If there is a voice for mobile growth, Mary Meeker is it. And she has 50+ slides of charts and data to prove her bullishness.
Below is the latest version of her Internet Trends deck (updated June 7 for the CM Summit in NY). I have included screenshots of three particularly interesting slides which are relevant to previous posts on this blog. The entire deck is embedded below via Scribd: Other than Nintendo's Wii and DS, the iPad is the fastest growing device - taking just 28 days to sell 1,000,000 units. That is more than 2x as fast as the iPhone and 1/2 as fast as either Nintendo device (which is impressive):
Android's growth is impressive... and ramping significantly. The wild card will be the new iPhone 4 (how many units will it move?) and whether rumors of a non-AT&T iPhone come true by year's end:
Normalized to the iPhone, iPad usage is more alike desktop PCs than smart phone usage. This is conceptually straightforward - but clear proof that these tablet devices are effective ways to surf the web and accomplish other 'desktop' activities: