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KPCB INTERNET TRENDS 2016 | 2016 Internet Trends Report

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KPCB INTERNET TRENDS 2016 | PAGE 12
Android Smartphone Share Gains Continue vs. iOS...
Android ASP Declines Continue...Delta to iOS @ ~3x
Source: Morgan Stanley Research, 5/16.
0
400
800
1,200
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016E
UnitShipments(MM)
iOS
Android
Smartphone Unit Shipments, iOS vs. Android, Global, 2007 – 2016E
-11% Y/Y
+7% Y/Y
2009 Share:
iOS = 14%
Android = 4%
2015 Share:
iOS = 16%
Android = 81%
iOS ASP ($) $594 $621 $623 $703 $712 $686 $669 $680 $717 $651
Y/Y Growth – 4% 0% 13% 1% -4% -2% 2% 5% -9%
Android ASP – $403 $435 $441 $380 $318 $272 $237 $216 $208
Y/Y Growth – – 8% 1% -14% -16% -15% -13% -8% -4%

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