Android Smartphone Share Gains Continue vs. iOS... Android ASP Declines Continue...Delta to iOS @ ~3x Smartphone Unit Shipments, iOS vs. Android, Global, 2007 – 2016E 2015 Share: +7% Y/Y 1,200 iOS = 16% Android = 81% iOS Android (MM)800 ts n e m p i h S 400 t i n 2009 Share: U iOS = 14% -11% Y/Y Android = 4% 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016E iOS ASP ($) $594 $621 $623 $703 $712 $686 $669 $680 $717 $651 Y/Y Growth – 4% 0% 13% 1% -4% -2% 2% 5% -9% Android ASP – $403 $435 $441 $380 $318 $272 $237 $216 $208 Y/Y Growth – – 8% 1% -14% -16% -15% -13% -8% -4% Source: Morgan Stanley Research, 5/16. KPCB INTERNET TRENDS 2016 | PAGE 12