3
The meteoric rise of iOS and Android in one chart
Source: Business Insider (http://www.businessinsider.sg/ios-and-android-dominate-marketshare-2016-2/)
4
The end of the iPhone's amazing eight-year run
Source: Business Insider (http://www.businessinsider.sg/apple-iphone-sales-by-year-2016-4/)
5
The iPhone lost market share in most of the world last year
Source: Business Insider (http://www.businessinsider.sg/iphone-market-share-by-country-2016-1/)
6
GPlay dominates downloads but iOS still generates more revenue
Source: Business Insider (http://venturebeat.com/2016/01/20/app-annie-2015-google-play-saw-100-more-downloads-than-the-ios-app-store-but-apple-generated-75-more-revenue/)
App DownloadsIndexed
App RevenueIndexed
7
In 2016, Android will generate 119 Bn downloads vs. 27 Bn from iOS
2015 2016F 2020F
80
41
31
166
7854
352724
Mobile App DownloadsBillions (2015 - 2020F)
…
3rd-partyandroid
Source: AppAnnie presentation at TiA SG 2016
8
APAC will drive most of the growth
2015 2016F 2020F
162
80
5864
3628 58
3125 …
APAC
EMEA
AMERICAS
Mobile App DownloadsBillions (2015 - 2020F)
Source: AppAnnie presentation at TiA SG 2016
9
Developers in Asia think about Android first
Platform priority for Developers by country2014
Source: VisionMobile (http://www.slideshare.net/andreasc/mobile-megatrends-2014-25-may-2014)
10
But it’s a huge challenge due to fragmentation
Models by Android manufacturer (Aug 2015)
Source: Business Insider (http://www.businessinsider.sg/android-fragmentation-and-the-effect-on-samsung-sales-2015-8/)
Android versions (Apr 2016)
Users distributed by 10 Android versions
Impossible to guarantee compatibility with more than 20 thousand distinct Android devices out there…
12
The AOSP (Android Open Source Project) revolution
Android worldwide smartphone shipments*
Millions. Q4 2014
100% 291
+7pp AOSP
devices
Google devices
Q4 2014
29%
71%
Q4 2013
242
22%
78%
1 https://www.abiresearch.com/press/4q-2014-smartphone-os-results-android-smartphone-s 2 https://www.abiresearch.com/press/abi-research-investigates-rise-alternative-mobile-/ 3 http://www.theverge.com/2015/9/29/9409071/google-android-stats-users-downloads-sales
Android worldwide smartphone shipments*
Millions. Q4 2014
100% 291
+7pp AOSP
devices
Google devices
Q4 2014
29%
71%
Q4 2013
242
22%
78%
“…more than 360 million AOSP handsets are expected to ship in 2016.”
-- ABI Research
“Android used by 1.4 billion people but only 1 billion have Google Play...”
1 https://www.abiresearch.com/press/4q-2014-smartphone-os-results-android-smartphone-s 2 https://www.abiresearch.com/press/abi-research-investigates-rise-alternative-mobile-/ 3 http://www.theverge.com/2015/9/29/9409071/google-android-stats-users-downloads-sales
Android worldwide smartphone shipments*
Millions. Q4 2014
100% 291
+7pp AOSP
devices
Google devices
Q4 2014
29%
71%
Q4 2013
242
22%
78%
“…more than 360 million AOSP handsets are expected to ship in 2016.”
-- ABI Research
“Android used by 1.4 billion people but only 1 billion have Google Play...”
13
Players building an independent Android experience on top of AOSP*
*Android Open Source Project 1 https://www.abiresearch.com/press/4q-2014-smartphone-os-results-android-smartphone-s
OEMs
OS
APP STORES
APPs / SERVICES
AOSP
The Android Open-Source Project is based on the open-source parts of Android and allows anyone to build or customize an Android ROM
14
Amazon is considering pitching their OS to OEMs
Source: Business Insider (http://www.businessinsider.sg/amazon-said-to-be-in-talks-with-oems-to-get-services-on-android-phones-2016-1/)
15
Indus Android OS for 1st-time smartphone users in India
Source: TechCrunch (http://techcrunch.com/2016/01/18/indus-os-series-a-10-million/)
“If you want proof that Android is the operating system of emerging markets, look no further than Indus OS.
The company is tweaking the Google-run operating system to the unique demands and culture of India.
Indus OS believes that one of the primary problems is complexity, and it is retooling Android accordingly.”
17
Main 3rd-party android app stores in the world
User interest in 3rd-party AndroidGoogle Trends (Jan 2013 - Apr 2016)
GetJarMoboGenie
Aptoide
9AppsMoboMarket
Source: Google Trends (https://www.google.com.sg/trends/explore#q=mobogenie%2C%209Apps%2C%20aptoide%2C%20mobomarket%2C%20getjar&date=4%2F2012%2049m&cmpt=q&tz=Etc%2FGMT-8)
3rd-party app stores is also not an easy task…
Source: The Verge (http://www.theverge.com/2016/3/4/11160942/barnes-noble-nook-app-store-shutting-down-march-15th)
…and requires a lot of marketing investment
MoboMarket billboard in JakartaSponsored articles by Mobomarket
Source: DailySocial (https://dailysocial.id/wire/mobomarket-ungkap-kebiasaan-para-pengguna-android-di-indonesia/) & Tech in Asia (https://www.techinasia.com/baidu-android-mobomarket-active-users-indonesia-2014)
21
EU antitrust case against Google regarding Android
Source: Bloomberg, The Verge, New York Times
“…we believe that Google’s behaviour denies consumers a wider choice of mobile apps and services and stands in the way of innovation by other players…”
— Margrethe Vestager, EU commissioner for competition
22
Google replied to the accusations…
Source: Business Insider (http://googlepolicyeurope.blogspot.sg/2016/04/androids-model-of-open-innovation.html)
“Our partner agreements are entirely voluntary -- anyone can use Android without Google.
…you can download the entire operating system for free, modify it how you want, and build a phone
…major companies like Amazon do just that.”
23
…but did not mention it in the earnings call
Source: Business Insider (http://www.businessinsider.sg/alphabet-investors-not-worried-google-europe-anitrust-commission-android-battle-2016-4/)
25
Messenger bots have the goal of facilitating interactions
Source: Venture Beat (http://venturebeat.com/2016/04/27/zuckerberg-facebook-bots-will-help-businesses-respond-faster-than-with-messaging/)
“…a way to increase the speed and efficacy of interactions between users and businesses …
…people already message businesses on Facebook, but need to wait for a reply…
“…we can look at responses businesses give and automate them [with bots] to help decrease latency.”
26
Google app streaming initiative
Source: The Verge (http://www.theverge.com/2015/11/18/9755890/google-can-now-stream-apps-to-your-phone)
28
Claims that Google Play has malware…
Source: The Register (http://www.theregister.co.uk/2016/04/26/android_malware_whack_a_mole/)
“Security researchers have discovered a strain of Android malware that keeps finding its way onto Google Play – despite the store supposedly being scrubbed clean of infiltrated apps..
The software nasty – Android.Spy.277.origin – is hidden in more than 100 applications on Google Play.”
29
… and also 3rd-party App Stores
Source: PC World (http://www.pcworld.com/article/3032296/security/android-root-malware-widespread-in-third-party-app-stores.html)
“Four third-party app stores for Android have apps with a malicious component that seeks root access to devices, according to Trend Micro.
The apps containing the component were downloaded across 169 countries between Jan. 29 and Feb. 1 from marketplaces called Aptoide, Mobogenie, mobile9 and 9apps.”
30
Our in-house anti-virus and anti-malware platform
Source: Aptoide Blog (http://blog.aptoide.com/evolution-of-aptoide-malware-detection-system/)
31
Number of infected apps submitted every month
Uploads submitted to Aptoide Percentage of infected uploads
Source: Aptoide Blog (http://blog.aptoide.com/evolution-of-aptoide-malware-detection-system/)