Appota Mobile Report is a quarterly update about Mobile Ecosystem in Vietnam (device, e-commerce, payment, app - game). Let us share with you about: - Mobile handset overview - Mobile app - game - Mobile e-commerce - Mobile Payment

1. Q3-17
VIETNAMVIETNAM

2. INDEX
Mobile Handset Overview
Mobile App - Game
Mobile Ecommerce
Mobile Payment

3. Mobile OS Market Share in Vietnam
Population: 93.7 M
Internet Users: 53M
Average Internet Speed: 6.2 Mpbs
Smartphone Penetration: 46%
Social network users: 46M
Other
4%
iOS
29%
Android
67%

4. Vietnam Smartphone Growth to compare with other countries
In general, there are 57.7
million units sold in emerging
Asian countries, which
increased 21 percent
year-on-year in 3Q17. Malaysia
and Bangladesh witness the
strong demand in the quarter,
with growth rate of more than
20 percent YoY. Although
Vietnam increased 5% YoY in
Q3, but slightly decrease to
previous quarters due to tháng
cô hồn (Ghost Month) and rainy
season in HCMC. This is
normally lowest-revenue time
in a year, and all the phone
shop will save money to
promote sale in the next
quarter (holiday season).
Smartphone sales
3Q 2017 vs. 3Q 2016
3Q17 3Q16
Y/Y %
change
3Q17 3Q16
Y/Y %
change
Western Europe 30.9
22.3
49.3
27.8
45.2
117.0
16.4
57.7
366.6
13.7
5.4
19.1
8.8
10.7
38.3
10.3
10.5
116.8
13.2
4.3
18.9
7.8
10.2
31.9
11.3
8.7
106.3
4%
26%
1%
13%
5%
20%
-9%
21%
10%
33.2
20.5
50.0
25.1
41.9
111.9
17.6
55.2
355.4
-7%
9%
-1%
11%
8%
5%
-7%
5%
3%
C & E Europe
North America
Latin America
Middle East & Africa
China
Developed Asia
Emerging Asia
Global
Units sold (in million)
Sales value
(in billion USD)
Source GFK

5. Vietnam Mobile Phone Market Share in Q3
Big players in Vietnam 3Q17
7 Prime J5 Prime J2 Prime
Ip 7plus (128 Gb) iP 5s (16GB) iP6 (32GB).
F1s A37 A39
Vivo V7+ Huawei Nova 2i Xiaomi Mi A1
Galaxy A5
Samsung dominate and account for 70% market share
Vivo V7+, Huawei Nova 2i, Xiaomi Mi A1 is a rising star for mid-range phones.
NEW
STARs

6. Vietnam Mobile Phone Market Share in Q3
Games Social
networking
Messaging,
comms
Media &
Ents.
Search
69%
68%
66%
63%
62%
58%
Games Books,
comics,
mags
Shopping &
e-comn
Lifestyle Education
46%
43%
43%
41%
1 month
8/33
5
3
33
Use Daily
Apps
installed
Uninstall
each month
New Install
each month
Top 5 Cate install
Top 5 Cate uninstall

7. Top Revenue/Download Apps in 3Q17
+23%
+53%
+110%
+88%
-20%
-1%
-6%
-33%
-7%
-9%
In general, number of download of the top 5 apps on Store is slightly reducing to compare with the
previous quarter. 4 apps in this list are casual, and the rest is an eSport game Liên Quân Mobile
(Honour of Kings).
Lords Mobile rank the first in term of revenue in Quarter 3. We also witness an eSport game can go
into the top 5 revenue app, this show the potential of eSport game in the Vietnam market.

8. Game Action
16.83%
Game Card
7.92%
Game Board
5.38%
Local Publishers’ app performance
Vietnam
United States
Other
China
369,55729,052,686
Game Casino 20.44%
Casual 19.93%
Game Puzzle
Game Aciton
9.06%
Game Role Playing
Game Role playing
Game Card
Game Broad
8.51%
Game
Gacing
Game Music
Game Arcade
Total Dowload
23.89%
26.22%
13.96%
Number of downloads by cate
Only 26% of total local game installs
came from VN publishers

9. Mobile Ecommerce
By Aye
35+
15%
18%
30%
34%
3%
0 10 20 30 40
30-35
26-30
18-25
Under 18
By location
Others
1%
39%
3%
3%
17%
38%
0 10 20 30 40 50
Hai Phong
Da Nang
Can Tho
Ha Noi
HCM
By gender
Mobile Ecommerce users mostly come from big cities:
Hanoi and HCMC. The biggest group for mobile shopping is
18 – 25.
36% 64%

10. Device to shop online
Smartphone on the increase
Smartphone
(browser)
Home PC Smartphone
(app)
Office PC
2016 2017
Tiki
5%
Shopee
33%
Lazada
35%
Sendo
10%
Chợ tốt
17%
Shopee is fastest growing mobile ecommerce with
around 10 million app installed. Sendo and Tiki also has a
good performance of user acquisition in the quarter 3 of
2017.

11. Popular online shops ( shops that comes up with each category)
No.1
No.2
No.3
No.4
Source: Q&me

12. Payment methods
Cash on delivery as dominant payment method
Cash on delivery
88%
6%
5%
1%
Credit card/debit card
Bank transfer
E-wallet (ex: momo, ngan luong, bao kim)
Post office transfer
Source: Q&me

13. Appota is the leading mobile platform provider for 3 segments trending in the
Vietnamese mobile market: Game Publishing, Advertisement, and Payment. The
company has more than 30 million users, and partners with over 15,000 developers,
advertisers, and merchants worldwide.
Subsidiary Companies:
More information: www.appota.com
adsota.com appotapay.comgamota.com