Presentation I made during April's Android Meetup in Singapore where we discussed recent trends in the Android ecosystem. Topics included (i) Android vs. iOS (ii) 3rd-party Android Stores (iii) Google antitrust case (iv) Bots and Streaming Apps and (v) Android malware. Hope this is useful! :-)

1. Recent trends in the Android ecosystem Apr 2016

2. ANDROID vs. iOS

3. 3
The meteoric rise of iOS and Android in one chart
Source: Business Insider (http://www.businessinsider.sg/ios-and-android-dominate-marketshare-2016-2/)

4. 4
The end of the iPhone's amazing eight-year run
Source: Business Insider (http://www.businessinsider.sg/apple-iphone-sales-by-year-2016-4/)

5. 5
The iPhone lost market share in most of the world last year
Source: Business Insider (http://www.businessinsider.sg/iphone-market-share-by-country-2016-1/)

6. 6
GPlay dominates downloads but iOS still generates more revenue
Source: Business Insider (http://venturebeat.com/2016/01/20/app-annie-2015-google-play-saw-100-more-downloads-than-the-ios-app-store-but-apple-generated-75-more-revenue/)
App Downloads
Indexed
App Revenue
Indexed

7. 7
In 2016, Android will generate 119 Bn downloads vs. 27 Bn from iOS
2015 2016F 2020F
80
41
31
166
78
54
35
2724
Mobile App Downloads
Billions (2015 - 2020F)
…
3rd-party
android
Source: AppAnnie presentation at TiA SG 2016

8. 8
APAC will drive most of the growth
2015 2016F 2020F
162
80
58
64
36
28 58
3125 …
APAC
EMEA
AMERICAS
Mobile App Downloads
Billions (2015 - 2020F)
Source: AppAnnie presentation at TiA SG 2016

9. 9
Developers in Asia think about Android first
Platform priority for Developers by country
2014
Source: VisionMobile (http://www.slideshare.net/andreasc/mobile-megatrends-2014-25-may-2014)

10. 10
But it’s a huge challenge due to fragmentation
Models by Android manufacturer (Aug 2015)
Source: Business Insider (http://www.businessinsider.sg/android-fragmentation-and-the-effect-on-samsung-sales-2015-8/)
Android versions (Apr 2016)
Users distributed by 10
Android versions
Impossible to guarantee compatibility with more than
20 thousand distinct Android devices out there…

11. 3rd-PARTY ANDROID STORES

12. 12
The AOSP (Android Open Source Project) revolution
Android worldwide smartphone shipments*
Millions. Q4 2014
100%
291
+7pp
AOSP
devices
Google
devices
Q4 2014
29%
71%
Q4 2013
242
22%
78%
1 https://www.abiresearch.com/press/4q-2014-smartphone-os-results-android-smartphone-s
2 https://www.abiresearch.com/press/abi-research-investigates-rise-alternative-mobile-/
3 http://www.theverge.com/2015/9/29/9409071/google-android-stats-users-downloads-sales
Android worldwide smartphone shipments*
Millions. Q4 2014
100%
291
+7pp
AOSP
devices
Google
devices
Q4 2014
29%
71%
Q4 2013
242
22%
78%
“…more than 360 million AOSP handsets
are expected to ship in 2016.”
-- ABI Research
“Android used by 1.4 billion people but
only 1 billion have Google Play...”
-- Google
1 https://www.abiresearch.com/press/4q-2014-smartphone-os-results-android-smartphone-s
2 https://www.abiresearch.com/press/abi-research-investigates-rise-alternative-mobile-/
3 http://www.theverge.com/2015/9/29/9409071/google-android-stats-users-downloads-sales
Android worldwide smartphone shipments*
Millions. Q4 2014
100%
291
+7pp
AOSP
devices
Google
devices
Q4 2014
29%
71%
Q4 2013
242
22%
78%
“…more than 360 million AOSP handsets
are expected to ship in 2016.”
-- ABI Research
“Android used by 1.4 billion people but
only 1 billion have Google Play...”
-- Google

13. 13
Players building an independent Android experience on top of AOSP*
*Android Open Source Project
1 https://www.abiresearch.com/press/4q-2014-smartphone-os-results-android-smartphone-s
OEMs
OS
APP
STORES
APPs /
SERVICES
AOSP
The Android Open-Source Project is based on the open-source parts of Android and
allows anyone to build or customize an Android ROM

14. 14
Amazon is considering pitching their OS to OEMs
Source: Business Insider (http://www.businessinsider.sg/amazon-said-to-be-in-talks-with-oems-to-get-services-on-android-phones-2016-1/)

15. 15
Indus Android OS for 1st-time smartphone users in India
Source: TechCrunch (http://techcrunch.com/2016/01/18/indus-os-series-a-10-million/)
“If you want proof that
Android is the
operating system of
emerging markets,
look no further than
Indus OS.
The company is
tweaking the Google-
run operating system
to the unique
demands and culture
of India.
Indus OS believes that
one of the primary
problems is
complexity, and it is
retooling Android
accordingly.”

16. 16
App owners are also addressing non-email users
Source: MyChat (http://mychat.mysquar.com/)

17. 17
Main 3rd-party android app stores in the world
User interest in 3rd-party Android
Google Trends (Jan 2013 - Apr 2016)
GetJar
MoboGenie
Aptoide
9Apps
MoboMarket
Source: Google Trends (https://www.google.com.sg/trends/explore#q=mobogenie%2C%209Apps%2C%20aptoide%2C%20mobomarket%2C
%20getjar&date=4%2F2012%2049m&cmpt=q&tz=Etc%2FGMT-8)

18. 3rd-party app stores is also not an easy task…
Source: The Verge (http://www.theverge.com/2016/3/4/11160942/barnes-noble-nook-app-store-shutting-down-march-15th)

19. …and requires a lot of marketing investment
MoboMarket billboard in JakartaSponsored articles by Mobomarket
Source: DailySocial (https://dailysocial.id/wire/mobomarket-ungkap-kebiasaan-para-pengguna-android-di-indonesia/) & Tech in Asia (https://
www.techinasia.com/baidu-android-mobomarket-active-users-indonesia-2014)

20. GOOGLE ANTITRUST CASE

21. 21
EU antitrust case against Google regarding Android
Source: Bloomberg, The Verge, New York Times
“…we believe that Google’s behaviour denies consumers a wider choice of mobile
apps and services and stands in the way of innovation by other players…”
— Margrethe Vestager, EU commissioner for competition

22. 22
Google replied to the accusations…
Source: Business Insider (http://googlepolicyeurope.blogspot.sg/2016/04/androids-model-of-open-innovation.html)
“Our partner
agreements are
entirely voluntary --
anyone can use
Android without
Google.
…you can download
the entire operating
system for free,
modify it how you
want, and build a
phone
…major companies
like Amazon do just
that.”

23. 23
…but did not mention it in the earnings call
Source: Business Insider (http://www.businessinsider.sg/alphabet-investors-not-worried-google-europe-anitrust-commission-android-battle-2016-4/)

24. BOTS & STREAMING APPs

25. 25
Messenger bots have the goal of facilitating interactions
Source: Venture Beat (http://venturebeat.com/2016/04/27/zuckerberg-facebook-bots-will-help-businesses-respond-faster-than-with-messaging/)
“…a way to increase the speed and efficacy of
interactions between users and businesses …
…people already message businesses on Facebook, but
need to wait for a reply…
“…we can look at responses businesses give and
automate them [with bots] to help decrease latency.”

26. 26
Google app streaming initiative
Source: The Verge (http://www.theverge.com/2015/11/18/9755890/google-can-now-stream-apps-to-your-phone)

27. ANDROID MALWARE

28. 28
Claims that Google Play has malware…
Source: The Register (http://www.theregister.co.uk/2016/04/26/android_malware_whack_a_mole/)
“Security researchers
have discovered a
strain of Android
malware that keeps
finding its way onto
Google Play – despite
the store supposedly
being scrubbed clean
of infiltrated apps..
The software nasty –
Android.Spy.277.origin
– is hidden in more
than 100 applications
on Google Play.”

29. 29
… and also 3rd-party App Stores
Source: PC World (http://www.pcworld.com/article/3032296/security/android-root-malware-widespread-in-third-party-app-stores.html)
“Four third-party app
stores for Android
have apps with a
malicious
component that seeks
root access to devices,
according to Trend
Micro.
The apps containing
the component were
downloaded across
169 countries between
Jan. 29 and Feb. 1
from marketplaces
called Aptoide,
Mobogenie, mobile9
and 9apps.”

30. 30
Our in-house anti-virus and anti-malware platform
Source: Aptoide Blog (http://blog.aptoide.com/evolution-of-aptoide-malware-detection-system/)

31. 31
Number of infected apps submitted every month
Uploads submitted to Aptoide Percentage of infected uploads
Source: Aptoide Blog (http://blog.aptoide.com/evolution-of-aptoide-malware-detection-system/)

32. Thank you! Any questions? tiago.alves@aptoide.com