iPhone Sales May Have Peaked in 2015... While Amazon Echo Device Sales Beginning to Take Off? iOS Smartphone Unit Shipments, Estimated Amazon Echo Unit Shipments, Global, 2007 – 2016E USA, Q2:15 – Q1:16 250 200 ~1MM (MM) 150 (MM) ts ts n n e e m 100 m p p i i h h S S t t i i n n U 50 U 0 07 08 09 10 11 12 13 14 15 16E Q2:15 Q3:15 Q4:15 Q1:16 20 20 20 20 20 20 20 20 20 20 Source: Morgan Stanley Research (5/16), Consumer Intelligence Research Partners (CIRP), KPCB estimates Note: Apple unit shipments shown on a calendar-year basis. Amazon Echo limited launch occurred in 11/14 and wide-release launch occurred in 6/15. KPCB INTERNET TRENDS 2016 | PAGE 133