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MOBILE IS EATINGTHE
WORLD
June 2013
Benedict Evans
@benedictevans
0
50
100
150
200
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Global annual unit sales (m)
Corporate PCs Consumer PCs Tablets
The state of PCs
Source: Gartner, IDC, Enders Analysis2
0
200
400
600
800
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Global annual unit sales (m)
Corporate PCs Consumer PCs Tablets Smart phones
Smart phones are exploding
3 Source: Gartner, IDC, Enders Analysis
0
500
1,000
1,500
2,000
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Global annual unit sales (m)
Corporate PCs Consumer PCs Tablets Smart phones All mobile phones
4
More mobile growth coming
Source: Gartner, IDC, Enders Analysis
0
250
500
750
1,000
1,250
1,500
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013e
Global annual unit sales (m)
PCs Smartphones and tablets
Source: Enders Analysis5
The future is mobile
The world in 2017
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
Population Adults Literate adults Mobile Smart phones PCs Tablets
2017 forecast base (m)
Source: GSMA,World Bank, Enders Analysis6
2012 Growth to 2017
Industry scale
Mobile networks
Advertising
Mobile phones
PCs
Apple
Books
Online advertising
Amazon
Google
Recorded music
Facebook
0 250 500 750 1,000 1,250
2012 global revenue ($bn)
Source: Zenith,Apple,Amazon, Google (excludes Motorola Mobility), Facebook, Enders Analysis7
• Mobile was always much bigger than tech, but always separate
• Smartphones mean theTechnology and Mobile worlds merge
• Internet and Media are being dragged along
• Tablets accelerate the change
• This is changing everything
Fundamental change
8
Fundamental change in scale
PC industry
• 350m PCs sold in 2012
• 1.6bn units in use
• Replaced every 4-5 years
• Shared
Mobile industry
• 1.7bn phones sold in 2012
• 3.2bn mobile users
• Replaced every 2 years
• One per person
9
Fundamental change in use
PC internet
• Shared, or used at work
• Semi-portable at best
• Web and web search
Mobile internet
• Personal
• Taken everywhere
• Web, web search, apps,
social, location, service
integration, prediction,APIs,
image recognition, NFC...
10
0
25
50
75
100
Mar-2009 Sep-2009 Mar-2010 Sep-2010 Mar-2011 Sep-2011 Mar-2012 Sep-2012 Mar-2013
Microsoft share of connected device unit sales (%)
Source: Enders Analysis11
The irrelevance of Microsoft
0
25
50
75
100
Units Revenue Operating Profit
Global handset industry share, Q1 2013 (%)
Apple Samsung All other
Source:Apple, Samsung, Enders Analysis12
Dominance of Apple & Samsung
0
15
30
45
60
Jun-2010 Dec-2010 Jun-2011 Dec-2011 Jun-2012 Dec-2012
Global unit sales (m)
Laptops Desktops Tablets
Tablets overtaking PCs
13 Source: Gartner, IDC, Enders Analysis
0
10
20
30
40
50
Jun-2010 Dec-2010 Jun-2011 Dec-2011 Jun-2012 Dec-2012
Global unit sales (m)
iPad Branded Android Kindle Fire Nexus
120m tablets in 2012 - 66m iPads
Source:Apple, Google,Asus, Enders Analysis14
iPad dominates use everywhere
0
20
40
60
80
100
US UK Germany France Japan China
Share of tablet web traffic, February 2013 (%)
iPad Android Kindle Fire Nook
Source:Adobe15
• Well over 200m tablets will be sold in 2013
• Driven by size and price - 7” screens, $300 and (far) below
• A flood of cheap generic Chinese Androids - perhaps 125m
units in China alone this year, with prices under $150
• Not clear these compete directly with Apple, Samsung &
Google
Tablets in 2013
16
‘Four horsemen’
Google Apple Facebook Amazon
17
0
200
400
600
800
Mar-10 Sept-10 Mar-11 Sept-11 Mar-12 Sept-12 Mar-13
Active users (m)
Apple iOS Google Android Facebook mobile users Amazon accounts
18 Source:Apple, Google, Facebook,Amazon, Enders Analysis
Ecosystem sizes
• Apple and Google’s Android have won
• Unlikely that other platforms will be relevant (Windows
Phone, Blackberry, other newer efforts)
• But share of value and use between Apple and Android is fluid
• Google’s control of Android is partial - Amazon Kindle,
Chinese Android, Samsung intentions unclear
• Facebook and Amazon trying to extract value
19
Platform wars
20
For Apple, the
ecosystem is what
sells hardware
For Amazon, Google
and Facebook, the
experience on the
phone is what drives
engagement with all
their services
Ecosystem is the key leverage
point
• Content is a commodity, but any ecosystem needs it - table
stakes but no more
• Apple, Google, Microsoft and Amazon all run music,TV and
movie stores at close to cost to support their platforms
• Pandora and Spotify trying to build sustainable indie offerings,
but little scope for others
• Ebooks were a late addition to Apple’s plan for the iPad
21
Content as a competitive weapon
0%
1%
2%
4%
5%
6%
7%
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Ecommerce as % US retail revenue
The real prize: ecommerce
Source: BLS, Enders Analysis22
5%
15%
3%
11%
18%
49%
Global internet users, Q1 2013
Global PC internet Global Android iOS
Nokia & RIM China PC internet China Android
Source: ITU, CNNIC, Google,Apple, Nokia, RIM, Enders Analysis23
Google - all about reach
0
5
10
15
20
25
Phones 3G phones Contract phones Smart phones
iPhone market share (%)
2007 2008 2009 2010 2011 2012
Source:Apple, Qualcomm, Enders Analysis24
Apple - qual versus quant
11%
10%
10%
48%
21%
UK 15-24 year old mobile users, May 2013
Facebook Facebook and other social apps Other social apps, no Facebook
No social No smartphone
Source: Enders Analysis25
Facebook: the great unbundling
Amazon
-10
0
10
20
30
40
50
60
70
1995 1997 1999 2001 2003 2005 2007 2009 2011
Annual results ($bn)
Revenue Net income
Source:Amazon26
0
2
4
6
8
10
Mar-10 Sep-10 Mar-11 Sep-11 Mar-12 Sep-12 Mar-13
Amazon North American revenue ($bn)
Media revenue General merchandise & other revenue
Source:Amazon27
21st Century Sears Roebuck
28

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Mobile Eating The World

  • 1. MOBILE IS EATINGTHE WORLD June 2013 Benedict Evans @benedictevans
  • 2. 0 50 100 150 200 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Global annual unit sales (m) Corporate PCs Consumer PCs Tablets The state of PCs Source: Gartner, IDC, Enders Analysis2
  • 3. 0 200 400 600 800 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Global annual unit sales (m) Corporate PCs Consumer PCs Tablets Smart phones Smart phones are exploding 3 Source: Gartner, IDC, Enders Analysis
  • 4. 0 500 1,000 1,500 2,000 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Global annual unit sales (m) Corporate PCs Consumer PCs Tablets Smart phones All mobile phones 4 More mobile growth coming Source: Gartner, IDC, Enders Analysis
  • 5. 0 250 500 750 1,000 1,250 1,500 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013e Global annual unit sales (m) PCs Smartphones and tablets Source: Enders Analysis5 The future is mobile
  • 6. The world in 2017 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 Population Adults Literate adults Mobile Smart phones PCs Tablets 2017 forecast base (m) Source: GSMA,World Bank, Enders Analysis6 2012 Growth to 2017
  • 7. Industry scale Mobile networks Advertising Mobile phones PCs Apple Books Online advertising Amazon Google Recorded music Facebook 0 250 500 750 1,000 1,250 2012 global revenue ($bn) Source: Zenith,Apple,Amazon, Google (excludes Motorola Mobility), Facebook, Enders Analysis7
  • 8. • Mobile was always much bigger than tech, but always separate • Smartphones mean theTechnology and Mobile worlds merge • Internet and Media are being dragged along • Tablets accelerate the change • This is changing everything Fundamental change 8
  • 9. Fundamental change in scale PC industry • 350m PCs sold in 2012 • 1.6bn units in use • Replaced every 4-5 years • Shared Mobile industry • 1.7bn phones sold in 2012 • 3.2bn mobile users • Replaced every 2 years • One per person 9
  • 10. Fundamental change in use PC internet • Shared, or used at work • Semi-portable at best • Web and web search Mobile internet • Personal • Taken everywhere • Web, web search, apps, social, location, service integration, prediction,APIs, image recognition, NFC... 10
  • 11. 0 25 50 75 100 Mar-2009 Sep-2009 Mar-2010 Sep-2010 Mar-2011 Sep-2011 Mar-2012 Sep-2012 Mar-2013 Microsoft share of connected device unit sales (%) Source: Enders Analysis11 The irrelevance of Microsoft
  • 12. 0 25 50 75 100 Units Revenue Operating Profit Global handset industry share, Q1 2013 (%) Apple Samsung All other Source:Apple, Samsung, Enders Analysis12 Dominance of Apple & Samsung
  • 13. 0 15 30 45 60 Jun-2010 Dec-2010 Jun-2011 Dec-2011 Jun-2012 Dec-2012 Global unit sales (m) Laptops Desktops Tablets Tablets overtaking PCs 13 Source: Gartner, IDC, Enders Analysis
  • 14. 0 10 20 30 40 50 Jun-2010 Dec-2010 Jun-2011 Dec-2011 Jun-2012 Dec-2012 Global unit sales (m) iPad Branded Android Kindle Fire Nexus 120m tablets in 2012 - 66m iPads Source:Apple, Google,Asus, Enders Analysis14
  • 15. iPad dominates use everywhere 0 20 40 60 80 100 US UK Germany France Japan China Share of tablet web traffic, February 2013 (%) iPad Android Kindle Fire Nook Source:Adobe15
  • 16. • Well over 200m tablets will be sold in 2013 • Driven by size and price - 7” screens, $300 and (far) below • A flood of cheap generic Chinese Androids - perhaps 125m units in China alone this year, with prices under $150 • Not clear these compete directly with Apple, Samsung & Google Tablets in 2013 16
  • 17. ‘Four horsemen’ Google Apple Facebook Amazon 17
  • 18. 0 200 400 600 800 Mar-10 Sept-10 Mar-11 Sept-11 Mar-12 Sept-12 Mar-13 Active users (m) Apple iOS Google Android Facebook mobile users Amazon accounts 18 Source:Apple, Google, Facebook,Amazon, Enders Analysis Ecosystem sizes
  • 19. • Apple and Google’s Android have won • Unlikely that other platforms will be relevant (Windows Phone, Blackberry, other newer efforts) • But share of value and use between Apple and Android is fluid • Google’s control of Android is partial - Amazon Kindle, Chinese Android, Samsung intentions unclear • Facebook and Amazon trying to extract value 19 Platform wars
  • 20. 20 For Apple, the ecosystem is what sells hardware For Amazon, Google and Facebook, the experience on the phone is what drives engagement with all their services Ecosystem is the key leverage point
  • 21. • Content is a commodity, but any ecosystem needs it - table stakes but no more • Apple, Google, Microsoft and Amazon all run music,TV and movie stores at close to cost to support their platforms • Pandora and Spotify trying to build sustainable indie offerings, but little scope for others • Ebooks were a late addition to Apple’s plan for the iPad 21 Content as a competitive weapon
  • 22. 0% 1% 2% 4% 5% 6% 7% 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Ecommerce as % US retail revenue The real prize: ecommerce Source: BLS, Enders Analysis22
  • 23. 5% 15% 3% 11% 18% 49% Global internet users, Q1 2013 Global PC internet Global Android iOS Nokia & RIM China PC internet China Android Source: ITU, CNNIC, Google,Apple, Nokia, RIM, Enders Analysis23 Google - all about reach
  • 24. 0 5 10 15 20 25 Phones 3G phones Contract phones Smart phones iPhone market share (%) 2007 2008 2009 2010 2011 2012 Source:Apple, Qualcomm, Enders Analysis24 Apple - qual versus quant
  • 25. 11% 10% 10% 48% 21% UK 15-24 year old mobile users, May 2013 Facebook Facebook and other social apps Other social apps, no Facebook No social No smartphone Source: Enders Analysis25 Facebook: the great unbundling
  • 26. Amazon -10 0 10 20 30 40 50 60 70 1995 1997 1999 2001 2003 2005 2007 2009 2011 Annual results ($bn) Revenue Net income Source:Amazon26
  • 27. 0 2 4 6 8 10 Mar-10 Sep-10 Mar-11 Sep-11 Mar-12 Sep-12 Mar-13 Amazon North American revenue ($bn) Media revenue General merchandise & other revenue Source:Amazon27 21st Century Sears Roebuck
  • 28. 28