Investor Presentaiton
(US$bn)
affle
3 Mobile connected global ecosystem growing robustly
Strong momentum in global digital advertising spend...
...with c.6bn¹ new connected consumer devices to be
added by 2025 globally
500
CAGR: 9.0%
412
400
373
339
310
300
268
284
200
100
0
2020
2021E
2022E
2023E
2024E
2025E
10
8
6
4
Mobile advertising spend in India will accelerate
Digital advertising spend in India
(US$bn)
Total Digital advertising spend CAGR: 30.7%
Mobile advertising spend CAGR: 32.4%
8.3
5.8
4.3
3.2
2.6
2.2
2
0
FY2020
FY2021E
FY2022E
■Mobile
FY2023E
FY2024E
FY2025E
Desktop
Source: Frost & Sullivan Report titled "Industry Insights on the Advertising and Ad Tech Market", 2021
Note: 1. Excluding wi-fi routers which is part of others category and may not be relevant to the mobile advertising industry
(users in mn)
(Devices in bn)
+
3
N
c.6bn
3.2
1.5
0.9
0.4
1.3
Smart Home
Devices1
Consumer
Electronics
Smart Vehicles
Wearables
Others
...backed by significant increase in India's digital user
base
1,200
CAGR: 11.4%
902
810
800
727
525
585
652
400
0
FY2020
FY2021E
FY2022E
FY2023E
FY2024E
FY2025E
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