Defining the Post-PC Landscape

DEFINING THE POST-PCLANDSCAPE NEW REALITIES OF THE DIGITAL SPACE THERE WILL BE MORE SMARTPHONE AND TABLET USERS THAN DESKTOP AND NOTEBOOK PC USERS IN 2013 750 SMARTPHONE AND TABLET MILLION SHIPMENTS SHIPMENTS EXCEED DESKTOP AND NOTEBOOK PC 350 MILLION SHIPMENTS SHIPMENTS THE SMARTPHONE MARKET 1B STILL HAS POTENTIAL FOR MASSIVE GROWTH 1B GLOBAL MOBILE PHONE 1B 1B USERS GLOBAL 1B SMARTPHONE USERS 1B iOs 20% MARKET SHARE ANDROID 45% MARKET SHARE ANDROID iOS WINTEL COMBINED ARE 35% MARKET SHARE BIGGER THAN WINTEL PEOPLE PREFER 295.5 MILLION TABLETS READING ON TABLETS TO BE PURCHASED FROM OVER ANY AMERICAN CONSUMERS OTHER 2010 to 2015 PLATFORMS MAGAZINES COMPUTER NEWSPAPERS BOOKS MOBILE PHONE 1.3 ADULTS OWN A TABLET IN THE USA EARLY iPadGROWTH DWARFS BOTH iPod AND iPhone LAUNCHES 8M 33M 100M iPod iPhone iPad 90% ARE USING MULTIPLE SCREENS OF PEOPLE TO COMPLETE TASKS IN DESIGN, ONE SIZE DOES NOT FIT ALL DEVICES THERE ARE MORE MOBILEUSERS AND DIFFERENT MOBILE DEVICES THAN EVER BEFORE SOLUTIONS HAVE TO BE ADAPTIVE AND RESPONSIVE Sources: 2012 Internet Trends. By Mary Meeker. Apple, as of CQ3:12 (10 quarters post launch). Asymco.com (as of 2011), Public Filings, Morgan Stanley Research, Gartner for 2012E data. 2012E data as of Q3:12. Katy Huberty, Ehud Gelblum, Morgan Stanley Research. Data and estimates as of 9/12. Morgan Stanley Research estimates. Navigating the new multi-screen world. By Dai Pham, Google Mobile Ads Marketing. Online Publishers Association, June 2012. US Consumer Tablet Forecast Update, 2011 To 2016. By Sarah Rotman Epps with Carlton A. Doty, Vikram Sehgal, Sander Rose. ©2013. OSKOUI+OSKOUI, INC. All Rights Reserved.