“Foreword by Phil Aldridge, Technical Director of FunctionEight Limited. Is there a future for Microsoft and Intel? The statistics in the report are quite damaging for them both. I have believed for quite a while now that Intel is rapidly losing market share and the requirements for high power cpu’s is really coming to an end. Intel has very little presence in the smartphone and tablet processor market which is where the future of the internet is or in server clustering where processor power is not important. I for one am not convinced Intel will be around in the same form it is now in 55 years time. Microsoft has seen its market share of personal computing drop from roughly 95% in 2005 to an estimated 35% in 2012 with the major winner being Android. That it would seem is only going to continue and with Microsoft already slashing the production rate of their brand new Surface Tablet things do not look all rosy in the Microsoft Camp…. They really need Office 365 to be a big win for them otherwise surely there will be another round of management changes at Microsoft. If you want advise on what solutions best fit your business needs please email FunctionEight at firstname.lastname@example.org for advice.”
Mary Meeker, a partner at Kleiner Perkins Caulfield and Byers, has just published her latest huge deck of amazingly useful data, the “2012 Internet Trends Year-End Update.”
Meeker is delivering her report to a group of Students at Stanford University, and Kleiner Perkins is live-tweeting the presentation on Twitter at @kpcb.
This is an update to a report Meeker delivered in May 2012, and it’s got a ton of new information.
We’re still digesting the slides, but the slide above (#24 in Meeker’s 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 it’s Google’s Android OS that’s really eating Microsoft’s 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.
Meeker’s data show 2.4 billion Internet users worldwide, a number that’s still growing eight percent yearly.
There are 1.1 billion smartphone subscribers worldwide — but that’s 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 it’s been that way since the beginning of 2012.
Meeker’s presentation goes on to spell out how these device and connectivity trends are leading to the complete re-imagination of everything from encyclopedias to money itself. It’s a great presentation — you should definitely read it.
Original Article created by Dylan Tweney. (Follow him on Twitter)
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