Thursday, September 27, 2012

iResearch estimated that Chinese Weibo market size will be 2.3 billion RMB in the end of 2015.

According to the report by iResearch, Chinese Weibo market size will be 2.3 billion RMB (= 360 million USD) in the end of 2015.





















This number only targeted the sales revenue of Weibo platform vendor such as Sina and Tencent, not include the sales revenue of third party vendor.

iResearch estimated that its market size will be 0.5 billion RMB in the end of 2012, will be 0.96 billion RMB in the end of 2013, will be 1.54 billion RMB in the end of 2014.


Next data is the component ratio of its revenue.





















They estimated its detail as follows:


                    Ads      Game         Other
2012          75.6%       21.9%         2.5%
2013          65.1%       26.9%         8.0%
2014          63.2%       21.8%      15.0%
2015          61.6%       18.4%      20.0%

They estimated that Weibo platform vendor mainly earn its revenue from advertisement, but "Other" also gradually increase its share till 2015.

What is "Other"?

They estimated that "Other" is mainly the revenue from EC business on Weibo platform. As I reported before, the combination of Weibo and EC business already started, and its combination will be prospected expanding in near future in China.


As following graph, Weibo already became one of the biggest platform in China.

























Except the combination with EC business, I'm interested that what related business will be appeared. I think that its keyword will be BtoB. How do you think? :)


Source => iResearch

Wednesday, September 26, 2012

ZDC said that Google Nexus 7 was gaining the most popularity in Chinese Android tablet market.

ZDC recently published "Chinese Android tablet computer market analysis report in August".

First data is the popularity ratio of each tablet device maker.




#1 Samsung  25.3%
#2 Lenovo  16.6%
#3 Newsmy  8.9%
#4 Yuandao  8.3%
#5 Google  7.9%
#6 SmartQ  4.7%
#7 ASUS  4.6%
#8 Sony  3.4%
#9 ifive  2.8%
#10 Huawei  1.8%

other  15.7%





Next data is the popularity ranking of each tablet devices.



















Google Nexus 7 was gaining the most  popularity in this report. Actually, Nexus 7 is not still sold formally in China, but people can buy its parallel imports version. And it has a high cost performance, so it could gain the high popularity.



Next data is the popularity ratio of each display sizes.



#1  7 inch  49.6%

#2  10.1 inch  22.0%

#3  9.7 inch  11.6%

#4  8 inch  5.0%

#5  7.7 inch  4.1%

other  7.7%





The tablet of 7 inch display have the almost half popularity, and 10.1 inch display got the second position.



Last data is the popularity of each tablet price range.



















#1  1,000 to 1,999 RMB (= 157.64 to 315.12 USD )       39.3%
#2  2,000 to 2,999 RMB (= 315.27 to 472.75 USD)        22.2%

#3  Less than 1,000 RMB (= less than 157.64 USD)        21.8%
#4  3,000 to 3,999 RMB (= 472.91 to 630.39 USD)        12.1%

#5  4,000 to 4,999 RMB (= 630.55 to 788.03 USD)          4.3%
#6  More than 5,000 RMB(= more than 788.19 USD)        0.3%



It may be said that the tablet of 7inch display and 1,000 to 1,999RMB has the biggest opportunity in Chinese tablet market :)


Source => ZDC

Tuesday, September 25, 2012

DCCI : Weibo user already reached 327 million people, and 88.81% of over 19 years old user use a Weibo in China.

According to the report from DCCI, Weibo user already reached 327 million people, and 88.81% of over 19 years old user use a Weibo in China.


















And the usage of each Weibo services is as follows:
Sina Weibo  87.87% ; Tencent Weibo  84.69% ; Netease Weibo  56.12% ; Sohu Weibo  35.63% ; ifeng Weibo  13.51% ; other  18.37%


Next is a graph that is the component ratio of Weibo users by age.




      age                 ratio
 19 - 25             19.40%
 26 - 30             28.57%
 31 - 35             21.03%
 36 - 40             12.14%
 41 - 45                8.72%
 46 - 55                5.98%
 56 - 65                3.16%                                    






The age of 19 to 35 occupied 70%, the age of 36 was only 30% in total.


Next graph is the frequency of use each Weibo.


















Around 80% users of Sina Weibo and Tencent Weibo use their service more than once in a day, and the others are used by around 60% user more than once in a day.


The last graph is the accessing ratio by each devices.




    














PC  97.66% ; Smartphone  89.35% ; Tablet  85.43% ; Non-smartphone  60.24%



The above is the summary of this report, but if you interested in more information, you can download the full version of this report from here (Though it's written in Chinese...).


Source => DCCI

Tuesday, September 11, 2012

Tencent CEO Pony Ma said that WeChat user will exceed 200 million people in this month.

"2012 China Internet Conference" was held in Beijing today. And at this conference, Tencent CEO "Pony Ma" said that WeChat(Weixin) user will exceed 200 million people in this month.


















WeChat user exceeded 100 million people this March, so it follows that this user increased 100 million people in the six months.


And he also said that Tencent will accelerate the following two things in the mobile internet area:

1. O2O business
They placed QR code as the door of mobile internet, and they will accelerate their O2O business by its technology.


2. Security solution
As mobile internet user increase in China, then its security risk is increasing. So they will establish the specific fund, and they will accelerate the solution of this area with partners.


Recently, their rival company started to provide similar solution with WeChat, such as Meyou(Sina), Wangxin(Taobao) in China. And LINE is also steadily increasing their user in Japan and other Asian country.

So I am interested whether their new action can make accelerate increasing their users. Let's keep a very close watch in future action.


Source => TechWeb

Thursday, September 6, 2012

Android already dominate 80% of China's smartphone market.

According to the report by Eguan, the market share of Android was 82.8% in China's smartphone market in the second quarter.




















The market share of Android in the first quarter was 76.7%, so that is to say it increased 6.1% in a quarter.

Recently MIIT also said that the market share of Android was nearly 80% in China's smartphone market in the first half of the year, so it's no doubt that Android already dominate 80% of China's smartphone market now.

And according to MIIT, the number of smartphone shipments was nearly 100 million units in the first half of the year, and it increased 197% over last year.


On the other hand, Symbian still continue to decrease their market share, and it had finally fallen to 6.0%. The decline of Symbian is equivalent to the decline of Nokia, but they already changed direction to the cooperation with Windows Phone.

Yesterday, Nokia released Lumia 920 that is equipped with Windows 8, but the market share of Windows Phone( include Windows Mobile) was also small at this stage in China.

So we have to keep attentions whether this new mobile phone will get the popularity or not in future.


Source => Eguan, ChinaByte

Wednesday, August 29, 2012

In China, the ratio of 3G mobile user is still less than 20%.

According to the report by MIIT, the latest number of mobile user in China was 1062.028 million people, and among them 3G mobile user was 183.761 people.

And the net increase of mobile users in China was 75.775 million people from January to July. Among them, the net increase of 3G users was 55.338 million people at the same period of time, and the ratio of 3G users net increase was 73.1%.


The ratio of 3G mobile users were still less than 20% at the moment, but the growth rate of 3G users were larger than whole mobile user's, so it can be said that 3G users is surely increasing(Though its speed is a little bit slow...).


And the diagram below is the ranking of whole mobile user number by individual region.

















Guangdong is the largest region of mobile user number, and there are 113.45 million users.


In 2012, some region in China will be started testing LTE. So I'm interested in that big 3 career in China still continue to promote 3G connection, or will start focusing to the LTE connection instead of 3G connection...

Let's keep attentions to their action as ever.


Tuesday, August 28, 2012

"The chronological table of Sina Weibo", the tracks of their 3 years.

Today is the third anniversary of Sina Weibo. They launched their service on Aug-28 2009, but let's look back over their 3 years tracks :




[2009]
May   Sina CEO Charles Chao published the plan of their Weibo service on their event in Chengdu.

Aug-28    Sina Weibo started their service as a public beta.

Nov-2     The registered users of Sina Weibo exceeded 1,000,000 people.



[2010]
Aug-28   Their first anniversary (The registered users exceeded 30,000,000 people ).

End of Oct   Their registered users exceeded 50,000,000 people.

Nov-25   They started to deliver community feature called "Weiqun".



[2011]
Mar-2   They announced that their registered users already exceeded 100,000,000.

Apr-7   They changed their domain to "weibo.com".

May-13  They started to deliver certified users ("V") service.

Jul-21   They released special Android smartphone with HTC.

Jul-27   The follower of "Yao Chen" exceeded 10,000,000 people.

Jul-28   They started to deliver their light-blog "Qing".

Oct-21   They intensified the search service on their Weibo as "s.weibo.com".

Nov-3   They started to deliver the Weibo number called "Wei Hao".



[2012]
Mar-1   Instagram start to support Sina Weibo.

Mar-1   It started that the search result from Sina Weibo was displayed on Baidu.

Apr   They started to deliver ads service on their platform to the public.

May-9   They started to deliver corporate page version 2.

May-16   They announced that their registered users become 324,000,000 people.

May-28   They published the new rules for users on their Weibo.

Jun-8   They formally started the revenue sharing model between game developers and Sina Weibo( the rate of 7 to 3).

The middle of Jun   They formally published their LBS platform to the public.




Source => TechWeb