The following screenshots are taken from a presentation deck of 92 slides. Some of the details are irrelevant to Web / mobile entrepreneurs & startups (e.g. carrier-side of things), and thus I save you the pain from having to read the whole thing. The Mobile Internet Report Setup is part 1 (of 3) of Morgan Stanley’s annual data dump covering the mobile + web industry.
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If you’re an entrepreneur in this space, now is the time to *not* fall asleep.
Smartphone market share is growing globally.
It’s the era of co-creation, nobody succeeds at it alone. A thriving 3rd-party application market place is key in a platform-play.
Counterintuitively, Internet usage on smartphones does not grow linearly to shipments of handsets (it’s much greater).
The Facebook + Apple combo = poster child for the future of mobile + web apps. Apple focuses on the handset superiority (hardware, app distribution), while Facebook focuses on the application software layer, user experience .. which in this case the mobile app strategically complements it’s core app (the actual Facebook desktop Web site). Facebook focuses on the viral network effects of its app, which itself is also a platform.
Facebook’s Web platform is also thriving.
Old news, but voice revenues are dropping and data is becoming more and more valuable for end users, and to carriers (to compensate for voice revenues).
Smartphones do make a difference in enabling users to really consume the mobile Web and apps. Feature-phones just can’t handle it.
Yet further proof that in this era, the democratized Internet will prevail. Iron-fisted dictatorships (*cough* Apple *cough*) will not win in the long run (my prediction anyways).
The rest of the world (ROW)’s mobile market usually lag what we see in Japan by a few years. Japan’s social networking trends shows us that social networking apps are increasingly being accessed from mobile at the expense of desktop.
8 years. ROW lags Japan by 8 years.
Stay tuned for my summary of the other two slide decks .. those are some 600+ and 400+ slides long.
