Social Networks Wars In Japan

2010-10-09 @ i-cafe AKIBAPLACE Ustream Studio

Akky Akimoto(秋元裕樹)

Asiajin.com / etc.

Agenda

What Social Networks Do Japanese use?

By number of users. From Asiajin

Non-"Facebooked" countries

China, Russia, Korea, Brazil and... Japan from Vincos.it

Three Major Japanese Social Networks

Gree

If Zynga has own social network on mobile...

Gree (cont)

Mixi

over 3 million communities Mixi history http://homepage1.nifty.com/silabel/net/mixi_history.html

Mixi (cont)

Mobage Town(DeNA)

Mobage Town(DeNA) (cont)

Gree - Mobage Town head to head on games

Gree - Mixi head to head on social graphs

Both announced Facebook Like-like social button

American Invasion - Twitter

more successful than other countries.

American Invasion - Facebook

Latest news

Facebook may be cool

You know. Cool people always tried to find the next cool place. (See what's happening on Digg now.)

Facebook Japan has to create an atmosphere that FB is the next cool thing.

The key is English and globalization. Japanese have been obsessed, ambivalent feeling to English.

EMA, cost of filtering and Int'l players

http://internet.watch.impress.co.jp/cda/news/2008/02/18/18492.html

Yahoo! Mobage

Mixi Phone

Gedankenexperiment

How Facebook Could Win in Japan?

  1. By overwhelming Gree/Mixi/Mobage Town with organic growth
  2. By acquiring any of Gree/Mixi/DeNA

Facebook has some relationships with its Russian clone Vkontakte via investor

Can Facebook buy them?

All 3 are IPO-ed on Tokyo Stock Exchange(TSE) so technically yes. How much are they?

(cont)Can Facebook buy them?

CompanyMarket Value(billion)Users(million)ARPU(yen)
Gree$3.4821.3177
Mixi$0.7921.061
DeNA$4.420.5344
Facebook$11.550021(2009)

Only Facebook's number is active users, counted more strictly

Technology

CompanyProgramming Language
GreePHP
MixiPerl
DeNAPerl
FacebookPHP

note: Zynga recently bought Unoh(Zynga Japan), both uses PHP

CEO/Founder

CompanyAgeEducationBackgroundOwnership
Gree33Nihon Univ.(Politics)Rakuten49.39%
Mixi34Univ. of Tokyo(Economy)N/A58.69%
DeNA48Harvard MBAMcKinsey15.2%(#1)
Facebook26HarvardN/A24%

Oversea

Mixi directly faces off against Facebook, but other two may not.

Any Questions?

Thank you