this is what we call, the china web
TRANSCRIPT
This Is What We Call, the China WebDr. Gang LU | http://www.gang.lu
Founder of TechNode.com | [email protected] | @ganglu
Note It’s impossible to summarize the China Web in only ~20 slides; Here I just highlighted some of the most interesting and maybe
controversial parts; Every point mentioned in these slides actually you can view them
from different angles; Take this presentation as a reference.
The Figures - By end of June 2011 (CNNIC)
China’s Internet population has reached 485 millions; Mobile internet users has reached 318 millions, China
Unicom’s 3G subscribers ~33 millions Microblog users now reached 195 millions Instant Messaging, News, Search, Online Music are the Top
4 most popular mobile service
The Hot Sector I - eCommerce2011.11.11 Started at 00:00, 3.42 millions users jumped onto Taobao within only 1
minute; It only took 8 minutes to reach rmb 100m (~$15.8m) transaction volume,
another 13 minutes to reach rmb 200millions (~$31.5m), and 11 minutes later the transaction volume reached rmb 300millions (~$47.3m).
At the time 11:11am, the transaction volume reached rmb 1.154billions (~$182m);
By 24:00, the total transaction volume reached rmb 3.36 billions (~$530m); On the date 11/11/11, the total transaction volume on Taobao and TMall
reached rmb 5.2billion (~$820m), and the number of transaction reached
336.9m.
The Hot Sector II – The Booming of Mobile Internet
Mobile ApplicationsAndroid vs. iOS vs. WM7App Stores
Market share for Mobile OS in China (Q3 2011) - by eguan.cn
～ 450K iOS Applications on App Store
～ 250K Android Applications on Android Market
the No. of Apps in various App Stores (Q3 2011), by eguan.cn
But……
Where is the Money?
Free Culture?!!
Q2 2011, by UMeng
Jail-Breaked means Pay-by-Download model does not work in China, at least for now
Characteristics of Mobile UsersLow Education
Low Income
Low Age
High School StudentThe 3L groups are the ones actually paying for mobile service, but not the ones who could afford for an iPhone (they might have cheap Android phone, though.)
And……
International Brands Fail In China
The Stories of Copy Cats
The simplest way to tell how successful your business is, just check how many copies you can found in China web.
Shanzai Culture
GooApple
Loyalty?
• Easier to raise Money?!• Tough Competition• Lacking of true Innovation• No long-term Plan
Big vs. Small
In China, Entrepreneurship means “life, death, or Tencent”
Complicated Chinese Web
关系Guan Xi
