7 Responses to “JPMorgan’s Forecast on China’s Internet Sector”

1. China online ad market to grow 50% in 2008: JPMorgan on January 4th, 2008 8:32 am

   [...] China Web 2.0 Review has a write-up summarizing the China section of the new JPMorgan “Nothing but Net” report from Morgan’s Internet analyst Imran Khan and his team, which many of us probably read about yesterday on TechCrunch. The highlight of the China section? Fast growth in the total online ad market (branded ads, email, and pay-per-click) of 50% in 2008, driven by Olympic-related spend, taking the total to $1.441 billion–to 8.2% of total ad spending in China, up from 2007’s 6.7%. Branded ad spend will rise by 38% this year, but the real growth driver will be the pay-per-click search market, which will surge by 82% this year, JPMorgan estimates, to $562 million–with Baidu taking the lion’s share, to no one’s surprise, with 65%-70% of the market. [...]

2. Mr./Ms. Days (MMDays) - 網路, 資訊, 觀察, 生活 » Blog Archive » [MMDays 論壇] 台灣網路產業的明天在哪裡? on January 6th, 2008 1:13 pm

   [...] 台灣的網路產業發展相對於美國的蓬勃發展是有段距離的，到目前為止台灣關於在 Web 上面應用的網站有只有寥寥數個。我們常說，中國大陸在經濟以及科技上面起步較晚，但是所看到的現象確是，中國在網路發展上面也比台灣熱絡。雖然大陸的 BlogSphere 不若美國如此熱絡的討論網路的發展以及應用，但是相較於台灣的幾乎無人談論，大陸在這邊也比我們關注太多了。數字會說話，光是在 Social Network 上面，從 2003 年到 2006 年間，創業家們就已經獲得了 9300 萬美金的投資；在影音方面，光是在 2006 年上面，就獲得了 5270 萬美金的投入。將創投於今年前三季的金額加總，其在網際網路上面的總投資金額高達 5 億美金。這僅僅是創投投資的金額而已。而在 2007 年當中，中國網路相繼前往美國 Nasdaq 掛牌，這些掛牌的企業有完美時空、金山軟件、巨人網，在香港掛牌的有網龍以及阿里巴巴，其所創造的市值加起來將近有 700 億美金。除此之外，JPMorgan 最近發表的一篇報告，也看好中國網路的成長，並預估明年在線上廣告的成長為 50%，在多人連線遊戲將成長 37%，在 Pay Per Click 搜尋方面將成長 82%。 [...]

3. Marketing, Technology, and Entrepreneurial Experience - Blog by Tradedot » Blog Archive “Play” To Watch: China In-Game Ad Market » on January 7th, 2008 4:49 pm

   [...] I begin my research from an Internet advertising report recently published by JPMorgan (China Web 2.0 Review has the China chapter summary), which gives China online game market an estimated 37% year-on-year growth in the MMORPG (Massively Multiplayer Online Role-Playing Games) segment and 43% growth in casual games. Total number of gamers is 44.7 million and 50.9 million for MMORPG and casual game respectively. Market size worth US$1.8 billion for 2008. [...]

4. Florian Pihs on January 9th, 2008 4:47 pm

   Thanks Tango for the info. Interesting stuff. The most interesting info for me was the average CTR and CPC numbers (curiously called Price per click). I have been looking for industry benchmarks for ages, and this could fill this gap. But looking at the numbers, they seem to make little sense. Click-trough-rates I have seen globally (and in China) are usually less than 1% (not >20%) and CPC in China varies between USD 0.02 to USD 1. RMB 0.40 seems out of this world. I checked with CNNIC and they claim innocence. Can anybody with a hotline to JPMorgan clarify? (Yes I don’t have one *grinding teeth*)
   [Question cross posted at Kaiser's blog]
   @Tangos: Any way to trackback to this post?

5. CER links: Crowdsourced Facebook translations, China ADRs and A-shares - China Economic Review on January 14th, 2008 2:36 pm

   [...] JPMorgan’s Forecast on China’s Internet Sector : China Web2.0 Review - JPMorgan on the growth of China’s internet industry [...]

6. 禇移风·New Execution Engine » Blog Archive » 奶酪在哪里？网络广告闲聊 on January 28th, 2008 1:56 pm

   [...] 而网络公司服务收益中，广告无疑是最大的期望，但是，今年这份期望的分析最先来自JPMorgan互联网分析师Imran Khan和他的小组共同编写的报告“Nothing but Net”中关于中国部分的总结，Tangos作了些梳理。虽然大洋彼岸的分析，列出不少数据（既然是生意，那么，必然要以数据为依据，否则，何以成订单？）：整个线上广告市场（品牌广告，电子邮件，以及点击付费）在2008年将由奥运会的推动增长50％，市场总额将有14.41亿美元，但是，占整个中国广告市场份额约为8.2％，JPMorgan还预计，Baidu绝对会占据最主要的份额65％到70％，为5.62亿美金。这预测数据还算靠谱，那是因为据不完整统计，2007年中国网络广告约为13亿美元的规模（这数据在Kaiser Kuo ，<中国的互联网广告市场到底有多大（多小）？>;中，也引用了Nielsen Online/AdRelevance对中国互联网市场07年的预估值），但是，细细阅读发现，几大门户占据中国网络广告的近一半市场额，那么，对于中小型网站的机会在哪里？另一个问题是：从这些分析报告中对广告主的分析还未很完整？对于更多的大大小小网络公司，以媒体思维模式思考，就是：谁在投放广告？如何提升网络服务的媒体价值？ [...]

7. Søgemaskiner i Kina: Google vil give gratis musik til kineserne | KINABLOG.dk on February 7th, 2008 6:00 am

   [...] JPMorgan forudser, at hele markedet for annoncer på nettet vil stige med 50 procent i 2008. Blandt andet på grund af OL i august. [...]

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