Mary Meeker, head of Morgan Stanley´s global technology research team has some interesting stats revlealed in her presentation below. Some excerpts:
1. Smartphone shipments will soon exceed those of PCs shipped (both desktops and notebooks), likely in 2012, in what she called an “inflection point” for mobile advertising and e-commerce.
2. Use of mobile apps and mobile browsers has doubled in the past year, she noted, adding that the U.S. passed Japan as the country with the most 3G users last year, with more than 123 million to Japan’s 99 million.
3. Apple iPad Internet usage is more like that of a desktop PC than a smartphone, Meeker said, in terms of monthly page views per device
4. Mobile Internet usage is ramping faster than desktop Internet usage
5. Debt levels - many countries / consumers are over-levered (Sovereign debt levels in Greece/Spain/Portugal/Ireland/Italy unsustainable high)
The biggest sign of a potential boom in online advertising, according to the Morgan Stanley analyst, is the gap between the time users spend with various forms of media and the amount of money advertisers are devoting them, which she said was still “out of whack.”
<div style="width:425px" id="__ss_4431496"><strong style="display:block;margin:12px 0 4px">Internet Trends 2010 by Morgan Stanley Research</strong>
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