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Weíre still digesting the slides, but the slide above (#24 in Meekerís deck) is a real standout. Echoing a similar graph of computer system sales from Horace Dediu at Asymco, it shows the dramatic shift away from Windows-powered Intel machines (Wintel) in the past few years. Apple drove a wedge into the Wintel monopoly, but itís Googleís Android OS thatís really eating Microsoftís lunch. Since Q4 2010, combined shipments of tablets and smartphones have exceeded the number of PCs shipped, Meeker reports, and that trend shows no sign of reversing.
Meekerís data show 2.4 billion Internet users worldwide, a number thatís still growing eight percent yearly. There are 1.1 billion smartphone subscribers worldwide ó but thatís still just 17 percent of the global cellphone market. 29 percent of adults in the U.S. now own either a tablet or an e-reader. Mobile devices now account for 13 percent of worldwide Internet traffic, up from 4 percent in 2010. Mobile app and advertising revenue has grown at an annual rate of 129 percent since 2008, and now tops $19 billion. Mobile traffic app Waze has been adding users faster than all GPS makers combined have sold personal navigation units, and itís been that way since the beginning of 2012.
Report: 'The State Of The Internet' Shows Shifts From Windows To Apple/Android [venturebeat.com]
[edited by: engine at 6:48 pm (utc) on Dec 10, 2012]
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