Globality: 46% (821MM) of Internet users in USA+BRIC countries
Top mobile internet markets ~670MM 3G subscribers, CQ2,
+37% Y/Y growth
Mobile: Rise of Google (Android) & Apple (IOS)
Global unit shipment share
Google 25%, Apple 17%
Nokia 37%
Blackberry 15%
Others 6%
By 2012 projected smartphone shipments (~450MM) will exceed total PC shipments (desktops, notebooks/netbooks) (~425MM)
See remaining 8 areas in Meeker's presentation:
Social Ecosystems: Would you rather be Apple, Google, or Facebook?
Advertising: Media time spent and ad spend still imbalanced on internet
- Monetizing Facebook's "Like" connections
Commerce: Mobile changes commerce: location-based services, transparent pricing, discounts, immediate gratification
Media: Youtube content 35 hours added/minute (+2x Y/Y growth)
Company Leadership Evolution
Steve Jobs: "Mind of an engineer and the heart of an artist" - Larry Ellison
Disruptive Innovation (Christensen): Two ways for disruptive innovation
create a new need (iPhone, Facebook) or low-end segment strategy (Amazon, netflix)
No comments:
Post a Comment