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Thursday, 7 January 2010

Morgan Stanley's 'The Mobile Internet Report'


A bit old but may be interesting for people who are interested in Stats. Back in Dec. Morgan Stanley released a report titled 'The Mobile Internet Report' which is probably one of the biggest collection of mobile Stats.

According to Tomi Ahonen:

The report while they call it a 'mobile internet' report - is in fact, a report on smartphone based use of browser data services. It is very US centric, but is global, and it is far too obsessed about the iPhone. And it disappoints me, that while the report writers are very aware of simpler technologies, even when they discuss the Emerging World, they obsess about 3G, which will not be a meaningful part of the internet experience in places like Africa for most of the next decade..


But it does discuss SMS to some degree, and briefly mentions MMS and 'non 3G' internet such as in China (ie WAP). It is also very good making analysis of Japan's mobile internet (including i-Mode before 3G). Totally worth downloading and reading.


Now a few key highlights. The total mobile data industry for 2009 worth... 284 Billion dollars. Wow. Morgan Stanley says it grew 20% this year (while the global economy shrunk 5%). For those who were looking for regional splits of phone market shares or smartphone market shares - this report has them. It says that the modern smartphone is equivalent to a desktop PC 8 years ago in performance. Haha, fave topic of mine - they also say that for internet content consumption - the mobile is 'better' in at least four areas (but not in every case). These 4 are email, VoIP, news and social networking. And they tell us that the value of paid digital content on mobile phones is 4x as big as the value of paid digital content on the PC internet.


And yes, hundreds of more data points, stats and tons of good graphs to help explain. Totally worth downloading, reading and quoting. Enjoy


You can download the report from here.

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