THE DIGITAL SPRINTERS How to unlock a $3.4 trillion opportunity Prepared by AlphaBeta November 2020 2 THE BENEFITS OF THE ANDROID ECOSYSTEM AND THE POTENTIAL IMPLICATIONS OF FRAGMENTATION Important Notice on Contents This report was prepared by AlphaBeta for Google. All information in this report is derived from AlphaBeta analysis using both proprietary and publicly available research, data and information. Google has not supplied any additional data, nor does it endorse any estimates made in the report. Where information has been obtained from third-party sources, this is clearly referenced in the footnotes. AlphaBeta is a strategy and economic advisory business serving clients across Asia and globally. We work with the public sector, corporations, NGOs, not-for-profits and investors to identify opportunities and develop strategies to grow, improve service delivery, support economic prosperity and generate tangible impact. SINGAPORE Level 4, 1 Upper Circular Road Singapore, 058400 Tel: +65 6443 6480
[email protected] CONTENT EXECUTIVE SUMMARY 06 1. FACING THE CHALLENGE – DIGITAL PENETRATION IS NOT TRANSITIONING 10 INTO ECONOMIC GROWTH AS EXPECTED 1.1 Digital connectivity in the Digital Sprinters has not yet translated into the expected 14 increases in economic growth 1.2 Varying degrees of digitalization by sector are one reason for limited transition of 17 digital connectivity to economic growth 2. SIZING THE PRIZE – LEVERAGING DIGITAL TECHNOLOGIES FOR 20 ECONOMIC DEVELOPMENT 2.1 Digital technologies for economic development 22 2.2 If the Digital Sprinters could fully leverage digital technologies available today, 26 this could support up to USD3.4 trillion of economic impact by 2030 3.