How To Dance With a Dragon

ironSource

Insights From China

Omri HalamishVP business development @ironSource

Nice to meet you!

In 2015 China is expected to overtake the US as the largest

mobile market

Main Opportunity - BAT Baidu – Alilibaba - TenCent

Internet companies market cap

Main players in China by category

SEARCH

1. Baidu (60%)2. 360 (25%)3. Sogou (12%)

eCOMMERCE

1. Alibaba2. JD.com (15% TenCent)3. Yixun (TenCent)

APP STORE

1. 3602. TenCent3. Baidu (91.com)

GAMES PLATFORM

1. TenCent2. 3603. Baidu/Shanda/Changyou

BROWSER

1. UCWeb (Alibaba)2. 360 (400M users)3. Baidu

In 2015 China is expected to overtake the US as the largest

mobile market

GOOGLE 368ALIBABA 250FACEBOOK 205AMAZON 335TENCENT 150BAIDU 85EBAY 67.5

But China is Different

Ideal of Beauty

The Boss

Messaging

WHATSAPP WECHAT

Search

GOOGLE BAIDU

Buying

AMAZON ALIBABA

Video

YOU TUBE YOUKU

Our journey in China

ironSource China

OPENED

QIHOO BAIDU WANDOUJIA ELEX WONDERSHAREKING SOFT

‘what we’ve learned on The Chinese App

Ecosystem

1.6.2014EMPLOYEES

7% OF REVENUE

15%

‘what we’ve learned on The Chinese App

Ecosystem

12%

Android Vs IOS

86%

No

Alternative storesChina app store market share May 2014

BAIDU 41.5%

QIHOO 27.8%TENCENT 16.6%WANDOUJIA 7.6%

OTHER 6.5%

China app market analysis

GENRES OF TOP 25 IOS/GOOGLE GAMES

THE TOP APP DOWNLOADS OF 2012

90% DOMAESTIC BRAND IN TOP 10 APPS 30% DOMAESTIC BRAND IN TOP 10 GAMES

RPG

WECHAT QQ2012 SOUGOU INPUT

28% 26% 14% 14% 6% 12%TCG STRATEGY ARCADE SPORTS ETC

2. 3.1. 2. 3.1.TEMPLE RUN FISHING JOY ANGRY BIRDS

Types of developers

1LOCAL AMBITIOUS

2REGIONAL AMBITIOUS

3INTERNATIONAL AMBITIOUS

Disney's BIG HERO 6 2014

Yes / No Questions

APP DEVELOPER

Do I have my app localized ?

Do I have a local publisher/ distribution partner ?

Do I make revenues in China ?

B2B

Do you have an office in China?

Do you have local employees?

Do you do business in China?

Thank YouironSource

Omri HalamishVP business development @ironSource