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The author:(作者)aaapublished in(发表于) 2014/12/10 8:34:42 2014 mobile Internet investments annual report： opportunities yet to come，
2014 mobile Internet investments annual report: opportunities yet to come-the mobile Internet, investment-IT information2014 mobile Internet investments annual report: opportunities yet to come
Market research firm Digi-Capital, General Manager of dimu·maruier (Tim Merel) on Saturday said, the global mobile Internet industry to reach $ 700 billion by 2017, and 6 big growth drivers are listed.
Following is the full text of the article:
Mobile Internet is full of potential in the industry. Camp receives in 2017 will be lower than the current growth in the industry more than twice times, up to 700 billion dollars. Investment of 19 billion dollars in the past 12 months, quit the amount up to $ 94 billion over the past 3 years of mobile Internet industry segments the highest average return on investment of 15.6 times times, highest return rate on the open market over the past year is 78%, at present, there are 32 levels of $ 1 billion mobile Internet company.
For businesses and investors, understanding the dynamics behind these data is essential, details are as follows:
1, 2017, twice more than doubled revenue growth from 2013 to reach $ 700 billion
Digi-Capital is expected in 2017, the mobile Internet revenue to reach $ 700 billion, more than twice-fold increase from last year's $ 200 billion. Mobile e-commerce still dominate sales will exceed $ 500 billion. Other main sources of income is $ 74 billion in consumer applications, $ 53 billion in enterprise mobility, mobile ad spending of $ 42 billion, and $ 11 billion in wearable devices.
? Mobile e-commerce will dominate the mobile Internet revenue growth
21st century is the Asian century, it's no wonder that mobile e-commerce in Asia's fastest-growing regions, will contribute approximately about half of mobile e-commerce sales, to $ 230 billion. America ($ 144 billion) and Europe ($ 113 billion) is also an important growth region, from 10% a year ago, but the company's shares soared to a 42.9%, showed Asia's powerful strength.
? Asia will contribute about half of mobile e-commerce sales
By 2017, the consumer application will contribute $ 70 billion in revenue, but its growth is no longer limited to dominate mobile gaming. Though the download is only 40%, but mobile gaming contributions for all mobile applications three-fourths revenue last year. However, in other areas (including Facebook dominate the social networking areas) by 2017 can win half the market.
Buying in gaming performance very good application, AaaS (as a service) business model began to contribute important growth in various fields.
? Consumer applications will contribute $ 70 billion in revenue, including non-game applications will account for half of
2 $ 19.2 billion investment, the past 12 months
Mobile Internet startup company in the 12 months ended third quarter of 2014, expand private market financing of US $ 19.2 billion (excluding IPO), an increase of 232%. Main funds inflow has mobile electric commercial (4.2 billion dollars), and travel/traffic (3.3 billion dollars), and public career (1.8 billion dollars) and game (1.1 billion dollars), another has 10 a mobile Internet field respectively raised has over 500 million dollars financing (food and beverage, and enterprise/B2B, and social, and technology, and advertising/marketing, and news, and medical, and photos and video, and music and financial).
? Mobile Internet start-up companies over the past 12 months with $ 19.2 billion in the private market financing, involving multiple segments
3, soared 7 times the total withdrawal amount times the past 12 months, reaching a record $ 94 billion
Within 12 months as of third quarter of 2014, mobile Internet withdrawal amount (transaction exits/mergers and IPO) shot up 7 times, to $ 94 billion. Facebook on WhatsApp sky-high prices of greatest concern, but the hot IPO market also contributed 39% amount of exit (if you do not, including WhatsApp, ratio of 50%).
? Mobile Internet withdrawal amount (transaction exits/mergers and IPO) shot up 7 times, to $ 94 billion
Five total more than $ 5 billion, including messaging ($ 25.8 billion, excluding WhatsApp for us $ 4 billion), games ($ 18 billion), social networks ($ 17.7 billion), food and beverages ($ 7.7 billion) and lifestyles (5.1 billion dollars). 9 areas of more than 1 billion dollars, including utilities ($ 3.3 billion), music ($ 3.1 billion), enterprise mobile/B2B ($ 2.4 billion), finance ($ 2.3 billion), advertising/marketing ($ 1.7 billion), travel/transportation ($ 1.3 billion), the pictures and videos ($ 1.2 billion), navigation ($ 1 billion) and mobile e-commerce ($ 1 billion).
? Has five exits in the area of more than $ 5 billion, including messaging, gaming, social networking, food and beverage and lifestyle
4, early exit returns up to 15.6 times times
Withdrawal amount may be impressive, but venture capital and growth equity investors (and their return on the Organization's supporters are more concerned about exit. In other words, their main concern was not how much money I earn, but how many dollars per 1 dollar invested to earn a reward.
Early investors typically invest at least 3 years, ending in 2014 in 3 years in the third quarter, returning an average of 3.5 times the mobile Internet. This may not seem high, but it's all 27 areas of mobile Internet in the last 3 years the overall return on investment. With venture capital and private equity total returns of less than 1.2 times over the same period compared to 3.5 times the rate of return can be staggering.
? Investment returns up to 15.6 times times the mobile Internet's early exit
But, average level and cannot reaction panorama, because some subdivision field achieved has more high of returns, including navigation (15.6 times times), and news (15.4 times times, regardless of WhatsApp for 2.7 times times), social network (15 times times), and lifestyle (11.4 times times), and game (9.9 times times), and application store/points pin channel (9.1 times times), and food and beverage (6.7 times times), and music (4.4 times times) and entertainment (3.5 times times). Although shorter than the conventional investment cycle (most investors will not exit in a year), but the mobile Internet's 12-month average quit rates of return has risen sharply to 4.9 times times, individual fields up to 36.9 times.
5, returns on equities over the past 12 months by up to 78%
Institutional investor's trust in mobile Internet makes sense, Digi-Capital under or around 78 mobile Internet sector index of listed companies prepared by the mobile Internet, 28% over the past 12 months (p or 20%). 15 independent exponential growth is strong in the field of the mobile Internet, travel/transportation (78%), social networks (45%), navigation (43%), (40%), games (39%) are worse than the industry as a whole returns, only 27% in the tech industry as a whole.
But it has not been easy, life style (13%), food and beverages (3%), business/B2B (-4%), music (a-5%), entertainment (-23%), mobile e-commerce (-43%), app store/distribution channel (-51%), advertising/marketing (56%) and utilities (-67%) in areas such as weak.
? Mobile Web index of listed companies over the past 12 months grew by 28%
6, 32 "$ 1 billion" mobile Internet companies with a total value of us $ 163 billion
Industry averages are higher, but Digi-Capital statistics of 32 $ 1 billion mobile Internet company, in 2014 alone increased by $ 11.4 billion value for shareholders in the third quarter, an additional $ 125 million a day on average, amounted to 163 billion dollars. Although some of them were household names, such as Twitter and WhatsApp, but a lot of people may be for companies like Colopl and Momo are still relatively unfamiliar.
▲ 32 $ 1 billion mobile Internet company
Companies listed in this table are a significant part of their business from the mobile Internet, but does not include a mobile Internet based products (such as Qualcomm), equipment (such as apples) or very large mobile Internet services account for a relatively small company (Tencent, for example). These sources of value, including stock markets, mergers and acquisitions and financing.
These companies not only contribute to the tremendous value and ranking changes have taken place. Daum and Kakao merged Daumkakao most sharply, climbing 15 places, valued at $ 9.5 billion. Rankings rise is followed Mixi, AirWatch and Square, and Tango. YouZu Interactive, and Momo, and COM2Us, Gumi, Kabam, and FunPlus all are ranked for the first time. DeNA, and King, and GREE, and Gungho, and Pandora, Waze, Zillow, Snapchat and CyberAgent ranking all fell.
▲ $ 1 billion mobile Internet company ranking changes
Mobile Internet industry "1 billion dollars company" of diversification degree and it of scale as, are was impression very deep, contains game (12 home), and news (4 Home), and music (2 home), and public career (2 home), and Enterprise (1 home), and lifestyle (1 home), and mobile electric commercial (1 home), and navigation (1 home), and photos and video (1 home), and productivity (1 home) and traffic (1 home). Under a $ 1 billion company could come from any one of these areas.
▲ $ 1 billion mobile Internet company distribution areas
From the geographical point of view, the list from Asia (15) and the Americas (13)-led Government. Mobile Internet industry $ 1 billion the company the largest number in Asia, but by Japan (8), China (5), Korea (2) powers. Europe including Finland (1), Sweden (1), United Kingdom (1). Only in the Middle East Israel (1). Looking ahead to 2015, Digi-Capital expects Asia's dominant position will be strengthened, and a wider geographical distribution will be.
▲ $ 1 billion distribution of mobile Internet company
Mobile Internet more than any technology in history of science and technology about first-mover advantage, so it becomes very important to dominate quickly. According to increase in every year since the creation of shareholder value and WhatsApp (US $ 4.4 billion annually), Twitter (US $ 3.7 billion per year), the Uber (US $ 3.4 billion per year), LINE (US $ 3.3 billion per year), Daumkakao (US $ 2.4 billion per year) and Snappchat (US $ 1.5 billion per year) for its excess profits for investors. If this rate continues to increase, the mobile Internet $ 1 billion of the company's total value could reach $ 200 billion next year.
? Mobile Internet growth in shareholder value of the company
Future Outlook
Past success is no guide to future investment, so Digi-Capital mobile Internet investing quadrant highlights some important opportunities. We see major opportunities in the mobile e-commerce, store, advertising/marketing/distribution channel, corporate/B2B, wearable devices, business, education, and books, navigation, gaming and entertainment and some hidden opportunities, social areas there are exits.
Health and fitness, music, photos and videos, news, lifestyle, travel and transport, public utilities, and also have some opportunities in the financial sector. But the analysis does not ensure that any field, or investment in a company can be good or bad.
▲ There are major opportunities, hidden opportunities, exit opportunities for mobile Internet
During the last 12 months is key to mobile Internet, but our analysis shows that the best companies and investors have not yet fully come.
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