Difference between revisions of "Market Definition Project"

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Line 54: Line 54:
| B2C
| B2C
| Keyword
| Keyword Ads
| 50
| 50
| style="background-color:#9aff99;" | AdWords on Google.com
| style="background-color:#9aff99;" | AdWords on Google.com
Line 88: Line 87:
| 10
| 10
| style="background-color:#ffccc9;" | Google+
| style="background-color:#ffccc9;" | Google+
| style="background-color:#ffccc9;" | Twitch (narrow- gaming focus),
| style="background-color:#ffccc9;" | Twitch (narrow- gaming focus), Goodreads (narrow book focus)
  Goodreads (narrow book focus)
| style="background-color:#ffffc7;" | Facebook, Instagram, WhatsApp
| style="background-color:#ffffc7;" | Facebook, Instagram, WhatsApp
| _
| _

Revision as of 10:49, 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
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,
_ _ Apple Maps Azure Maps, Bing Maps,
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,
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,
Backhaul Infrastructure 100 Curie, Dunant Part Owner Part Owner _ Part Owner AEC-1, APG, MAREA, JUPITER B2B
Mobile Handsets 500 Pixel, Android One, Project
Fire phone Building 8 iPhone Lumia Samsung, ZTE, Huawei, Nokia,
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
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
Transportation Platform 20 _ _ _ _ _ Uber, Lyft, Lime B2B
Publishing Platform _ _ _ _ _ Arc Publishing (WaPo, LATimes) B2B
Virtual Reality / Augmented Reality Platform Google Daydream, Tango, TiltBrush
_ Oculus ARKit HoloLens, Mixed Reality Samsung B2B
IoT Platform IoT GCP Dash Button, IoT Kit _ _ IoT Azure Samsung B2B