TOP MOBILE INTERNET TRENDS Matt Murphy / Mary Meeker – 2/10/11 slideshare/kleinerperkins/kpcb-top-10-mobile-trends-feb-2011 Copyright 2011. All rights reserved. Duplication or redistribution of this presentation are prohibited without prior written authorization. 1  Mobile Trends – Rapid Growth + Disruption 1. Mobile Platforms Hit Critical Mass 2. Mobile is Global 3. Social Networking Accelerating Growth of Mobile 4. Time Shifting to Mobile Usage 5. Mobile Advertising – Growing Pains But Huge Promise 6. mCommerce – Changing Shopping Behavior 7. Emergence of Virtual Goods & In-App Commerce 8. Not All Platforms Are Created Equal 9. Change Will Accelerate, New Players Emerging Rapidly 10. Summary Trends to Watch 2  MOBILE PLATFORMS HIT CRITICAL MASS  iPods Changed the Media Industry…iPhones Ramped Even Faster…iPad Growth Leaves its “Siblings” in the Dust First 3 Quarters Cumulative Unit Shipments, iPod vs. iPhone vs. iPad 16,000 iPad iPhone iPod 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 0 1 2 3 Quarters After Launch Source: Apple. 4  iTunes Changed the Media Industry…App Store Growth Leaves it in the Dust Cumulative Number of Downloads, iTunes Music / Video / Movie vs. Apps, First 10 Quarters 10 Apps iTunes 8 6 4 2 0 0 1 2 3 4 5 6 7 8 9 10 Quarters After Launch Source: Apple. 5 。。。以下略