The Mobile Internet Report Key Themes*

Low Post-Paid Ratio + Low GDP per Capita =
Hurdle to Mass Adoption of 3G / Smartphone (like iPhone) in EM Countries
Rank by
Post-
Paid %
Top 25
Countries by
Subscribers
iPhone
Sold Since
6/07 (MM)
C2008 Post-
Paid %
Annual GDP per
Capita
(PPP $ in 000s)
C2008 Mobile
Subscribers
(MM)
Post-Paid
Subscribers
(MM)
Pre-Paid
Subscribers
(MM)
1 S. Korea 0 99% $26K 46 46 0
2 Japan 1 98 35 106 104 2
3 USA 13 89 47 270 240 30
4 France 2 66 34 57 38 20
5 Spain 1 59 31 52 31 21
6 Germany 2 46 35 102 47 55
7 Poland 0 45 17 44 20 24
8 UK 2 37 36 76 28 48
9 China 0 29 6 619 180 439
10 Turkey 0 21 14 66 14 52
11 Brazil 0 20 10 152 30 122
12 South Africa 0 17 10 48 8 40
13 Italy 1 15 31 87 13 74
14 Russia 1 12 16 188 22 166
15 Mexico 0 11 13 78 9 69
16 Thailand 0 11 8 62 7 55
17 India 0 10 3 331 33 298
18 Iran 0 8 11 48 4 44
19 Vietnam 0 8 3 69 5 64
20 Ukraine 0 7 -- 51 3 48
21 Bangladesh 0 3 -- 45 2 44
22 Philippines 0 3 4 68 2 66
23 Indonesia 0 3 4 131 4 127
24 Pakistan 0 3 3 90 2 88
25 Nigeria 0 0 2 63 0 63
S. Korea / Japan –
Domestic mobile Internet
offerings already more
advanced than iPhone
Proven success for iPhone
– Developed countries w/
high GDP / high post-paid
customers
Little success for iPhone,
so far – Developing
countries w/ low GDP / very
low post-paid ratio / high
overall subscribers
Total 26MM 2,950MM 891MM 2,059MM
Note: iPhone units sold in each county are estimates based on AdMob usage data, as of 9/09. 595
Source: Informa WCIS+, IMF, AdMob, Morgan Stanley Research.