Mary Meeker, a partner at Kleiner Perkins Caufield & Byers (KPCB) and former Internet analyst has released her latest report on Internet Trends at the AllthingsD conference. Here are some highlights from the report:
– Meeker hasn’t disclosed any information on connected smartphone subscribers for the current quarter but estimated that India will have 67 million smartphone subscribers by the end of 2013, recording a 52% growth YoY. However, she also added that smartphones will account for only 6% of the total subscribers. China would have the highest number of smartphone subscribers for the quarter with an estimated 354 million subscribers, recording a 31% YoY growth and 29% penetration rate. Globally, there are an estimated 1.49 billion smartphone subscribers as of 2013, recording a 31% YoY growth and a 21% penetration rate.
– Tablet shipments have surpassed PCs & Notebook in Q4 2012, just three years after the introduction of tablets. There’s no specific information about tablet penetration in India.
– More than 50% of Indian respondents indicated that they share everything or most things as of May 2013. Comparatively only 15% of US respondents indicated that they share everything or most things online.
– Meeker also claims that the market is entering third computing cycle with wearable, drivable, flyable, scannable devices such as Pebble Watch, Fitbit, Google’s Self driving cars, among others. Prior to this we’ve had two computing cycles — Smartphone and tablets.
– Meeker hasn’t updated the figure for Internet users in India. In her recent report India still has has 137 million Internet users, recording a 26% growth year-on-year (YoY). The population penetration rate for India stood at 11%. China continues to have the highest number of Internet users with 538 million users, adding 282 million Internet users during 2008-2012 and a population penetration rate of 40%. Globally, there are 2.4 billion Internet users with a 8% growth YoY and a population penetration rate of 35%. Around 902 million Internet users were added during 2008-2012. This is the same that she had reported in December 2012.
Here’s the full report: