1. 2012/01/06
Smartphone market in China
Ptmind
confidential 1

2. About Ptmind
Ptmind
confidential 2

3. 铂 络
confidential 3

4. confidential 4

5. confidential 5

6. confidential 6

7. confidential 7

8. Internet market in China
confidential 8

9. 4.85
4.57
4.20
3.84
3.38
36.2%
2.98 34.3%
31.8%
2.53 28.9%
2.10 25.5%
22.6%
20.5%
16.0%
2007.12 2008.6 2008.12 2009.6 2009.12 2010.6 2010.12 2011.6
confidential 9

10. confidential 10

11. Smart phone market
confidential 11

12. 12000
9000
6000
3000
0
2009Q4 2010Q1 2010Q2 2010Q3 2010Q4 2011Q1
Enfodesk
confidential 12

13. confidential 13

14. 3.18
3.03
2.77
2.33
1.55
1.18
0.73
2008.6 2008.12 2009.6 2009.12 2010.6 2010.12 2011.6
confidential 14

15. 2011Q2
2011Q2
2011.8 Umeng 2011 Android 报 2011.08
http://www.umeng.com/report
confidential 15

16. Tencent Baidu Google Shanda Alibaba Netease Sohu Sina 360 UC
LBS
EC
IM
SNS
E
OS
confidential 16

17. EC
LBS
confidential 17

18. Smartphone App
confidential 18

19. ,
confidential 19

20. OS
10% 7%
iOS
iOS 9%
6% Symbian
31%
Windows phone7
5%
Windows phone7
12%
Symbian
57%
Android
14%
Android
49%
2010 2011
ZDC
confidential 20

21. 3~4
OS
1 NOKIA C5-03 Symbian 9.4 S60 5.0 13,800 13,800
2 APPLE iPhone 4(16GB) iOS 4 59,400 59,400
3 MOTOROLA ME525(Defy) Android OS v2.2 29,640 29,640
4 NOKIA N8 Symbian^3 34,800 34,800
5 SAMSUNG I9000(8GB) Android OS v2.1 28,200 28,200
6 HTC Desire S (G12) Android OS v2.3 29,400 29,400
7 NOKIA 5230 Symbian 9.4 S60 5.0 14,400 14,400
8 M9(8GB) Android OS v2.2 29,988 29,988
9 NOKIA C6 Symbian 9.4 S60 5.0 21,000 21,000
10 SAMSUNG i9100(16GB) Android OS v2.3 54,000 54,000
11 HTC Desire HD(G10) Android OS v2.2 32,388 32,388
12 HTC Desire(G7) Android OS v2.1 29,400 29,400
13 NOKIA 5800XM Symbian 9.4 S60 5.0 15,600 15,600
14 SAMSUNG Galaxy Ace S5830 Android OS v2.2 26,400 26,400
15 HTC Wildfire(G8) Android OS v2.1 15,600 15,600
0 15,000 30,000 45,000 60,000
2011.6 ZDC
confidential 21

22. Jail-Break
TGBUS iphone
Jailbreak URL
iphone.tgbus.com
confidential 22

23. Apple in China
2011/1 2011/11 2011/11
iPhone iPhone iPad
2011 3Q
16% 45.2
confidential 23

24. App Store
11
confidential 24

25. vs. DL DL 5 7
7000 DL APP
confidential 25

26. 1 =12
观 库
confidential 26

27. confidential 27

28. 2011 300
600 400%
544.8
450 300%
300 200%
246.0
150 100%
87.6
37.2
0 8.4 0%
2010 2011 2012 2013 2014
: iResearch 2011.5
http://wireless.iresearch.cn/16/20110708/144072.shtml
confidential 28

29. 10
30 10
confidential 29

30. 11
confidential 30

31. 12
confidential 31

32. 13
CTR or imp
M&A
confidential 32

33. 14
GREE Tencent SAP
40 5 20 35
2009/07 SNS
2011/11
2012/12
confidential 33

34. 15
1
SNS
1 2000
NetDragon
300 PV/
confidential 34

35. 2011/12
12 16
68 290
confidential 35

36. 16
2006
100
1000 /
( Web )
Web
ios48%,Web52%
30 40
( )
confidential 36

37. :
AirDroid : Android 2483
http://octoba.net/archives/20111203-android-2483.html
confidential 37

38. App Wallpaper
App Game
App eBook
APP
APP
App EC
App Music
App Tool
App Ringtone
CPC CPI
App Etc..
App Etc..
confidential 38

39. confidential 39

40. EC
/
49%
confidential 40

41. Adnetwork
App
confidential 41

42. App
App
App
confidential 42

43. confidential 43

44. 谢谢!!
ryotaro.ohara
@bernouili
confidential 44