Difference between revisions of "Market Definition Project"

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Line 31: Line 31:
 
| style="font-weight:bold;" | 1000
 
| style="font-weight:bold;" | 1000
 
| style="font-weight:bold;" | 825
 
| style="font-weight:bold;" | 825
| style="font-weight:bold;" | Tencent (422), Alibaba
+
| style="font-weight:bold;" | Tencent (422), Alibaba (470), Walmart (260), Oracle (190), Netflix (150), Baidu (87), Tesla (60)
  (470), Walmart (260), Oracle (190), Netflix (150), Baidu (87), Tesla (60)
+
 
|  
 
|  
 
|-
 
|-
Line 66: Line 65:
 
| B2B
 
| B2B
 
|-
 
|-
| Banner Ads
+
| Banner Ads / Ad Network
  / Ad Network
+
 
| 200
 
| 200
 
| style="background-color:#9aff99;" | Doubleclick, AdMob, AdSense
 
| style="background-color:#9aff99;" | Doubleclick, AdMob, AdSense
Line 77: Line 75:
 
| B2B
 
| B2B
 
|-
 
|-
| Social
+
| Social Media Ads
  Media Ads
+
 
| 100
 
| 100
 
| style="background-color:#ffccc9;" | YouTube
 
| style="background-color:#ffccc9;" | YouTube
Line 88: Line 85:
 
| B2B
 
| B2B
 
|-
 
|-
| Social
+
| Social Media (subscriptions and license deals)
  Media (subscriptions and license deals)
+
 
| 10
 
| 10
 
| style="background-color:#ffccc9;" | Google+
 
| style="background-color:#ffccc9;" | Google+
Line 100: Line 96:
 
| B2B
 
| B2B
 
|-
 
|-
| User-Generated
+
| User-Generated Video Platform (ads and subscriptions)
  Video Platform (ads and subscriptions)
+
 
| 5
 
| 5
 
| style="background-color:#ffccc9;" | YouTube, YouTube Live
 
| style="background-color:#ffccc9;" | YouTube, YouTube Live
Line 111: Line 106:
 
| B2C
 
| B2C
 
|-
 
|-
| Video
+
| Video Streaming Platform (subscriptions)
  Streaming Platform (subscriptions)
+
 
| 20
 
| 20
 
| style="background-color:#ffccc9;" | YouTubeTV
 
| style="background-color:#ffccc9;" | YouTubeTV
Line 122: Line 116:
 
| B2C
 
| B2C
 
|-
 
|-
| Music
+
| Music Streaming Platform (subscriptions)
  Streaming Platform (subscriptions)
+
 
| 5
 
| 5
 
| style="background-color:#ffccc9;" | YouTubeTV
 
| style="background-color:#ffccc9;" | YouTubeTV
Line 133: Line 126:
 
| B2C
 
| B2C
 
|-
 
|-
| Retail
+
| Retail Membership
  Membership
+
 
| 15
 
| 15
 
| _
 
| _
Line 144: Line 136:
 
| B2C
 
| B2C
 
|-
 
|-
| Cloud
+
| Cloud Computing Platform
  Computing Platform
+
 
| 250
 
| 250
 
| style="background-color:#9aff99;" | Google Cloud Platform
 
| style="background-color:#9aff99;" | Google Cloud Platform
Line 155: Line 146:
 
| B2B
 
| B2B
 
|-
 
|-
| Cloud
+
| Cloud Storage
  Storage
+
 
|  
 
|  
 
| style="background-color:#ffccc9;" | Google Drive
 
| style="background-color:#ffccc9;" | Google Drive
Line 196: Line 186:
 
| B2C
 
| B2C
 
|-
 
|-
| Voice/Video
+
| Voice/Video Calling
  Calling
+
 
|  
 
|  
 
| style="background-color:#ffffc7;" | Google Duo, Google Allo, Hangouts
 
| style="background-color:#ffffc7;" | Google Duo, Google Allo, Hangouts
Line 208: Line 197:
 
| B2C
 
| B2C
 
|-
 
|-
| Online
+
| Online Grocery
  Grocery
+
 
| 100
 
| 100
 
| _
 
| _
Line 252: Line 240:
 
| B2C
 
| B2C
 
|-
 
|-
| Crypto Dev
+
| Crypto Dev Platform
  Platform
+
 
|  
 
|  
 
| style="background-color:#ffffc7;" | GCP
 
| style="background-color:#ffffc7;" | GCP
Line 273: Line 260:
 
| B2C
 
| B2C
 
|-
 
|-
| Dev
+
| Dev Platform
  Platform
+
 
|  
 
|  
 
| style="background-color:#ffffc7;" | GCP
 
| style="background-color:#ffffc7;" | GCP
Line 304: Line 290:
 
| B2C
 
| B2C
 
|-
 
|-
| Workplace
+
| Workplace Collaboration and Enterprise Productivity Software
  Collaboration and Enterprise Productivity Software
+
 
| 400
 
| 400
 
| style="background-color:#9aff99;" | G-Suite, Google+
 
| style="background-color:#9aff99;" | G-Suite, Google+
Line 315: Line 300:
 
| B2B
 
| B2B
 
|-
 
|-
| Photo
+
| Photo Storage
  Storage
+
 
|  
 
|  
 
| style="background-color:#ffccc9;" | Photos
 
| style="background-color:#ffccc9;" | Photos
Line 326: Line 310:
 
| B2C
 
| B2C
 
|-
 
|-
| App
+
| App Store
  Store
+
 
|  
 
|  
 
| style="background-color:#9aff99;" | Google Play
 
| style="background-color:#9aff99;" | Google Play
Line 337: Line 320:
 
| B2C
 
| B2C
 
|-
 
|-
| AI / ML
+
| AI / ML Platform
  Platform
+
 
|  
 
|  
 
| style="background-color:#ffccc9;" | Deepmind, TensorFlow, GCP
 
| style="background-color:#ffccc9;" | Deepmind, TensorFlow, GCP
Line 348: Line 330:
 
| B2B
 
| B2B
 
|-
 
|-
| Autonomous
+
| Autonomous Vehicles
  Vehicles
+
 
|  
 
|  
 
| style="background-color:#ffccc9;" | Waymo, Android Auto  (voice-activated system for vehicles)
 
| style="background-color:#ffccc9;" | Waymo, Android Auto  (voice-activated system for vehicles)
Line 370: Line 351:
 
| B2B
 
| B2B
 
|-
 
|-
| Last-Mile
+
| Last-Mile Infrastructure
  Infrastructure
+
 
|  
 
|  
 
| style="background-color:#ffccc9;" | Google Fiber
 
| style="background-color:#ffccc9;" | Google Fiber
Line 382: Line 362:
 
| B2B
 
| B2B
 
|-
 
|-
| Backhaul
+
| Backhaul Infrastructure
  Infrastructure
+
 
| 100
 
| 100
 
| style="background-color:#ffccc9;" | Curie, Dunant
 
| style="background-color:#ffccc9;" | Curie, Dunant
Line 393: Line 372:
 
| B2B
 
| B2B
 
|-
 
|-
| Mobile
+
| Mobile Handsets
  Handsets
+
 
| 500
 
| 500
 
| style="background-color:#ffccc9;" | Pixel, Android One, Project
 
| style="background-color:#ffccc9;" | Pixel, Android One, Project
Line 416: Line 394:
 
| B2C
 
| B2C
 
|-
 
|-
| Low-end
+
| Low-end PCs
  PCs
+
 
| 20
 
| 20
 
| Pixelbook
 
| Pixelbook
Line 427: Line 404:
 
| B2C
 
| B2C
 
|-
 
|-
| High-end
+
| High-end PCs
  PCs
+
 
| 130
 
| 130
 
| _
 
| _
Line 448: Line 424:
 
| B2C
 
| B2C
 
|-
 
|-
| Streaming
+
| Streaming Device
  Device
+
 
| 5
 
| 5
 
| style="background-color:#ffffc7;" | Chromecast
 
| style="background-color:#ffffc7;" | Chromecast
Line 459: Line 434:
 
| B2C
 
| B2C
 
|-
 
|-
| Voice-Activated/Virtual
+
| Voice-Activated/Virtual Assistant, Chatbots, Smart Speakers
  Assistant, Chatbots, Smart Speakers
+
 
| 5
 
| 5
 
| style="background-color:#ffffc7;" | Google Home, Google Assistant
 
| style="background-color:#ffffc7;" | Google Home, Google Assistant
Line 472: Line 446:
 
| B2C
 
| B2C
 
|-
 
|-
| Store:
+
| Store: Movies, TV
  Movies, TV
+
 
|  
 
|  
 
| style="background-color:#ffffc7;" | Google Play
 
| style="background-color:#ffffc7;" | Google Play
Line 483: Line 456:
 
| B2C
 
| B2C
 
|-
 
|-
| Store:
+
| Store: Music
  Music
+
 
|  
 
|  
 
| style="background-color:#ffffc7;" | Google Play
 
| style="background-color:#ffffc7;" | Google Play
Line 494: Line 466:
 
| B2C
 
| B2C
 
|-
 
|-
| Store:
+
| Store: Games
  Games
+
 
| 90
 
| 90
 
| _
 
| _
Line 505: Line 476:
 
| B2C
 
| B2C
 
|-
 
|-
| Game
+
| Game Consoles
  Consoles
+
 
| 10
 
| 10
 
| _
 
| _
Line 516: Line 486:
 
| B2C
 
| B2C
 
|-
 
|-
| e-Book
+
| e-Book Store
  Store
+
 
|  
 
|  
 
| _
 
| _
Line 527: Line 496:
 
| B2C
 
| B2C
 
|-
 
|-
| Local
+
| Local Directory
  Directory
+
 
|  
 
|  
 
| style="background-color:#ffffc7;" | Google Places/Reviews
 
| style="background-color:#ffffc7;" | Google Places/Reviews
Line 549: Line 517:
 
| B2C
 
| B2C
 
|-
 
|-
| Transportation
+
| Transportation Platform
  Platform
+
 
| 20
 
| 20
 
| _
 
| _
Line 560: Line 527:
 
| B2B
 
| B2B
 
|-
 
|-
| Publishing
+
| Publishing Platform
  Platform
+
 
|  
 
|  
 
| _
 
| _
Line 571: Line 537:
 
| B2B
 
| B2B
 
|-
 
|-
| Virtual
+
| Virtual Reality / Augmented Reality Platform
  Reality / Augmented Reality Platform
+
 
|  
 
|  
 
| style="background-color:#ffccc9;" | Google Daydream, Tango, TiltBrush
 
| style="background-color:#ffccc9;" | Google Daydream, Tango, TiltBrush
Line 583: Line 548:
 
| B2B
 
| B2B
 
|-
 
|-
| IoT
+
| IoT Platform
  Platform
+
 
|  
 
|  
 
| style="background-color:#ffccc9;" | IoT GCP
 
| style="background-color:#ffccc9;" | IoT GCP

Revision as of 10:48, 6 September 2018

Market Definition Project

This online resource organizes and tracks policy questions related to the digital economy. Multiproduct firms, informational rents, common costs, and economies of scale are features of digitization of goods and services in the modern economy. The categories and market size estimates are updated with notes listed.

Author Estimates Profitable (green) Neutral (yellow) Losses (red)
Market Global Market ($B) Companies Market Capitalization in $B
850 880 510 1000 825 Tencent (422), Alibaba (470), Walmart (260), Oracle (190), Netflix (150), Baidu (87), Tesla (60)
Alphabet Inc. (Google) Amazon.com Inc. Facebook Inc. Apple Inc. Microsoft Corp. All Others and China B2C or B2B?
Search 0 Google Search Amazon.com _ _ Bing Alibaba, Baidu B2C
Keyword
 Ads
50 AdWords on Google.com AMS on Amazon.com _ Apple Search Ads Bing Ads, Bing Network Alibaba, Baidu, Yahoo (Oath) B2B
Banner Ads / Ad Network 200 Doubleclick, AdMob, AdSense Amazon Advertising Platform _ _ _ Alibaba, Baidu, Yahoo (Oath) B2B
Social Media Ads 100 YouTube Twitch NewsFeed, Instagram _ _ Twitter, WeChat B2B
Social Media (subscriptions and license deals) 10 Google+ Twitch (narrow- gaming focus),
 Goodreads (narrow book focus)
Facebook, Instagram, WhatsApp _ LinkedIn Premium Twitter, WeChat B2B
User-Generated Video Platform (ads and subscriptions) 5 YouTube, YouTube Live Twitch Live (2015), Videos, 360 Video _ _ DailyMotion, Dramafever B2C
Video Streaming Platform (subscriptions) 20 YouTubeTV Amazon Video Live (2015), Videos, 360 Video Apple OTT (coming soon) _ Netflix, Hulu, VUDU B2C
Music Streaming Platform (subscriptions) 5 YouTubeTV Amazon Music _ Apple Music _ Pandora, Spotify B2C
Retail Membership 15 _ Amazon Prime _ _ _ Costco, Sam's Club B2C
Cloud Computing Platform 250 Google Cloud Platform Amazon Web Services _ _ Microsoft Azure Oracle, Baidu, Alibaba B2B
Cloud Storage Google Drive Amazon Drive _ iCloud OneDrive, SkyDrive Shutterfly B2C
Browser Google Chrome _ _ Safari Internet Explorer, Edge Firefox, Opera B2C
Mail Gmail _ _ iCloud email Outlook Yahoo (Oath), Mail by ISPs B2C
Messaging Google Allo, Google Hangouts _ Facebook Messenger, WhatsApp iMessage MSN Messenger, Yammer, Team SMS, Slack B2C
Voice/Video Calling Google Duo, Google Allo, Hangouts Echo Show, Alexa App, Amazon Chime Facebook Messenger, WhatsApp FaceTime Skype, Office 365 Video, MSFT
 Stream
Xoom, WebEx B2C
Online Grocery 100 _ Whole Foods _ _ _ Walmart B2C
Shopping Google Shopping Amazon.com _ _ Bing Product Search eBay, etsy, Walmart.com, jet.com B2C
Maps Google Maps, Google Earth,
 Waze
_ _ Apple Maps Azure Maps, Bing Maps,
 StreetSide
Garmin, TomTom B2C
Payments/Wallets 300 Android Pay, Google Wallet Amazon Pay, Amazon Wallet Facebook Payments Apple Pay, Apple Wallet Windows Wallet Venmo (Paypal), AmEx, Visa,
 Mastercard
B2C
Crypto Dev Platform GCP AWS _ _ _ EOSio, Ethereum B2B
FinTech 50 _ _ _ _ _ Stripe, Robinhood B2C
Dev Platform GCP AWS Github B2B
PC OS Chromebook OS _ _ macOS Windows Redhat (Linux) B2C
Mobile OS Android Amazon Fire OS _ iOS _ Blackberry 10 OS, forked Android? B2C
Workplace Collaboration and Enterprise Productivity Software 400 G-Suite, Google+ Amazon Work Docs, Chime Workplace iWork Office, Office365, Teams Dropbox, Slack, Atlassian B2B
Photo Storage Photos Prime Photos Photos, Instagram iCloud Photo Library OneDrive Oath (Flickr), smugmug, Shutterfly B2C
App Store Google Play Amazon App Store _ App Store Windows Store app stores for jailbroken phones B2C
AI / ML Platform Deepmind, TensorFlow, GCP Amazon AI, AWS _ _ Azure AI IBM Watson, NVIDIA B2B
Autonomous Vehicles Waymo, Android Auto (voice-activated system for vehicles) _ _ Apple Car (autonomous driving
 system, no physical car)
Microsoft Garage Tesla, Uber, Ford, GM, Baidu B2C
Drones Project Loon, Wing Amazon Prime Air Drones _ _ DJI (China) B2B
Last-Mile Infrastructure Google Fiber _ Satellites _ White Spaces SpaceX, OneWeb, Planet Labs, ISPs,
 Intel
B2B
Backhaul Infrastructure 100 Curie, Dunant Part Owner Part Owner _ Part Owner AEC-1, APG, MAREA, JUPITER B2B
Mobile Handsets 500 Pixel, Android One, Project
 Ara
Fire phone Building 8 iPhone Lumia Samsung, ZTE, Huawei, Nokia,
 Blackberry
B2C
Tablets 0.5 Pixelbook Fire tablets, Kindle _ iPad Surface Samsung B2C
Low-end PCs 20 Pixelbook _ _ _ _ Dell, HP, Asus, Lenovo B2C
High-end PCs 130 _ _ _ Macbook family Surface family Dell, HP, Asus, Lenovo, Razer, Nvidia B2C
Wearables 5 Android Wear, Google Watch _ _ Apple Watch Microsoft Band Snap, fitbit, Asus, Letscom B2C
Streaming Device 5 Chromecast Amazon Fire Stick, FireTV _ Apple TV Xbox Roku B2C
Voice-Activated/Virtual Assistant, Chatbots, Smart Speakers 5 Google Home, Google Assistant Echo/Alexa, Amazon Lex M (2015), Messenger Bots (2016) Siri, HomePod, Can be built onto
 iMessage
Cortana, Bot Framework, Tay, Zo,
 Ruuh, etc
_ B2C
Store: Movies, TV Google Play Amazon Video _ iTunes _ _ B2C
Store: Music Google Play Amazon Music _ iTunes Windows Store, Xbox Live _ B2C
Store: Games 90 _ Game Studio _ _ Nintendo, Fortnite, King Games, Zynga B2C
Game Consoles 10 _ _ _ _ Xbox Nintendo B2C
e-Book Store _ Kindle Store _ Apple Books _ _ B2C
Local Directory Google Places/Reviews _ Places, Pages (similar function) Apple Maps (business profiles) Bing Places for Business Yelp B2C
News Google News, Google AMP _ NewsFeed, Instant Articles Apple News LinkedIn Newspaper sites, Flipboard and
 other integrators
B2C
Transportation Platform 20 _ _ _ _ _ Uber, Lyft, Lime B2B
Publishing Platform _ _ _ _ _ Arc Publishing (WaPo, LATimes) B2B
Virtual Reality / Augmented Reality Platform Google Daydream, Tango, TiltBrush
 (3D)
_ Oculus ARKit HoloLens, Mixed Reality Samsung B2B
IoT Platform IoT GCP Dash Button, IoT Kit _ _ IoT Azure Samsung B2B