Southeast Asia Mobile Internet Market Landscape

A view from Nelson Weehttp://www.linkedin.com/in/nelsonwee

http://www.twitter.com/nelsonweehttp://myovi.blogspot.com

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Singapore•Smartphone penetration 70% to 80%.•Mobile ad impressions* led by Apple (50%), Samsung (16%), RIM (9%)•48% of all online shoppers in 2011 used m-commerce, driving sales of S$328M / US$259.4M.

Malaysia•Smartphone penetration 30% to 40%.•Mobile ad impressions* led by Nokia (29%), SE (22%), Samsung (22%)•7% consumers using m-commerce

Thailand•25M Internet users in 2011 (19.8M in 2010, up 26.8%)•Mobile ad impressions* led by Nokia (43%), Samsung (28%), Apple (15%)•Largest tablet deployment in schools - 400k tablets.

Philippines•Fastest growing smartphone market for SEA but penetration still low at ~20%.•Mobile ad impressions* led by Nokia (33%), Samsung (23%), RIM (18%)•3M broadband subs; 70% made overseas video calls on PC to keep in touch.•17% consumers use m-commerce; 15% use P2P payment mode.

Vietnam•Mobile ad impressions* led by Nokia (59%), Samsung (21%), LG (6%)•75% mobile web users influenced by mobile ads when making purchases – 14% use m-commerce.•Note: 5.6B impressions in features phones versus 0.4B impressions in smartphones.

Indonesia•12M RIM users (basic plan start from $5/mth)•~66% cellphone users use Nokia Symbian OS (statcounter)•Mobile ad impressions* led by Nokia (57%), Samsung (13%), SE (12%)

* source: inmobi reports for SEA

Southeast Asia Mobile Internet Market Southeast Asia Mobile Internet Market LandscapeLandscape

Profile: http://www.linkedin/in/nelsonwee | Twitter: @nelsonwee | Blog: http://myovi.blogspot.com

Market Smartphone users WhatsApp (est) Mobile FB (est) FB (total)

Indonesia 95,000,000 237,500 25,000,000 50,000,000

Vietnam 50,000,000 375,000 4,500,000 9,000,000

Philippines 8,000,000 12,000 15,000,000 30,000,000

Thailand 12,000,000 60,000 8,500,000 17,000,000

Malaysia 15,000,000 472,500 6,500,000 13,000,000

Singapore 5,800,000 904,800 1,450,000 2,900,000

SEA TOTAL 185,800,000 2,061,800 60,950,000 121,900,000

Southeast Asia Social Messenger Market Southeast Asia Social Messenger Market Landscape (2)Landscape (2)

source: lit search; Mobidia Study; analysis

Profile: http://www.linkedin/in/nelsonwee | Twitter: @nelsonwee | Blog: http://myovi.blogspot.com 3

Nelson WeeProfile: http://www.linkedin.com/in/nelsonweeTwitter: @nelsonweeBlog: http://www.myovi.blogspot.com

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