Global New Smartphone Unit Shipments = No Growth @ 0% vs. +2% Y/Y New Smartphone Unit Shipments vs. Y/Y Growth 1.5B 90% al b Glo ts, n 1.0B 60% h t me w p i o Sh Gr e Y n o Y/ h 0.5B 30% artp Sm ew N 0 0% 2009 2010 2011 2012 2013 2014 2015 2016 2017 Android iOS Other Y/Y Growth Source: Katy Huberty @ Morgan Stanley (3/18), IDC. 6