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[Mobidays] KM-Report FEB, 2015

  1. Super-Connected Era The Only Platform!
  2. Mobidays is a specialized mobile marketing company making every effort to have proper understanding of mobile market and to activate mobile eco-system. Mobidays established [Mobile Advertisement Research Institute: MARI] in August 2014 to provide professional information of mobile market in line with the grzowth of mobile market (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‘M report’a monthly trend report. M 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 hope that you may have easy and comfortable understanding of mobile advertisement through M report published at [Mobile Advertisement Research Institute: MARI]. 모비데이즈 일동 Article & Advertisement Inquiry: sy.shim@mobidays.com 2014/08 2014/09 2014/10 2014/11 2014/12 2015/01 Mobidays
  3. 1. New year's key words - attraction of investment & globalization 2. SK Planet, vigorous overseas expansion 3. Yellow Mobile having ahead listing, inexorable performance 4. Bright mobile AD market forecasting 5. Internet of things, pay attention to smart home market! 6. Ever expanding mobile payment market 1 Domestic Issue
  4. User Story Lab, attracted investment from Daumkakao - User Story Lab providing SNS service such as Otgit, Petloves.me succeeded in attracting investment from Daumkakao. - While no accurate investment amount is disclosed, Daumkakao announced that User Story Lab came to possess more share than that of YD Online (7.5%), the 3rd shareholder of User Story Lab . Otgit (Dating App) MAU Jan. : 23,302 Download: 100,000 - 500,000 Petloves.me (Pet SNS App) Download: 10,000 - 50,000 New year's key words - attraction of investment & globalization Daumkakao, busy in new year Source 22014.12.29 zdnet - User Story Lab, attracted investment from Daumkakao 2015.01.05 etnews -Daumkakao, incorporating Kidsnote as a subsidiary … Interlock with Kakao Kidsnote, incorporated as a subsidiary of Daumkakao - Kidsnote provides a service for parents to check on daily life, meal menu and notice of children at real-time basis when a teacher registers In April 2012, Kidsnote released 14,000 infant and childcare facilities like kindergarten and nursery use MAU Jan.: 151,679 / Download: 100,000 - 500,000 Data: App Ranker, Google Play Data: App Ranker, Google Play Younghoon Ju In charge of Daumkakao investment We will provide more convenient services to childcare institutions and parents through the interlocking between Daumkakao’s communication platform and O2O business.
  5. Source 3 Jobplanet, attracted 9 billion investment Healthcare Start-up‘Noom’, attracted $15 million investment - Jobplanet is a company providing corporate assessment platform service and attracted 9 billion won investment from investors such as Qualcomm Ventures, Altos Ventures and Bon Angels. - It has more than 350,000 reviews and salary information of 20,000 domestic companies. Noom Coach (diet menu, Pace counter app) Download: 10,000,000 - 50,000,000 MAU Jan.: 151,374 Noom Walk (Social Pace counter app) Download: 5,000,000 - 10,000,000 MAU Jan.: 139,555 2015.01.07 platum – Healthcare start-up Noom, attracted $15 million investment 2015.01.14 etnews - Jobplanet, attracted 9 billion won investment from Qualcomm, Altos and Bon Angels … Accumulated investment amount of 11.3 billion won Seju Jeong CEO, Noom This technical alliance will give more benefit to Misfit members who need help to their diet habit change for healthy life and to Noom Coach members who need to measure their diverse activities in a stylish manner. - Noom succeeded in investment of $ 15 million (16.4 billion won) from Global Venture Capitals such as Translink Capital, RRE Ventures and Hansing Hi-tech Investment association -‘Noom coach’a health care app of Noom that has 28 million downloads record worldwide, and was appointed as the partner app of Google Fit and Apple’s HealthKits in June 2014. - In Jan. 2015, Noom announced to develop cooperation relation with‘Misfit’a wearable manufacturer and to provide integrated data information of Noom coach app and Misfit in New York, US. Attract investment and expand to overseas! Data: App Ranker, Google Play Heeseung Hwang CEO, Jobplanet We will develop Jobplanet service and make every effort to expand to 5 Southeast Asian countries such as Thailand, Indonesia, Taiwan, Malaysia and Philippines. New year's key words - attraction of investment & globalization
  6. Source SK Planet, vigorous overseas expansion 4 In 2015, SK Planet plans to promote various mobile based platform and commerce services in overseas such as O2O commerce, location recommendation service and giftcon through‘Shopkick’acquired last year. - SK Planet integrated overseas businesses operated by corporation and business into ‘Global Integration’ - CEO Jinwoo Seo of SK Planet holds the representative position in Global Integration to make widespread promotion of overseas business 2015.01.06 zdnet - SK Planet investment company‘Frankli’, listed in Canada 2015.01.09 i-news24 - Jinwoo Seo, CEO of SK Planet in direct management of Global Frankli is an investment company established in 2012 in the US by SK Planet. It recruited more than 2 million people in the US and in January 2015, it was listed to Toronto Venture Exchange in Canada. 11ST in SK Planet successfully launched an open market ‘Numara Onbir’ in Turkey in 2013, and launched ‘Elevenia’ in Indonesia in 2014. In 2015, it will launch a new open market in Malaysia. Open market‘Numara Onbir’ launched in Turkey in 2013 Open market to be launched at Malaysia in 2015 Open market‘Elevenia’ launched in Indonesia in 2014 Local information service‘Picket’ launched in Singapore in 2013 US investment corporation‘Frankli’listed in Canadian stock market in 2015
  7. Yellow Mobile having ahead listing, inexorable performance Source 5 Expansion to mobile payment market - Founded in 1993, JTNet is a card approval agency engaging in financial services such as credit approval, direct debit and mobile payment service and POS product and payment related wired/wireless device business - Yellow Mobile plans to expand to Fin-tech business by reinforcing O2O(Online to Offline) business - Dokyun Kwon, CEO of‘Primer’a start-up incubating company and Jungtae Kim (ex-CEO of Inisis) jointly participate in JTNet management as investor and director and as representative director respectively. Yellow Mobile acquired‘JTNet’a company specializing in credit card approval 2014.12.30 etnews – Dokyun Kwon, founder of Inisis, jointed Yellow Mobile Sanghyuk Lee CEO, Yellow Mobile Based on experience, insight and network of CEO Dokyun Kwon and CEO Jungtae Kim who are in the core of domestic e-payment business, we will plan to grow Yellow O20 Group’s payment business to be the best in Asia. Dokyun Kwon CEO, Primer 1st venture generation in Korea! 1990, Dacom Research Institute 1997, founded Initech, a security company 1998, founded Inisis, an e-payment company 2000, CEO of Korea Mobile Payment Service Initech & Inisis listed to Kosdaq 2010, CEO of Primer Pay attention to this person!
  8. Source 6 - Yellow Mobile reorganized the share structure in order to create synergy between subsidiary companies for mobile contents and community business. - Yellow Mobile sold 1KM, a subsidiary company to Malang Studio to make it the sub-subsidiary company. To the contrary, share of Malang Studio was sold to Pikicast, another subsidiary company. In doing so, it is planned to operate Pikicast as an intermediary holding company . - Yellow Mobile sent Request For Proposal (RFP) to select the listing contractor to major securities companies such as NH Investment Securities, KDB Daewoo Securities and Korea Investment & Securities. - Yellow Mobile sets 2015 as the‘first year for Asian expansion’, preoccupies Southeast Asian market and expands to South America, China and Japan. Due to active overseas market expansion business in 2015, the Kosdaq listing plan at the end of the year was realistically cancelled. - A spokesperson of Yellow Mobile remarked that‘IPO for listing in the securities market is expected to be done in mid-2016, and we are considering about listing it to the US securities market to reinforce the position as a global market’. Yellow Mobile, active in promotion for listing 2015.01.19 the bell - Yellow Mobile, changed mobile contents business structure‘totally’. 2015.01.19 etnews -‘Dinosaur venture' Yellow Mobile active in promotion for listing Malang studio share sold to Pikicast 1KM share 100%(80,000 shares) transferred to malang Studio at 2,930 million won Yellow Mobile, reorganization of business structureYellow Mobile having ahead listing, inexorable performance
  9. Source 7 Bright mobile AD market forecasting 2014.12.30 KBS - Mobile AD 52% rapid increase…terrestrial TV AD tends to decrease 2014.12.29 Money Today – Rising‘Mobile AD’… terrestrial TV and printing media continue to decrease Average use time per media Mobile AD market in 2015, expected to be 1 trillion and 60.6 billion won Data: Media Today, ⓒKISDI Data: Korea Broadcast Advertising Corporation, 2014 Broadcasting AD cost survey 2014 mobile AD sales 725 billion won (52.4% increase over last year) 2014 outdoor AD sales 87 7.2 billion won (0.7% increase over last year) 2014 broadcasting AD sales 4 trillion and 228.1 billion won (similar to last year) 2014 printing AD sales 2 trillion and 64 billion won (4.8% decrease over last year) Mobile AD Outdoor AD Broadcasting AD Printing AD Phone Computer TV Printing Media 1hr 13m 8s 1hr 16m 6s 3hr 8m 22s 52m 59s 1hr 20m 7s 1hr 10m 16s 3hr 2m 53s 53m 35s 1hr 25m 40s 1hr 6m 47s 3hr 6m 52m 14s 1hr 31m 43s 59m 58s 3hr 6m 30s 46m 5s 2011 2012 2013 2014 19.5 48.2 13.6 18.7 18.2 47.3 13.9 20.7 17.1 47.6 13.4 21.9 15.6 48.5 12.0 23.9
  10. 출처 8 3 major telecom companies pay attention to smart home market - SK Telecom, KT and LG U+ release 30 smart home products in cooperation with manufacturers. 2015.01.13 etnews 통신사, 홈IoT에 화력 집중…IoT 첫 성공사례 경쟁 점화 - In 2014, SK Telecom entered agreements with 13 companies in 10 product groups and plans to commercialize products in sequence. - In April,‘Home IoT Platform’will be released, which can applied to home appliances such as dehumidifier, door lock and air-conditioner. - Home IoT Platform will be opened for any manufacturers and telecom companies to use. - LG U+ selects Home IoT as the key business of the year and plans to release maximum 18 new products to secure material superiority . - At the end of 2014,‘U+ Gas Lock’was released to control gas valve with smart phone. This year, Home IoT Platform will be developed using Z Wave, a near-field communication technology - KT focuses on platform development rather than Home IoT products. - KT plans to release a platform that controls home IoT products through one app, in the first half of 2015 . In particular, this Platform uses Giga Internet distributed by KT nationwide as network infrastructure and uses IPTV as the control center. Internet of things, pay attention to smart home market!
  11. Image: Smart Things Source 9 Internet of things, pay attention to smart home market! Samsung Electronics, actively engaged in preoccupying IoT market in 2015! - Samsung Electronics is active in smart things products and platform expansion for IoT market. - Samsung Electronics acquired IoT start-up, SmartThings, in August 2014 to expand to IoT market. - The open platform of SmartThings can monitor, control and automate house devices remotely through one mobile application. It supports more than 1,000 devices and more than 8,000 applications. - Samsung Electronics plans to invest $100 million dollar (110 billion won) for developer support in order to expand IoT market. By 2020, they plan to develop service infrastructure in which all products are connected to IoT. 2015.01.07 Digital Daily – Samsung Electronics preparing the era of‘super-connected’ready for SmartThings Global roll-out
  12. Data: e-Marketer Source 10 Domestic e-commerce market size E-payment company KG Inisis, 10 trillion and 400 billion won transaction record in 2014 7th in the world! 3rd in Asia-Pacific area 11% increase over 2014 Background of mobile payment growth - Increase of smart phone - Popularization of mobile payment - Increase of rational consumers - large scale discount event of Social Commerce 2015.01.02 zdnet – KG Inisis achieved 10 trillion won of transaction last year … thanks to mobile 2015.01.08 zdnet – Korea’s internet e-commerce size - 7th in the world Ever expanding mobile payment market $29,030 million dollar (31 trillion 400 billion won) 2013 2014 2015(E) $33,110 million dollar (36 trillion 300 billion won) $36,760 million dollar (40 trillion 400 billion won) 9.8% out of total retail sales Expected to increase 12% in 2018 Travel/ booking 16.7% Cloth/ Fashion 16.3% Life / Motor 11.1% Electronic product 10.6% Food and beverage 8.4% Data: National Statistical Office 24% Out of total transactions, 24% transacted in mobile 2 trillion and 470 billion won (201% growth over 2013) 9.8% Most frequently transacted products in e-commerce in 2013
  13. Source 11 Ever expanding mobile payment market Despite its complex process, is certificate the safest? - Korea Security Institute surveyed on‘smart phone e-banking use and security awareness’to 1,000 university students. - Out of authentication methods used for initial user registration in smart phone payment service, certificate was selected as the most secure method for authentication. Certificate authentication Card information authentication (Card info., CVC etc.) SMS authentication 64 finance institutions, set to develop smart OTP - OTP committee, having 64 domestic finance institutions as members, sets to develop smart OTP using NFC. - Product commercialization will be done in July 2015 after 6 months of feedback period. - Banks, where OTP are issued the most, review to introduce smart OTP not only for smart banking authentication but also for other various payment means. Touch NFC 2015.01.04 etnews - 64 finance institutions, create smart phone + IC chip interlocking‘smart OTP’using NFC 2015.01.04 etnews – The safest authentication mean is‘Certificate’despite the termination of its mandatory use. Awareness on security of smart phone payment authentication method Finance IC card with OTP OTP number displayed on mobile screen 67% 30% 26% NFC function supporting smart phone 235875
  14. Data Source 1. New year's key words - attraction of investment & globalization 2014.12.29 zdnet User Story Lab, attracted investment from Daumkakao http://www.zdnet.co.kr/news/news_view.asp?artice_id=20141229135049 2015.01.05 etnews Kidsnote, incorporated as a subsidiary of Daumkakao http://www.etnews.com/20150105000088 2015.01.07 platum Healthcare Start-up ‘Noom’, attracted $15 million investment http://platum.kr/archives/32815 2015.01.14 etnews Jobplanet, attracted 9 billion investment http://platum.kr/archives/33094 2. SK Planet, vigorous overseas expansion 2015.01.06 zdnet SK Planet investment company ‘Frankli’, listed in Canada http://www.zdnet.co.kr/news/news_view.asp?artice_id=20150106082806 2015.01.09 i-news24 - Jinwoo Seo, CEO of SK Planet in direct management of Global http://news.inews24.com/php/news_view.php?g_menu=020310&g_serial=876035 3. Yellow Mobile having ahead listing, inexorable performance 2014.12.30 etnews – Dokyun Kwon, founder of Inisis, jointed Yellow Mobile http://www.etnews.com/20141230000099 2015.01.19 the bell - Yellow Mobile, changed mobile contents business structure ‘totally’. http://www.thebell.co.kr/front/free/contents/news/article_view.asp?key=201501150100028710001878 2015.01.19 etnews - ‘Dinosaur venture' Yellow Mobile active in promotion for listing http://www.hankyung.com/news/app/newsview.php?aid=2015011935271 Domestic Issue 12
  15. 4. Bright mobile AD market forecasting 2014.12.30 KBS - Mobile AD 52% rapid increase…terrestrial TV AD tends to decrease http://www.mt.co.kr/view/mtview.php?type=1&no=2014122910290366521&outlink=1 2014.12.29 Money Today – Rising ‘Mobile AD’ … terrestrial TV and printing media continue to decrease http://news.kbs.co.kr/news/NewsView.do?SEARCH_NEWS_CODE=2993035&ref=A 5. Internet of things, pay attention to smart home market! 2015.01.13 etnews – Telecom companies focus on Home IoT … First success case of IoT promoting competition http://www.ddaily.co.kr/news/article.html?no=126219 2015.01.07 Digital Daily – Samsung Electronics preparing the era of ‘super-connected’ ready for SmartThings Global roll-out http://www.etnews.com/20150112000220 6. Ever expanding mobile payment market 2015.01.02 zdnet – KG Inisis achieved 10 trillion won of transaction last year … thanks to mobile http://www.zdnet.co.kr/news/news_view.asp?artice_id=20150102122019 2015.01.08 zdnet – Korea’s internet e-commerce size - 7th in the world http://www.etnews.com/20150105000002 2015.01.04 etnews - 64 finance institutions, create smart phone + IC chip interlocking ‘smart OTP’ using NFC http://www.etnews.com/20141231000264 2015.01.04 etnews – The safest authentication mean is ‘Certificate’ despite the termination of its mandatory use. http://www.zdnet.co.kr/news/news_view.asp?artice_id=20150108094441 Data Source Domestic Issue 13
  16. Thank You Contact us Webpage www.mobidays.com Blog http://blog.naver.com/mobidays01 Editor Shim, Sang Yong (sy.shim@mobidays.com) Design Lim, Won (wlim@mobidays.com) Kim, Min Kyu (minkyu@mobidays.com)
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