Download - What China Taught Us about Internet
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YAN DI President - CEO - Baidu Brasil
What China Taught Us about Internet ∙ 互联网
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Size Does Matters
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40% Top 10 Internet Players/Unicorns are China-Based
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China is No.1 Market of Internet
111.00 137.00 210.00
298.00 384.00
457.30 513.10
564.00 617.58 648.75
688.26
8.5% 10.5% 16.0%
22.6%
28.9% 34.3%
38.3% 42.1%
45.8% 47.9% 50.3%
0%
10%
20%
30%
40%
50%
60%
0.00
250.00
500.00
750.00
1000.00
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Internet users (million) Internet penetration rate
By the end of 2015, Chinese netizens reached 688 million.
Source: CNNIC – The 37th Statistical Report of Chinese Internet
2 x Bigger Than That
of USA
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China is No.1 Mobile Player
519.7 574.2
624.7 672.1
704.1
38.3% 42.2%
45.7% 49.0%
51.1%
0%
10%
20%
30%
40%
50%
60%
0
200
400
600
800
2014 2015 2016e 2017e 2018e
China Smartphone User Size
& Population Penetration
Smartphone users (Million) Penetration rate (%) Source: t ti t
Almost All Netizens
Are Mobile
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China is No.1 Mobile Payment Market
Last year mobile transactions of $235 billion, pushing China ahead of the U.S. ($231 billion).
Data by WSJ
2016 195MM Chinese use
mobile payment vs. 37.5MM in US.
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China is No.1 E-Commerce Body
6
7.85
10.2
13.4
18.3
22
30.8% 29.9% 31.4%
36.6%
20.2%
0%
5%
10%
15%
20%
25%
30%
35%
40%
0
5
10
15
20
25
2011 2012 2013 2014 2015 2016e
China E-commerce Market Transaction Size
Total transaction value (RMB, Trillion) Growth rate Source: http://money.163.com/16/0517/16/BN9GPRUG00253B0H.html
Alibaba Sold More in a
Single Day (11/11/2015) than
Brazilian E-Commerce in a Year: R$45.6 bi vs.
R$41.3bi
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China has Top Venture Funding Power
U$60.5B & 4489 Deals
in Total
Source:TechAsia
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Something Unique
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Welcome to a Different World
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BAT Bigger than the Rest of Top 30
Ranking TOP 30 por receita via Internet móvel 2015
No. Empresa Receita 2015
Internet móvel (RMB 100 milhões )
Usuário Internet móvel
(10 mil pessoas)
No. Empresa Receita 2015
Internet móvel (RMB 100 milhões )
Usuário Internet móvel
(10 mil pessoas) 1 Tecent 447.0 62,095 16 Cheetah Mobile 24.3 7,767 2 Alibaba 425.0 30,232 17 Sina.com 23.3 13,316 3 Baidu 351.8 43,211 18 58.com 23.2 2,238 4 JD 149.0 4,004 19 Vgame 22.8 398 5 VIP.com 84.1 2,827 20 Longtu Game 21.0 266 6 NetEase 83.9 7,188 21 iQIYI 21.0 18,113 7 Ctrip 76.6 713 22 UCAR Inc. 17.1 130 8 Meituan-Dianping 58.5 7,391 23 YHD.com 16.9 342 9 Sohu 39.6 13,697 24 iDreamSky Games 16.4 3767 10 Qihoo360 35.5 19,216 25 Jumei.com 15.5 844 11 Youku-Tudou 31.7 14,686 26 Zuche.com 15.5 34 12 Xiaomi 26.0 7,233 27 Kunlun.com 14.7 904 13 Qunar.com 29.5 1,086 28 Google China 13.7 / 14 Amazon China 26.2 385 29 Kingnet.com 13.0 57 15 ELEX 24.6 119 30 BlueFocus 12.0 /
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BAT Omnipresence Leads to the Rise of SuperApp/OS/Platform
Vídeos
生活
Finanças
健庩 音乐
Educação
Carro
Compras
Turismo
赸级 APP
172
177
207
180
306
329
494
583
157
141
0 200 400 600 800
Sogou Pinyin
Baidu maps
Baidu mobile
Taobao
UC browser
QQ browser
TencentVideo
AliPay
Índice de conectividade com aplicativos móveis TOP 10 em 2015
Índice de Conectividade: representa a capacidade de um aplicativo móvel em estabelecer ligações com outros aplicativos. Mede-se a quantidade de relacionamentos de um aplicativo com todos os outros, quanto maior o número, mais forte a conectividade.
Posicionamento OS
Super-App
Músicas
Saúde
Vida
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What China Taught Us About Internet
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Mobile First
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Future is Mobile, Period.
2.1
3.0
3.9 4.6
5.7
6.5 6.8
0.4 1.0
2.0
2.8
5.2
4.3
5.7 6.5 6.2
7.3 7.9
0
1
2
3
4
5
6
7
8
9
Usuários de Internet móvel e Internet via PC 2007-2015
Usuários de Internet via PC Usuários de Internet móvel
Em 2012, o número de usuários de Internet móvel superou o de usuários via PC
2007 2008 2009 2010 2011 2012 2013 2014 2015
Obs.: Usuário de Internet móvel é aquele que usa o serviço, em média, pelo menos uma vez em cada trimestre. Usuários anuais são aqueles ativos até o final do quarto trimestre. O mesmo critério aplica-se aos usuários da Internet via PC.
© Analysys 易观 www.analysys.cn
x 10 milhões de pessoas
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Most of Revenue will be Mobile too
43% 45% 53%
44% 37%
70%
90%
32% 37%
100% 90% 80% 70% 60% 50% 40% 30% 20% 10%
0%
Taxa de comercialização da Internet móvel das principais empresas 2013-2015
2013 2014 2015
82%
Tencent Alibaba Baidu JD VIP.com NetEase Ctrip Meituan-Dianping Sohu Qihoo 360
Obs.: 1. A taxa é a percentagem da receita via Internet móvel no total; 2. Dados extraídos do relatório financeiro das empresas, dados não revelados foram estimados com base em entrevistas e modelos desenvolvidos pela Analisys
© Analysys 易观-Relatório financeiros das empresas www.analysys.cn
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In Mobile, M-Commerce is Dominant & O2O Holds Great Potential
49.1%
30.6% 15.6%
8.8% 7.4% 6.6% 5.7%
6.3%
4.9%
3.1% 2.3% 1.8% 1.6% 1.3%
37.4%
55.3%
64.1% 67.4% 66.7% 64.7% 63.7%
2.8%
3.6% 3.8%
33..66%% 6.4% 13.7% 3.5%
18.6%
2.9%
20.9%
3.2%
23.5% 25.5%
0%
20%
40%
60%
80%
100%
2012 2013 2014 2015 2016F 2017F 2018F
Projeção da estrutura do mercado da Internet móvel 2016-2018
© Analysys 易观 www.analysys.cn
Taxa de tráfego Entretenimento móvel Compra móvel Marketing móvel Servico móvel
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Innovations Vary
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China has Solid Hard Technology, But Best at Improving Efficiency
China probably will the only country that owns space station by 2024, when the International Space Station (ISS) retires. China plans to land astronauts on the moon by 2030.
China sets the world record of 600Km/h of bullet train speed and builds 20,000 Km -high speed railway network(more than the sum-up of the rest of the world) .
70% of world’s drones are made by one single Chinese manufacturer, DJI.
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E-Commerce Innovation
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Chinese E-Commerce Goes Through Insightful Phases
Fase 1.0
Fase 2.0
Fase 3.0
Preço baixo é o foco do consumidor e a base da competitividade.
O consumidor passa a privilegiar marca, qualidade, logística e pós-venda.
Preço e serviços não bastam, consumo experimental e serviços diferenciados são novas atrações.
Preço Qualidade Experiência
Feira Varejo/departamento
produtos diferenciados
Fase 4.0
Nec
essi
dade
s
do c
onsu
mid
or
comércio contextualizado
Identidade
O consumo é evocado em contextos e cenários específicos, onde há simpatia e identificação – por exemplo nas mídias sociais.
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Content Innovation
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China Changes the Way How to Distribute Content
音频 视频 工具
Novos modelos Portais Algoritmos Redes sociais
Forma de informação geração 1.0 Forma de informação geração 1.5
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Service Innovation
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Online-to-Offline Reaches Unprecedented Heights
Source: htt // t / t t/659761
26 Unicorns in China O2O Market
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O2O Changes Service Consumption Habit
Source: http://www.sootoo.com/content/659761.shtml
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
bilheteria bilheteria on-line off-line
Evolução da bilheteria de off-line para on-line entre 2013 e 2015
2013Q1 2013Q2 2013Q3 2013Q4 2014Q1 2014Q2 2014Q3 2014Q4 2015Q1 2015Q2 2015Q3 2015Q4 2016Q1 2016Q2
© Analysys 易观智库 www.analysys.cn
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The Future is Now
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The Biggest VR Battle Field
+100 VR Devices Developed in China & 40% World’s VR Devices Sold to China
Entertainment Tourism Film Game Showbiz
Consumer E-Commerce Test-Drive Real Estate
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AI is the New Brain
Driverless Car
Voice & Facial Recognition 97% & 99.77%
“China has now eclipsed us in AI research” – The Washington Post
KITTI vehicular recognition accuracy rate: 90.13%, highest in the world.
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China Internet Evolves Fast: PC->Mobile->Intelligent Internet
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Baidu Brasil
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Mobile - 7 Swordsmen & 1 Hero
Du Battery Saver
Du Speed Booster
Baidu Browser
Mobo Market
ES File Manager
Photo Wonder
Du Emoji Keyboard
27 MM Monthly Active Users
400 Clients
150MM Daily Ad Requests
DAP - Du Ad Platform
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PeixeUrbano – A Role Model in Local Synergy with Baidu
GMV: +100% YOY
Market share: 70%
Brand Awareness:No.1
Baidu acquired PeixeUrbano in Oct. 2014, when PU was half-size of it main rival and now No.1 local service marketplace in Brazil
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ABO2O – The Gardener of Brazil O2O Ecosystem
+80 Players
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Easterly Ventures – The Fund with Unique Profile
• USD $60 million Brazil-based investment fund
• Brazil’s first Internet
investment fund to provide startups with the capital, technology, traffic and experience necessary to penetrate national and international markets
• 10~15 Brazilian startup companies to be invested, with min. ticket of U$1MM