China Mobile Internet Industry Market Prospects and Investment Forecast Analysis

After China Telecom launched the “Monternet”, an official mobile Internet portal, becoming the earliest mobile internet product, Chine mobile internet has developed for 10 years. With the fast development of mobile communication technology and internet technology, China mobile internet has got rid of the slow development situation at the early stage of the industry, and the industry develops very rapidly in these years. In 2010, the market size of China mobile internet reached 20.25 billion Yuan, with a year-on-year increase of 31.1%. As of the end of 2010, the size of China mobile phone web users reached 303 million, accounting for 66.2% of the total netizen, increasing by 69.30 million over the end of 2009. With the fast popularization of smart terminal market, the size of mobile internet users in China will keep expanding. It’s predicted the user size will break through 600 million in 2012, surpassing the number of internet users. The mobile internet market has bright prospects for development.

The combination of mobile communication and internet force the service application of diversification, and the emerging application stimulates the users’ demand. The industry segments of mobile internet generally maintain a fast development trend. Mobile game, M-commerce, cell phone music and other services occupy a large number of market shares. In 2010, the market size of mobile game exceed 2.5 billion Yuan, the M-commerce transaction size exceeded 2 billion Yuan, the cell phone music market size was far surpassing that of online music. With the increasing demand of mobility and information timeliness, the application university of mobile internet services will keep increasing.

Meanwhile, with the needs of people, the mobile internet services will develop towards a personalized direction. The application of mobile internet services will be deepened. Since all market segments of mobile internet develop well, different kinds of enterprises begin to develop the services of this industry in succession. Telecom operators integrate the original business operational models, and strengthen the operational capability of all services; the original mobile communication equipment providers and terminal provides begin to expand their business scope and aim at involving in mobile internet industry in succession. The traditional internet enterprises, such as Sohu, Net Ease and Sina have expanded their own sphere of influence, becoming mobile internet content service providers; in addition, innovative mobile internet companies spring up, such as Kong net and UC web, both of which gained great development. Moreover, NQ-US is a successful foreign listing corporation, which aims at expanding services to the world’s developed countries. Mobile internet enterprises are meeting the good development opportunities, and diverse development direction of mobile internet business and vast market space will stimulate the prosperous development of mobile internet enterprises.

The mobile internet has become a development trend. In the buses and metros in Beijing, Shanghai, Shenzhen and other places, a plenty of youth use cell phones to chat online, read, search, download music, shop, and write micro-blog, which has been a view of the cities. Although the mobile internet faces many problems, such as talents, policies, technologies, profitability models, etc., with the massive growth of 3G users, and the promotion of triple play, China mobile internet industry will usher in a development period.

Qianzhan Business Information Co., Ltd. Industry Research Center
Research Team of Mobile Internet Industry