Smartphones in use, moving from 2.5 billion to 5 billion

Highlights from this interesting presentation by Benedict Evans about what changes we could see with the increase of the number of smartphones around the world,

  • Global Population (Dec 2016): 5.5 billion people over 14 years old
  • Number of mobile phones (Dec 2016): 5 billion
  • Number of smartphones (Dec 2016): 2.5 billion
  • SIM penetration is > 100% (number of SIM connections divided by population)
  • Smartphones are moving past the PC, heading towards 5+ billion users.
  • Smartphone apps are now close to 60% of all time spent in the USA (Facebook has 15-20% of mobile time)
  • What can be built on GAFA (Google, Apple, Facebook, Amazon)?
  • GAFA have much greater global scale than Wintel (Microsoft + Intel) or IBM ever had
  • Machine learning has arrived
  • No more mobile-first, it is mobile-only or mobile-native
  • Microsoft will move from Mobile First to AI-first
  • Everything internet did to media will happen to ecommerce
  • Ecommerce as % of US retail: Amazon 2+%, overall US ecommerce 12%

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