5. Demand For Phablets Is Skyrocketing In
Asia
Laptop
Tablet
Phablet
0
3
6
9
12
15
18
21
24
27
2011 Q4 2012 Q1 2012 Q2 2012 Q3 2012 Q4 2013 Q1 2013 Q2
MillionsOfUnitsShipped
Source: International Data Corporation August 2013
"Asia" excludes Japan and includes Australia, China, Hong Kong, India, Indonesia, Korea,
Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, and Vietnam.
6. Wearable Device Market Size Forecast
$-
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
2010 2011 2012 2013 2014 2015 2016 2017 2018
(Millions)
Source: BI Intelligence estimates, ABI Research, IMS, Juniper, *Assumes 42$ average selling price for wearable devices
8. Global PC Shipments by Manufacturer
Lenovo
HP
Dell
Acer
Other
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
100,000
(thousands)
Source: Gartner, IDC
iPad released
Windows 8
released
9. Breakdown Of The Average
Smartphone Owner's Daily Time-Spend
Other
8%
Visit Websites
14%
Games
8%
Social
Networking
15%
Talk
26%
Text
20%
Email
9%
On Average, U.S. Smartphone Owners Spend 58 Minutes Daily On
Their Phones
Source: Experian Marketing Services, May 2013
10. Average Minutes Spent Per
Interaction By Device
43
39
30
17
0
5
10
15
20
25
30
35
40
45
50
TV PC/Laptop Tablet Smartphone
Minutes
Source: Google, August 2012
11. U.S. Consumer Media Consumption
Share
45%
25%
17%
9%
7%
4%
44%
26%
16%
8% 8%
6%
43%
26%
15%
7% 7%
9%
42%
26%
14%
6%
5%
12%
38%
20%
12%
4% 5%
20%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
TV Online Radio Print Other Mobile
Source: eMarketer, August 2013
2009 2010 2011 2012 2013
14. WhatsApp, WeChat, And LINE
Monthly Active Users (Global)
0
50
100
150
200
250
300
350
400
450
500
Millions
Source: BI Intelligence Estimates
WhatsApp
WeChat
LINE
16. Top Photo Sharing Sites, Nov. 2013
Facebook
43%
Snapchat
49%
Instagram
7%
Flickr
1%
Share Of Average Daily Photo Uploads Among Top 4 Sites (809
Million Photos)
Source: BI Intelligence
17. Snapchat's Daily Photo Shares
0
50
100
150
200
250
300
350
400
DailyPhotoSharesInMillions
Source: Snapchat, TechCrunch September 2013, CNET June 2013, KPCG May 2013
23. Leading Retailers' Digital Audience
Population By Device
0
20
40
60
80
100
120
140
160
(Millions)
Source: comScore
Desktop Only Desktop + Mobile Mobile Only
25. Apple App Store Cumulative
Revenue
And Developer Payouts
Cumulative
Revenue
Payments To
Developers
$.0
$5000.0
$10000.0
$15000.0
$20000.0
$25000.0
(millions)
Source: News Reports, Company Releases
26. Global Mobile Phone Sales
-
50000.0
100000.0
150000.0
200000.0
250000.0
300000.0
350000.0
400000.0
(Thousands)
Source: Gartner
Feature
Smartphones
27. Smartphone Sales In 2014 will be Driven
By New Users In Emerging Markets
0
50
100
150
200
250
300
MillionsOfSmartphones
Source: Mediacells via The Guardian
Sales To New Smartphone Users In 2014 Smartphone Upgrades In 2014
Top 11
Other
Markets
28. Total App Downloads vs. App
Downloads Per Capita By Country,
1358.080
293.950
184.580 139.130 129.820
244.190
79.230
506.890
314.510
4.30
4.65
2.30
2.12
0.67
1.70
3.43
0.37
2.47
0.00
0.50
1.00
1.50
2.00
2.50
3.00
3.50
4.00
4.50
5.00
0
200
400
600
800
1,000
1,200
1,400
1,600
USA UK Germany France Brazil Russia Australia China Japan
AppDownloadsPerCapita
TotalAppDownlaods(Millions)
Source: XYO, BII Estimates
Total App Downloads App Downloads Per Capita
29. Global Smartphone Average Selling
Price Forecast
$100.0
$150.0
$200.0
$250.0
$300.0
$350.0
2010A 2011A 2012A 2013E 2014E 2015E 2016E
AverageSellingPrice
Source: BI Intelligence Estimates
37. Developers Main Platforms / Global
0%
34%
33%
17%
4%
5%
7%
Developers' Main Platform
Android
iOS
HTML5
BlackBerry 10
Windows Phone
Other
Source: Developer Economics July 2013
38. Android Platform Dist. As of Feb 2014
Froyo
1%
Gingerbread
20%
Ice Cream
Sandwich
16%
Jelly Bean
61%
KitKat
2%
Source: developer.android.com
39. U.S Smartphone Market Share
Android
Apple
BlackBerry
Microsoft
Other
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Jan
10
Mar
10
May
10
Jul
10
Sep
10
Nov
10
Jan
11
Mar
11
May
11
Jul
11
Sep
11
Nov
11
Jan
12
Mar
12
May
12
Jul
12
Sep
12
Nov
12
Jan
13
Mar
13
May
13
Jul
13
Sep
13
Nov
13
Source: comScore
40. Global Mobile Ad Revenue
Market Share By OS
iOS
Android
Other
BlackBerry OS
Symbian
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013
Source: Opera Mediaworks
42. Ad Spending vs. Consumer Time
Spent
6%
42%
26%
14%
12%
23%
43%
22%
10%
3%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Print TV Web Radio Mobile
Source: Mary Meeker, IAB, eMarketer
47. What Is The Next Big Thing In Mobile?
6%
9%
19%
2%
4%
7%
7%
17%
7%
22%
0% 5% 10% 15% 20% 25%
Other
Connected TV
Everything As A Service
Indoor Location
Distance Learning
Mobile Advertising
Mobile Health
Mobile Wallet
Connected Car
Wearables
Source: Open Mobile Media, July 2013; n = 50+ Top-Level Mobile Executives Attending The Open Mobile
Summit
48. Wearable Technology
87%
13%
20%
12%
6%
2% 2% 2%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
No Yes Nike+
Fuelband Or
Activity
Tracker
Fitbit Bodymedia
Fitcore
Pebble
Watch
Jawbone UP Recon Ski
Goggles
Source: Bloomberg/Survey Monkey, April 2013
Have You Ever Purchased A Wearable Computing Device Or
Received One As A Gift?
If So, Which One? (US Respondents)
50. Average Daily Time Spent Per
Person
Sleeping
7.6 hours
Leisure And Sports
2.5 hours
In The Car 1.2 hours
Eating/Drinking 1.1 hours
Household Work 1.1 hours
Other 1.7 others
0
12
24
Source: Bureau Of Labor Statistics
U.S. Employed Citizens ages 25 to 54
Working
8.8 hours