About Contributor

Spencer Ng
Spencer Ng is a client service associate director at TNS – a global market research firm. He is interested in anything mobile and currently runs Mobile Behave (A smartphone usage metering program) in key Asian markets. You can email him to find out more about the program.
Hi Kai, Sorry for the delay. We can look at your question from multiple angles. But due to scarcity of space. I will just suggest one. Generally, there will be a positive correlation between market fragmentation and opportunity for segment plays. An example would be Gupshup which is trying to tap on the linguistic fragmentation in India (The country has so many dialects!) to carve out a positioning as a multi lingual messaging app. Naturally fragmentation can occur not just linguistically but in other socio-cultural dimensions as well. One just needs to find the G spot. One can also argue that in China, the folks who are still stuck on QQ and who have not yet experienced WeChat might represent an opportunity for alternative apps when they come onstream to the smartphone world

Commented 2 years ago on

Is the market for mobile chat apps saturated?
Yes there are socio cultural nuances that chat apps have to pay attention to before they push in. Which is why I would typically advise my clients that studying demand side metrics such as usage and competitive resistance ratios is the first (important) cut. Probing deeper into socio cultural receptivity may require in depth focus groups to validate push in. Thanks Mark for the update - certainly an interesting business model

Commented 2 years ago on

Is the market for mobile chat apps saturated?
China is basically a WeChat market and yes based on Mobile Life data, it does not seem saturated yet. On a separate note: last I heard, Line makes $3 million a month globally just selling emoticons / stickers :)

Commented 2 years ago on

Is the market for mobile chat apps saturated?
Its in a similar situation with India, but is a couple of percentage points less attractive in terms of DAU and saturation. Moreover, with India's population size, its going to be a massive opportunity. However, if we set aside numbers, one can also argue that the Philippine diaspora will fuel domestic usage. So I guess there are a couple more variables to consider that requires more country specific research......

Commented 2 years ago on

Is the market for mobile chat apps saturated?
Interesting. I know my FB page is being bombarded by plenty of Tellit app install ads :) Almost everyday....

Commented 2 years ago on

GREE is Secretly Pushing Tellit, Its Mobile Messaging App
Youku and Tencent.Weibo are there but probably in the top 10. The focus of this little analysis was to draw attention to apps that are capturing prime real estate in the user's minds

Commented 2 years ago on

5 Mobile Apps Chinese Smartphone Users Can’t Live Without
There's certainly other options in the market (which we have data for), but we decided to focus on these players to coincide with recent announcements about them, especially in the above mentioned markets where they have significant presence......

Commented 2 years ago on

Third-Party Mobile Browsers Dominate on Asia’s Smartphones