Professional Documents
Culture Documents
MGI1990
2030
: Richard
DobbsJames ManyikaMichael ChuiSusan LundJaana Remes
www.mckinsey.com/mgi
20133
Richard Dobbs
James Manyika
Michael Chui
MGI
MGI
MGIMGI
Richard DobbsMGI
James ManyikaMGIMichael Chui
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MGI
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Bernard L.
SchwartzMartin BailyMaurits C. Boas
Richard Cooper
MGI
MGI
Kinshuk KocherMGIAkshat Harbola
Lisa Renaud
Julie PhilpotRebeca RobboyDeadra
HendersonMarisa Carder
MGI
MGI
Richard Dobbs
James Manyika
20133
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1 Internet matters: The Net's sweeping impact on growth, jobs, and prosperity; Online and upcoming: The Internet's impact
on aspiring countries.
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20122
2012
1
20102011
2011-20122010-2011
20125
2011-2012
2011
IDC2008
IDC2009
IDC2011
IDC2012
2012
2007
Akamai, The state of the Internet, 2nd quarter, 2011 report.
Bosshart, Stephan, Thomas Luedi, and Emma Wang, Past lessons for Chinas
new joint ventures, McKinsey Quarterly, December 2010.
CB Richard Ellis, Chinas logistics: Rising demand but a shortage of supply,
March 2011.
55
56
Credit Suisse, eBay Inc.: Pay it forward; upgrade to outperform, March 2010.
EBay, Q2-12 financial highlights, July 2012.
Efendioglu, Alev M., Vincent F. Yip, and William L. Murray, University of
San Francisco, E-commerce in developing countries: Issues and influences,
University of San Francisco Press, 2004.
El-Gawady, Zeinab Mohamed, The impact of e-commerce on developed and
developing countries, case study: Egypt and United States, Misr University for
Science and Technology, 2005.
Enders Analysis, UK consumer c-commerce trends, July 2011.
Forrester, Mobile Commerce Forecast: 2011 to 2016, June 2011.
Forrester, Research Online Retail Forecast, 2011 to 2016 (US), January 2012.
Galvin, Jeff, Jimmy Hexter, and Martin Hirt, Building a second home in
China, McKinsey Quarterly, June 2010.
Hann, Il-Horn, and Siva Viswanathan, The Facebook app economy, Center
for Digital Innovation, Technology and Strategy, Robert H. Smith School of
Business, University of Maryland, September 19, 2011.
Hoover, William E. Jr., Making China your second home market: An interview
with the CEO of Danfoss, McKinsey Quarterly, February 2006.
Hoq, Ziaul, Md. Shawkat Kamal, A. H. M. Ehsanul Huda Chowdhury, The
economic impact of e-commerce, BRAC University Journal, volume II,
number 2, 2005.
Japan Ministry of Economy, Trade and Industry, Research on infrastructure
development in Japans information-based economy society (e-commerce market
survey), 20032011.
Li & Fung Research Centre, Online retailing in China, July 2012.
McKinsey & Company High Tech Practice, Online and upcoming: The
Internets impact on aspiring countries, January 2012.
McKinsey & Company, Annual iConsumer survey, 20112012.
McKinsey & Company, Winning the $30 trillion decathlon: Going for gold in
emerging markets, August 2012.
McKinsey Global Institute, Big data: The next frontier for innovation,
competition, and productivity, June 2011.
McKinsey Global Institute, Internet Matters: The Nets sweeping impact on
growth, jobs and prosperity, May 2011.
McKinsey Global Institute, Urban world: Cities and the rise of the consuming
class, June 2012.
McKinsey Global Institute, The world at work: Jobs, pay, and skills for 3.5
billion people, June 2012.
McKinsey on Payments Number 14, The evolving mobile payments consumer:
Strategic insights from around the globe, June 2012.
Meeker, Mary, Internet Trends, KPCB, May 2012.
Morgan Stanley, The Mobile Internet Report, December 2009.
Murphy, Matt, and Mary Meeker, Top Mobile Internet Trends, KPCB,
February 2011.
OECD Publishing, The economic and social impact of electronic commerce:
Preliminary findings and research agenda, OECD Digital Economy Papers, No.
40, 1999.
US Census Bureau, Quarterly e-commerce report, 20002012 Q3.
Varian, Hal R., Computer mediated transactions, 2010 Ely Lecture at the
American Economics Association meeting in Atlanta, Georgia, March 6, 2010.
Willis, Jonathan L., What impact will e-commerce have on the U.S. economy?
Federal Reserve Bank of Kansas City, 2004.
Yankee Group, Link Data Global Mobile Forecast, September 2012.
57
58
Internet matters: The Nets sweeping impact on growth, jobs, and prosperity
(May 2011)
The Internet accounted for 21percent of GDP growth over the last fiveyears
among G8 countries, and its contribution is sharply accelerating. Most of the
economic value created by the Internet falls outside of the technology sector:
75percent of the benefits are captured by companies in more traditional industries.
Big data: The next frontier for innovation, competition, and productivity
(May 2011)
Big data will become a key basis of competition, underpinning new waves of
productivity growth, innovation, and consumer surplusas long as the right
policies and enablers are in place.
If youve got it, spend it: Unleashing the Chinese consumer (August 2009)
By pursuing a more aggressive program of comprehensive reform, Chinas leaders
could raise private consumption above 50percent of GDP by 2025, vaulting
Chinas economy into a new phase. A more consumer-centric economy would
generate more jobs, allocate capital and resources more efficiently, and enrich the
global economy with $1.9trillion a year in net new consumption.
The world at work: Jobs, pay, and skills for 3.5billion people ( June 2012)
Over the past three decades, a global labor market has taken shape, spurring a
massive movement from farm to factory in emerging markets and boosting
output and productivity. But the strains on this labor force are becoming evident,
including demand and supply imbalances for tens ofmillions of skilled and
unskilled workers alike.
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