China – The Next Billion Dollar Mobile Market


I recently spoke at the Global Mobile Internet Conference (GMIC) and had a chance to learn a bit more about the Chinese mobile market from the CEOs of Xiaomi, an emerging low cost smart phone vendor and UCWeb, a mobile browser that has been downloaded over 1.5 billion times around the world.

There are over 500M mobile subscribers in China. That is 1.6  times the total US population!





China’s app store market

While social networks is the 3rd most common activity of smart phone users in the US, web browsing is the 3rd most common activity of smart phone users in China, for two main reasons: most Chinese are commuting for hours using public transportation and spend a large portion of that commute on their mobile phones and the lower penetration of personal computing in China.

While the market offers great opportunity, three challenges make it challenging to tap into that opportunity:

  • Wide range of devices
  • Very fragmented app store market
  • Language and culture differences






VC investments in China – 2011

The funding landscape in China is much more of a supply market. One the one hand, the surge of wealth has led to investors chasing deal-flow. On the other hand, high quality deal flow is still scarce. This has led to high valuations on recent deals (sounds familiar to some extent, doesn’t it?)


About shanishoham

Shani is an entrepreneur, investor and business leader with technical background and deep understanding of dev tools. He is currently the President and COO of He built the business from inception to over 100 customers, increasing ARR x4 YoY, ACV x7 YoY, growing its lead base to over 50K/year, hiring over 20 team members and leading 2 round of financing. Prior background: scaling 5 B2B technology ventures and one VC fund to signifiant size. I’m an alumnus of the Stanford Graduate School of business - Sloan Master in Management program, a 10 months intensive program for 57 carefully selected experienced Executives and leaders from all around the world.

One comment

  1. CBD

    I was reading you post about corporate innovation, and I could not leave My message. “Innovation is a big part for every business, and how you do it is also a key factor for your business future succeed. Your points are really clear and well organize. Thank for sharing your experience, this is priceless information”. Your blog has valuable information.

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    God bless

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