Android In Asia April Meetup
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Recent trends in the Android ecosystem Apr 2016
Transcript of Android In Asia April Meetup
ANDROID vs. iOS
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The meteoric rise of iOS and Android in one chart
Source: Business Insider (http://www.businessinsider.sg/ios-and-android-dominate-marketshare-2016-2/)
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The end of the iPhone's amazing eight-year run
Source: Business Insider (http://www.businessinsider.sg/apple-iphone-sales-by-year-2016-4/)
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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/)
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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
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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
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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
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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)
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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…
3rd-PARTY ANDROID STORES
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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...”
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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
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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/)
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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.”
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App owners are also addressing non-email users
Source: MyChat (http://mychat.mysquar.com/)
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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)
GOOGLE ANTITRUST CASE
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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
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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.”
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…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/)
BOTS & STREAMING APPs
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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.”
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Google app streaming initiative
Source: The Verge (http://www.theverge.com/2015/11/18/9755890/google-can-now-stream-apps-to-your-phone)
ANDROID MALWARE
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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.”
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… 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.”
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Our in-house anti-virus and anti-malware platform
Source: Aptoide Blog (http://blog.aptoide.com/evolution-of-aptoide-malware-detection-system/)
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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/)
