Comments for Morgan Stanley: Mobile Internet Market Will Be Twice The Size of Desktop Internet

Morgan Stanley: Mobile Internet Market Will Be Twice The Size of Desktop Internet

2009-12-16T09:47:34Z

Morgan Stanley has released a couple of bulky documents about the mobile Internet: 'The Mobile Internet Report,' a 424-page report which explores eight major themes; and 'The Mobile Internet Report Key Themes,' a 659-slide presentation that drills down on thoughts covered in the report. We've embedded both documents below.

Perhaps the most remarkable statement in the report is that the Mobile Internet market will be "at least 2x size of Desktop Internet," which Morgan Stanley bases on analysis comparing Internet users with mobile subscribers.

]]> The report starts out by saying that Apple's iPhone/iTouch/iTunes ecosystem "may prove to be the fastest ramping and most disruptive technology product / service launch the world has ever seen." It goes on to state that "a handful of incumbents (like Apple, Google, Amazon.com and Skype) appear especially well positioned for mobile changes."

Growth in the Mobile Internet is being driven by 3G adoption and the increasing popularity of smartphones, of which the iPhone is the leader in terms of Web traffic. Morgan Stanley predicts that smartphones "will out-ship the global notebook + netbook market in 2010E and out-ship the global PC market (notebook + netbook + desktop) by 2012E."

The firm has always been bullish on mobile Internet, as Mary Meeker's Web 2.0 conference presentations over the years show. See also our analysis of Meeker's 2009 Web 2.0 presentation.

The reports are far too big to summarize here, so we recommend you read them below - or download from Morgan Stanley's website.

Via Scribd

Comment from Kaycee Hall on 2011-05-05

2011-05-05T12:25:33Z

I am not surprised that this has happened. With mobile phones that have faster OS and with millions of apps to choose from, why would I bother to carry bulky laptops? Though they are not as fast as computers now but in the future,it will.

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Comment from Mubashar Hassan on 2011-02-19

2011-02-19T11:14:11Z

Amazing,IT technology is growing too fast and inspiring every one around the globe.
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Comment from yuregininsesi on 2011-01-24

2011-01-24T18:52:30Z

I agree, and the iPad is a living example of the shifting app market towards more portable platforms.
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Comment from ipad cases on 2010-11-24

2010-11-24T13:16:48Z

Thanks for this post. I definitely agree with what you are saying. I have been
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Comment from Paulo on 2010-11-22

2010-11-22T19:22:02Z

Good post. i moved from blackberry to Iphone now on android phone. I think android and windows phones will probably squeeze iphone. Blackberry will always be around I still love mine.

Comment from Cellar Damp on 2010-09-27

2010-09-27T15:24:47Z

mobile internet is getting bigger and bigger, it will continue to do so... pretty soon we will be working and surfing from very small mobile devices, most of us are already.

Comment from Paul on 2010-09-25

2010-09-25T14:10:59Z

All those iPhones and iPod Touches are not doing much for Apple's stock growth. There seems to be no correlation between the number of smartphones sold and make money from it. Look at RIM. All the millions of BlackBerry smartphones moved every quarter and that shares of the company is shot and dies a slow death. Only Google is figuring out how to make money from smartphone boom. All Google has to do is mention a rumored Google phone to get investors to pour money in. Google shares cost three times what Apple shares cost and investors would much rather buy Google shares because of their potential. Google will not have to do much except get lots of Android devices in everyone's hands and tell them to click on ads to keep Google's revenue pour in.

Apple's growth and investor interest has almost ground to a halt, driving while Google keeps on pushing out Microsoft in size and value. Constantly buying companies keep coming out with new phone applications that people can really use. Apple again missed their chance to catch Microsoft, and now has to chase Google, too.

Apple is wasting time and effort trying to make the elite 20% or so of the world population a good internet surfing experience. ITunes is not making any money for Apple, and there is no App Store. People of the world only want cheap web surfing equipment they can afford and that's what Google will provide the global masses.
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Comment from liga 1 on 2010-09-14

2010-09-14T12:45:16Z

Thank you very much for writting this article. I am in the process of writting a website which will allow musicians to create an account in which they can have their songs posted and information about them and their band on it in order to help them spread their name and receive feedback on their music. The problem i found was would someone take my site seriously when it first starts out. I figured the more credible it was and the more believable it was the better it would grow. This article has helped me tremendously and will hopefully improve my site. Thank you again and i would recommend this article to anyone who plans to create a website.

Comment from yahoomail.com on 2010-09-09

2010-09-09T18:47:55Z

Since the mobile market is going to be so big ads for phones should start flurishing. Could be a good way to get into a market.

Comment from error fix on 2010-08-19

2010-08-19T11:40:30Z

it's not just the option of browsing the internet that matters, instead it's how fast it is, and what technology does it use to access the internet.

Comment from küçük kız on 2010-08-13

2010-08-13T16:15:12Z

Report is good. Web are lower now than ever before in history, and predicted to get even lower.

Comment from Protein Powder on 2010-08-12

2010-08-12T17:11:49Z

Blackberry has been around longer though and was the choice for business people... I reckon iPhone will take its thrown.

Comment from Building Contractors on 2010-08-12

2010-08-12T11:35:17Z

it all depends what you want to do online.. browsing about, fair enough.. but writing large blog posts, articles or emails.. developing.. never going to beat the desktop is it.

Comment from Cheap Green Bay Packers Tickets on 2010-08-09

2010-08-09T12:48:37Z

Damn Google and Android. Apple again loses out to those that cater to the unwashed masses of the world by sheer volume. First the desktop to Microsoft and now the mobile internet to Google. Apple should build a search engine and steal some sh!t from Google.

Comment from Cheap Detroit Tigers Tickets on 2010-08-04

2010-08-04T12:47:24Z

Yes more people will have internet access via their mobile phones, but that doesn't mean they will use it for everything. Twitter, facebook, basic email? Yes it will probably be used more than a desktop.

Photo editing, web development, shopping for non 'fast moving consumer goods? i doubt they will take over the desktop market.

Comment from Testking 70-680 on 2010-08-01

2010-08-02T04:51:43Z

Comment from irish poems on 2010-08-01

2010-08-02T00:06:21Z

I reckon with the unprecedented transformation of modern technology, mobile phone usage will continue to outstrip desktop internet. As mobile communications continue to be transformed, I now call my iphone my "hand-held laptop"!!

I agree with this excellently written report.

Comment from technologiez on 2010-07-21

2010-07-21T20:20:51Z

Is JP Morgan the next probe target ? Does Obama wants to reduce the number of investment banks down to zero in US and force them only to do biz overseas ?

Comment from facebook whores on 2010-06-26

2010-06-27T00:45:29Z

With the ipad and iPhone 4 mobile computing will top the market and dominate the computing industry

Comment from vajinismus on 2010-06-02

2010-06-02T09:02:45Z

The report starts out by saying that Apple's iPhone/iTouch/iTunes ecosystem "may prove to be the fastest ramping and most disruptive technology product / service launch the world has ever seen." It goes on to state that "a handful of incumbents (like Apple, Google, Amazon.com and Skype) appear especially well positioned for mobile changes."

Comment from vajinismus on 2010-06-02

2010-06-02T08:58:43Z

Photo editing, web development, shopping for non 'fast moving consumer goods?..Apple again missed their chance to catch Microsoft and now has to chase Google, too.

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2010-05-27T09:34:56Z

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Comment from Alan Watts Books on 2010-05-19

2010-05-19T23:31:11Z

I agree, and the iPad is a living example of the shifting app market towards more portable platforms.

Comment from natural istanbul on 2010-05-10

2010-05-10T20:29:16Z

Your statement that the iPhone is the leading smartphone is factually incorrect. Worldwide, Blackberry's outnumber iPhones 8 to 1 (some sources even say it is 10 to 1).

Comment from ユナイテッド航空マイレージ on 2010-05-05

2010-05-05T07:12:27Z

Very good report, not quite sure if you have your figures right there though, but for me my mobile (Iphone can do everything i needed my laptop to do

Comment from webeserve on 2010-04-07

2010-04-08T04:33:05Z

Very good report, not quite sure if you have your figures right there though, but for me my mobile (Iphone can do everything i needed my laptop to do

Comment from Online Casino Gambling on 2010-04-06

2010-04-07T06:37:43Z

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Comment from telephone answering on 2010-04-01

2010-04-01T11:43:12Z

I've read a few comment where people seem to feel almost sorry for apple (damn microsoft and google etc!-comment 12), why do people insist on believing that apple is some bullied business, the good guy of the gang, the independents choice? "I want to be different so i'm going with apple" (along with how many other million "different" people?)

Comment from ANAマイレージ on 2010-03-29

2010-03-29T09:40:32Z

getting on the Web are lower now than ever before in history, and predicted to get even lower, since it's becoming a universal feature on any

Comment from シティゴールド on 2010-03-28

2010-03-29T05:59:32Z

Comment from Facilities manager jobs on 2010-03-25

2010-03-25T18:53:15Z

Very good report, not quite sure if you have your figures right there though, but for me my mobile (Iphone can do everything i needed my laptop to do, so for me a excellent space saving facilities manager jobs

Comment from Christian Louboutin Shoes on 2010-03-23

2010-03-24T02:56:41Z

I thought it was interesting (I'm about halfway through the report) that the barriers to actually getting on the Web are lower now than ever before in history, and predicted to get even lower, since it's becoming a universal feature on any phone to have Web access.

Comment from mark on 2010-03-21

2010-03-21T17:03:02Z

Comment from Дизайн буклета on 2010-03-11

2010-03-11T18:41:59Z

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Comment from Urban Verve on 2010-03-10

2010-03-11T04:45:37Z

yeah this is certified true and correct, how scary the desktop market will get dominated by the mobile. Uh oh, need to move on into mobile web marketing!

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Comment from christian louboutin on 2010-03-07

2010-03-08T04:35:04Z

Comment from bag on 2010-03-07

2010-03-08T04:22:39Z

Comment from Pet Supplies on 2010-03-07

2010-03-07T17:35:45Z

I would love to see some competion, for the iphone, because it would help bring the price down, as i believe they are over priced

Comment from NFL jerseys on 2010-03-04

2010-03-05T01:25:13Z

I'd like to see a vibrant competition for the iPhone, but I don't see that coming from RIMM

Comment from MBT Shoes on 2010-03-03

2010-03-03T08:24:28Z

I totally agree with that the Mobile Internet Market Will Be Twice The Size of Desktop Internet. More and more people are using the Mobile internet because they could not enough time in order to switch on and off the PC. Instead of that they are using the 3G service provided by the mobile operators.

Comment from Restore Deleted Files on 2010-03-02

2010-03-03T03:09:14Z

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Comment from 招聘销售 on 2010-02-24

2010-02-25T03:58:23Z

the concept. Thanks for sharing the post.

Comment from Dolce Gabbana Eyeglasses on 2010-02-23

2010-02-24T03:32:35Z

Post is nicely written and it contains many good things for me. I am glad to find your impressive way of writing the post. Now it become easy for me to understand and implement the concept. Thanks for sharing the post.

Comment from Mark2010 on 2010-02-22

2010-02-22T08:26:20Z

Comment from Paul on 2010-02-19

2010-02-20T00:50:51Z

Comment from Tagesgeld on 2010-02-18

2010-02-18T23:58:43Z

Where is my entry? I wanted to write about Morgan Stanley and my Windows Mobile!!!!

Comment from Tagesgeld Zinsen on 2010-02-18

2010-02-18T23:57:01Z

Your from Turkiye?

Comment from Havza Eymir on 2010-02-18

2010-02-18T11:03:26Z

Thanks for all

Comment from JdmTurkiye on 2010-02-17

2010-02-17T20:26:18Z

Really nice and has a following narrative.. Thanks

Comment from Birthday SMS on 2010-02-10

2010-02-10T23:49:50Z

These kind of post are always inspiring and I prefer to read quality content so I happy to find many good point here in the post, writing is simply great, thank you for the post

Comment from denoie on 2010-01-27

2010-01-27T11:39:13Z

Comment from JOANNA SZANDROCHA Bleeker Street, New York, NY on 2009-12-31

2009-12-31T20:35:52Z

Photo editing, web development, shopping for non 'fast moving consumer goods? i doubt they will take over the desktop market.

Comment from Типография on 2009-12-30

2009-12-30T21:55:47Z

Comment from SEO Sheffield (seo) on 2009-12-30

2009-12-30T18:41:30Z

One more thing- it takes me 10 minutes to write a 500 word post on my wordpress website- that would be 30 minutes on my iPhone keypad!

Comment from SEO Sheffield on 2009-12-30

2009-12-30T18:36:41Z

These platforms may end up outshipping desktop pc's by 2 to 1, but only because the technology is cheaper and more accesible than before. This doesnt mean they will replace certain features of having a quicker processor and having a larger screen and keyboard.

Photo editing, web development, shopping for non 'fast moving consumer goods? i doubt they will take over the desktop market.

Imagine buying a range cooker on your mobile phone? Sending a Tweet? Easy. Researching a new car purchase on your iphone? doubt it. Emailing a picture of your baby to your parents? Definately.

We will see usage change and be distributed amongst the various ways to go online. It will settle down into 2 very different market places.

Comment from buoyancy aids on 2009-12-29

2009-12-29T13:30:23Z

Comment from Daina Thomas on 2009-12-28

2009-12-28T12:47:32Z

I wont say that it would be bigger then Desktop but yes mobiles will be used more frequently for internet . like replying to email or chatting or messaging in the facebook or updating your status in twitter .. there will be more of uses than just it ,.. but it wont grow or even touch the number of desktop users ..

Regards,
Daina

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2009-12-28T11:05:09Z

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Comment from NFL on 2009-12-21

2009-12-22T07:56:55Z

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Comment from battery on 2009-12-17

2009-12-18T03:56:59Z

RIM has been selling smart-phones since 2002, Apple has been selling them since mid-2007. 9 years versus 2.5 years and already Apple has half the users that RIM does.Like Social Media they'll figure that since they have a mobile phone, they get mobile marketing.

Comment from Michael Durwin on 2009-12-16

2009-12-17T00:37:31Z

RIM had 40% and Apple had 30% in September according to:
http://www.boygeniusreport.com/2009/10/28/rim-and-apple-top-u-s-smartphone-market-share/

According to comScore RIM has 15 million and Apple has 9 million in the U.S. These are October 2009 numbers.

http://blackberryrocks.com/2009/12/15/rim-leading-u-s-smartphone-os-market-share-news/

It will be interesting to see what happens after the holidays and Apple's conference in mid-January. It's important to note that Apple is a clear leader based on functionality (not including AT&T's crappy network) and mindshare. Also worth noting: RIM has been selling smartphones since 2002, Apple has been selling them since mid-2007. 9 years versus 2.5 years and already Apple has half the users that RIM does.

Comment from g3user1usa on 2009-12-16

2009-12-17T00:30:04Z

Comment from Michael Durwin on 2009-12-16

2009-12-17T00:26:15Z

The fun part is going to be watching so many major brands and big agencies trip over themselves and fail at mobile. Like Social Media they'll figure that since they have a mobile phone, they get mobile marketing. As we've seen from countless mis-steps by major brands and agencies, that formula doesn't work.

Comment from Ann Droid Winns on 2009-12-16

2009-12-17T00:21:46Z

With all this potential internet smartphone growth, only Google seems to be making any big money from it. All those iPhones and iPod Touches aren't doing anything much for Apple's stock growth. There doesn't seem to be any correlation between the number of smartphones sold and making money from it. Look at RIM. All those millions of BlackBerry smartphones moved every quarter and that company's stock is shot and dying a slow death. Only Google is figuring out how to make money from the smartphone boom. All Google has to do is mention a rumored Google phone to get investors to pour money in. Google's shares cost three times what Apple shares cost and investors would much rather buy Google shares because of it's potential. Google won't have to do very much except get lots of Android devices in everyone's hands and tell them to click on ads to keep Google's revenue pouring in.

Apple's growth and investor interest has just about come to a standstill while Google keeps motoring on pushing to overtake Microsoft in size and value. Constantly buying companies, constantly coming out with new phone apps that people can really use. Apple again missed their chance to catch Microsoft and now has to chase Google, too.

Apple is wasting time and effort trying to give the elite 20% or so of the global population a good internet surfing experience. iTunes isn't making any money for Apple and neither is the App store. People of the world only want cheap web-surfing devices they can afford and that's what Google is going to give the global masses.

Comment from pweal on 2009-12-16

2009-12-16T23:11:11Z

could someone compare these slides to those MS made pre dot com bust? looks like someone is replacing dot com for mobile now on those slides.

Comment from Bill S on 2009-12-16

2009-12-16T20:48:06Z

NoNonsense,

Where do you get your information?

From RIMM's own website:
http://www.rim.com/investors/pdf/Q1F10_financial.pdf

28.5 Million TOTAL subscribers as of May 30,2009.

Are you suggesting that Apple had only three million iPhone users in the world at that time? Apple shipped 7.4 million iPhones in the June-Sept quarter.

RIMM's replacement market is much larger than Apple's, they've been making phones for much longer. You can't count units sold over company history to judge market share. There were probably millions of Blackberries in landfills before the first iPhone shipped.

I'd like to see a vibrant competition for the iPhone, but I don't see that coming from RIMM.

Comment from Richard MacManus on 2009-12-16

2009-12-16T19:17:23Z

Oliver, I agree that line is ambiguous. I meant the leader in smartphone worldwide Mobile Internet traffic, which according to AdMob it is. I've added a link to clarify.

Comment from Oliver G on 2009-12-16

2009-12-16T18:38:17Z

Your statement that the iPhone is the leading smartphone is factually incorrect. Worldwide, Blackberry's outnumber iPhones 8 to 1 (some sources even say it is 10 to 1).

Comment from NoNonsense on 2009-12-16

2009-12-16T17:51:11Z

What does iPod Touch has to do with Mobile 3G Internet???

Comment from Wendy on 2009-12-16

2009-12-16T17:16:06Z

Comment from Alan Warms on 2009-12-16

2009-12-16T15:39:30Z

Richard -
Building on this -- I posted on why Apple is Google's largest threat - how they are imo going to launch some version of AdWords in a web-based app store: http://www.appolicious.com/articles/1004-why-apple-is-google-s-largest-threat

Be great to chat live

Comment from wedding video dublin on 2009-12-16

2009-12-16T14:07:18Z

today when you are buying a new mobile phone, you look for totally new features you weren't taking into your considerations a couple of years ago. now, it's not just the option of browsing the internet that matters, instead it's how fast it is, and what technology does it use to access the internet.
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Comment from ian kennedy on 2009-12-16

2009-12-16T11:15:28Z

There's a good summary of the key points by a local tech blog here in Scandinavia. Don't worry, it's in English.

http://www.arcticstartup.com/2009/12/15/we-read-the-morgan-stanley-mobile-internet-report-so-you-dont-have-to

Comments for Morgan Stanley: Mobile Internet Market Will Be Twice The Size of Desktop Internet

Morgan Stanley: Mobile Internet Market Will Be Twice The Size of Desktop Internet

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