KPCB：2016年互联网女皇报告原版（2016年6月1日）（213页）.pdf

1、Mary Meeker June 1, 2016 INTERNET TRENDS 2016 CODE CONFERENCE KPCB INTERNET TRENDS 2016 | PAGE 2 Outline 1)Global Internet Trends 2)Global Macro Trends 3)Advertising / Commerce + Brand Trends 4)Re-Imagining Communication Video / Image / Messaging 5)Re-Imagining Human-Computer Interfaces Voice / Tran

2、sportation 6)China = Internet Leader on Many Metrics (Provided by Hillhouse Capital) 7)Public / Private Company Data 8)Data as a Platform / Data Privacy KPCB INTERNET TRENDS 2016 | PAGE 3 Thanks. KPCB Partners Especially Alex Tran / Dino Becirovic / Alexander Krey / Cindy Cheng who helped develop th

3、e ideas / presentation we hope you find useful. Hillhouse Capital Especially Liang Wu.his / their contribution of the China section of Internet Trends provides an especially thoughtful overview of the largest market of Internet users in the world. Participants in Evolution of Internet Connectivity F

4、rom creators to consumers who keep us on our toes 24x7.and the people who directly help us prepare this presentation. Kara USA total population at 12/2015 (inclusive of all ages) was 323MM per US Census. KPCB INTERNET TRENDS 2016 | PAGE 8 India Internet Users = 277MM 22% Penetration. +40% vs. +33% Y

5、/Y Source: IAMAI. Uses mid-year figures. India Internet Users, 2008 2015 0% 10% 20% 30% 40% 50% 60% 0 50 100 150 200 250 300 20082009201020112012201320142015 Y/Y % Growth India Internet Users (MM) India Internet UsersY/Y Growth (%) KPCB INTERNET TRENDS 2016 | PAGE 9 Global Smartphone Users Slowing =

6、 +21% vs. +31% Y/Y Global Smartphone Unit Shipments Slowing Dramatically = +10% vs. +28% Y/Y Source: Nakono Research (2/16), Morgan Stanley Research (5/16). “Smartphone Users” represented by installed base. KPCB INTERNET TRENDS 2016 | PAGE 10 Global Smartphone User Growth Slowing. Largest Market (As