At last weeks All Things Digital (D10) conference Mary Meeker, a partner at venture firm Kleiner Perkins Caufield Byers, has released the latest Internet trend report. Mary Meeker has been spearheading Internet trend tracking for years now. This year’s update shows that Internet growth remains robust. But the real news is the growth in smart devices, tablets, and e-readers adoption which looks like the trend is only going to accelerate in the years to come. Other trends include increasing and proper value being placed against online advertising, with the emerging area of mobile and app advertising now taking hold as one to watch. The mobile Internet is rising as desktop is falling. We are currently in the midst of the reimagination of nearly everything and her slides provide convincing evidence.
A few of the reports highlights include;
- 2.3B Global Internet Users in 2011, driven by emerging markets
- 1.1B Global mobile 3G subscribers, 37% Growth Q4
- iPhone adoption ramp even faster than expected
- Android’s adoption faster than iPhone.
- Still huge upside for mobile phone adoption (Early days)
- 29% of US adults own a tablet, from 2% less than three years ago.
- Global Mobile Traffic Growing Rapidly to 10% of Internet Traffic
- Mobile @ 8% of USA eCommerce & Helping Accelerate Growth
- Mobile Monetization Growing Rapidly (71% Apps, 29% Ads)
- Rapidly Growing Mobile Internet Usage Surpassed More Highly
Monetized Desktop Internet Usage in May, 2012, in India
- iTunes App Store Driving 46MM+* Downloads per Day
- Huge Market Opportunities are waiting; The addressable market cap
for reinvention is pegged at $36 trillion. That’s the total market value of global public companies potentially disrupted by digitally-driven business models.
- Changing Business and Societal Norms: The report illustrates just
how broadly things have changed thanks to digital infusion into everything. Our lives are being fundamentally transformed by technology – including shopping, entertainment, education, job-hunting banking, and many more industries.
Mary's message is clear and it's one of caution, if you are someone that is holding on to the past, your days might be just numbered.
The full report can be found here:
www.kpcb.com/insights/2012-internet-trends
