Morgan Stanley’s analyst Mary Meeker gave a comprehensive presentation of mobile trends during the Web 2.0 Summit this week. She predicts mobile internet usage is exploding and that Apple/iPhone will continue to lead the way.
Meeker’s presentation is full of interesting facts and trends about mobile internet usage. I have included the whole presentation below.
One of her major points it how the mobile internet usage will explode in the years to come. Especially use of iPhone has kicked of this development. But she also points to how Android telephones make people surf much more on the web than on other mobile devices.
In fact mobile internet usage now is growing much faster than the adaption of internet on desktop computers.
Another important trend is location based services. “Location changes everything. This one input – our coordinates – has the potential to change all the outputs”, she states.
For platforms she believes Apple will continue to drive the market in the next 1-2 years. However, in a longer term open mobile web (such as Google Android phones) will pose challenges.
Meeker also points out how changes in social networking and mobile computing platforms (led by Facebook and Apple ecosystems) are fundamentally changing ways people communicate with each other and ways developers/advertisers/vendors reach consumers.
See many more points in the presentation.
Also a number of other blogs have covered her presentation, including these:
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Nice that I have gone through this post, because I got have some good piece of information from this post. Thank you very much.
While there might be 100k iPhone apps out there, what it might boil down to is everyone of us using just a few of them on a regular basis. Initially we check out hundreds, then the novelty effect goes away. Same applies to mobile websites, we might end up only some of them regularly. These selected few instances will then decide on what else we use.
The big question is, which are the selected golden ones? Is it the mobile OS itself – directing us to applications? Is it just the browser – and its bookmarks? Or apps running inside the browser instead of the OS level? Is it one of the applications – and it’s sub-sections? Is it a mobile portal site or GSM operator homepage? All of them have their chances of winning big and losing big. Which layer of these will be the real platform?
Facebook app on mobile might make it huge. So could some Twitter clients like Tweetdeck or just pure e-mail programs, just because people use them often. We have not seen too many of mobile portals now, but they should be coming (in Europe could be country specific).
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That is kind of my point. It is hard to know which if any of the apps will make it big, but maybe there is opportunity at the infrastructure level.
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One of the big opportunities seems to be mobile+social+real time. A great example of this type of business is foursquare. They have delivered a differentiated, engaging service which could have real utility and is naturally viral. There should be other opportunities in that triangle.
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Good point Henry. I have been a little sceptical about the potential scale of businesses based on a single app like Foursquare, but I should think again given the success Foursquare is enjoying.
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