Yesterday Google kicked off this year’s annual developer conference Google I/O 2014 at Moscone Center in San Francisco. We produce here the transcript of the opening keynote of the event…
Ladies and gentlemen, please welcome Senior Vice President, Android, Chrome, and Apps, Sundar Pichai.
Sundar Pichai – SVP, Android, Chrome, and Apps, Google
Thank you, everyone. It’s great to see all of you. Welcome to Google I/O. Every year, we look forward to this date. We’ve been hard at work since last I/O evolving our platforms so that developers like you can build amazing experiences. So thank you for joining us in person.
I/O is a pretty global event. We have viewing parties in over 597 locations in 85 countries, in six continents. And there are over one million people watching this on the live stream today. Let’s say hello to a few locations.
London. Hello, London.
Let’s say hello to Brazil. Everyone is talking about Brazil today. So if it weren’t for I/O, I would be there for the World Cup. I’m tempted to shout “goal!”
Finally, let’s go to Nigeria, where we are thrilled to have an all-female developer group in Nigeria. We are working hard to elevate women in computer science. So look forward to seeing what they develop one day. In fact, at I/O this year, we are very excited there is over 20% female participation, which is up from 8% last year.
And even more excited, we are joined by over 1,000 women in this room today. So thank you.
Of course, I/O is when we talk about our two large computing platforms, open platforms, Android and Chrome, which are built from the groundup for developers like you. Today, we are going to give you an update on the momentum we are seeing in mobile. We are living in amazing times. So we want to talk about the mobile momentum we see and how we are evolving our platforms to support that momentum. And more importantly, we are beginning to think and evolve our platforms beyond mobile. You will hear about that from us today.
And, finally, we want to talk to you as developers as to how you can achieve success on top of our platforms, including an update on Google Cloud platform and Google Play. So let’s get started.
If you look at global smartphone shipments, the numbers are stunning. The industry shipped over 300 million phones last quarter, so they’re on track to ship well over a billion phones each year.
So how is Android doing in the face of this momentum? So in the past, we have talked about cumulative activations of Android. We are switching and focusing on 30-day-active users, users who are currently using their Android devices globally. And you can see the number has been doubling every year. We have gone from 220 million to over 530 million as of last year’s I/O. We are very excited as of this year’s I/O, we are over one billion 30-day-actives users.
The robot is pretty happy as well. So let’s internalize what one billion users actually mean. Android users on a given day sent over 20 billion text messages each and every day. More importantly, perhaps, they take around 93 million selfies every day. The team tells me about 31 million of these are duck faces. We estimate Android users take around 1.5 trillion steps per day, and they pull out their phones and check it over 100 billion times each day. Important use cases which we are working on addressing and you’ll hear about it later today.
Developers are building profound experiences on top of smartphones. Stories we hear every day. A few examples. In Kenya, 40% of Kenya’s GDP flows through M-PESA, giving unbanked people access to financial transactions throughout the country. NETRA-G, a company uses a smartphone and just off the shelf accessories to measure your eye prescription. And they are as accurate as $50,000 equipment you find in optometrist offices, providing very, very affording care to many people.
And finally, University of Michigan, they are using for their patients, they monitor subtle changes in voice quality using their smartphone to detect early signs of bipolar disorder. So the kind of experiences we are seeing on top of these phones are amazing.
So far, I’ve been talking about phones. Let’s shift to Tablets.
We are seeing amazing growth in Android Tablets as well. So there is tremendous adoption of these devices. And if you look at how we are doing vis-à-vis the overall market, Android Tablets accounted for 39% of all shipments two years ago. That number increased to 46% as of last year’s I/O.
As of this year’s I/O, Android Tablets account for 62% of the overall market. We don’t include other variants of Android like Kindle. If you add that, it would go up a few percentage points. You know, these are shipment numbers. Again, we care about usage, so we view these as leading indicators of where usage would be.
If you take a look at tablet usage, we’re going to use YouTube as a way — as a proxy to understand usage. A year ago, the total tablet viewership of YouTube, 28% was from Android. That number has gone up, again, to 42%. So we are seeing usage track shipments, and we are very excited people are adopting these devices as well.
Another metric of engagement is app installs. App installs just this year alone on tablet is up by over 200%. So people are really engaging with these devices.
So we are very excited we have a billion users. But we talked about this at last year’s I/O. Our goal is to reach the next five billion people in the world. If you look at a map of the world today, all the regions in blue, emerging markets, majority of users don’t have a smartphone.
When I go back home to India and other countries like that — thank you — it is exciting to see the impact phones have on people’s lives. But it’s disappointing that only less than 10% of the population have access to smartphones. We want to change that. So we’ve been working hard with our ecosystem for — on a very important initiative which we call Android One.
So let me talk to you about Android One.
what we are doing for the first time, if you look at all the OEMs in these countries, each of them has to reinvent the wheel, and in the fast-paced mobile industry, they have to build a new smartphone within nine months. So we want to pool resources and help everyone. So we are working on a set of hardware reference platforms. We identify the components which go into a next-generation smartphone. These are high-quality, affordable smartphones. We qualify vendors so that we provide a turnkey solution for OEMs to more easily build a smartphone.
In addition to hardware, we are working on software as well. So the software on Android One is the same software you see running on Stock Android, Nexus phones and Google Play edition phones. In addition, through Play, we allow OEMs and carriers to add locally-relevant applications on the device which users have full control over.