
Philosophy
www.chinaconnect.fr
West China

16/06/2016 46
@ChinaConnectEU
Philosophy
www.chinaconnect.fr
West China

@ChinaConnectEU
Philosophy
www.chinaconnect.fr
West China

16/06/2016 48
@ChinaConnectEU
Philosophy
www.chinaconnect.fr
West China

16/06/2016 49
@ChinaConnectEU
Philosophy
www.chinaconnect.fr
West China

So much more than stickers…

… and messaging

The Chinese leap-frogged credit cards

…and embraced mobile payments with WeChat Wallet

…unlocking new monetization opportunities
for the entire ecosystem

WeChat Wallet Services

@ChinaConnectEU
31% of WeChat users bought on WeChat
Source: Source: McKinsey’s 2016 China Digital Consumer Survey Report.
% of WeChat Users Making
E-commerce Purchase Through
WeChat
Channels Through Which Users Made
E-commerce Purchase
X 2
www.chinaconnect.fr

Cashless payment overseas in 20 countries

WeChat official accounts/subscriptions

WeChat Wallet goes offline

Split the Bill between friends

Hail a Cab

Catch up some reading

Buy Food & Beverages…

… also abroad, through WeChat crossborder payment,
while scanning a QR code

Send instructions to your Butler

Do some Showrooming

Share Realtime Location with a friend

Pay Utility Bill

Manage Personal Wealthfund

Make Donations to Charities

Get Coupons, Shop on JD, Group Buying

16/06/2016 74
Virtual Red Envelopes worth 8B RMB were sent on
Chinese New Year
Source: KPCB/Hill Capital April 2016

Don’t Hesitate to Contact us at contact@chinaconnect.fr
if You Want to Download the Slides
LauredeCarayon - Founder&CEO
Web: chinaconnect.fr
Hashtag: #ChinaConnect
Twitter: @ChinaConnectEU
Facebook: facebook.com/ChinaConnect
YouTube: youtube.com/user/ChinaConnectEU
Vimeo: https://vimeo.com/chinaconnect
Weibo: weibo.com/chinaconnecteu
Youku: i.youku.com/u/UMzYxMzIwMjEy
Blog: chinaconnect.fr/blog/
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China Connect: WeChat and the Key Mobile Market Trends in China

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