Meeker files: Android is killing it, Zuckerberg is arrogant

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Mary Meeker

Android is killing it. Google’s mobile OS is seeing adoption rates up to six times higher than those of iOS and it’s overtaken Windows as the number one OS on internet-enabled devices.

That’s according to the latest figures from “Queen of the Net” Mary Meeker. When the Kleiner Perkins Caufield Byers (KPCB) partner speaks, anyone with even the vaguest interest in anything to with the internet listens.

Usually her highly anticipated internet trends reports only come out annually, but at an event in San Francisco a last night Meeker gave a glimpse into some of the things that have changed since the May report.

The headline findings are in the mobile arena, where iPad adoption is ramping up five times faster than iPhone adoption. As I’ve already noted, Android adoption is increasing six times faster than iOS adoption. That’s up from four times fast earlier in the year. In the first quarter of this year, Android also overtook Windows as the number one OS on internet-enabled devices for the first time, with around 90-million devices shipping with it.

Meeker reckons that by the end of 2013, we’ll be seeing 160-million Android devices, 100-million Windows devices, and 80-million iOS devices shipped per quarter.

In May, Meeker said there were around 6.13-billion mobile phone subscriptions and 953-million 3G subscribers, driven largely by growth in emerging markets. Her most recent missive reveals that those numbers translate to one-billion smartphone users and five-billion mobile phone users. The discrepancies are apparently accounted for, at least in part, by people with multiple subscriptions.

Perhaps most significantly, Meeker reckons that we’ll see a larger install base of smartphones and tablets than PCs, by around halfway through next year. Still don’t think we’re in a post PC world?

Meeker also took a moment to review the thoughts Mark Zuckerberg shared on Facebook’s mobile approach in the social network’s S-1 letter prior to going public:

We hope to rewire the way people spread and consume information… We think a more open and connected world will help create a stronger economy with more authentic businesses that build better products and services.

Meeker calls the quote a “very arrogant statement, but likely true and certainly a big idea.”

Source: TechCrunch

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