Wednesday, September 3, 2008

Market data - part 2

Mashup of various data nuggets scrounged up from the net:


Here's
what's drawing people on cellphones - across various countries. 
  • "Picasso", music, and sms ads largely with accessing info/news via browser being 4th across the board

  • in US, music actually dropped some notches - which is quite strange given the size of that market!

  • Sms ads seem to a phenom in most countries esp. France. Expect that to evolve with time


I get the distinct feeling that most people there are not content with the options being provided to them.   Ergo, the low adoption and acceptance rates, 'cept for a few things like music and photo sharing.  It would help to learn something from the Japanese.

Moving on.  There seems to be a slowdown in the mobile growth in US.  That was expected.  More interestingly, the mobile internet penetration there is about 15.6%. India with close to 300 mln mobile users - is roughly at 1.8%. Report.  And here's what they are doing on
it compared to their friends across the ocean
.

The Indian mobile user base is expected to hit 600 mln by 2011 - that's roughly doubling in 2 yrs time!  Very few markets which have such a growth trajectory.  An exciting place to be in the mobile space, for sure!

Wireless subscriber growth is slowing due to market saturation, with US carriers adding only 26 mln new subscribers in the next five years to reach 266 mln in 2013. Adoption by teens and young adults will become nearly ubiquitous as the majority of the demographic already have cell phones, and 31% of parents with children ages 10 to 12 reported that their children also have cell phones, according to Jupiter Research

Trak.in has an article on the most popular mobile sites in India.  I find it a little dubious.  I don't think there is a full disclosure on how they collected and collated this info.  Half of these sites are not used by anyone I know.   Maybe I'm just outside the demographic.

CIOL reports that - The emerging trends of VAS in India show that growth is coming from the bottom of the pyramid with low end users (with about 59%, 175 mln). Hi-end users number roughly 7 mln (~2%).

The report also went on to say, that pre-paid mobile users are the main target of ads.  Another reason to switch to post-paid!

Lastly, as John Chambers has been famously quoted - the shift is going to move from "You to Us".  Expect - advertising, payment and social networking to be at the forefront of the mobile growth horizon.

More later ...

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