Smart devices versus Broadband lines

Sometimes the simplest observations are the most compelling.

According to the ITU, there are now around 650m fixed broadband lines in the world. 

In the 24 months to December 2012, around 915m iPhones, Android phones and tablets will have been sold. At the current rate of growth, which shows no signs of slowing, there will be twice as many of these smart mobile devices as there are broadband lines within a year.

Screen Shot 2012-10-31 at 4.58.04 PM.png

Of course, real life is messier than that makes it look - you need to think about multiple users per PC and multiple PCs per connection, etc, etc. But none the less, the shift in the balance of consumption over the next few years will be profound. 

Benedict Evans