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Internal Product
Vietnam’s largest electronic newspaper
The largest local social network platform
The largest online music platform in Vietnam
Vietnam’s online video network, provides high quality TV content of popular videos
Largest live-streaming video site (eg.Twitch & YY)
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Vietnam Market Potential
93.662.030Total
Population
180.000.000Mobile
subscriptions
35.000.000+3G
subscriptions
33.000.000+Smartphones sold in
2014
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Smartphone Growth in Vietnam
2013 2014 2015 2016 2017 2018 2019
19%
30%
40%
49%
57%
64%70%
We expect penetration rate will reach 70% by 2019
VN smartphone pent rate
Hongkong Singapore Malaysia Australia UK China France Gemany US Thailand Indonesia India Philipines Vietnam
87% 87%
80%75%
72% 71%
64% 62% 60%
49%
23%18%
15%
30%
Smartphone penetration rate 2014Smartphone penetration rate 2014
• 30% of mobile phone user in Vietnam
have smartphone, considerably rank
behind China (71%), Thailand (49%)
• We expect penetration rate to reach
70% by 2019, from which sales growth
will taper as market gets mature .
• Fast transition is supported by VN
consumers’ high appreciation for
lifestyle products like smart
phones, which show owners’ social
status rather than satisfy materially.
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Smartphone Growth in Vietnam
<18 18 - 24 25- 30 31- 35 36-40 >41
5%
13%
7%
3%2% 2%
12%
31%
14%
5%
2% 3%
Vietnam's smartphone user by OS & age group
IOS
Android
<18 18 - 24 25- 30 31- 35 36-40 >41
8%
23%
12%
5%
2% 3%
9%
21%
10%
4%2% 2%
Vietnam's smartphone user by gender & age group
Male Female
More than 60%
smartphone user
is aged below 25
years old.
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Mobile Game Market Trends in Vietnam
2013 2014F 2015F 2016F 2017F 2018F0.00
50.00
100.00
150.00
200.00
250.00
300.00
350.00
400.00
450.00
500.00
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
38.5260.92
104.99
193.95
300.13
430.67
58%
72%
85%
55%
43%
We expect mobile game market size will reach over 100 m USD by 2015
Market size Growth rate
We expect Vietnam mobile game market size to grow at CARG = 48% from 2014 – 2018
Long – term growth driver comes from:
1) Smartphone explosion : Lower cost devices, potential demand from middle and low income consumer; provincial markets have
change to enjoy robust growth. (smartphone sale grow 30% in Q3 – 2014 continue to be catalyst for mobile game revenue).
2) 3G penetration rate is very low compared with 80% ratios seen in mature market.
3) Favorable demographics with young population;
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Mobile Game Market Trends in Vietnam
2013 2014F 2015F 2016F 2017F 2018F0.00
5.00
10.00
15.00
20.00
25.00
30.00
35.00
0%
10%
20%
30%
40%
50%
60%
70%
5.63
8.25
12.92
20.75
26.45
31.33
46%
57%
61%
27%
18%
Number of Mobile gamer will grow rapidly at CARG = 31%, and will reach 13 m user by 2015)
Mobile Gamer (*)g Mobile gamer
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Mobile Game Market Trends in Vietnam
Growth of Mobile gamers in Vietnam
2013 2014F 2015F 2016F 2017F 2018F0.00
5.00
10.00
15.00
20.00
25.00
30.00
35.00
0%
10%
20%
30%
40%
50%
60%
70%
5.63
8.25
12.92
20.75
26.45
31.33
46%
57%
61%
27%
18%
Mobile Gamer (*)
g Mobile gamer
15
• 2015• Casual
Casual Social F2P With Strong Monetization
• 2015• Casual
• 2015• Casual
• 2015• Casual