5. 2
world population
1660
1330
1470
1173.1
population in millions
population in millions
404
310.2
338
243
201.1
177.3
158.1
152.2
139.4
304
268
207
126.8
205
118
most populated countries mid-year 2010
most populated countries forecasted 2050
Source: U.S. Consensus Bureau
2010, Miniwatts Marketing Group
101
Source: U.S. Consensus Bureau
2008, Miniwatts Marketing Group
@jalak
10. 3
the next 50 years
developed markets
•
•
•
Saddled with high deficits and debt, aging infrastructure
Still home to world class innovation and resources
Opportunity to access billions of consumers in emerging markets & corporation for B2B sales
@jalak
11. 3
The next 50 years
developing markets
•
•
•
•
•
Developing markets will be LESS risky investments than developed world
Emerging markets will be well over ½ of global GDP on purchasing power basis
Growing middle classes, human capital, technological advances will power development
Infrastructure, agricultural, education/literacy and health challenges remain in these regions
China has a large population, but…by 2025, 25% of China’s population will be over age 65 and India
(with a more youthful population) will overtake it in terms of total population
@jalak
13. 4
the world wide web
a new landscape
•
•
US accounts for only 10% of Internet users
500M Internet users in India & China – will add 700M MORE by 2015,
generating revs of $80B in commerce, access fees, etc
@jalak
14. 4
the world wide web
a new landscape
•
In developing countries, every 10 percentage-point increase in mobile-phone penetration
yields an extra 0.81 percentage points of annual economic growth, according to a 2009
World Bank study. The mobile internet could be even more powerful.
•
Diverse countries leading usage models: Japan & China (gaming, virtual goods), Malaysia
(digital media consumption, multitasking), Indonesia (social networking)
@jalak
17. 5
facebook
the stats…
•
•
•
•
•
Ranks in top 2 websites in every market except China
More than 800M active users (+200M in last year)
3.5B pieces of content shares every week
Overtook Orkut in Brazil and India in the last year
Establishing local offices worldwide to follow user growth and learn usage patterns
@jalak
23. 5
mobile growth
Utility water services
Mobile phones (Q3 2007)
94
73
70
Percentage penetration
56.0
44
42
40
38
40
36
30
28 30
30
26.0
24.0
17
9
9.0
12.0
10
6.0
water service versus mobile phones in africa
Sources: GWI, Blycroft’s Africa and Middle East Telecom Week
@jalak
24. 5
mobile growth
10.8
6.9
exabytes per month
4.2
2.4
1.3
0.6
2011
2012
2013
2014
2015
2016
Global mobile data traffic growth/top line
projected traffic will increase 18x from 2011-2016
Source: Cisco Visual Networking Index (VNI)
2011-2016
@jalak
26. 6
financial services
United States
•
•
•
•
•
Individual banks rolled out mobile apps over past few years
Paypal has 70M active users worldwide
Slowly adopting mobile payments but still fragmented (starting with peer to peer, Square,
moving to NFC in future)
Challenging: POS, regulation
Mobile couponing, loyalty cards (Starbucks), rewards, QR codes
@jalak
27. 6
financial services
Kenya
•
•
•
•
M-Pesa launched in 2007 by Safaricom
Started as P2P (still 50% usage to send/receive $), but now for savings, bill pay, airtime
purchase, remittances
$4B + of m-money transactions (avg value =$24)
13% of GDP
@jalak
29. 6
financial services
Japan
•
•
•
•
•
•
Most widespread use of e-money amongst developed countries
Government played significant role
78% of mobile handsets are NFC enabled
Contactless payments: 40% faster than credit/debit cards, 55% faster than cash
Most usage is at public transport systems, transitioning to retail payments market
$2.9B of e-money transactions, $9 = average value of transaction
@jalak
31. 7
commerce
Have you ever used your mobile phone this way when you were shopping?
Source: Cisco IBSG Connected Life Market Watch, Cisco IBSG Economics & Research
2009
@jalak
32. 6
commerce
United States
•
•
•
•
At forefront of wired commerce: Amazon founded in 1994
170M online shoppers, average annual spend $1000
Now moving towards discovery and social commerce (Pinterest, Facebook, Fab)
US m-Commerce market will be $39B by 2016
@jalak
33. 6
commerce
China
•
•
•
•
•
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E-commerce spending to increase from $75B (2010) to $315B by 2015
Average spend expected to be $940 annually (2x current rate)
48,000 items sold every minute on Taobao.com
Chinese shoppers most likely in the world to check product recommendations on social
networking sites
Growth fueled by lack of bricks & mortar stores
66% of Chinese Internet users access via mobile devices
@jalak
34. 6
commerce
Brazil
•
•
•
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Introduction of smart stores: RFID tags on inventory for data but also for enhanced
customer service: info on garment, interactive mirrors in dressing room that provide
complementary items, color and size information and email ability to transmit texts and
photos to social networks.
Emergent middle class driving significant e-Commerce growth: $5.5B in 2011
Very nascent: more online retailers, group buying sites and couponing developing
Mobile: iMusica takes 2 months to sell online what it does in 1 day via mobile
@jalak
36. 8
healthcare
United States
•
•
•
•
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By 2050, 20% of US population will be above age 65
At home monitoring systems, data mining, genome sequencing = preventive healthcare
Quantified Self: apps and devices that allow self tracking (Fitbit, MyFitnessPal)
Telemedicine, dedicated mobile devices (Blackberry ECG), remote emergency care
systems powered by mobile platforms
New generation of doctors using iPads, smartphones = patient communication, health
records
@jalak
37. 8
healthcare
India
•
•
•
•
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Research/clinical trials on diabetes (will affect large % of world population)
GE joint venture with Wipro for development of low cost devices
Low cost infant “warmers”, ultraportable ECG ($535), pacemakers, x-ray machines
Rural population dictates different health care delivery: mobile “dial a doctor” services,
portable health clinics, telemedicine
Paperless records
@jalak
38. 8
healthcare
Nigeria/Ghana
•
•
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mPedigree: targets counterfeit pharmaceuticals (10% of global market, 25% of developing
market drug market = 700K deaths/year)
Code on drug packaging text messaged to verify authenticity, reported if counterfeit
Pharmaceuticals fund database
@jalak
40. 9
conclusion
So much innovation to come…
Who is the next Steve Jobs and where does s/he live?
How do we build local innovation ecosystems?
How do we accelerate cross border innovation?
@jalak