Smartphones = China @ #1 Worldwide OEM... @ 40% vs. 0% Share Ten Years Ago...USA @ 15% vs. 3% Worldwide New Smartphone Shipments by OEM Headquarters 1.5B 60% s 40% nt e 1.0B 40% r ha S hipme S M E ide O na orldw 0.5B 20% Chi W 0% 0 0% 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 China USA Korea Other % from China OEMs Source: Katy Huberty @ Morgan Stanley (3/18), IDC. Note: OEM = Original Equipment Manufacturer. 219