2013年互联网女皇报告(1).docxVIP

D11大会互联网趋势报告 5/29/2013 Mary Meeker/Liang Wu KLEINER PERKINSCAUFIELD PERKINS CAUFIELD BYERS · 互联网核心趋势 持续增长 · 重新构想 正在被重新构想和实践 · 移 动 迅猛增长 · 计 算 又一个平台转变 ● 向中国学习 体量+创新 ·有史以来能力最强的创业家? · 那么,你愿意成为一家上市公司吗? ● 高技术移民 -观点 · 附 录 -活跃而优质的重新构想 -传统产业正被重新构想 -美国公司 2KPCB 2 互联网的核心趋势- 持续增长 KPCB KPCB 3 2012年全球网民达24亿，同比增长8%,主要受新兴市场驱动 2012年全球网民达24亿，同比增长8%,主要受新兴市场驱动 Rank Country 2008 Tnternet User Adds(MMs) 2012 Intermet Population Users (MMs) Y/Y Growth Penetration 1 China 2 In dia 3 Indonesia 4 Iran 5 Russia 6 Nigeria Philippines 8 Brazil 9 Mexico 264 88 564 137 1000 26 4200 11 39 35 33 31 28 27 19 55 42 70 48 34 88 42 58 205 6 15 32 6 9 23 55 49 30 35 45 37 10 USA 18 244 3 78 11 Argentina 12 Egypt 13 Colombia 14 Turkey 15 Vietnam 17 17 14 13 12 28 30 25 35 31 57 11 39 17 7 68 38 54 47 35 Top 15 World 654 902 1,473 2.406 1500 800 3400 3400 KPCB Note:*All data(except China)as of 6/12,2.4B global Intemet users and 8%Y/Y growth rate based on the latest available data.China Intemet user data as of 12/12,per CNNIC.Souce:United Nations fIntemational TelecommunucationsUruon,. 4 9o of Total Media Consumption Time 9o of Total Media Consumption Time orAdvertisng spending 移动广告开支与移动设备使用量大幅增长 %of Time Spent in Media vs.%of Advertising Spending,USA 2012 ■Ad Spend ■Ad Spend 5000 4000 4200 43%Internet Ad 4000 4200 43% 3000 2690-23%-200022%~$20B+ Opportunity 2690 - 23%- 2000 22% in USA 140140o 1206 10% 30o 600 000 MobileInternetRadioTVPrint Mobile Internet Radio TV KPCB Nots:*Intemet advertsingroached $37B in USA in 2012 per IAB,Mobile atvertising reached S4B per eMarketer.Print includes newspaper and magazine.520B opportunuity calculated assuming Intemet and Mobile ad spend share