Mary Meeker released a new Internet observation report on D11.

Mary Meeker, known as the "Internet Queen," released a new internet watch on D11, with a wealth of data on the future trends of mobile internet and social networking, and a look at the profound impact of the coming new technologies on people's lives and the potential commercial potentials.

Meanwhile, in this report, China has once again become the focus of attention, with the world's largest Internet users and smartphone users, with an excellent level of economic development, and the role that the world's largest developing country will play in the development of the Internet is the highlight of the report.

We have read the report from four aspects, hoping to help you realize the trend of the Internet.

The pictures are all from Business Insider report.

Read Mobile Internet

Nokia is now a total loser in the smartphone market, and the fact that it is now on its own is not enough for two companies to be caught up in the crossfire of iOS and Android. Meanwhile, iOS is now in the midst of a free-for-all with Android, and Apple's market share has been eroded by Samsung.

The smartphone market in the future will also be the game of iOS and Android, which is almost no threat to them in the short term, but the excessive closure of Android's messy ecosystems and iOS is bound to be a serious problem that they must face in the future.

Three years ago, mobile Internet traffic accounted for less than 1% per cent of global network traffic, and now it has risen to 15%, a trend that has intensified in China, with mobile traffic outpacing the desktop in 2012.

In 2011, there were only 15% Groupon deals in mobile phones, it's now 3 times times that, with about 70% of users logging on to Facebook via mobile, while revenue from mobile-phone revenues now stands at 30% of Facebook's total revenue, up from three quarters ago. This proportion is only 14%.

In the fourth quarter of last year, tablet shipments are already outpacing PCs, and traditional PC makers, including Dell and HP, are in trouble with the gradual faded of the PC business, where Apple is the biggest winner, and Android has not yet achieved as much success in the tablet sector as in the smartphone market, And now the battle of the market is more likely to be added to Microsoft's surface.

But with the new technology improving and improving, lower prices, higher performance and more users ' advantages are enough to give people an optimistic estimate of the future of wearable devices.

Advantages of wearable equipment:

Freeing the hands of users

Low energy consumption, long endurance

Mature and complete Third-party developers, accessories, interfaces

And including GPS, cameras and other combinations of the imagination space

The interest in American advertisers is changing dramatically.

Paper media, radio as the representative of the traditional advertising platform in the market share and consumer time is falling, while the television and the Internet remain unchanged, the emerging mobile end of the growth has shown that its potential is gradually gaining recognition and attention.

However, we must also recognize that in the mobile end to achieve the desired advertising effect, the realization of advertisers, platforms and consumers win-is still an urgent problem to be solved. The Internet advertising revenue is about 37 billion dollars, and the mobile end is only 4 billion, is the most vulnerable platform.

The Internet in China

China now has the largest number of Internet users in the world (more than 560 million), but now the penetration rate is only 42%, the growth rate is only 10%, which means that in the next 3-5 years, China will increase by about 60 million new netizens each year.

In stark contrast, nearly 80% per cent of companies, including Google, Amazon and Facebook, come from markets outside the United States, and according to the performance and business line performance of Baidu and Tencent, their Analysys users are primarily domestic users , from this point of view, the domestic Internet companies to really enter the international market there is a long way to go.

As the world's only two users of billions of countries, although China already has more than 350 million smartphone users, but only 29% users, it shows that China's smartphone market also has the vast potential and growth of space, both iOS and Android have the opportunity to succeed in this market, But there are probably only the most prominent firms that can survive and succeed, and now Apple and Samsung are firmly in the market, and there is little chance and time left for other manufacturers.

In the first quarter of 2013, China's smartphone users outnumbered the US, and as an emerging internet market, Chinese users spent more time on the internet and mobile than in the US. New technology and application trends in this market billion unprecedented depth and breadth is rapidly spread.

And as China's economy continues to grow, as the market matures and the environment matures, China's internet will have a huge potential.

Social Storm

Whether it's pictures, videos or music, you can find your own new foothold through mobile devices, and get new power and vitality in the way of app, which embodies the characteristics of the mobile internet era in the number and content of data two dimensions.

And it's all thanks to the rise of smartphones and the popularity of social networks, and it's predictable that the combination of these two factors in the coming years will breed a lot of new internet trends, new opportunities and business opportunities.

So who will take the lead in the stock selection trend?

At the moment, everyone has a chance, but Facebook appears to have met its own development ceiling, but it has slipped in the face of progress, including MySpace.

In the past year, the most obvious results have been Google + and Instagram, but the former has benefited largely from Google's support and promotion, which has diverted many Facebook users to some extent.

To be sure, the future of social warfare will be even more intense, but how can billions of users turn into an eco-chain that translates into business gains, creating a sustainable, steady-growth business that Facebook needs to think about, including Twitter, to be sure.

The rise of new internet power

In the first quarter of this year, LinkedIn registered more than 280 million subscribers, with a gross margin of 87%. At the time of the IPO in 2011, LinkedIn's share price was $45, and the share price had risen to $71 in the follow-on offering after six months. Revenue for the first quarter of 2012 was 188 million dollars, and now it has reached 325 million dollars.

Apple has been on the market for 37 years, Amazon has spent 19 years, Google has been through 15 years, and Facebook from the establishment to the listing only 9 years. Internet technology and trends not only for the vast number of users to take the practical convenience, at the same time for the success of entrepreneurs to create a great convenience, the perfect investment environment, service system and the maturity of the technology business transformation time shortened, mobile devices, mobile internet, social, O2O, electrical business and other existing fields are all inclusive of a wealth of opportunities, and overlapping and overlap between industries can spawn new opportunities, not to mention the new internet revolution caused by new models and technologies.

The new financial services derived from the combination of traditional finance, online lending services and the Internet.

Education, online curriculum education gives everyone the opportunity to re-enter education and make knowledge fairer.

All of the Internet is extremely advantageous to the entrepreneur, this potential has not yet been explored, the prospects have many opportunities for success in the field will be towards a more prosperous future development.

The earnest, steadfast and intelligent entrepreneur and participant will have more chances of success.