Electricity Supplier Growth Slows Down, India Internet Enters New Stage

According to the world clothing and shoe net, Mary Meeker released its annual survey in May 31, 2017.

The report has 355 pages of e-books, including the growth and penetration of the Internet, the impact of the Internet on the large and small businesses in all walks of life, and the Internet trend in the future.

Trend 1: slow growth in smartphone sales and Internet penetration

The report said that the penetration rate of global smart phones is slowing down, and so is the penetration of the Internet.

Smartphone shipments increased by 3% in 2016 compared with 2015, while smartphone shipments in 2015 increased by 10% over 2014.

But strangely enough, unlike the developed countries such as the United States and China, the India market has seen a sharp rise in Internet usage, thanks largely to the low cost of data traffic that they had previously been unable to obtain.

In December 2016, Reliance Jio provided a half year 4G network to all over India. There were 108 million registered users in seven months, 72 million of whom were paid users.

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But the report points out that there are 1 billion 300 million citizens in India, and the cost of data traffic and smart phone is still too high for most people.

Only when the price of smart phones decreases, will the next 200 million users be able to access the Internet.

The industries that are most affected are

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India's online retailing industry has grown enormously in a very short time.

In September 2015,

The number of goods sold in India (SKU) is less than 30 million, with only 35 thousand sellers. In a year, SKU has increased to 80 million, and the number of sellers has increased to 120 thousand.

Trend two: advertising Transformation -- Internet advertising spending will exceed advertising expenses for e-commerce users.

Meeker's report shows that in 1995, global advertising spending was about $75 billion, and now it is about $190 billion.

But the bigger change is that in 1995, global Internet advertising was less than $1 billion, and by 2017 it had spent more than $200 billion.

Meeker expects Internet advertising spending to exceed TV advertising expenditure in the next six months.

But it's not a pleasure for digital marketers, because the advertising blockade has become more and more concentrated over the past eight years.

In 2009, the number of Internet users screened for desktop advertising was less than 20 million, but now the number has increased 10 times.

In addition, the number of mobile users screened in 2015 was 200 million, which doubled in 2016.

In India and China, the number of Internet users screened for desktop advertising is less than 1%, compared with 18% in the United States.

However, only 1% of the United States set up an advertising interceptor for mobile devices, while 28% and 13% of India and China respectively. Internet users in India and China are more cautious about mobile advertising.

(80% of Indians use mobile devices to access the Internet, China is 60%, the United States is 40%.

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Trend three: business expansion

The popularity of the Internet has encouraged many enterprises to expand.

Google has been established for nearly 20 years, pforming from an online search engine to a web browser, device manufacturer, AR/VR software and hardware manufacturer.

Other business of Alibaba in China also extends to payment, cloud services, logistics data platform, digital media and entertainment industry.

Advertising has been Google, Amazon,

A major business of Facebook and Tencent.

India's fragmented market also benefits from this.

In 2009, India's electricity penetration rate was 4%, and by 2016, it had exceeded 27%, with an annual growth rate of 40%.

With the intervention of middlemen, the fragmented market in India has been developed, and the price of consumers has been reduced by 25%.

India ranked seventh in the world GDP, ranking behind the United States, China, Japan, Germany, Britain and France.

But when it comes to the number of Internet users, India is only following China.

As India Android mobile users spend more time on mobile phones, India consumers spend $54 million online in 2009, up to $355 million by 2016.

If Meeker's prediction is correct, the next stage of the India Internet revolution has already begun.

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