As an Internet service provider, we’re passionate about the Internet and work hard to keep up with what’s new and stay informed about trends that are affecting the direction of the Internet. And we like to keep our Internet access customers informed, as well. So yesterday was a big day.
On day two of the AllThingsD D11 conference, Mary Meeker, partner at the venture capital firm Kleiner Perkins Caufield & Byers, presented her latest annual report on Internet trends.
You can find the full Internet trends presentation (117 slides) on the KPCB website or watch the full video of the D11 presentation (about 24 minutes). But we’ll save you some time by giving you the highlights.
- The Internet is still growing – fast. EarthLink has been in the Internet access business almost 20 years, so to us it often seems such a mature, established industry. But it is still growing 8%, driven by emerging markets such as China, India, Indonesia, Iran and the Philippines (see slide 4).
- The U.S. still dominates the Internet. Of the top 10 global Internet properties (Google, Microsoft, Facebook, Yahoo, etc.), eight were “Made in the USA.” Interestingly, while 80% of the sites are U.S.-owned, traffic to them is 81% international users. On the mobile side, 88% of smartphone operating systems (iOS, Android, Windows Phone) are U.S.-made (see slides 6 & 7).
- Sharing is skyrocketing. The amount of content created and shared has grown by 9x in five years and shows no sign of slowing down (see slides 11- 23).
- Facebook still rules…but for how long? The top social media sites were Facebook (#1 by a significant amount), YouTube, Twitter, Google+ and LinkedIn (see slide 27). Facebook’s users, however, were reported to have declined from 2011 to 2012.
- U.S. smartphone users are pretty darn happy. Users report feeling “connected,” “excited,” “curious/interested,” and “productive” about social and communication activities on their smartphones (see slide 31).
- Mobile Internet traffic is growing and growing and… In some countries (notably China), mobile Internet access has surpassed desktop/PC access. Mobile is growing for both commerce and social sharing sites (see slides 32 – 37).
- Tablets have grown even faster than smartphones. Global shipments of tablets actually surpassed desktop PCs and notebook/laptop computers in Q4 of 2012 (see slides 44 – 50).
- Wearable tech devices with sensors are next in line. Expect hands-free, wearable devices such as wristwatches, bracelets, glasses and more (see slides 52 – 55).
- China: the case study. Sure, they’re growing because they’re the biggest country. But they are also innovating in some interesting ways (see slides 67 – 73).
- Immigration fuels U.S. tech … but not enough. Sixty percent of the top 25 tech companies in the U.S. were founded by 1st or 2nd generation Americans. But immigration policy means there’s a shortage of high-skilled technology workers needed to grow the industry (see slides 84 – 90).
Let us know what Internet trend you are most excited about, or if you see other trends.