3. Thirty years of the PC
From 9m units to 300m+ in three decades
4. Overtaken by a new ecosystem
Fundamental shift in scale - from 300m+ PC units a year to 1.5bn smartphones and growing
5. Mobile is the new scale
Mobile was always bigger than PCs, but separate, and not really part of the computing market. Smartphones
broke down that wall
8. The world in 2020
By 2020 perhaps 5bn people on earth will have a smartphone
9. An iPhone 6 CPU has 625 times more transistors than
a 1995 Pentium.
iPhone 6 launch weekend: Apple sold ~25x more CPU
transistors than were in all the PCs on Earth in 1995.
Everyone gets a pocket supercomputer.
10. Everyone gets a pocket supercomputer
Mobile takes computing to people hardly touched by technology
11. The first universal tech product
Mobile completes a journey from one computer on earth to a computer in every pocket
13. Mobile is the new tech ecosystem
Tech moves forward by going from one ecosystem to the next, and each new ecosystem is a change
in scale. Mobile has the scale of everyone on earth
14. Tech moves in ecosystems.
Each ecosystem is the centre of innovation and
investment for that generation.
The ‘PC’ ecosystem played that role for 30 years: now the
‘mobile’ ecosystem takes over.
17. We all know mobile is bigger than PCs, just as PCs
were bigger than mainframes or workstations.
Eventually, PCs supplanted those.
How does mobile supplant PCs?
(Or is computing progress over?)
30. Mobile is not a sub-set of the Internet
anymore.
Mobile becomes the Internet - the main way
that most people go online.
Saying 'mobile internet' = saying 'color tv'.
33. For 20 years, PC internet mostly meant web
browser + mouse + keyboard.
Search (and later Facebook) dominated.
Mobile unbundles the web into apps, apps
into the OS (& other apps), breaks search.
From stability to rapid, ongoing change.