No, this is no longer a quibbling post about why iOS is losing ground or the smartphone market is decelerating faster and faster, but the annual reports of internet trends in Mary Meeker, an analyst at the investment firm KPCB, always have very interesting views on the prospects for the coming years in the world of technology.
This year's version of the report came out this week, and in the midst of its impressive 213 slides showing the most varied statistics on internet trends (seriously, take a look), some of them paint a beautiful scenario about where Apple is heading , Google, phone makers and the tech world in general.
Let's see the chart above, for example: it shows sales of smartphone units iOS and Android, opening up the differences in the evolution of each of the systems. it is possible to notice that, in 2009, the robot system had a share 4%, while Ma's held 14% of the market. Six years later, in 2015, Android was already taking an abysmal 81% share, while iOS remained relatively flat, at 16%.
The outlook also remains in favor of Google, and how: this year Android is expected to gain another 7% in its share of market share, while iOS loses a whopping 11% (compared to 2015).
The graph above also shows the ASP of each of the systems over the years. IOS has remained relatively stable for all that time, with a slight drop in 2016 due to the iPhone SE's presentation, down to $ 651. In the meantime, Android has been dropping precipitously and obviously attractive to consumers of its ASP since 2010, ranging from $ 441 this year to a low of $ 208 in 2016.
If you are an Apple fan and are devastated by the above news, at least you can find encouragement in the realization that the smartphone market as a whole is decelerating rapidly, so the problems are not only in Cupertino, as you can see below:
Noting the red line drawing an unpleasant downhill, we see that year-on-year growth in smartphone sales is getting closer to zero, and if things continue as they are, we will soon see a retraction in this segment. Another graph shows the deceleration in the number of new smartphone users, which is more accentuated in western countries where, of course, the number of users already represents almost the entire population, unlike Asian countries, where this number is still growing rapidly due to the recent adopt.
All of this leads to the question of Apple's role in the future of the smartphone market. Will the rumored strategy of slowing down the update cycle negatively impact these numbers and global perspectives? what we will know soon. What do you think?
(hint from @robsonpolice)