Smartphones in 2016, 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%