http://www.scribd.com/doc/69309864/KPCB-Internet-Trends-2011
World view:
• Though still with some ground to make up, it’s striking the number of Chinese and Russian internet companies popping into the global top 25.
• What’s more, between 2007 and 2010 China accumulated 246million new internet users – that is more thanexist within the USA.
Mobilising the people:
• Mary notes that even in recessionary times breakthrough technology and services can breakout. One need only look at the extraordinary first weekend sales of Apple’s iPhone 4S to confirm this.
• 2010 QTR 4 saw more mobile devices (which includes Tablets) sold than PCs and signs that Smartphone sales outstripping feature phone sales in US/EU
• That said. still enormous unconverted user base with 835 million Smartphone users against 5.6 billion mobile device subscribers.
• Apple getting plenty of headlines right now, but it’s Android mobile devices with the remarkable quarter on quarter ramp up – jumping from 20million to 150million units shipped in between quarters 7 and 11 post-launch.
• Global mobile success story continues with app/ad revenue up by a factor of 17 between 2008 and 2011 to a figure of $12billion.
Touchy, feely:
• Meeker calls out the latest trend in the evolution of human computer interaction being from text command lines to graphical user interfaces (GUI) to natural user interfaces. Yes, Steve gets a name check too.
Cash is no longer king?:
• E-commerce story continues to be one of growth through tough economic times but plenty of room to grow.
• Again the big story is growth in mobile commerce with ebay and PayPal doubling or more their gross mobile sales/payments since 2010.
• The uplift in mobile e-commerce activity has been of particularly benefit to local commerce through the plethora of location aware discount offer aggregators.
Power to the people:
• Meeker identifies overarching mega-trend as the empowerment of people via connected devices.
• She references the Twitter traffic patterns post Japanese earthquake, the fact that 200million Indian farmers currently receive government subsidy payments via mobile devices and 85% of global population are now covered by commercial wireless signals versus 80% being on electricity grid.
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