中国移动互联网专题研究报告201105.ppt

Mobile Internet,China,-Lets hug the mobile internet,Mobile INTERNET,Mobile internet is not about“Internet on mobile”,Mobile Internet is about the“USERS”that are connectedvia any mobile device smart!,Mobile vs PC,It is about the USERS on the go,they are connected and armed.,Think theDIFFERENCE.,PersonalLocationConnectionIntegration,User friendly and speed.Speed and possibility.Possibility and capability.Capability and user friendly.,Activities,NewsChattingSearchingDownloadNovelBBSMails,27.6%15.9%,48.8%28.1%46.0%28.8%45.0%27.1%,77.7%71.8%73.0%52.2%66.5%43.0%,GamesMusicVideo,18.5%9.3%19.6%7.8%17.4%7.4%,Face theREALITY.,Chinese Mobile Internet user activities from 2009-2010,Bytheendof2010,Bytheendof2011,Data,Data is about the past；Future is full of surprise.1.3 Billion Population800 Million Mobile Phone users300 Million Mobile Internet users80 monthly data below 50M30 Million Smart phone users8 Million Android Phone users5 Million iPhone&iPad users,Sense theFUTURE.1.3 Billion Population1 Billion Mobile Phone users600 Million Mobile Internet users50%monthly data over 50M60 Million Smart phone users30 Million Android Phone users10 Million iPhone&iPad users,Good things,Governments:Telecoms:Giant players:Handset makers:Weibo:Developers:Venture Capitals:,Come to our park Open arms,need Apps Opening platforms Android&Apps Getting popular&open Quitting their jobs Getting crazy,What they are doing,Chipset providers,Try to make the Cheapest Android turnkey solution,So the Android phone will be cheaper enough to kill featurephone in the near future.How about a 500RMB(80 USD)Android Phone by the end of 2011?,Telecom carriers,Try to get more 3G users.So the Data fee will be cheaper enough to kill voice and SMS,VoIP on mobile will nolonger be a problem soon.IP messages are already popular and killing SMS softly.,Handset makers,Try to make the most fancy Android phone with the lowest cost.Try to sell Android phones to Africa,South EastAsia etc.Try to get more revenue share from App,Services even Ads.,Android OS/ROM platforms,Try to embedded the most fancy apps and services to the Android OS and make the best Android ROM for theplayers.Try to help the non-brand handset makers survive in the Android year with their most fancy Android OS/ROM.Try to get connected with the users via Android OS/ROM through non-brand handset makers.,Internet Giant Players,Try to open their platform and build the strongest ecosystem in the mobile internet space.,Mobile application developers,Try to make the most popular mobile apps and make money by Premium function,Ads,Virtual goods,etc.Try toupgrade simple popular app into an open platform and build their own ecosystem,a long live kingdom.,Whos dominating?,Chipset providers?Play a big role,but no.Telecom carriers?Used to be,but no.,Handset makers?Trying hard to be,but no.Mobile OS platforms?Seems to be,but no.,Internet Giant Players?They think they are,but no.,Mobile applications developers?,They dont think they are,but YES they are!,Platforms.Thousands of Long tail Simple applications.And they are dominating the industry.,QQ,Miliao,S,AutoNavi,Hudee,SiFang,EOE,ITFunz,Gfan,Nduoa,Wandoujia,Molo,ADChina,AirAD,CASEE,DoMob,MadHouse,Sina Weibo,Tencent,Taobao,Renren,Android iOS,Symbian,WP7,Innovation,I really hate to say this,but I have to,because,it is the truth,especially in China,INNOVATION is NOT the KEY!,Then,what is the KING?,ExecutionOriginal idea means NOTHING,Make it real;Make it popular;Make it unbreakable;,Make it really really fast;otherwise,Dig theTRUTH.,Waiting to be EXECUTED!,Among all of the different KongFong around the world,only the fastest is the best!,天下武功唯快不破,GOD friendlyUSER is the GOD,Do everything you can to delight the GOD,Impressive experiences;Valuable functions;Fabulous features;,To be trusted;Baby can use;Catchy name;Free;Free;Free;,Micro-INNOVATIONto delight the GODis the KEY!,Dont make money from GOD,GOD will surprise you if you make HER happy,happy and happy!,6 Big things,SNS mobile OS Mobile payment,Augmented Reality,Mobile advertisement,HTML5 based cloud apps SNS enabled data mining,PreAngel,PreAngel,PreAngel is a Mobile Internet Startups,accelerating project founded by Leo Wangwhos also the founder of MOBILE2.0 FORUM,a well known mobile industry organization inChina that have been partnered with,Qualcomm China,French Telecom(Orange)China,Deutsche Telekom China,Huawei,China Telecom,China Unicom,Coolpad,Microsoft,MediaTek,etc.,PreAngel normally invests 50K 100K RMB(8K USD 16K USD)to the team and get 2%10%equity.,PreAngel will help the team to raise the,right Angel Fund(1M RMB)and get access tothe right industry resource in the right time.,Founded on Jan 1st,2011,Right person do the Right thing in the Right time,Portfolios,（up to 1 Jun 2011）,LeW Android ROM/HOME/UI Solution&Platform providerG Where ideas becomes projects(Facebook for Developers)iTea.am Mobile Internet Industry News and Comments integrated from SNSITF BBS for MOTO Android players with ROM,Apps and toolsOpenXL Mobile Game Platform like OpenFeint but focus on WP7KooD Location based mobile dating platform like SkoutFaceS Mobile photo editing&sharing platform like InstagramS Augmented Reality platform like Layar from Holland51W Social filter and recommendation,smart readingKookyP HTML5 based social game&Flash lite mobile gameLaC Appsdistribute channel and service platform for massive smartphone users.PowerD Professional social marketing and mobilemarketing agencyPreAngel,Leo Wang 王利杰Founder of Mobile2.0 ForumMobile Internet PreAngel InvestorBetaShttp:/about.me/LeoWanghttp:/,王利杰LEO,PreAngel,