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Mobile: State of the Industry

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Mobile: State of the Industry

  1. 1. State of the Industry: Mobile @GGVCapital
  2. 2. The Rise of Mobile
  3. 3. More people on the planet use a mobile phone than use a toothbrush. Source: 60SecondMarketer.com
  4. 4. NEXT ?! 2 0 0 5 2 0 1 4 W O R L DW I D E 1B Internet Users W O R L DW I D E 3B Internet Users # 1 I N T E R N E T C O M P A N Y Google: $100B market cap # 1 I N T E R N E T C O M P A N Y Google: $400B market cap Alibaba: $5B market cap Alibaba: $300B market cap
  5. 5. 2007 Apple announces iPhone 2008 iTunes App Store launches 2011 Smartphone shipments surpass PCs worldwide THE RISE OF MOBILE 2013 100B app downloads globally 2014 1.76B smartphone users worldwide 2017 Tablet market share to surpass PCs 2018 2.73B smartphone users, with 50% penetration Sources: Gartner, IDC, eMarketer, Canalys
  6. 6. CHINA + US = Top 2 Tech Markets
  7. 7. The Changing Mobile Landscape
  8. 8. Mobile Everything
  9. 9. Mobile is disrupting traditional verticals M-Commerce Travel Music Transport Local Delivery Events & Ticketing Payments $70B+ market in US and China and growing Mobile bookings in 2015 will reach $40B in US, $6.4B in CN $1.7B global revenues from mobile streamed music in 2013 Over $1T market worldwide for local transport $86B US market in 2013, continually shifting to mobile $1.5B in mobile ticketing payments in 2013 $235B in m-payments globally in 2013 Sources: iResearch, eMarketer, Phocuswright, Juniper Research, IBIS, Gartner
  10. 10. China is leading the US in m-commerce adoption 46% of mobile users have ever purchased something on their device 59% of mobile users have purchased something on their device in the last three months US C H I N A Sources: Nielsen, “The Asia Mobile Consumer Decoded,” September 2013 and Business Intelligence by Business Insider, 2013.
  11. 11. Share Everything
  12. 12. Mobile and social go hand-in-hand Source: The Wall Street Journal and Statista
  13. 13. Sharing based communities and services develop alongside mobile Shared resources Shared interests Shared knowledge
  14. 14. Connected Everything
  15. 15. Mobile makes it possible to connect everything 9Bexpected by 2018 connected devices Smart watches Fitness mHealth Home Pets Toys/Games Auto Source: Business Insider
  16. 16. Cloud Everything Cloud Everything
  17. 17. Cloud and mobile are leading to an evolution of IT Consumerization of IT Mobile-first enterprise apps Big data and analytics Cloud storage and computing tech Security 80% of full-time U.S. workers have a smart-phone and 49% have a tablet. 72% of enterprise IT plans to put the majority their work in the cloud by 2017 Sources: Verizon, Gallup
  18. 18. Hardware Case Study
  19. 19. Xiaomi saw unique opportunity in 2010 Internet companies don’t know how to make phones Mobile OEMs don’t know the internet MNC don’t know Chinese users or want local team to innovate
  20. 20. Xiaomi’s Way Few Hot-Selling Products Focus Excellence Speed Manage Platform and Community Word of Mouth PGC > UGC Users = Friends
  21. 21. App Case Study
  22. 22. Wish: global supply chain, global audience Launched March 2013, now a top shopping app Made for mobile shopping experience: • Shoppers want to browse, not search • “Buy” button is omnipresent Mass-market model • Mass market = a $500B+ category • Taobao (Alibaba) merchants • Aspirational, fun products, low prices • Global users
  23. 23. Thank you

Notes de l'éditeur

  • Source: 60SecondMarketer.com
  • Sources: Gartner, IDC, eMarketer, Canalys
  • Sources:
    M-Commerce, M-Payments – http://slidesha.re/1CpYURb

    Couriers & Delivery – IBIS, 2013
    Music Apps & Sales – Juniper Research, 2013 http://finance.yahoo.com/news/mobile-streamed-music-revenues-rise-075500637.html
    Food Delivery & Ordering
    Mobile travel - http://www.phocuswright.com/research_updates/us-mobile-travel-bookings-to-top-us25-billion-by-2014
    http://v4.phocuswright.com/research_updates/apac-mobile-travel-bookings-to-quadruple-from-2012-2015
    http://www.thefinancialist.com/wearable-tech-beyond-google-glass-kulbinder-garcha/

    http://www.millwardbrown.com/adreaction/2014/#/main-content
  • Sources: Nielsen, “The Asia Mobile Consumer Decoded,” September 2013
    Mastercard Online Shopping Survey, 2013. Represents percentage of respondents who have made a purchase on a mobile phone in the past 3 months.
    Business Intelligence by Business Insider, 2013. Represents percentage of US consumers who have ever purchased something with their smartphone; percentage who have made a mobile purchase within 3 months would be lower than this.
  • http://www.statista.com/chart/2109/time-spent-on-social-networks-by-platform/
  • Wearable technologies alone expected to be about $6B market potential
    $1.5-$3B for wearables and $19B for smart homes in 2014; China is manufacturing base and hardware co-design partner for innovators worldwide

    http://www.businessinsider.com/growth-in-the-internet-of-things-2013-10
  • http://www.isgtech.com/news/1113/enterprise-cloud-adoption-on-the-rise-new-study-finds
    Gallup Daily Tracking, March 24-Apr 8, 2014
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