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안녕하세요 - 조슈아
92년생
2009
Information SystemClass of 2013
2011
Helped to launch East Ventures Alpha as an
Associate
2011
Helped to launch East Ventures Alpha as an
Associate
2011
Writer and Community Manager
2011
2011
2012-2013
Community Manager for Indonesia
2012-2013
2012-2013
2012-2013
More than 10,000,000downloads
150,000 Facebook fans40,000 Twitter followers
Why Indonesia?
Why Indonesia?
Population: 255,5 million
Active Internet users : 83 million (70% are digital native)
Mobile connections: 308,2 millions (90%+ is prepaid)
67% under 35 years old
Source: wearesocial.org, GSMA Intellegence, Ministry of Communications and Informatics - Republic of Indonesia 2014
67%under35y.o.
43% 27% 19% 8% 4%AGEPROFILE
15-24y.o. 25-34y.o. 35-44y.o. 45-54y.o. 55+y.o.
Why Indonesia?
2010 2014
Internet Population 22M 80MInternet penetration 13% 30%
Social Platform Facebook, BBM Fb, Twitter, Path, Line, InstagramMobile platform Nokia, Blackberry Android, Blackberry, iPhone
Online shoppers < 500k 16M (20%)Transactions Volume (est) $100M $4B
E-commerce model Forum, photoblog (C2C)
Marketplace, Classified, Retailers(C2C and B2C)
Internet banking 1 AllTransactions Growth < 1000 / month 5M / monthShopper distribution 90% Jakarta 40% Jakarta
Payment mode Bank transfer Bank transfer, Credit Card, Internet banking, e-Money
Mobile commerce 0% > 30%
Internet & Market potential
Why Indonesia?
INTERNETPENETRATION(inMillion)
238,5
242,0
245,5
248,9
252,4
2010 2011 2012 2013 2014
63
71,2
83,1
55
42
Est63%In2020
MOBILEPENETRATION(2014)
INDONESIA
SEA
GLOBAL
119%
98%
121%
4%
3rdLargestSmartphoneMarketintheworldEst43%willownasmartphonebyend2018
Incomepercapitaisgrowingfastenoughtodriverisingaffluence,muchfasterthanglobalaverage(1.97%)
INDONESIAINCOMEPERCAPITAGROWTH
2009-2014 2014-2019 2019-2024
4.1% 2.7% 2.3%
$3,540GDP per capita
Why Indonesia?Mobile statistics
Why Indonesia?Indonesia internet users behaviour
SocmedUser
79,0%
BrowsingCurrentNews
59,7%49%Male51%FemaleIndonesia Women Population 126,752,255 (49%)
IndonesiaInternetUserDemographicProfile
Source: wearesocial.org, GSMA Intelligence, Internet World Stats, Global Web index, Ministry of Communication and Informatics Republic of Indonesia 2014
Why Indonesia?Indonesia internet users behaviour
Top 10 Popular Sites
Source: Alexa 2015
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Why Indonesia?Indonesia internet users behaviour
A Facebook Country• Indonesia is the 4th largest
Facebook population in the world.
• 70% of Facebook users in Indonesia are under 25 years old
• 75% of Facebook users in Indonesia accessing through mobile devices
• Male-Female ratio is 53-47
Indonesia’s President Joko Widodo with Facebook CEO Mark Zuckerberg
Why Indonesia?Mobile vs desktop
MOBILE
61%DESKTOP
39%
Why Indonesia?Mobile behaviour
LYINGINBED69%
WAITINGFORSOMETHING35%
WHILEWATCHINGTV29%
WHILECOMMUTING14% WHILEINAMEETINGORCLASS
6% WHILEINTHEBATHROOM6%
SPENDINGTIMEWITHFAMILY17% SHOPPING
Source:InMobi,MobileMediaConsump6on-Indonesia
5% SOCIALEVENT
5%
App Download Behaviour• 16.67% of users download apps
on a daily basis. On average, each user downloads 0.65 apps per day.
• There is a large discrepancy in the number of apps individual users download per day.
• 39.84% of users download 1 app per day, while 22.73% of users download 5 or more apps per day.
Source: Baidu Data, Indonesia users, 2015
Mobile ARPU• Quarterly ARPPU Average
Payment Size
• Carrier billing ARPPU:
• Q2 ’15: $7.83
• Q3 ’15: $6.13
• Carrier billing ARPPU change QoQ:-21.7%
Source: Fortumo
Indonesia Startup Ecosystem Overview
Startups are mushrooming in Indonesia890+ startups (source: http://techlist.asia)
Diaspora and returnees are back to Indonesia to build Indonesia startup ecosystem
Indonesia is the top investment destination in Southeast Asia
There are 3 unicorns potentials in Tokopedia (Alibaba), Traveloka (Expedia), and Gojek (on-demand)
Source: East Ventures deck
Indonesia Tech Venture Capital / Incubator
0
8
15
23
30
2010 2011 2012 2013 2014
25
16
993
LDV
Media e-commerce
e-retailer (b2c)
enabler (b2b)
classified
marketplace (b2b2c)
SaaS / ETCJURNAL
8065
3$1:$125
12
5 years
stock radar
Tech Investments in Indonesia
Strategic Partnership 1%
Undisclosed 8%
3%
4%
Series B 4%
Series A 30%
Seed 49%
SeedSeries ASeries BSeries CPrivate EquityUndisclosedStrategic Partnership
Funding in Indonesia
Investment Categories
0
10
20
30
40
E-commerce Marketing Platform Media Social Media Wearable Travel SaaS Healthcare Fintech
Indonesia E-commerce
E-Commerce in Indonesia• E-commerce shopping makes up just 1-2% of total retail sales in SEA.
This compares with 16% in Korea, 12% in the U.S. and 8% global average
• Indonesia has been extensively mentioned as the next frontier for e-commerce after China and India.
140 e-commerce sites participate in National Online Shopping Day 2015 in Indonesia
E-commerce platform in Indonesia
E-commerce verticals
Payment methods
Active Investors• East Ventures with 20 activities, it’s including co-
investment to startup outside Indonesia. 18 Indonesia startups, 2 Outside.
• 500 Startups with 10 activities, including co-investment outside Indonesia. 8 Indonesia startups, 2 Outside.
• Lippo Group with 7 activities including co-investment outside Indonesia. 5 Indonesia startups, 2 Outside.
Investment Trends 2016
Advertising 13%
IoT 13%
SaaS 13%
E-Commerce 13%
On Demand 38%
Fintech 11%
What investors think will be the next big thing in tech investment
Why Korean startups should expand to Indonesia
Hallyu wave
Korean products are better
Financial/funding Strength
Advices for expansion to Indonesia
255 million population is a myth
Expect the worst scenario
Offline presence
Hire the (best) locals
Raise fund from local VCs or JV with locals
Sources:
East Ventures deck ([email protected])
DailySocial tech startup report 2015
Danny Wirianto’s report http://www.slideshare.net/thinkfresh1/7-insights-of-
indonesia-58539101?from_action=save
Thanks!Twitter/KakaoTalk: @jshkvn