Usually Mary Meeker only publishes her Internet Trends report once a year, but she had a mini-report for the end of 2012 that she gave on Monday. In that report there were a few insightful data points. The biggest one is the surge in market share for Android: it’s increasing adoption 5x faster than iPhone. I’ve often predicted that Android would take the global smartphone market share — but these numbers are huge. If this trend continues, it puts Apple in a precarious situation. Other data points of interest include the still huge numbers of feature phones: over 5 billion. The smartphone market is growing at 1 billion — but these numbers show that the world’s people still like having cheap phones for just calling and texting.
Meeker also noted that iPad adoption is increasing five times faster than iPhone adoption. There comes a time when iPhone saturation will occur — when most of those interested in having one, actually do. Smartphone makers may have to reconsider their “planned obsolescence” designs because consumers may lose interest in replacing their smartphones yearly.
Meeker also confirms the “post-PC” era statements we keep hearing by stating “that the global smartphone plus tablet install base will surpass the install base of the PC by the end of 2013.”