Mary Meeker's 2018 report shows stagnation in the Android / iOS smartphone and duopoly market

Ready for new forecasts (always very deep and accurate), the analyst at investment firm KPCB, Mary Meeker, published this week 294 slides of his newest annual internet trend report.

Among some interesting information, Meeker points out that in 2017 the smartphone market remained stagnant, without growth. Incredibly, internet usage in general increased by only 7% (in the previous year it was much higher, at 12%).

2018 internet trends report - Mary Meeker

Starting with what interests us most, this is the common battle between iOS and Android, the graph above reveals that the green robot continues to dominate, reaching 1.25 billion devices sold during the past year. IOS, by contrast, accounted for less than a quarter of billions of device sales.

This means that the numbers remain stable compared to 2016 and are quite understandable if we think that Android is present in several devices from various manufacturers, while iOS is only in models sold by Apple.

The colors in the chart also leave no doubt that the smartphone market is now a fight over just two operating systems, and none more. Until 2016, you could still see a little green piece referring to “Others”.

2018 internet trends report - Mary Meeker

The iPhone X, launched at the end of last year, is the most expensive device in Apple's history and, along with it, there are also several devices on the market at a very high cost. Based on this principle, we may imagine that the Average selling price of smartphones would have increased. However, the scenario is different: Meeker shows that there has been a decline in the average price, mostly due to an increase in more affordable smartphones from Chinese manufacturers. And the downward trend.

In the case of apps, messengers were the ones that grew the most. According to the report, WhatsApp is the most popular messaging service with 1.5 billion monthly active users, followed by Facebook Messenger, with 1.25 billion.

2018 internet trends report - Mary Meeker

The report also reveals that technology companies are becoming a big part of business in the United States. In April of this year, they represented 25% of the US market capitalization, and are also responsible for an increasing share of research and development and capital expenditures.

Only Amazon, leading the list, invested more than $ 30 billion; Google comes next, investing a little less than that number. Third was Intel, with just under $ 25 billion, and then Apple, with spending of around $ 24 billion.

Highlighting the world's top 20 Internet leaders, the list brings Apple back to the top, with a market cap of $ 418 billion in 2013 and currently $ 924 billion. The companies highlighted on the red slide show that there were previously only two Chinese companies and now there are only nine.

2018 internet trends report - Mary Meeker

Mary Meeker's full 2018 report can be viewed on this page.

via 9to5Mac