China’s Mobile Internet Qiming Huang Vice President of Product Development, Tianya Investment Representative, Beijing Development Area President 2012, Silicon Valley China Wireless Technology Association October, 2011 China – Largest Mobile Market in the World Market Key Indicator Data Population 1.3 Billion Mobile Phone Users 900 Million Mobile Internet Users 300 Million Smart Phone Users 30 Million Android Phone Users 8 Million iPhone & iPad Users 5 Million 2010 Data China Mobile Service Usage Percentage of Users Using a Mobile Service IM & Chatting News Searching Music Book Reading SNS Microblogging BBS Gaming Email Video Payment Banking Shopping Travel Reservation Group Buy 71.80% 62.60% 59.50% 45% 43.30% 41.10% 34.00% 28.90% 27.30% 24.40% 21.30% 7.30% 7.10% 5.50% 2011 Data 3.70% 2.10% 0.00% 20.00% 40.00% 60.00% 80.00% China Market Challenges & Pitfall Low Bandwidth – 82% mobile phone user still on 2G Device Adaptation -- over hundreds of manufacturers Fierce Competition – 88 Micro blogging sites, hundreds of group buy sites Focus on device, OS, Tools, Games, and Platform – Xiaomi, UCWeb Keep Away from Content, Media, Culture, Social Networking – Internet requires ICP license. Huge Developers Turnover Rate – No profit sharing within company and many opportunities Distribution Channels – Scattered markets Stake Holder & Opportunities Governments –Open the Market, Play with my Rules, Encourage Innovation from Overseas Telecoms – Open the Channel, Need Apps Internet Giant Players – Open Platform, Need Contents Handset Makers – Go with Android, Free and Open Weibo – Getting Popular, a good marketing platform Developers – Very active in mobile innovation Venture Capitals – Getting Crazing Hot in China Mobile OS Augmented Reality Mobile Payment HTLM5 Based Cloud Apps Mobile Advertisement Mobile Data Mining Cloud Service Oversea Mobile Innovation Center – Mobile ETown 未来园区规划 R & D Offices Other Support Facilities Accelerato r & Incubator Technology Platform Mobile Innovation Center Integrated Service Platform 6 Beijing Development Area Overview Established in 1992 The only state-level development area in Beijing 3870 enterprises with total investment US$ 25 billion 569 Foreign Invested Enterprises with investment US$ 15 billion 70 Fortune 500 enterprises invested 95 projects. F500 in BDA 95 Projects invested by 70 Fortune 500 Enterprises Tianya Milestones Largest Online Forum Community in China User Generate Content/Media 1999 -- Tianya Online Community Launched 2004 -- Tianya Voted as #1 of Top 100 Communities , #1 of Most Attractive Communities for Investment 2007 -- Google Invested in Tianya; Launched Discussion Pub and Q&A as Joint Products; 2010 -- Tianya Ranked as one of Top most Influential Websites Tianya 100% UGC Data 1000+ Forums, 4 Million+ Bloggers Users -- 150 Million+ Daily Page Views -- 150 Million+ Daily Unique Visiting IPs -- 9.8 Million Daily New Threads/Replies/Blogs -- 1 Million+ Online Services -- Forums, Microblogs, Blogs, Groups Discussion, Q&A, Photo Albums, Music Boxes, SNS, Enterprise Spaces(SaaS), … Mobile Apps (Android, iPhone, Symbia) – Forum, Books, Blogs, Microblogs http://tianya.cn Thank You! Website: http://www.mobile-etown.com/