The Best of Mary Meeker’s 2013 Internet Trends Slides
Mary Meeker’s annual Internet trends report is out; you can read the full 2013 edition here. Not up for 120 slides? Here’s my pull of the best ones, with a focus on the data-heavy charts and graphs.
Mobile continues to be the biggest trend in the deck, by far. And that extends to people living their lives online and documenting them as they go — just look at the growth of shared photos. But last year’s theme was the mobile monetization gap, and it still exists.
Meeker, a partner at venture capital firm Kleiner Perkins, thinks there’s a $20 billion opportunity in Internet and mobile advertising.
And mobile usage is starting to take a bite out of the column next to it. Global mobile traffic is now at 15 percent of Internet traffic.
Global smartphone penetration is at 21 percent.
Some companies are just starting to replace desktop revenue per user with mobile revenue per user. See: Facebook.
But back to usage and shipments. Meeker called this a “stunning slide,” as it depicts the steep growth of tablets versus previous slow builds.
And here’s another angle that shows global market share heading to mobile operating systems.
To help make the case for wearable computers (and “driveables” and “scannables”), Meeker pointed out that the average smartphone user reaches for his or her phone 150 times per day.
Some big milestones for mobile access came just in the past year. Starting in the second quarter, the percentage of Chinese Internet users accessing the Web via mobile shot up above the percentage accessing via desktop.
And over in South Korea, at the end of the year, mobile search queries grew larger than PC queries.
And there are some country-to-country comparisons to be made. As of the beginning of this year, there are now more iOS and Android users in China than in the U.S.
And according to survey data, Chinese users spend more of their time on mobile and Internet than the couch potatoes watching TV in the U.S.