The Mobile Internet Report Key Themes*

Post-Paid Ratio Low + Declining in Emerging Markets –
Leading to Higher Device Cost to Consumers
Global Post-Paid Subscriber Ratios by Region, 2001-2008
100%
Japan
Post-Paid Subscriber Share (%)
80%
60%
40%
20%
Mobile Internet / 3G leaders all have high post-paid ratios
Emerging Markets all have low + declining post-paid ratios
N. America
W. Europe
APAC ex.
Japan
E. Europe
Latin America
ROW
Worldwide
0%
2001 2002 2003 2004 2005 2006 2007 2008
Source: Informa WCIS+, Morgan Stanley Research.
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