Internet Trends 2013

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A summary of the most interesting graphs from the recent KPCB presentation.

www.chrispattas.com/business/2013/6/13/internet-trends-june-2013

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Internet Trends 2013

  1. 1. Internet TrendsSelected slides from a presentation by www.kpcb.comhttp://www.chrispattas.com/business/2013/6/13/internet-trends-june-2013
  2. 2. Note: *All data (except China) as of 6/12, 2.4B global Internet users and 8% Y/Y growth rate based on the latest available data. ChinaInternet user data as of 12/12, per CNNIC. Source: United Nations / International Telecommunications Union, internetworldstats.com.2.4B Global Internet Users in 2012* –8% Y/Y Growth*, Driven by Emerging Markets4Rank Country2008-2012Internet UserAdds (MMs)2012 InternetUsers (MMs) Y/Y GrowthPopulationPenetration1 China 264 564 10% 42%2 India 88 137 26 113 Indonesia 39 55 58 234 Iran 35 42 205 555 Russia 33 70 6 496 Nigeria 31 48 15 307 Philippines 28 34 32 358 Brazil 27 88 6 459 Mexico 19 42 9 3710 USA 18 244 3 7811 Argentina 17 28 57 6812 Egypt 17 30 11 3813 Colombia 14 25 39 5414 Turkey 13 35 17 4715 Vietnam 12 31 7 35Top 15 654 1,473 15% 34%World 902 2,406 8% 34%
  3. 3. 6%14%42%26%12%23%10%43%22%3%0%10%20%30%40%50%Print Radio TV Internet Mobile%ofTotalMediaConsumptionTimeorAdvertisingSpendingTime Spent Ad Spend% of Time Spent in Media vs. % of Advertising Spending, USA 2012~$20B+Opportunityin USAMaterial Upside for Mobile Ad Spend vs. Mobile UsageNote: *Internet advertising reached $37B in USA in 2012 per IAB, Mobile advertising reached $4B per eMarketer. Print includes newspaperand magazine. $20B opportunity calculated assuming Internet and Mobile ad spend share equal their respective time spent share. Source:Time spent and ad spend share data based on eMarketer (adjusted to exclude outdoors / classified media spend), 12/12.Internet Ad= $37B*Mobile Ad= $4B*5
  4. 4. 80% of Top Ten Global Internet Properties ‘Made in USA’81% of Users Outside AmericaTop 10 Internet Properties by Global Monthly Unique Visitors, 2/13Source: comScore Global, 2/13. 60 200 400 600 800 1,000 1,200Baidu.comTencentGlam MediaAppleAmazon.comWikipediaYahoo!FacebookMicrosoftGoogleMonthly Unique Visitors (MMs)USA UsersInternational Users
  5. 5. Which of the Following Social Media Do You Use?270% 20% 40% 60% 80% 100%FoursquareTumblrInstagramMySpacePinterestLinkedInGoogle+TwitterYouTubeFacebook20122011Social Media – Facebook Leads, YouTube + Twitter + Google++ Pinterest + Instagram + Tumblr Rising FastSource: Frank N. Magid Associates, “Facebook Fatigue - Fact or Fiction?”, March 2013.Based on a study of 2K social media users aged 12-64 who were asked “Which of the Following Social Media Do You Use?”2011 Pinterest and Instagram data from 9/12 / 4/12.
  6. 6. Mobile Traffic as % of Global Internet Traffic =Growing 1.5x per Year & Likely to Maintain Trajectory or Accelerate0%5%10%15%20%25%30%12/08 12/09 12/10 12/11 12/12 12/13 12/14%ofInternetTrafficGlobal Mobile Traffic as % of Total Internet Traffic, 12/08 – 5/13(with Trendline Projection to 5/15E)0.9%in 5/092.4%in 5/1015%in 5/13Source: StatCounter Global Stats, 5/13. Note that PC-based Internet data bolstered by streaming. 326%in 5/1110%in 5/12TrendlineE E
  7. 7. Demand for Large-Screen Computing Devices is Robust, ButMix Favors Tablets, Not Notebooks & DesktopsGlobal PC (Desktop / Notebook) and Tablet Shipments by QuarterQ1:1995 – Q1:2013Note: Notebook PCs include Netbooks.Source: Katy Huberty, Ehud Gelblum, Morgan Stanley Research. Gartner. Data and Estimates as of 4/13.0204060801001201401601Q95 1Q97 1Q99 1Q01 1Q03 1Q05 1Q07 1Q09 1Q11 1Q13GlobalUnitsShipped(MMs)Desktop PCsNotebook PCsTablets46
  8. 8. Image Source: Computersciencelab.com, Wikipedia, IBM, Apple, Google, NTT docomo, Google, Jawbone, Pebble.Technology Cycles Have Tended to Last Ten YearsTechnology Cycles – Still Early Cycle on Smartphones + Tablets,Now Wearables Coming on Strong, Faster than Typical 10-Year CycleMainframeComputing1960sPersonalComputing1980sDesktop InternetComputing1990sMobile InternetComputing2000sMiniComputing1970sWearable /EverywhereComputing2014+Others?49
  9. 9. Re-Imagination of Basic Business Process105Building / FundingKickStarterOnline / Social Distribution /Real-Time ProgressLogisticsJD.com (360buy)At Your Door Same-Day Delivery / Real-Time Tracking / Last Mile on BikesManufacturingMakerBot3-D Prototyping / PrintingEducationCodecademyAccessible by Anyone,Anywhere, AnytimeHousingAirbnbTurn Privately-Owned Propertiesinto Hotel ExperienceTransportationUberOn-Demand Transportation
  10. 10. Re-Imagination of Asset-Heavy Products / Services106Music(Spotify)Pay for Access / Instant On-DemandStreaming on Internet-Enabled DevicesVideo(Netflix)On-Demand / Instant Access AnywhereTextbooks(Chegg)Pay For Usage Rights During SemesterWallet(Square)Smartphone is the New WalletEmployment(oDesk / eLance)Workforce as a Service (WaaS) /On-Demand / GlobalStore Fronts(Zaarly)Anyone Can Open / Beautifully Designed
  11. 11. Internet TrendsSelected slides from a presentation by www.kpcb.comhttp://www.chrispattas.com/business/2013/6/13/internet-trends-june-2013

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