Mary Meeker’s Internet Trends report for 2013 is out and it gives an insight in the internet and mobile industry worldwide. Divided over a deck of 100 slides, the report talks about global internet users’ growth YoY, increasing mobile spends, social sharing in terms of photos, videos, mobile traffic, tablets and wearable technology.
Some of the major takeaways for India in the report are as follows:-
1. The report highlights that India currently has 137 million internet users registering a 26 percent YoY growth in the number. The country has added 88 million users since 2008. China, on the hand, has added 264 million new users with a total user base of 564 million, largest in the world. India’s internet penetration still stands at a meager 11 percent much behind China (42) and USA (78). Globally, 2.4B internet users were there in 2012 with an 8 percent YoY growth with emerging markets like India, China, and Indonesia etc driving the growth.
2. Google, Microsoft, Facebook, Yahoo!, Wikipedia are the top five internet properties by global monthly unique visitors.
3. USA has grabbed the major chunk of market in the Smartphone operating system accounting for 88 percent share from 5 percent six years ago. Android, iOS continue to dominate the space.
4. The report states that an astounding 500 million photos are uploaded and shared per day on various platforms Facebook being the most used one today. While 100 hours of videos are uploaded on YouTube per minute till now in 2013.
5. In terms of sharing of content Facebook leads followed by YouTube, Twitter, Google+, LinkedIn. Over 50 percent of Indians admitted sharing everything or most things online grabbing second spot to Saudi Arabia.
6. India has 67 million Smartphone subscribers, a 52 percent YoY growth. Globally, Apple has 22% market share while Samsung had 29% as of Q4, 2012.
7. Users reach out to their smart phones 150 times a day mainly to message, call, check time, music and gaming purposes.
8. The report notes that the tablet growth is faster for example iPad is registering 3X of iphone growth with cumulative unit shipments touching 140, 000 in 2012.
9. Meeker, further notes, that technology this time around is emerging rapidly breaking the mould of 10-yr cycle with mobile internet technology in 2000’s the wearable technology will be introduced by 2014.
10. The report has a couple of slides dedicated to internet in industry of China which is witnessing robust growth. China has outgrown USA in terms of active iOS and Android devices touching approximately 250 million mark. The Asian country also leads America in time spent on internet and mobile.
11. China’s Alibaba/Taobao gross merchandise value (over $ 150B) has surpassed Amazon and eBay’s value.
12. The report has named internet leaders in various spaces like in ecommerce – Amazon ($246B revenue), eBay ($ 79B), Communication – Tencent ($20B), Facebook ($12B), Search – Google ($153B) and hardware – Apple ($695B).
13. The report also mentions growing popularity of online education in USA. A space which holds tremendous potential for India.