MOBILE USERS6
Note: *3G includes CDMA 1x EV-DO and Rev. A/B, WCDMA, HSPA; One user may have multiple mobile subscriptions and may be cou...
Despite Tremendous Ramp So Far,Smartphone User Adoption Has Huge Upside01,0002,0003,0004,0005,0006,0007,000Smartphone Mobi...
02004006008001,0001,2001,4000 1 2 3 4 5 6 7 8GlobalUnitShipments(000)Quarters After LaunchiPad iPhone iPod05,00010,00015,0...
MOBILE MONETIZATION TRANSITION13
Good News =Global Mobile Traffic Growing Rapidly to 10% of Internet Traffic0%5%10%15%12/08 4/09 8/09 12/09 4/10 8/10 12/10...
Source: Gartner. CAGR is compound annual growth rate.Note: Apple has paid >$3B $’s to developers as of 9/11, implying gros...
Mobile Internet Users
‘Made in USA’ Smartphone Operating Systems =64% Share from 5% Five Years Ago2005 2011E0%20%40%60%80%100%MarketShareofSmart...
7Smartphone + Tablet > PC Shipments Since CQ4:10Global Unit Shipments of Desktop PCs + Notebook PCs vs. Smartphones + Tabl...
24…Yet the Efficacy of Mobile Ads vs. Other Media isCompellingReach Targeting Engagement Viral TransactionMobileInternetTV...
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Factores cuantitativos dispositivos móviles

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Factores cuantitativos dispositivos móviles

  1. 1. MOBILE USERS6
  2. 2. Note: *3G includes CDMA 1x EV-DO and Rev. A/B, WCDMA, HSPA; One user may have multiple mobile subscriptions and may be counted asmultiple subscriber. Source: Informa WCIS+.Global 3G Stats: Subscribers = 1,098MM Penetration = 18% Growth = 37%1.1B Global Mobile 3G Subscribers, 37% Growth, Q4 –@ Only 18% of Mobile Subscribers7Rank CountryCQ4:113G Subs(MM)3GPenetration3G SubY/YGrowth Rank CountryCQ4:113G Subs(MM)3GPenetration3G SubY/YGrowth1 USA 208 64% 31% 16 Canada 16 62% 34%2 Japan 122 95 9 17 Taiwan 14 48 173 China 57 6 115 18 South Africa 13 21 494 Korea 45 85 10 19 Turkey 13 20 625 Italy 44 51 25 20 Portugal 13 78 196 UK 42 53 25 21 Vietnam 12 11 3587 Brazil 41 17 99 22 Mexico 11 11 558 India 39 4 841 23 Malaysia 10 27 79 Germany 38 36 23 24 Sweden 10 73 2510 Spain 33 57 21 25 Philippines 10 11 4511 France 30 45 35 26 Saudi Arabia 10 19 1712 Indonesia 29 11 27 27 Netherlands 9 44 3413 Poland 28 57 17 28 Egypt 8 10 6014 Australia 22 76 21 29 Austria 7 58 2415 Russia 17 8 45 30 Nigeria 6 6 51
  3. 3. Despite Tremendous Ramp So Far,Smartphone User Adoption Has Huge Upside01,0002,0003,0004,0005,0006,0007,000Smartphone Mobile PhoneGlobalSubscriptions(MM) Global Smartphone vs. Mobile Phone Subscriptions, Q4:11Source: Mobile phone subscriptions per Informa (as of Q4:11), Smartphone subscriptions estimate based on Morgan Stanley Research’sestimated smartphone user as % of total mobile user at the end of 2011 (16%).Note: While there are 1B global 3G subscribers as of Q4:11, not all of them were smartphone users. One user may have multiple mobilesubscriptions, therefore actual user #s may be lower than subscriber #s.953MMSmartphoneSubscriptions6.1B Mobile PhoneSubscriptions11
  4. 4. 02004006008001,0001,2001,4000 1 2 3 4 5 6 7 8GlobalUnitShipments(000)Quarters After LaunchiPad iPhone iPod05,00010,00015,00020,0000 1 2 3 4 5 6 7 8GlobalUnitShipments(000)Quarters After LaunchiPad iPhone iPod010,00020,00030,00040,00050,00060,00070,0000 1 2 3 4 5 6 7 8GlobalUnitShipments(000)Quarters After LaunchiPad iPhone iPodFirst 8 Quarters Cumulative Unit Shipments, iPod vs. iPhone vs. iPadSource: Apple, as of CQ1:12 (8 quarters post iPad launch).iPods Changed Media Industry…iPhones Ramped EvenFaster…iPad Growth (3x iPhone) Leaves “Siblings” in Dust9
  5. 5. MOBILE MONETIZATION TRANSITION13
  6. 6. Good News =Global Mobile Traffic Growing Rapidly to 10% of Internet Traffic0%5%10%15%12/08 4/09 8/09 12/09 4/10 8/10 12/10 4/11 8/11 12/11 4/12%ofInternetTrafficGlobal Mobile Traffic as % of Total Internet Traffic, 12/08 – 5/121% in 12/094% in 12/1010% in 5/12Source: StatCounter Global Stats. 14
  7. 7. Source: Gartner. CAGR is compound annual growth rate.Note: Apple has paid >$3B $’s to developers as of 9/11, implying gross app market revenue of $4B in 3 years; Google indicated duringCQ3 earnings call that it expects $2.5B mobile ad revenue in 2011E$0$5$10$152008 2009 2010 2011EMobileAd+AppsSpending($B)Mobile AppsMobile AdvertisingGlobal Mobile App + Advertising Revenue, 2008 vs. 2011E$12B$0.7BGood News =Mobile Monetization Growing Rapidly (71% Apps, 29% Ads)16
  8. 8. Mobile Internet Users
  9. 9. ‘Made in USA’ Smartphone Operating Systems =64% Share from 5% Five Years Ago2005 2011E0%20%40%60%80%100%MarketShareofSmartphoneOSOther OSiOSAndroidWindows MobileBlackBerry OSLinuxNokia SymbianSmartphone Operating System Market Share, 2005 vs. 2011ESource: Morgan Stanley Research, Gartner. 95
  10. 10. 7Smartphone + Tablet > PC Shipments Since CQ4:10Global Unit Shipments of Desktop PCs + Notebook PCs vs. Smartphones + Tablets,2005-2013ENote: Notebook PCs include Netbooks. Source: Katy Huberty, Ehud Gelblum, Morgan Stanley Research.Data and Estimates as of 2/110100,000200,000300,000400,000500,000600,000700,0002005 2006 2007 2008 2009 2010 2011E 2012E 2013EGlobalUnitShipments(MM)Desktop PCs Notebook PCs SmartphonesCQ4:10: Inflection PointSmartphones + Tablets > Total PCsTablets
  11. 11. 24…Yet the Efficacy of Mobile Ads vs. Other Media isCompellingReach Targeting Engagement Viral TransactionMobileInternetTVPrintRadioOutdoor1020608040205050601001010105030901010104080702010409080Source: Chetan Sharma, January 2011Relative Efficacy of Mobile vs. Other Advertising Media, 1/11

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