digital landscape q3/2015

Transcription

digital landscape q3/2015
VIETNAM
DIGITALLANDSCAPEQ3/2015
BYMOORECORPORATION
TABLEOFCONTENT
3
4-9
VIETNAMINAGLOBALCONTEXT
VIETNAMDIGITALMARKETOVERVIEW
10-16
VIETNAMINTERNETUSERBEHAVIOR
17-22
VIETNAMONLINEVIDEO
23-31
VIETNAMMOBILE
32-36
VIETNAMSOCIALNETWORK
37-44
VIETNAME-COMMERCE
Intheworld:
Population:14th
GDPGrowthRate:2nd
InternetPenetrationRate:48%
InAsia:
InternetUsers:7th
DigitalAccessIndex:0.31
SmartphoneUsers:15th
01 VIETNAMINGLOBALCONTEXT
3
02
VIETNAMDIGITALMARKET
OVERVIEW
4
INTERNETUSERS
PERCENTAGEOFINTERNETUSEROVERPOPULATION
60%
47.8%
50%
39.3% 40.2%
40%
43.8%
34.8%
30.8%
30%
17.6%
20%
21.0%
24.5%
26.5%
13.0%
10%
0.3%
4.0%
0%
2000 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Withsignificantgrowthoveryears,in2015InternetUsersaccountfor48%VietnamTotalPopulation
Source:AccumulatedbyMoore,2015
Base:TotalPopulation
5
CHANGESFROM2005TO2015
VIETNAMCHANGESFROM2005TO2015
100
90
92.0
82.4
80
Millions
70
60
50
2005
43.9
40
29.3
30
20
2015
12.9
10
0
0
POPULATION
INTERNETUSERS
MOBILE3G
Besides the sharp increasing of Internet User, Mobile 3G remarked with meaning
growthin2015comparedwith2005.Mobilenowhasmorepowerthanever.
Source:AccumulatedbyMoore,2015
6
DEVICEPEOPLEUSE
DEVICE USED IN 2014 AND 2015
100%
93% 93%
90%
80%
52%
70%
55%
60%
44% 46%
50%
36%
40%
30%
140%
100%
20%
10%
4%
8%
5%
12%
0%
InternetTV
Tablet
2014
Smartphone
Computer
MobilePhone
2015
“Movingscreen”suchasSmartphoneandTabletprovethehighlightexpansionfromyeartoyear,
inwhichremarkablychangepeople’sbehaviorinMediaconsumption.
Source:Google,2015
Base:TotalPopulation
7
TIMESPENDINGONINTERNET(TSOI)
7
6
6.3
5.5
5.2
5.1
5.2
4.7
5
4.1
4
3.7
3.9
3.3
3.2
2.7
3
2.6
2.3
2
1
0
Thailand
Malaysia
Philippines Indonesia
PC-TSOI
Vietnam
China
Singapore
Mobile-TSOI
Ataverage,VietnamInternetUserspendsabout5.2honMobileand2.7honPC
Source:GlobalWebIndex,Q4.2014
8
ADVERTISINGREVENUE
ESTIMATION VIETNAM ONLINE ADVERTISING REVENUES IN 2014
5%
3% 4%
Facebook
8%
Google
42%
11%
Admicro
FPT
24H
VNG
27%
Other
70%totalonlineadvertisingrevenueinVietnambelongstoGoogleandFacebook
Source:MooreEstimation2014
9
03
VIETNAM
INTERNETUSERSBEHAVIOR
10
ONLINEACTIVITIES
ONLINEACTIVITIESOF18-24YEAROLDUSERS
Purchaseproducts
3%
8%
Lookforproductinformation
16%
Checkemail
Onlinegames
31%
28%
25%
46%
27%
Listentomusic
60%
41%
Searchengines
69%
46%
Onlinevideos
68%
48%
Socialnetworks
76%
50%
0%
10%
20%
Smartphone
30%
40%
50%
60%
70%
80%
Computer
YoungPeople(18–24)spendmostoftimeonconnecting,entertainingorlearningsomethingnew.
Moreover,theyjoininonlineactivitiesmainlybytheirsmartphone.
Source:Google,2015
Base:VietnamInternetUser
11
ONLINEACTIVITIES
ONLINEACTIVITIESOF25-34YEAROLDUSERS
Purchaseproducts
2%
7%
31%
22%
26%
23%
32%
30%
Onlinegames
LookforproductinformaNon
Checkemail
Listentomusic
36%
Onlinevideos
46%
63%
46%
Searchengines
65%
47%
Socialnetworks
72%
48%
0%
10%
20%
Smartphone
30%
40%
50%
60%
70%
80%
Computer
SocialNetworkstillbethemainplatformInternetUserjumpinbesidesSearchandOnlineVideo.
Smartphoneseemsbeingtheir“musthavescreen”
Source:Google,2015
Base:VietnamInternetUser
12
ONLINEACTIVITIES
ONLINEACTIVITIESOF35-44YEAROLDUSERS
4%
3%
Purchaseproducts
18%
16%
21%
18%
20%
24%
Onlinegames
Lookforproductinformation
Checkemail
38%
35%
Listentomusic
54%
Onlinevideos
46%
50%
50%
Socialnetworks
Searchengines
51%
0%
10%
20%
Smartphone
30%
40%
50%
59%
60%
70%
Computer
InternetUserat35-44yearsoldspendonlinetimethemostonSearchEngines,besidesSocial
NetworkandOnlineVideo,especiallyviatheirsmartphone.
Source:Google,2015
Base:VietnamInternetUser
13
ONLINEACTIVITIES
ONLINEACTIVITIESOF45-54YEAROLDUSERS
4%
3%
Puchaseproducts
Onlinegames
8%
7%
Checkemail
12%
11%
LookforproductinformaNon
12%
16%
Listentomusic
28%
19%
Socialnetworks
37%
23%
Onlinevideos
29%
Searchengines
0%
5%
10%
Smartphone
15%
20%
25%
30%
34%
33%
35%
35%
40%
Computer
Amongdigitallateadoptergeneration(45–54),theyusecomputertoaccesstotheInternet
moreoftenthansmartphone.Butsmartphonestillbethemaindeviceinsomeactivities,
especiallyVisitingSocialNetwork
Source:Google,2015
Base:VietnamInternetUser
14
MEDIAACTIVITIES
DEVICEACCESSBYTIMEOFDAY
40%
35%
30%
25%
20%
15%
10%
5%
0%
Before 9am
9am - Before
12pm
12pm - Before
2pm
Desktop
2pm - Before
4pm
Laptop/Notebook
4pm - Before
6pm
6pm - Before
8pm
Mobile Phone
8pm - Before
10pm
10pm Onwards
Tablet
“PrimeTime”foradvertisingis8PM-10PM-thepeaktimeforusingLaptopandMobilePhone
Source:Nielsen,2014
15
MEDIAACTIVITIES
ONLINEACTIVITIESBYTIMEOFDAY
45%
40%
35%
30%
25%
20%
15%
10%
5%
0%
Before 9am
9am - Before
12pm
Social Media
12pm - Before
2pm
2pm - Before
4pm
Online News
4pm - Before
6pm
6pm - Before
8pm
Online Video (+ Internet TV)
8pm - Before
10pm
10pm Onwards
Online Shopping
“PrimeTime”foradvertisingis8PM-10PM-thepeaktimeforjumpinginSocialMedia,OnlineVideo,
evenOnlineShopping
Source:Nielsen,2014
16
03 VIETNAMONLINEVIDEO
17
ONLINEVIDEOACTIVITIES
POPULARSOURCEOFONLINEVIDEO(INPAST12MONTHS)
(NotincludeonFacebook)
90%
YouTube
60%
24h.com.vn
40%
dantri.com.vn
kenh14.vn
38%
clip.vn
37%
vietnamnet.vn
24%
soha.vn
18%
vnexpress.net
5%
nhaccuatui.com
4%
0%
20%
40%
60%
80%
100%
In2015,dantri,kenh14andclip.vndominatedasmainplatformbesidesYoutube
inwhichpeopleconsumeOnlineVideo
Source: Nielsen, 2014
Base:VietnamInternetUserwhowatchedonlinevideo
18
ONLINEVIDEOACTIVITIES
FREQUENCYOFONLINEVIDEOWATHCHED
Daily
42%
Weekly
36%
Monthly
10%
Never
8%
Lessthanonceamonth
3%
0%
5%
10% 15% 20% 25% 30% 35% 40% 45%
InternetUserbehaviorisnowchangingsharply.
TheyusuallywatchonlinevideoinsteadofTVmorethaneverbefore
Source:Google,2015.
Base:VietnamInternetUserwhowatchedonlinevideo
19
ONLINEVIDEOACTIVITIES
FREQUENCYOFONLINEVIDEOWATHCHEDINDETAIL
70
60
60
50
38
40
30
27
26
17
20
9
10
12
4
0
Daily
Weekly
Monthly
DownloadingVideo
Inpast12
month
0
2
4
Notinpast Neverdone
12month
StreamingVideo
StreamingVideotendtobedominatedthanDownloadingVideo
Source:Nielsen,2014
1
20
ONLINEVIDEOACTIVITIES
ONLINEVIDEOWATCHED’SMOTIVATION
Torelax/escape
67%
Tobeentertained/inspired
65%
46%
Tolearnsomethingnew
Tostayuptodate
26%
22%
Tofeelconnectedwithpeople
Tofindoutsomethingnew
19%
0%
Source:Nielsen,2014
Base:VietnamInternetUserwhowatchedonlinevideo
10% 20% 30% 40% 50% 60%
70% 80%
21
ONLINEVIDEOACTIVITIES
ONLINEVIDEOWATCHEDDURINGDAYTIME
70%
62%
60%
50%
43%
40%
30%
20%
10%
15%
14%
12%
8%
11%
5%
0%
Inthemorning
Duringlunchtime Intheafternoon
Weekday
Intheevening
Weekend
AlmostInternetUsers(62%)watchonlinevideointheevening
Source:Nielsen,2014
Base:VietnamInternetUserwhowatchedonlinevideo
22
05 VIETNAM MOBILE
23
3GSUBSCRIPTION
VIETNAM 3G SUBSCRIPTION
25.0%
35.0
21.4%
Millions
30.0
19.8%
25.0
20.0
20.0%
15.9%
15.0%
11.9%
15.0
27.5
10.0
29.3
10.0%
19.7
15.7
5.0%
5.0
0.0%
2012
2013
3GSubscriptions
Số thuê bao 3G
Source:AccumulatedbyMoore,2015
2014
2015
%3GSubscriptionsovertotalsubscriptions
3G
trên tổng thuê bao di động
24
VIETNAM SMARTPHONE MARKET
SMARTPHONE & FEATURE PHONE
SMARTPHONE OPERATION SYSTEM
9%
3% 2%
Android
43%
IOS
57%
19%
Window8
64%
Window7
Other
Smartphone
FeaturePhone
Withinsmartphoneoperationsystem,Androidissurpassing.IOStakesin2nd.
Source: Nielsen, 2014
25
SMARTPHONE USER DEMOGRAPHIC
SMARTPHONE USERS BY GENDER
SMARTPHONE USERS BY AGE
55andover
19%
34%
45-54
48%
MALE
52%
FEMALE
35-44
57%
25-34
70%
76%
Under25
0%
20%
40%
60%
80%
VietnamSmartphoneUserisdominatedbyearlydigitaladoptergeneration(<35yearsold)
Source:Nielsen,2014;VSERV,2013
26
SMARTPHONE USER ACTIVITIES
ONLINE ACTIVITIES WHICH PEOPLE DO ON THEIR SMARTPHONE
(at least weekly)
VisitSocialNetwork
59%
UseSearchEngine
56%
WhatOnlineVideo
54%
ListentoMusic
43%
PlayGame
28%
CheckEmail
23%
ProductInformationSearching
23%
MapsandDirections
PurchaseProducts/services
Source:Google,2015
Base:InternetUserwhohavesmartphone
13%
6%
0%
10%
20%
30%
40%
50%
60%
70%
27
SMARTPHONE USER ACTIVITIES
44%
Ofsimultaneoususeislookingat
RELATEDcontent
56%
Ofsimultaneoususeislookingat
UNREATEDcontent
WhilewatchingTV,peoplestillusetheir“secondscreen”to
browseforbothrelatedandunrelatedcontent
Source: Millward Brown, 2014
28
MOBILE’SSHAREOFWEBTRAFFIC
Mobile'sshareofwebsitetraffic
60%
50%
50%
40%
36%
35%
34%
30%
21%
21%
20%
China
Vietnam
20%
10%
0%
Indonesia
Source:GlobalWebIndex,2014
Thailand
Malaysia
Singapore Philippines
29
VIETNAMOTTOVERVIEW
NumberofOTTusersinVietnam
35
32
29
30
23
25
20
15
12
10
4.5
5
0
Zalo
FBMessenger
Viber
Line
WhatApps
ZaloinQ3/2015surpassesFacebookMessengerinnumberofUser
Source:AccordingtoOTTVendors,MooreEstimation,2015
30
VIETNAMTOPOTTPLATFORMS
1%
ZalobyAge
LinebyAge
8%
-18
20%
17%
18-34
35-54
71%
Source:AccordingtoOTTVendors,2015
55+
16-22
50%
33%
23-27
Others
31
GoMobile
&
AlwaysOn
06 VIETNAM SOCIAL NETWORK
32
FACEBOOKUSERS
NUMBEROFFACEBOOKACTIVEUSERS
30
20
40
32
18.85
10
23.16
Millions
Millions
40
NUMBEROFFACEBOOKACTIVEUSERS
ONMOBILE
+30%
0
29
30
20
14.7
10
19.7
+40%
0
2013
2014
2015
2013
2014
2015
From2013to2015,numberofFacebookActiveUserincreasedaverage23%.
Especially,thenumberofUserActiveonMobilegrowthsignificantlyas36%.
It’stimetogomobile.
Source:Facebook,2015
33
FACEBOOKUSERSDEMOGRAPHIC
FACEBOOKUSERSBYGENDER
FACEBOOKUSERSBYAGE
35-44
8%
13-17
19%
Male
46%
Female
54%
45-65
4%
25-34
30%
18-24
39%
FacebookUserisdominatedbyFemaleandpeoplewhoare18–34yearsolds
Source:Facebook,2015
34
FACEBOOKUSERSACTIVITIES
FACEBOOKASADISCOVERYTOOLS
58%
Firsthearbreakingnews
56%
Firsthearaboutnewgame
Firsthearaboutanewmovie,
album,book,festivalorshow
Firsthearaboutanewproduct,
brandorservice
55%
52%
Facebookiswherepeopleturntolearnnewinformation
Source:Facebook,2015
35
FACEBOOKUSERSACTIVITIES
FacebookisusedmuchmoreoftenthanTV
Source:Facebook,2015
36
ALOOKATINSTAGRAM
35-44
5%
Male
35%
25-34
18%
45-65
3%
13-17
20%
750,000
Users
Female
65%
18-24
54%
InstagramseemsbeingaplatformforFemaleandInternetUserat18-24yearsold
Source:FacebookandMooreEstimation,2015
37
ALOOKATINSTAGRAM
ImageAds
Source:Instagram,2015
VideoAds
CarouselAds
38
07 VIETNAME-COMMERCE
39
REVENUE
VIETNAMB2CE-COMMERCEREVENUE2012-2014
3.5
2.97
BillionsUSD
3
2.5
2.2
2
1.5
1
0.7
0.5
0
2012
2013
2014
In2014,revenueoneachuseris145USD/yearandisexpectedincreasein2015
Source:Vecita,2015
40
ONLINE ITEMS PURCHASED
Past 3 months online
purchase (including CoD):
Online items purchased
85%
Clothing
81
19
No
Yes
6%
Food /
online delivery
27%
Fashion
accessories
4%
Voucher at
restaurant / cafe
9%
9%
Home
Personal
appliances grooming/ cosmetics
products
2%
Personal
devices
2%
Others
ClothingandFashionAccessoriesispurchasedonlinethemost
Source:TNS,2015
41
ONLINECUSTOMERBUYINGPROCESS
Online
Tivi
Instoreads
Poster
Magazine/
Others
Email
HOWPEOPLEHEARABOUTTHE
PRODUCTTHATTHEYPURCHASED
45%
40%
35%
30%
25%
20%
15%
10%
5%
0%
40%
25%
13%
12%
8%
Source:Google,2015.Base:VietnamInternetUserwhopurchasedonline
43%
24%
12%
6%
6%
5%
2%
HOWDIDPEOPLEFIRSTHEARABOUTTHE
PRODUCT/OFFERFROMADVERTISING?
42
PURCHASEACTIVITIES
THEONLINESOURCESPEOPLEUSETOMAKEPURCHASINGDECISIONS
SearchEngines
71%
Onbrandwebsite
36%
Onretailerwebsite
27%
Socialnetworks
26%
Onlinevideossites
17%
Advicesites/reviewsites/forums/blogs
12%
Onlinemagazines/newssites
11%
Pricecomparisonwebsite
11%
Brandpagesonsocialnetworkssite
Email
9%
6%
0% 10% 20% 30% 40% 50% 60% 70% 80%
Peoplethosedayshavemorepowerandmoreinformationthanever.
Theyalwaysproactiveinfindingproduct/serviceinformationbeforemakingdecision
Source:Google,2015.Base:BuyerswhouseInternet
43
PRE-PURCHASEACTIVITIES
INTERNETHELPSPEOPLETOMAKEPURCHASINGDECISIONSBY
Comparedproducts/prives/featuresonline
61%
Lookedforopinions/reviews/adviceonline
39%
Discoveredrelevantbrandsonline
39%
Gotstorelocations/directionsonline
29%
Checkedwheretobuy/productavailability
30%
23%
Lookedfor/redeemedrelevantofftens/
Gotideas/inspirationonline
Watchedrelevantvideosonline
Madecontact/requestedcontact(with
21%
19%
15%
0% 10% 20% 30% 40% 50% 60% 70%
Peoplethosedayshavemorepowerandmoreinformationthanever.
Theyalwaysproactiveinfindingproduct/serviceinformationbeforemakingdecision
Source:Google,2015.Base:BuyerswhouseInternet
44
PRE-PURCHASEACTIVITIES
WHATDIDPEOPLEDOONLINEAFTERCOMPLETINGTHEIRPURCHASE?
30%
25%
20%
15%
10%
5%
0%
Sharedpurchaseexperience
onsocialnetworks
Postedreviews/ratings
Lookedforhelponsetup/
usage
They’realsoreadyforsharingtheirexperienceonSocialnetwork
Source:Google,2015.Base:BuyerswhouseInternet
45
INTERNETROLE
INONLINECUSTOMERBUYINGPROCESS
“21%usetheInternettoget
ideas”
“39%discoveredrelevant
brands.”
“61%comparedchoice
online.”
15%posted
reviews/rating
Consideration
Evaluation
Trig
ger
“39%soughtadviceonline.”
28%shared
experienceson
socialnetwork
Enjoy&
Advocate
“18%lookedforhelponsetup/usageonline.”
Purchase
“53%preparedforoffline
purchase.”
“48%researchhoursbefore
purchase.”
“18%purchaseonline.”
NeverthanbeforeInternetproveitssignificantroleincustomerbuyingjourney
Source:AccumulatedbyMoore.2015
46
REFFERENCESOURCES
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
MeetthenewmediaconsumerinVietnam2014,NielsenVietnam,2014
Marketinginamultiscreenworld–Vietnamreport,MillwardBrown,2014
ThemobileinternetconsumerVietnam2013,VSERV.mobi,2013
ConsumerBarometer,Google,2015
Digital,Social&Mobile,WeAreSocial,2013-2015
GeneralStatisticsOfficeofVietnam,2011-2015 Internet WorldStats, 2015
Emarketer,2015
IDG,2015
GlobalWebIndex,2015
Meetthenewmediacustomer,Nielsen2014
Others
47
ABOUTMOORECORPORATION
MooreCorporation–amemberofIREP(thelargestSEMAgencyinJapan),isaDigitalAgency
focusonPerformanceBasedAdvertinginVietnam
Withknowledgeandexperience,MooreCorpconsultsandimplementsDigitalmarketingcampaign
byusingtechnologyandindustryknowledgetomaximizetheeffectivenessofadvertisementcampaign
withthemotto:"Strategicsolution,Effectiveconcentration”
TofollowMooremissionforenrichingcommunity'svalue,from2014,MooreCorpisthesoleAgency
processSeriesofDigitalActivitiesReportandVietnamDigitalLandscapewhichisfreepublishedand
sharedforClients,PartnerandDigitalCommunity
Findmoreaboutusandourworkat:www.moore.vn
48
CONTACT
NGUYEN XUAN DONG
Vice Managing Director
098 999 5145
dongnx@moore.vn
Moore Online Solution and Development Corporation
Head Office: 7th Floor, No.1 Hoang Dao Thuy St., Thanh Xuan Dist., Ha Noi
HCMC Branch: 6th Floor, No. 454 Nguyen Thi Minh Khai St., Ward 5, Dist. 3, Ho Chi Minh
Website: www.moore.vn | www.adbrand.net | www.adlite.net | www.doublelink.net |
49