Internet_Trends_2014 Mary Meeker

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1、INTERNETTRENDS2014–CODECONFERENCEMaryMeekerMay28,2014kpcb.com/InternetTrends1Outline1)KeyInternetTrends2)StatusUpdate–TechStocks/Education/Healthcare3)Re-ImaginingContinues4)Screen+VideoGrowth=StillEarlyInnings5)China’sEpicShareGains6)PublicCompanyTrends7)OneMoreThing(s)...8)RanOuttaTimeThoughts/

2、Appendix2KEYINTERNETTRENDS3High-LevelUser/UsageTrends•InternetUsers<10%Y/Ygrowth&slowing...fastestgrowthinmoredifficulttomonetizedevelopingmarketslikeIndia/Indonesia/Nigeria•SmartphoneSubscribers+20%stronggrowththoughslowing...fastestgrowthinunderpenetratedmarketslikeChina/India/Brazil/Indonesia•

3、Tablets+52%earlystagerapidunitgrowth•MobileDataTraffic+81%acceleratinggrowth...video=strongdriverDetailsonInternetUsers&SmartphoneSubscribersinAppendix.Source:TabletgrowthperMorganStanleyResearch,5/14.MobiletrafficperCiscoVisual4NetworkingIndex,5/14.MobileUsageGrowth=VeryStrong5SmartphoneUsers=St

4、illLotsofUpside...@30%of5.2BMobilePhoneUserBaseGlobalSmartphoneQuarterlyUnitShipments&SmartphoneUsersas%ofMobilePhoneUsers,2009–201340040%31530029130%26624423320320020%170172159134113Shipped(MM)102104PhoneUsers1008310%645455354243GlobalSmartphoneQuarterlyUnits00%GlobalSmartphoneUsersas%ofMobileSm

5、artphoneUnitsShippedSmartphoneUsersas%ofMobilePhoneUsersSource:SmartphoneshipmentsperMorganStanleyResearch.UserbaseperKPCBestimatesbasedonMorganStanleyResearchandITUdata.Smartphoneusers&mobilephoneusersrepresentuniqueindividualsowningmobiledevices,asnotedonslide8;MobileSubscribersbasedonnumberofc

6、onnections&may6thereforeoverstatenumberofmobileusers.TabletUnits=GrowingFasterThanPCsEverDid...+52%,2013GlobalPC(Desktop/Notebook)andTabletShipmentsbyQuarterQ1:95–Q4:1380)6040UnitsShipped(MMs20Global0Q1:95Q1:97Q1:99Q1:01Q1:03Q1:05Q1:07Q1:09Q1:11Q1:13DesktopPCsNotebookPCsTabletsSource:MorganStanle

7、yResearch.Note:NotebookPCsincludeNetbooks.7TabletUsers=LoadsofGrowthAhead...@56%ofLaptops/28%ofSmartphones/8%ofTVsGlobalUsersofTVsvs.MobilePhonesvs.Smartphonesvs.PCsvs.Tablets,2013PopulationPenetrationTV5.5B78%MobilePh