music matters 2008 china music overview june 2008
DESCRIPTION
Music Matters 2008 presentation on the music industry in China including market estimates for everything from end user spend on music down to what the international record labels get.TRANSCRIPT
June 2008June 2008
China Music Overview
WILLIAM BAO BEAN
SOFTBANK CHINA & INDIA HOLDINGS
WILLIAM BAO BEAN
SOFTBANK CHINA & INDIA HOLDINGS
2
China total end user spend on mobile music
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Unit: US$m
3
SP and carrier ex-net sales on mobile music
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Wireless Service Providers Carriers
Unit: US$m
4
Label mobile sales from SP and carriers
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Wireless Service Providers Carriers
Unit: US$m
5
Int’l label mobile sales from SPs and carriers
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Total int'l publisher mobile music revenue
Unit: US$m
6
China total end user spend on music
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Mobile Offline
Games Online services
Online Advertising
Unit: US$m
7
China int’l label music sales
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Mobile Offline
Online Services Online Advertising
Games
Unit: US$m
8
China offline physical music spend
Source: SBCI, Company reports
0.0
50.0
100.0
150.0
200.0
250.0
2007 2008F 2009F
Offline
Unit: US$m
9
China int’l label sales ex-mobile & offline
Source: SBCI, Company reports
0.0
50.0
100.0
150.0
200.0
2007 2008F 2009F
Mobile Online Services
Online Advertising Games
Unit: US$m
10
China music model
Source: SBCI, Company reports
Nothing really changed on carrier side Carrier competition and 3G should shake things up but only gradually Online gaming Online services Online advertising
2007 2008F 2009FTotal end-user music spend 1713.7 1933.7 2323.8Total end-user mobile music spend 1509.4 1745.6 2068.2Offline end-user music spend 196.0 147.0 176.4Games licensing 7.0 26.0 33.5Online services fees 1.3 3.5 15.2Online advertising 0.0 11.6 30.4Unit: US$m
11
NBA Jam
Source: NBA/Getty Images
