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• 2014 6

06num

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06

02

0304

18

09

2015 10

6

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06

03

• asianinsights@dbs.com

Sachin Mittal

sachinmittal@dbs.com

(Schumpeter)

(Borders)

2011 525 (Amazon) Kindle

(Newsweek) (Reader’s

Digest)

(McKinsey) 80 (GDP)

40 20

15

06

04

10

1/10

100

1

2011

15

App Store 100 Google Play

25,000 30,000

Google

GrabTaxi

06

05

1

2

2006 2012 60%

2006 68% 2.1

2013 1%

2.6

iResearch 8% 2015

10% 5%-6%

2015 10

2013

2.6 2015 6.25 1.2

2015 2.4

1.25

comScore 2014

06

06

3

1

YouTube Facebook Twitter 2013 Facebook

12 1200 17%

Facebook Connect

Facebook

Twitter

(Amazon) Google

06

07

0200400600800

1,0001,2001,4001,6001,8002,000

2007 2008 2009 2010 2011 2012 2013 2014 2015

2

comScore

2

3

06

08

4

2000 2015

1000

100

10

2030

3

RelayRides

Getaround Alix Partners

32

2013 1 100 15,000

Alix Partners 2021 120

Flow

Flow

06

09

Google Google

(Google Wallet) Gmail Gmail

Google

Google (NFC)

06

10

4

BoughtByMany

90% Facebook Facebook

Facebook

BoughtByMany 180 18,000

18.6%

06

11

6

5

BoughtByMany Facebook

Google Gmail

BoughtByMany

Google

State Farm In-Drive Verizon

50%

2011 Google 2012

131

Google Android

06

12

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20

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7

Google

2013 5190

2013 20 2%

Bank 3.0 Brett King 2013 Moven

Moven CBW Bank

MasterCard PayPass

Moven 5,000

3 100,000

06

13

06

14

360

Facebook

(IPTV)

(SingTel) (StarHub)

Google

Google

IMEI

Cookies

SIM

8 360

2.0

Google

1

1 2

(M2M)

Verizon 1000%

06

15

9 Google

Google

1000%

06

16

12-18

Google

Google 2017 IHS Automotive

2035

(IEEE) 2040 75%

10

Motortrend.com

12-18

06

17

(Rio Tinto) 60

300

06

18

2

1

13

06

19

3

4

5

06

20

NTUC Fairprice Cold Storage Giant 昇 (Sheng Siong)

redmart.com click-it-

grocery.com groxers.com orderonline.sg

NTUC Fairprice Cold Storage

11 Redmart.com –

Redmart.com

06

21

2013 2 (FAIR)

2014 5 23

10,000

GrabTaxi

GrabTaxi Google

(SingPost)

(FedEx) (DHL)

12 Grabtaxi app

thenextweb.com

06

22

(SingTel)

10 2014

Group Digital Life 1.69

2.17

2013 8 Google Play

Android

Optus

Dash Easy

Dash Easy

999 NFC

2013 9 10.70

54%

2014 3 17%

(LTE-Advanced) 2014

06

23

www.dbs.com