文档介绍：TRENDS

D10 CONFERENCE
5/30/2012
Mary Meeker
Outline
1) Basic Stats – Growth Remains Robust,
Rapid Mobile Adoption Still in Early Stages
2) Re-Imagination – of Nearly Everything
3) Economy – Mixed Trends, With Negative Bias
4) ‘USA, Inc.’– A Lot to be Excited About in Tech, A
Lot to be Worried about in Other Areas
5) Bubble – or Not?
2
BASIC STATS – GROWTH
REMAINS ROBUST, RAPID MOBILE
ADOPTION STILL IN EARLY STAGES
3
USERS
4
Global Users in 2011* –
8% Growth*, Driven by Emerging Markets
2008-2011
User 2011 Population
Rank Country Adds (MMs) Users (MMs) Y/Y Growth ration
1 China 215 513 12% 38%
2 India 69 121 38 10
3 Indonesia 37 55 22 23
4 Philippines 28 34 44 35
5 Nigeria 21 45 --* 28
6 Mexico 19 42 19 37
7 Russia 16 61 3 43
8 USA 15 245 1 79
9 Iran 14 37 --* 48
10 Turkey 11 36 26 49
Top 10 444 1,189 12% 32%
World 663 2,250 8% 32%
Note: *Nigeria / Iran data as of 12/10; Other 8 countries’ data as of 12/11, global users and 8% Y/Y growth rate based on the
latest available data (most as of 12/11, some as of 12/10). Source: United Nations / International munications Union, 5
.
MOBILE USERS
6
Global Mobile 3G Subscribers, 37% Growth, Q4 –
@ Only 18% of Mobile Subscribers
CQ4:11 3G 3G Sub CQ4:11 3G 3G Sub
3G Subs r Y/Y 3G Subs r Y/Y
Rank Country (MM) ation Growth Rank Country (MM) ation Growth
1 USA 208 64% 31% 16 Canada 16 62% 34%
2 Japan 122 95 9 17 Taiwan 14 48 17
3 China 57 6 115 18 South Africa 13 21 49
4 Korea 45 85 10 19 Turkey 13 20 62
5 Italy 44 51 25 20 Portugal 13 78 19
6 UK 42 53 25 21 Vietnam 12 11 358
7 Brazil 41 17 99 22 Mexico 11 11 55
8 India 39 4 841 23 Malaysia 10 27 7
9 Ge rmany 38 36 23 24 Sweden 10 73 25
10 Spain 33 57 21 25 Philippines 10 11 45
11 France 30 45 35 26 Saudi Arabia 10 19 17
12 Indonesia 29 11 27 herlands 9 44 34
13 Poland 28 57 17 28 Egypt 8 10 60
14 Australia 22 76 21 29 Austria 7 58 24