The Mobile Internet – Ready, Set, GO!
Yesterday, Morgan Stanley released a comprehensive report on the growth and future of the Mobile Internet. The chart below is one slide pulled from the summary deck and shows the incredible opportunity ahead of companies that play a role in the Mobile Internet space. A conservative estimate shows the total available market for devices accessing the Web from a mobile perspective is 10x the available market in the desktop space. Truly staggering.
Two quotes from slide 22 of the summary deck caught my attention:
“Mobile Ramping Faster than Desktop Internet Did and Will Be Bigger Than Most Think – 5 Trends Converging (3G + Social Networking + Video + VoIP + Impressive Mobile Devices)”
“Regarding pace of change, we believe more users will likely connect to the Internet via mobile devices than desktop PCs within 5 years”
The 5 trends converging quote is, I think, the most important one – especially ‘Impressive Mobile Devices’. From my perspective we’ve just seen the tip of the iceberg of what the mobile device landscape looks like. Development of ‘killer devices’ and the speed with which content can be delivered to those devices are currently the gating factors for explosive growth in this segment. In 2010, that will change – and those that are positioned well to take advantage of that growth will fare very well. Thankfully, from an infrastructure and semi-conductor perspective my company, Intel, is a leader (slide 19).