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1、GREATERCHINAChinamobileinternetFlattishdailytimespentperdevice(hours)Mobileinternetinflectionpoint4.010.0%3.05.0%Event2.00.0%1.0-5.0%?WehostedinvestormeetingswithQuestMobilefounderandCEOAllenChenin0.0-10.0%HKtoday(26Feb).MrChensharedhisviewonthenewtrendsinChinamobileintern
2、etamidtheslowernewusergrowthandflattishdailytimespentperuser.Hepointedoutthatopportunityliesinlower-tiercities,corporationswithgiantgroups,DailyTimeSpentPerDeviceandinnovationsthatbreakcurrentboundaries,whilethegoodnewsisthatChineseusersaremorewillingtopaythanever.Wewillho
3、sttheIMEMoMGrowthConferenceon22-23MarinHKtofurtherdiscussthenextinternetcyclepoweredbyArtificialIntelligence.Source:QuestMobile,MacquarieResearch,Feb2018ImpactChineseusersbecomemorewillingto?Enteringanewera.ThetotalnumberofsmartdevicesinChinagrewonlypay(especiallyforvideo)
4、6%yoyin2017,asignificantdropfrom~18%in2015-16,whilethedailytime(million)281spentwasflatat~3.3hoursperdevicethroughout2017.QuestMobiledata300249300%250211250%suggestChineseuserstendtoinstallfewerappsontheirdevices:50%users200162200%installlessthan25appsandthisratioisgrowing
5、.TheChinamobileinternet121150150%10051100%marketisbecomingsaturated.However,Chineseusersaremorewillingto5050%paythanever:Mr.Chenestimatesthemonthlypayingusersonvideowill00%2015201620172018E2019E2020Ereach281min2020,representingafour-yearCAGRof15%.?Lowertiercitiesaredriving
6、thegrowth.Mr.ChennoticedthatthenumberNumberofAverageMonthlyActivePayingUsersofappswithmoreusersinlower-tiercitiesisgrowingfast.With~60%usersYoYGrowthfromtier3-4cities,monthlyaverageusers(MAU)atToutiaoFlashandQutoutiao(趣頭條)expanded5xand3xin2017,whileothermajornewsappsSource
7、:QuestMobile,MacquarieResearch,Feb2018MAUsarelargelyflat.Pinduoduo(拼多多)isanexampleinthee-commercespacewhosedailyaverageusers(DAU)hassurpassedJD.com(JDUS,ShortvideoisbecomingmainstreamUS$48.35,Outperform,TP:US$51.00)tobecomethesecond-largeste-Totalmonthlytimespent(bnhrs)com
8、merceappsinceOct2017.20.0?Thecompetitionbetweenseveralgiantgroups.Withthehistoricaltie-up
