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An introduction about the variety of social networks out there (like cheese and wine, they come in many styles). This was an introduction to a panel on social networking in China at the China Internet Forum in November 2009. Some data is included, notably on gaming.
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Social Networking(s)
Benjamin Joffe | CEO, Plus Eight StarChina Internet Forum, Beijing | 2009.11
Introduction
ベンジャミン
本杰明
벤자민
Benjamin Joffe
4 years
1 year
4 years
Consulting | Startups | Community
| Plus Eight Star
• “Innovation Arbitrage”• Internet & Mobile Digital strategy
• Best practices from China, Japan & Korea
• Published reports• Inside Cyworld (2007)
• Inside Tencent (2009)
• Inside Alibaba (upcoming)
• Contact• info@plus8star.com
Work With Startups: Cmune
• Making the 3D Web happen
– fbFund winner
– First 3D FPS game on Facebook
– #1 Widget on Apple.com
– Virtual Goods
• Check it out!– www.cmune.com
Most Advanced 3D Game on FacebookParadise Paintball by Cmune
http://apps.facebook.com/paradisepaintball/
Disclosure: I am an investor & partner of Cmune
31 events
111 speakers
3,500 members
1,500 companies
Mobile Monday Beijing
31 events
111 speakers
3,500 members
1,500 companies
Mobile Monday Beijing
Social Networking(s)
Quiz! Who is on…
• QQ / Q Zone
• RenRen / Xiaonei
• Kaixin001
• A matchmaking site?
What is a social network?
Social Networking(s)
• Users Demographics / Geography
• Identity Real-name / Nickname
• Openness Closed / Walled Garden / Open
• Platform Web / Mobile / Cross-platform
• Revenue mix Ads / Virtual Goods / Games
• Results Profitability
Confused? It’s ok!
• Everything is converging!
– Social Networks
– Blogs
– Online Media
– Games
– Virtual Worlds
I don’t know what is a SNS but…
• There are numerous best practices to leverage
– From each service category
– From each specific service
• Who do you benchmark?
Ideas from Japan
Revenue vs. Profit (2008)
0%
10%
20%
30%
40%
50%
60%
70%
0 200 400 600 800 1,000 1,200
Pro
fit
Mar
gin
Million USD
Mobile Game Town
Source: DeNA
Gree
Gree Home
Advertising
Avatars & items
Games
Advertising & Affiliates | 25%
B2C virtual goods | 75%
60% avatars40% games
Mixi
Mobile Open PlatformsMixi: Oct 27, 2009
– 39 mobile applications released – mostly games
City BuildingBy Liveware
Harvest MoonBy Liveware
ShopkeeperBy Geisha Tokyo
FurauniBy Konami
Some Numbers
Asia: 7 Billion Dollars!USA: $1 bln (Source: Inside Virtual Goods, Oct 2009)
Sharks with Laser Beams vs. Irritated Sea BassAsia’s Virtual Goods Market Estimate for 2009
Chinese Online Games Companies
• Listed on NASDAQ• NETEASE NTES $4.82B
• SHANDA SNDA $3.11B
• SHANDA GAMES GAME $2.75B
• PERFECT WORLD PWRD $2.25B
• CHANGYOU CYOU $1.65B
• GIANT INTERACTIVE GA $1.71B
• Listed on HKSE• TENCENT 3888 $34.3B
• NET DRAGON 0777 $0.34B
• KINGSOFT 0700 $1.07B
Chinese Online Games vs. ROW
• And the total is…• 8 Gaming Companies $17.7 B
• Tencent $34.3B
• TOTAL $52.0B
• Comparables• Activision Blizzard $14.1B
• Electronic Arts $6.05B
• Ubisoft $1.56B
• Take Two $0.94B
• TOTAL $22.6B
Chinese Online Games vs. ROW
• And the total is…• 8 Gaming Companies $17.7 B
• Tencent $34.3B
• TOTAL $52.0B
• Comparables• Activision Blizzard $14.1B
• Electronic Arts $6.05B
• Ubisoft $1.56B
• Take Two $0.94B
• TOTAL $22.6B
Chinese Online Games vs. ROW
• And the total is…• 8 Gaming Companies $17.7 B
• Tencent $34.3B
• TOTAL $52.0B
• Comparables
eBay$31B
Time-Warner$38B
Yahoo$23B
Japanese SNS
• Mixi $1.1 billion
• DeNA $2.0 billion
• GREE $2.2 billion
EA acquires Playfish
($300 mln + $100 mln option)
Social Games Going West
• Facebook Developers: Low Entry Barrier!
Rank Company Apps Location
#7 6 Waves 104 apps Hong Kong
#30 Rekoo 2 apps Beijing
#36 Elex 7 apps Beijing
#229 Tyler Projects 1 app Singapore
• Strong in China & entering Russia, Japan, etc.
Social Games Going East Too?
Quotes from Elex
• High productivity
– “Anyone is able to develop social games at Playfish level”
• 12 languages versions
– “We can localize our game in different language versions in 1 day”
Evolutions?
Evolutions3D Social Games? Cross-Platform Games?
Artist’s view of3D Farming Game
Virtual Currencies in anyOnline Media
• HoopChina
– Basket-Ball vertical
– 90% UGC
– E-commerce
– Virtual currency “CA” (for “calorie”) earned via activity
– Web games
PORTAL ONLINE STORE
WEB GAMES
Panel Discussion
Panel Discussion
• Panelists
– Allen WANG CEO BabyTree
– Yu Wang Founder P1.CN
– Allen ZHU Partner GSR Ventures
– Qian LIU VP of BD KaiXin001
– Felix YANG President Beijing IWOM Marketing & Planning
• Moderator
– Benjamin Joffe CEO Plus Eight Star
More about “Innovation Arbitrage”
Thanks!
www.plus8star.com
benjamin@plus8star.com
benjamin0123
http://twitter.com/plus8star
www.linkedin.com/in/benjaminjoffe
www.slideshare.net/plus8star
+81 | Japan
+82 | Korea
+86 | China
Telecom & Internet
+ Added Value
* High quality
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