how to dance with a dragon - insights from china - omri halamish, ironsource
TRANSCRIPT
How To Dance With a Dragon
ironSource
Insights From China
Omri HalamishVP business development @ironSource
Nice to meet you!
In 2015 China is expected to overtake the US as the largest
mobile market
Main Opportunity - BAT Baidu – Alilibaba - TenCent
Internet companies market cap
Main players in China by category
SEARCH
1. Baidu (60%)2. 360 (25%)3. Sogou (12%)
eCOMMERCE
1. Alibaba2. JD.com (15% TenCent)3. Yixun (TenCent)
APP STORE
1. 3602. TenCent3. Baidu (91.com)
GAMES PLATFORM
1. TenCent2. 3603. Baidu/Shanda/Changyou
BROWSER
1. UCWeb (Alibaba)2. 360 (400M users)3. Baidu
In 2015 China is expected to overtake the US as the largest
mobile market
GOOGLE 368ALIBABA 250FACEBOOK 205AMAZON 335TENCENT 150BAIDU 85EBAY 67.5
But China is Different
Ideal of Beauty
The Boss
Messaging
WHATSAPP WECHAT
Search
GOOGLE BAIDU
Buying
AMAZON ALIBABA
Video
YOU TUBE YOUKU
Our journey in China
ironSource China
OPENED
QIHOO BAIDU WANDOUJIA ELEX WONDERSHAREKING SOFT
‘what we’ve learned on The Chinese App
Ecosystem
1.6.2014EMPLOYEES
7% OF REVENUE
15%
‘what we’ve learned on The Chinese App
Ecosystem
12%
Android Vs IOS
86%
No
Alternative storesChina app store market share May 2014
BAIDU 41.5%
QIHOO 27.8%TENCENT 16.6%WANDOUJIA 7.6%
OTHER 6.5%
China app market analysis
GENRES OF TOP 25 IOS/GOOGLE GAMES
THE TOP APP DOWNLOADS OF 2012
90% DOMAESTIC BRAND IN TOP 10 APPS 30% DOMAESTIC BRAND IN TOP 10 GAMES
RPG
WECHAT QQ2012 SOUGOU INPUT
28% 26% 14% 14% 6% 12%TCG STRATEGY ARCADE SPORTS ETC
2. 3.1. 2. 3.1.TEMPLE RUN FISHING JOY ANGRY BIRDS
Types of developers
1LOCAL AMBITIOUS
2REGIONAL AMBITIOUS
3INTERNATIONAL AMBITIOUS
Disney's BIG HERO 6 2014
Yes / No Questions
APP DEVELOPER
Do I have my app localized ?
Do I have a local publisher/ distribution partner ?
Do I make revenues in China ?
B2B
Do you have an office in China?
Do you have local employees?
Do you do business in China?
Thank YouironSource
Omri HalamishVP business development @ironSource