Emerging Markets-India AWS

EMERGING MARKETS

INDIA 7%

SHARE OF POPULATION IN INDIA THAT USE SMARTPHONES

8%

2015

24%

MOST POPULAR SMARTPHONE BRANDS

26.3% 2016

29.8% 2017

13%

33.4%

SAMSUNG VIVO LENOVO

XIAOMI OPPO

2019*

39.0%

17%

MOBILE AD SPENDING IN INDIA

$1.73 $1.44 $1.13 $0.81 $0.46

(IN BILLION DOLLARS)

$0.25

2016

SOURCES: EMARKETER, SEPTEMBER 2017

POPULAR CATEGORY OF DEVICES BY SCREEN SIZE (PHONES, TABLETS)

2017

2018

2019

2020

2021

CONVERSION RATES* 138.2 % 42.5 %

5” INCH

4” INCH

4.7”

CPI INDEX 119.2 % 121.5 %

INCH

(*Note: indexed values of BR are based in comparison to other countries in LATAM)

TOP VERTICALS SOCIAL & MESSAGING

M-COMMERCE

GAMING

MUSIC, MEDIA & ENTERTAINMENT

UTILITIES & PRODUCTIVITY

BUSINESS & FINANCE

LIFESTYLE

SOURCE: STATISTA, APPLIFT RESEARCH, EMARKETER, IDC REPORT Q2 2017

KEY DRIVERS OF GROWTH • • • •

Increased connectivity Expanding 4G infrastructure Affordable devices Cheaper mobile data cost and increased competition between telecom players • Digital India transformation • Increasing usage of payment apps and mobile wallets post demonetization