I saw an interesting presentation this week that claimed mobile Internet usage is and will be bigger than most think. That’s quite a bold statement for an analyst to make – but in general analysts don’t make wild assumptions and Mary Meeker is no exception.

“Apple iPhone users account for 65 percent of data usage, but only 11 percent of the total mobile market share in the U.S.”

Earlier this week, Meeker gave a presentation to an audience in San Francisco at the Web 2.0 summit. She talked about both the economy and Internet trends. (Here’s a slide below that illustrates the adoption rate of a number of devices/applications.)

While it’s only one indicator early results show that the mobile Internet has accelerated far faster than any of its predecessors.  Commenting on the general economy Meeker said: “the leading indicators have turned the corner, but the lagging indicators are still weak.”

One of the fastest-growing sectors is the use of mobile data on smartphones devices such as the iPhone. Apple iPhone users account for 65 percent of data usage, but only 11 percent of the total mobile market share in the U.S.

AT&T, the exclusive provider of the iPhone in the US (at least for now) posted their Q3 results yesterday. They witnessed a 33.6 percent increase in wireless data revenues driven by growth in data plans and increased customer usage of Internet access, messaging and related services. While not as dramatic in growth terms AT&T did see an 18.7 percent growth in wireline IP data revenues – mostly driven by their U-verse expansion. Again, just an indicator from one company but certainly one the industry will be keeping their eyes peeled for, and an ear to the ground.

Tags: HD-voice, mobile data, mobile video, mobile VoIP

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