2013 Internet Trends Report: Mobile Growth Soars, Tablet Shipments Surpass PCs in Less Than 3 Years

[MacRumors]

At the All Things Digital D11 conference today Kleiner Perkins Caufield & Byers partner Mary Meeker published her 2013 Internet Trends report, a 117 slide presentation that covers a range of topics from Internet usage and traffic to mobile device growth trends.

Unsurprisingly, mobile adoption continues to grow. Both Apple and Samsung have experienced enormous smartphone market share unit growth over the past two years, with Apple going from 16% share in Q1 2010 to 22% share in Q4 2012 and Samsung growing from 4% to 29% during the same time period.

Tablet growth has exploded as well, outpacing even smartphone growth. When comparing the first 12 quarters after launch, iPad shipments ramped up three times more quickly than iPhone shipments.

In fact, tablet shipments surpassed both desktop PC and notebook shipments in the fourth quarter of 2012, less than three years after tablets surged in popularity. A similar report from IDC earlier this week confirms the rapid tablet growth, estimating that yearly tablet shipments will surpass notebook shipments by 2013 and the total PC market in 2015.

Other highlights from the report include overall smartphone growth, which is up 28% year over year in the United States and 31% in China, and mobile internet traffic, which now accounts for 15% of total global internet traffic.

Article Link: 2013 Internet Trends Report: Mobile Growth Soars, Tablet Shipments Surpass PCs in Less Than 3 Years

 

[lifeinhd]

I feel like this was just reported yesterday

 

[iMikeT]

It's starting to look like I'll be in a minority since 95% of my internet usage is done on my iMac.

 

[samcraig]

I like that Apple was labeled as growing rapidly at 1.4x and Samsung's is seemingly marginalized at 7x.

"Both Apple and Samsung have experienced enormous smartphone market share unit growth over the past two years"

Apple has experienced fantastic growth. Samsung - quite honestly has exploded.

 

[Preclaro_tipo]

Confusing

I don't understand how Apple had (only) 16% market share in tablets in Q1 2010. What were they counting as tablets?

Then, on the last chart they show a line graph and at Q1 2010 Tablets come from zero and explode to catch PC, etc.

That seems inconsistent to me, what am I missing?

Edit: nvrmnd, answered my own questions, i was looking at smartphone and thinking ipad in the first chart. Yeah, Apple hasn't done anything to grow the smartphone market, other than just invent a form factor that is awesome then let everyone else run with the idea...typical Apple...soon they will just leave the category behind for another one which they will invent...then abandon, repeat.

 

[4TheLoveOfTech]

Market Share

It's a good thing Tim Cook said last night he doesn't care about Market Share because he's getting A** Whipped by Samsung.

He should have elaborated a little more last night how Apple can be like Samsung...

iOS better be more than Flat because that's what Apple iOS sales are.

It's OK, Tim doesn't care. He just wants developers to make money, he doesn't care how much Apple makes.

Worst interview ever last night. He was defensive all night and just kept spouting the same BS as in the last earnings report.

 

[wouwout]

What's the huge drop in tablets shipments, late 2012 and/or early 2013. Last graph, the orange line plunges.

 

[Preclaro_tipo]

It's a good thing Tim Cook said last night he doesn't care about Market Share because he's getting A** Whipped by Samsung.

He should have elaborated a little more last night how Apple can be like Samsung...

I hope they realize that having the #1 app ecosystem isn't sustainable if you aren't #1 in terms of sales. I think that they literally don't realize that they can't keep the best and newest applications if they are a 2nd tier platform. I think they can get away with it for a while, but it isn't sustainable...and when they change the screen size to stay competitive let's hope developer interest remains to keep up. They should be worried that one day they will have to change their screen ratio and/or size in order to stay relevant and the developer interest won't be there and they will just sink their boat. (App eco system is the "golden goose" imo, and if you don't have enough users, your goose dies.)

 

[Corrode]

I hope they realize that having the #1 app ecosystem isn't sustainable if you aren't #1 in terms of sales. I think that they literally don't realize that they can't keep the best and newest applications if they are a 2nd tier platform. I think they can get away with it for a while, but it isn't sustainable...and when they change the screen size to stay competitive let's hope developer interest remains to keep up. They should be worried that one day they will have to change their screen ratio and/or size in order to stay relevant and the developer interest won't be there and they will just sink their boat. (App eco system is the "golden goose" imo, and if you don't have enough users, your goose dies.)

I wonder if the price of the iPhone is keeping a lot of people from adopting it. I know I would NEVER switch to another platform, but for those people who don't really care much about one smartphone to another, $300-$400 looks much more appealing than $650 (unsubsidized, of course).

Hopefully, for Apple, the new low-cost iPhone will allow them to take a bigger piece of the pie.

 

[M-O]

It's a good thing Tim Cook said last night he doesn't care about Market Share because he's getting A** Whipped by Samsung.

He should have elaborated a little more last night how Apple can be like Samsung...

iOS better be more than Flat because that's what Apple iOS sales are.

It's OK, Tim doesn't care. He just wants developers to make money, he doesn't care how much Apple makes.

Worst interview ever last night. He was defensive all night and just kept spouting the same BS as in the last earnings report.

on behalf of the internet, i give you a swift kick in the nuts.

 

[KdParker]

I like that Apple was labeled as growing rapidly at 1.4x and Samsung's is seemingly marginalized at 7x.

"Both Apple and Samsung have experienced enormous smartphone market share unit growth over the past two years"

Apple has experienced fantastic growth. Samsung - quite honestly has exploded.

IMHO it doesn't make any since to compare the two unless we talk about like phones. For the most part Apple makes one phone (with a high price point) while samsung makes alot of lower costing phones that people can get for nothing with a contract.

So the fact that Apple has such a high market share with only on phone is more significant.

 

[LagunaSol]

I hope they realize that having the #1 app ecosystem isn't sustainable if you aren't #1 in terms of sales.

Apple will not be #1 in sales. Period. Not when Google is giving away the "golden goose" for free to every Asian knockoff manufacturer that wants it.

Fortunately for Apple, the bulk of Android users has yet to show much interest in paying for software applications.

 

[4TheLoveOfTech]

on behalf of the internet, i give you a swift kick in the nuts.

Why don't you give Tim Cook one as well because he needs it a lot more than I do. Pathetic defensive interview.

 

[LagunaSol]

What spin is there? Do you not agree that 7x growth is impressive?

I'm sure you're thrilled by it.

 

[samcraig]

IMHO it doesn't make any since to compare the two unless we talk about like phones. For the most part Apple makes one phone (with a high price point) while samsung makes alot of lower costing phones that people can get for nothing with a contract.

So the fact that Apple has such a high market share with only on phone is more significant.

People buy (typically) one phone. Not multiple. So they are choosing Samsung or Apple (for example). The fact they have more choice on one doesn't really seem relevant.

And that's not even my issue. Regardless - this study points out one company having 1.x amount of growth and another having 7x. In any world - 7x growth is impressive. Extremely impressive.

Are you suggesting Samsung's growth isn't impressive?

 

[KdParker]

It's a good thing Tim Cook said last night he doesn't care about Market Share because he's getting A** Whipped by Samsung.

He should have elaborated a little more last night how Apple can be like Samsung...

You have got to be kidding.

Why would Apple need to be more like Samsung?

 

[samcraig]

I'm sure you're thrilled by it.

Sure. I'm thrilled by it. Because it TOTALLY changes how I enjoy or use my Samsung phone. And my iPhone. And my iMac. And my MacBook Pro. And my Apple TVs. And my 2 iPads. And my iPod Touch...

----------

You have got to be kidding.

Why would Apple need to be more like Samsung?

They don't. They just need to be Apple. Some might argue (I'm not) that Apple hasn't been Apple lately. And that's why people have high hopes/expectations for iOS7

 

[pirg]

Can someone explain to me why this matters? I know we're not supposed to support apples success unless we own stock ( ) but what benefit do consumers get from market share?

 

[pixelpro]

Microsoft is ####ed !

 

[tshrimp]

I like that Apple was labeled as growing rapidly at 1.4x and Samsung's is seemingly marginalized at 7x.

"Both Apple and Samsung have experienced enormous smartphone market share unit growth over the past two years"

Apple has experienced fantastic growth. Samsung - quite honestly has exploded.

I noticed the same thing. A quick glance at the title suggested Apple was pulling way ahead, but actually Samsung is kicking rear.

Title should be "Samsung kicking the crap out of Apple, but Apple still doing well".

With that said. I am ready to give up my Samsung POS. But not for iPhone. I am liking the HTC one.

P.S. Poor Microsoft and Blackberry. I actually like both of there phone (especially the new BB)

 

[KdParker]

People buy (typically) one phone. Not multiple. So they are choosing Samsung or Apple (for example). The fact they have more choice on one doesn't really seem relevant.

And that's not even my issue. Regardless - this study points out one company having 1.x amount of growth and another having 7x. In any world - 7x growth is impressive. Extremely impressive.

Are you suggesting Samsung's growth isn't impressive?

No.

I just think comparing Apple and Samsung is like comparing sales of Porsche and Ford.

If Porsche had a market share matching Ford, that would be considered more significant even if Ford had a slightly larger share. But that comparison wouldn't say alot since they sell to entirely differnt markets.

 

[samcraig]

No.

I just think comparing Apple and Samsung is like comparing sales of Porsche and Ford.

If Porsche had a market share matching Ford, that would be considered more significant even if Ford had a slightly larger share. But that comparison wouldn't say alot since they sell to entirely differnt markets.

Samsung and iPhone sell to the same markets. You can get both Samsung and Apple phones for free (at least here in the US for example).

Apple isn't a luxury product. You can get them at Walmart. A comparison of Apple to Samsung relating to Porsche and Ford doesn't work as analogous.

 

[Michael Scrip]

I hope they realize that having the #1 app ecosystem isn't sustainable if you aren't #1 in terms of sales. I think that they literally don't realize that they can't keep the best and newest applications if they are a 2nd tier platform. I think they can get away with it for a while, but it isn't sustainable...and when they change the screen size to stay competitive let's hope developer interest remains to keep up. They should be worried that one day they will have to change their screen ratio and/or size in order to stay relevant and the developer interest won't be there and they will just sink their boat. (App eco system is the "golden goose" imo, and if you don't have enough users, your goose dies.)

Apple has the #1 ecosystem despite only having 17% market share.

It appears that more people are doing stuff with their iPhones even though Android phones outsell them handily.

Or... it shows that Android market share isn't all it's cracked up to be.

Apple has plenty of users. And developers know this.

Should developers target 200 million iPhone users who buy apps... or 700 million Android users who don't buy apps?

I think you're getting hypnotized by Android's phenomenal market share numbers... but you're forgetting that a lot of Android phones are bottom-of-the-barrel econo-boxes that have terrible hardware and might be running an old version of Android.

There are $80 phones sold in China and India that are running Android... and they sell a ton of them. And those phones are increasing Android's market share numbers every day.

But they're clearly not the phones that get developers excited.

 

[samcraig]

Can someone explain to me why this matters? I know we're not supposed to support apples success unless we own stock ( ) but what benefit do consumers get from market share?

None. My comment was about reporting. I couldn't really care less who is doing better or "kicking ones butt"

As I already wrote - it doesn't affect the enjoyment or functionality of the tech I own.

 

[rubberbandhadle]

Dirtly little Samsung

This is why Apple takes patent violations very seriously. Technological innovations and design and ease of use features stolen and put on a cheaper product makes a difference. China and other eastern Asian nations like Korea have a long history of stealing trade secretes rather than self innovation. The very history of the start up of Samsung and their corporate culture in the 1970’s was to study televisions of the day improve and add on top of the existing technology. This is how they came to be and many other Television companies who could not compete with the low prices died out. I see a lot of comments here the don’t take these facts in account when people discuss how apple is being frivolous. If you love Apple and want it to be around 20 years from now, hope they don’t do to cell phones, tablets and computers what they did to the TV markets.