June 2008June 2008
China Music Overview
WILLIAM BAO BEAN
SOFTBANK CHINA & INDIA HOLDINGS
WILLIAM BAO BEAN
SOFTBANK CHINA & INDIA HOLDINGS
2
China total end user spend on mobile music
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Unit: US$m
3
SP and carrier ex-net sales on mobile music
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Wireless Service Providers Carriers
Unit: US$m
4
Label mobile sales from SP and carriers
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Wireless Service Providers Carriers
Unit: US$m
5
Int’l label mobile sales from SPs and carriers
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Total int'l publisher mobile music revenue
Unit: US$m
6
China total end user spend on music
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Mobile Offline
Games Online services
Online Advertising
Unit: US$m
7
China int’l label music sales
Source: SBCI, Company reports
0.0
500.0
1000.0
1500.0
2000.0
2500.0
2007 2008F 2009F
Mobile Offline
Online Services Online Advertising
Games
Unit: US$m
8
China offline physical music spend
Source: SBCI, Company reports
0.0
50.0
100.0
150.0
200.0
250.0
2007 2008F 2009F
Offline
Unit: US$m
9
China int’l label sales ex-mobile & offline
Source: SBCI, Company reports
0.0
50.0
100.0
150.0
200.0
2007 2008F 2009F
Mobile Online Services
Online Advertising Games
Unit: US$m
10
China music model
Source: SBCI, Company reports
Nothing really changed on carrier side Carrier competition and 3G should shake things up but only gradually Online gaming Online services Online advertising
2007 2008F 2009FTotal end-user music spend 1713.7 1933.7 2323.8Total end-user mobile music spend 1509.4 1745.6 2068.2Offline end-user music spend 196.0 147.0 176.4Games licensing 7.0 26.0 33.5Online services fees 1.3 3.5 15.2Online advertising 0.0 11.6 30.4Unit: US$m
11
NBA Jam
Source: NBA/Getty Images
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