Was kommt jetzt nach den Smartphones?
Für a16z-Analyst Benedict Evans ist mobile vorbei, im Sinne von Smartphones sind im Grunde bei allen Erwachsenen weltweit angekommen:
About 4bn people have a smartphone. How do we get to this number? Well:
Apple gave a number of 900m active iPhones at the beginning of the year, which is consistent with the unit sales that it reported until recently.
Google said at this year’s IO conference that there are 2.5bn active Android devices, and the Android developer dashboard says that about 95% of these are phones.
Google’s number does not include Android phones in China, which do not come with any Google services (conversely Apple’s number does include iOS devices in China). The Chinese government estimates just over 800m internet-connected smartphones in China, and perhaps 20% of these are iPhones, giving a round number of 650m Android phones.