KPCB partner Mary Meeker usually publishes her famed Internet Trends report once a year, but gave a small San Francisco crowd a mid-year update tonight. The biggest new facts? Android phone adoption is ramping up six times faster than iPhone, and Android surpassed Windows as the #1 OS for Internet-enabled devices in Q1 2012. Meeker also ended the presentation by calling a statement by Mark Zuckerberg “arrogant but probably true.”
Read on for the rest of the new stats.
Meeker was attending an event at Bloomberg‘s SF headquarters in honor of Kleiner Perkins portfolio company Lending Club, which just reached $1 billion in loans enabled. There Meeker gave a quick presentation to a few industry big wigs.
She started out by saying mobile growth is still strong and showing some slides from her 2012 Internet Trends report she published May 30th, 2012. I cross-referenced all her slides against what was in that report, and this is what’s changed.
Meeker noted that iPad adoption is now ramping up five times faster than iPhone adoption, up from 3X in her May report. Meanwhile Android adoption is increasing six times faster than iPhone adoption, up from 4X.
According to her research, there will be 1 billion smartphone users but 5 billion mobile phone users by the end of 2012, showing the massive popularity of the cheap feature phone. In May, Meeker reported that there were 953 million smartphone subscriptions and 6.1 billion mobile phone subscriptions, though those count multiple subscriptions by the same person.
Meeker says that in Q1 2012 the amount of Internet-enabled Android devices shipped surpassed the number of Windows Internet-enabled devices shipped. That was when Android was at around 90 million units shipped per quarter. By the end of 2013, Meeker expects there to be 160 million Android devices, 100 million Windows devices, and 80 million iOS devices shipped per quarter.
And for the last big statistic, by the end of Q2 2013, Meeker believes the global smartphone plus tablet install base will surpass the install base of the PC.
Meeker concluded her presentation with a review of how various industries were being redefined, but first took a minute to review Mark Zuckerberg’s thoughts on mobile. Here’s what Zuck said in his letter to potential shareholders as part of Facebook’s S-1 to IPO:
We hope to rewire the way people spread and consume information…We think a more open and connected world will help create a stronger economy with more authentic businesses that build better products and services.
Meeker said the quote by Zuckerberg was a “very arrogant statement, but likely true and certainly a big idea.”
Mary Meeker has joined the Kleiner Perkins Caufield & Byers as a partner. Previously she joined Morgan Stanley in 1991 as the Firm’s PC Software/Hardware & New Media analyst. Earlier, she served as a Technology Research Analyst at Cowen and at Solomon Brothers. She received an MBA in Finance from Cornell University in Ithaca, New York (1986), and a BA in psychology from DePauw University, in Greencastle, Indiana (1981) . Meeker’s work has been recognized in various Wall Street Analyst...