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China Connect: WeChat and the Key Mobile Market Trends in China

1. 1. China Key Mobile Trends & WeChat Focus
2. 2. General Mobile Trends in China
3. 3. Mobile internet users to soon exceed PC’s @ChinaConnectEU Source: iresearch www.chinaconnect.fr
4. 4. 16/06/2016 5 +30% growth of Smartphone Users by 2019 Source: Statista 2016 @ChinaConnectEU www.chinaconnect.fr
5. 5. @ChinaConnectEU 71% of Mobile Time spent on Tencent/Alibaba/Baidu platforms Source: KPCB/Hill Capital – April 2016 www.chinaconnect.fr
6. 6. 16/06/2016 7 2/3rd of China new internet users first logged via Smartphones Source: CNNIC / «the 37th statistical report on internet development in China, Jan 2016 www.chinaconnect.fr@ChinaConnectEU
7. 7. 16/06/2016 8 Note: converted at the exchange rate of US 1$=RMB 6.15; includes display (banners, video, and rich media) and search; excludes sms, mms, and P2P messaging-based advertising: ad spending on tablets is included; excludes Hong Kong. Source: Emarketer.com / Sep2015 @ChinaConnectEU www.chinaconnect.fr Mobile Internet advertising to reach almost half of total ad spendings by 2019
8. 8. 16/06/2016 9 Top 15 China Mobile Advertising Networks Source: TalkingData 2016 @ChinaConnectEU www.chinaconnect.fr
9. 9. 16/06/2016 10 Source: Emarketer.com / Nov 2015 APAC ranks 2nd in mobile messaging app user penetration @ChinaConnectEU www.chinaconnect.fr % OF MOBILE PHONE INTERNET USERS
10. 10. 16/06/2016 11 Source: Emarketer.com / Nov 2015 + 12,9% + 7% + 2,1% + 3,1% + 7,9% + 5,9% % OF MOBILE PHONE INTERNET USERS @ChinaConnectEU www.chinaconnect.fr APAC ranks 2nd in Mobile messaging app user penetration
11. 11. Mobile Commerce in China
12. 12. “Let the people be able to consume, dare to consume and be willing to consume” Prime Minister Li Keqiang @ChinaConnectEU www.chinaconnect.fr
13. 13. China Mobile Shopping still grows double digit Source: Iresearch – April 2016 @ChinaConnectEU www.chinaconnect.fr
14. 14. 16/06/2016 15 Mobile shopping just passed PC Shopping Source: www.isearchchina.com , April 2016 @ChinaConnectEU www.chinaconnect.fr
15. 15. 16/06/2016 16 Mobile Fuels « Impulse » Purchase, of Lower Value Sources: IRESEARCH, Emarketer 1$ = 6,51 RMB @ChinaConnectEU www.chinaconnect.fr
16. 16. Chinese mobile shoppers love the night! @ChinaConnectEU Source:www.emarketer.com www.chinaconnect.fr
17. 17. @ChinaConnectEU Alibaba leads in Mobile Shopping Source: Iresearch April 2016 www.chinaconnect.fr by GMV, in 2015
18. 18. Phenomenal rise of mobile sales during Alibaba’s Single’s Day/11.11 @ChinaConnectEU Source: Tmall / November 2014-2015 / Zenithoptimedia / Performics www.chinaconnect.fr
19. 19. Chinese lead worldwide social mobile purchases @ChinaConnectEU Source: GlobalWebIndex Q4 2014 www.chinaconnect.fr
20. 20. Mobile Travel in China
21. 21. 16/06/2016 22 Fast growing dominance of mobile Travel sales Source: Analysys International Enfodesk, 2015 China mobile travel Transportation booking market report, Oct 2, 2015 @ChinaConnectEU www.chinaconnect.fr
22. 22. Mobile Payment in China
23. 23. 16/06/2016 24 More than a third of Mobile Payment Users are smartphone users Note:ages 14+; mobile phone users who have made at least one proximity mobile payment transaction in the past 6 months; includes point of sale transactions made by using mobile devices as a payment method; excludes transactions made via tablet Source: Emarketer.com / May 2016 @ChinaConnectEU www.chinaconnect.fr
24. 24. 16/06/2016 25 Smartphone shoppers will represent 86% of digital buyers in 5 years Note:ages 14+; mobile phone users who have used their smartphone to make at least one purchase wia web browser or smartphone app during the calendar year; excludes Hong Kong Source: Emarketer.com / May 2016 @ChinaConnectEU www.chinaconnect.fr
25. 25. @ChinaConnectEU Q= My mobile phone will become my main tool for which to purchase www.chinaconnect.fr China far ahead of Payment intention via mobile
26. 26. Alibaba’s Alipay leads third-party mobile payment @ChinaConnectEU Note: Banks and UnionPay are excluded. Only third party payment companies are included, Iresearch will update historical data in accordance with the latest market conditions, the data were calculated and estimated according to the interviews with experts and enterprises in iresearch statistical forecast model Source: Dec 2015, Iresearch Global Inc www.chinaconnect.fr P: Q3 2015
27. 27. @ChinaConnectEU WeChat drives the highest engagement in mobile payment Source: KPCB/Hill Capital April 2016 www.chinaconnect.fr
28. 28. Mobile Video in China
29. 29. Mobile has exceeded other devices for video consumption Source: www.emarketer.comNote: ages 6+ living across tier 1-4 cities @ChinaConnectEU www.chinaconnect.fr
30. 30. Smartphone Video Viewers in China are young @ChinaConnectEU Source: www.emarketer.com/ Oct 2015/ %of respondents www.chinaconnect.fr
31. 31. Where & When do Mobile Users Watch Videos? @ChinaConnectEU Source: www.emarketer.com / Nov 2015 www.chinaconnect.fr
32. 32. @ChinaConnectEU Source: www.emarketer.com / Nov 2015 www.chinaconnect.fr Where & When do Mobile Users access Entertainment content Videos?
33. 33. 16/06/2016 34 Note: n=2,473 who have heard of virtual reality technology Sources: IResearch Consulting Group, *2016 China Virtual Reality (VR) Industry Report, *March 4, 2016 Digital Video leads awareness for VR technology usage @ChinaConnectEU www.chinaconnect.fr
34. 34. 16/06/2016 35 Source: Analysys International Enfodesk, *2016 China Virtual Reality Devices Research Report, * Jan 27, 2016 VR Revenues to more than double in 2017 vs 2016 @ChinaConnectEU www.chinaconnect.fr
35. 35. Mobile Gaming in China
36. 36. 16/06/2016 37 Chinese Games Market Revenue Growth Source:Newzoo / Q2 2016 update Global games Market Report Premium @ChinaConnectEU www.chinaconnect.fr
37. 37. 16/06/2016 38 Slowing Growth of Chinese Mobile Gamers Source: DataEye, Annual Data Report on China’s Mobile Gaming Industry, Feb 2016 @ChinaConnectEU www.chinaconnect.fr
38. 38. 16/06/2016 39 Mobile Gamers in China first play on smartphones Note:mobile gamers ages 18+ who have played at least 1 game via smartphone(including ipod touch) or tablet in the past 6 months Source: Electronic Entertainment Design and Research (EEDAR), deconstructing mobile & tablet gaming, Nov 2015 @ChinaConnectEU www.chinaconnect.fr
39. 39. Focus 16/06/2016 40 @ChinaConnectEU www.chinaconnect.fr WeChat Focus
40. 40. @ChinaConnectEU www.chinaconnect.fr
41. 41. Penetration in China Tiers Source: Tencent Oct 2015 @ChinaConnectEU www.chinaconnect.fr
42. 42. Pionneering the app-within-an-app model @ChinaConnectEU www.chinaconnect.fr
43. 43. Philosophy @ChinaConnectEU www.chinaconnect.fr West China
44. 44. Philosophy @ChinaConnectEU Philosophy www.chinaconnect.fr West China
45. 45. 16/06/2016 46 @ChinaConnectEU Philosophy www.chinaconnect.fr West China
46. 46. @ChinaConnectEU Philosophy www.chinaconnect.fr West China
47. 47. 16/06/2016 48 @ChinaConnectEU Philosophy www.chinaconnect.fr West China
48. 48. 16/06/2016 49 @ChinaConnectEU Philosophy www.chinaconnect.fr West China
49. 49. @ChinaConnectEU Philosophy www.chinaconnect.fr West China
50. 50. @ChinaConnectEU Philosophy www.chinaconnect.fr West China
51. 51. So much more than stickers… @ChinaConnectEU www.chinaconnect.fr
52. 52. … and messaging @ChinaConnectEU www.chinaconnect.fr
53. 53. The Chinese leap-frogged credit cards @ChinaConnectEU www.chinaconnect.fr
54. 54. …and embraced mobile payments with WeChat Wallet @ChinaConnectEU www.chinaconnect.fr
55. 55. …unlocking new monetization opportunities for the entire ecosystem @ChinaConnectEU www.chinaconnect.fr
56. 56. WeChat Wallet Services @ChinaConnectEU www.chinaconnect.fr
57. 57. @ChinaConnectEU 31% of WeChat users bought on WeChat Source: Source: McKinsey’s 2016 China Digital Consumer Survey Report. % of WeChat Users Making E-commerce Purchase Through WeChat Channels Through Which Users Made E-commerce Purchase X 2 www.chinaconnect.fr
58. 58. Cashless payment overseas in 20 countries @ChinaConnectEU www.chinaconnect.fr
59. 59. WeChat official accounts/subscriptions @ChinaConnectEU www.chinaconnect.fr
60. 60. WeChat Wallet goes offline @ChinaConnectEU www.chinaconnect.fr
61. 61. Split the Bill between friends @ChinaConnectEU www.chinaconnect.fr
62. 62. Hail a Cab @ChinaConnectEU www.chinaconnect.fr
63. 63. Catch up some reading @ChinaConnectEU www.chinaconnect.fr
64. 64. Buy Food & Beverages… @ChinaConnectEU www.chinaconnect.fr
65. 65. @ChinaConnectEU www.chinaconnect.fr … also abroad, through WeChat crossborder payment, while scanning a QR code
66. 66. Send instructions to your Butler @ChinaConnectEU www.chinaconnect.fr
67. 67. Do some Showrooming @ChinaConnectEU www.chinaconnect.fr
68. 68. Share Realtime Location with a friend @ChinaConnectEU www.chinaconnect.fr
69. 69. Pay Utility Bill @ChinaConnectEU www.chinaconnect.fr
70. 70. Manage Personal Wealthfund @ChinaConnectEU www.chinaconnect.fr
71. 71. Make Donations to Charities @ChinaConnectEU www.chinaconnect.fr
72. 72. Get Coupons, Shop on JD, Group Buying @ChinaConnectEU www.chinaconnect.fr
73. 73. 16/06/2016 74 @ChinaConnectEU www.chinaconnect.fr Virtual Red Envelopes worth 8B RMB were sent on Chinese New Year Source: KPCB/Hill Capital April 2016
74. 74. @ChinaConnectEU www.chinaconnect.fr Don’t Hesitate to Contact us at contact@chinaconnect.fr if You Want to Download the Slides LauredeCarayon – Founder&CEO Web: chinaconnect.fr Hashtag: #ChinaConnect Twitter: @ChinaConnectEU Facebook: facebook.com/ChinaConnect YouTube: youtube.com/user/ChinaConnectEU Vimeo: https://vimeo.com/chinaconnect Weibo: weibo.com/chinaconnecteu Youku: i.youku.com/u/UMzYxMzIwMjEy Blog: chinaconnect.fr/blog/ Let’s Connect
75. 75. THANK YOU