The Mobile Internet Report Key Themes*

Mobile Penetration Is Significantly Higher vs. Fixed-Line in EM,
Providing a Large Connected User Base Ready for Internet
Median Mobile Subscriber Penetration in
Developed Markets (DM) / Emerging Markets (EM), 2005 – 2012E
Mobile Subscriber Penetration (% of Population)
140%
120%
100%
80%
60%
40%
20%
0%
2005 2006 2007 2008 2009E 2010E 2011E 2012E
DM Mobile Subscriber Penetration
EM Fixed Line Telephone Penetration
Mobile Penetration ~60pps
Higher vs. Fixed-Line
Telephone in Emerging
Markets
EM Mobile Subscriber Penetration
Note: Data from top 52 countries based on GDP. Penetration is per population. Mobile penetration above 100% due to
multi-SIM cards per user. Source: ITU, Morgan Stanley TMT Database estimates.
578