The author is founder and CEO of T.H. Capital Tian X. Hou
According to our proprietary data, total number of unique mobile apps in 21 major Android app stores in China was about 1.275 million with a net addition of 79.8 million from 1.195 million in the third quarter of 2014.
Among that, the number of mobile game apps was about 364,000 in the fourth quarter of 2014, up 29,000 from the third quarter, while non-game apps reached 911,000, up 51,000 from the third quarter.
The average cumulative downloads of mobile apps were about 165.2 billion in the fourth quarter , or 33.9 billion new additional downloads from 131.3 billion in the third quarter.
Among these total downloads, the top 6 vendors account for 78.9% of the total market in the fourth quarter, compared to 76.1% in the fourth quarter, showing further consolidation of China’s mobile app store market.
Baidu app store group accounts for about 24.7%; Qihoo app store is about 16.6%, Tencent at 10.1%, Wandoujia at 10.0%, Huawei at 9.0% and Lenovo at 8.6%.
Baidu, Qihoo and Tencent lead in terms of number of downloads, but mobile phone original equipment manufacturers (OEMs) are catching up.
Baidu and Qihoo are in the leading position in terms of total incremental downloads in their app stores. Newly increased downloads in Qihoo App store was 4.0 billion in the fourth quarter. Baidu App store group including Baidu App store, Android Market, 91 Mobile Assistant and 91Kuwan may have incremental downloads at 10.0 billion in the fourth quarter.
Tencent is ranked No. 3 with about 4.5 billion newly added downloads in the fourth quarter. Downloads of Wandoujia’s app store may reach 16.5 billion in the fourth quarter from 14.6 billion in the third quarter, with 1.9 billion new additions.
The mobile phone OEMs such as Huawei and Lenovo had over 14.8 billion and 14.2 billion cumulative downloads, respectively, compared with 8.8 billion and 10.4 billion in the third quarter.
Most popular apps are in the areas of mobile game, social network, system tools, video and security. Around 22.7% of the total downloads are from mobile games followed by social network at 13.0%, system tools at 9.7%, video at 8.4% and security at 4.7% in the fourth quarter.