互联网女皇XXXX趋势报告-最新版(123).pdf

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1、INTERNETTRENDS@STANFORD-BASESKICKOFF12/3/2012MaryMeekerOutline1)BasicStats–InternetGrowthRemainsRobust,RapidMobileAdoptionStillinEarlyStages2)Re-Imagination–ofNearlyEverything3)Asset-LightGeneration–FromHandtoCloud&Back…RiseoftheSharingEconomy4)‘USA,Inc.’–ALottobeExcitedAboutinTech,aLottobe

2、WorriedaboutinOtherAreas2BASICSTATS–INTERNETGROWTHREMAINSROBUST,RAPIDMOBILEADOPTIONSTILLINEARLYSTAGES3INTERNETUSERS42.4BGlobalInternetUsersin2012*–8%Y/YGrowth*,DrivenbyEmergingMarkets2008-2012InternetUser2012InternetPopulationRankCountryAdds(MMs)Users(MMs)Y/YGrowthPenetration1China28253810%

3、40%2India8813726113Indonesia395558234Iran3542205555Russia33706496Nigeria314815307Philippines283432358Brazil27886459Mexico194293710USA1824437811Argentina1728576812Egypt1730113813Colombia1425395414Turkey1335174715Vietnam1231735Top156731,44715%34%World9022,4068%34%Note:*Dataasof6/12,2.4Bglobal

4、Internetusersand8%Y/Ygrowthratebasedonthelatestavailabledata.Source:UnitedNations/InternationalTelecommunicationsUnion,internetworldstats.com.5MOBILEUSERS61.1BGlobalSmartphoneSubscribers,42%Growth,Q4:12–@Only17%ofMobileSubscribersQ4:12SmartphoneSmartphoneQ4:12SmartphoneSmartphoneSmartphonea

5、s%ofSubY/YSmartphoneas%ofSubY/YRankCountrySubs(MM)TotalSubsGrowthRankCountrySubs(MM)TotalSubsGrowth1China27024%50%16SaudiArabia1531%38%2USA172485017Philippines1514383Japan*78651118Mexico1514554Brazil55203519Thailand1417435India4445220Turkey1319526UK35453121Malaysia1232237Korea32593522SouthA

6、frica1118268Indonesia2793623Argentina1119559France26383324Netherlands9473710Germany25231925Poland9163011Russia2294426Sweden8542412Spain18301427Egypt784013Italy16192828Iran785314Australia16504429Taiwan7248015Canada15553830HongKong64848GlobalSmartphoneStats:Subscribers=1,142MMPenetration=17%G

7、rowth=42%Note:*JapandataperMorganStanleyResearchestimate.Source:Informa.7MODERNMOBILEDEVICEEVOLUTION8iPodsChangedMediaIndustry…iPhonesRampedEvenFaster…iPadGrowth(3xiPhone)Leaves“Siblings”inDustFirst10QuartersCumulativeUnitShipments,iPodvs.iPhonevs.iPad40