Stats on Digital Media - A Global View from Morgan Stanley by Mary Meeker
Great overview, recommended viewing. Watch the part on China and mobile. I was recently in China for one week with 40 Dutch entrepreneurs and innovators in digital media. It was my highlight of this year so far. Impressive stats on the Chinese mobile market like 550 million mobile phone users, 56 million mobile internet users (while 3G services are just one month active in this huge market) and China Mobile is 4 times the market value of Vodafone and thus the largest mobile operator (MNO) in the whole world. Clearly, in a few years most mobile innovation will come from China due to their incredible ambition, growth (potential), economies of scale and availability of hundreds of thousands of highly educated and eager mobile/IT graduates across the whole mobile ecosystem. Yearly, that is ;-) Think about the implications of these numbers for a few minutes...
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