Mary Meeker, best known for her yearly Internet Trends report, provided an update to some of her figures from earlier in 2012 while speaking at a Bloomberg event in San Francisco. Her focus was strong mobile growth, which was highlighted by news that the adoption rate of Android smartphones is now six times that of Apple’s iPhone. Back in May the figure was four to one.
By the end of 2013, Android is expected to far surpass the 90 million devices shipped per quarter quoted for Q1 of 2012, which is double the expected number for Apple. Meeker’s estimates have 80 million iOS devices shipped per quarter by the end of the next calendar year.
The numbers all contribute to a growing mobile field that will overtake the PC industry by the middle of next year, according to Meeker. With an expected 6 billion mobile users (1 billion of which are smartphone users) by the end of 2012, the combined install base of tablets and smartphones will outnumber the install base of desktop and notebook computers. Android has already overtaken Windows PCs in terms of units shipped per quarter.
It all adds up to a reality that is becoming more apparent every day as users shift from a single computing experience to one that features multiple devices backed by cloud storage. Has the smartphone completely replaced the personal computer for anyone out there? It would be interesting to see if Meeker’s figures correlate directly to user habits in that way.
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