据AllThingsD报道，互联网行业正出现一种移动使用增长和移动货币化速度不匹配的现象。最近Facebook命运不济的IPO路演就是被这种风险搞砸，该公司在最后时刻公开表示，移动货币化远远未跟上移动使用增长。
在当日的D10会议上，这也成为相当热门的话题。KPCB的风投资本家和前华尔街分析师玛丽·米克尔（Mary Meeker）在会上发表了她著名的互联网趋势报告，报告描绘了移动广告的机会。米克尔曾被《巴伦周刊》在1998年称为“互联网女皇”(Queen of the Net)，她在1995年发表了题为“互联网报告”(The Internet Report)的研究成果，对亚马逊和AOL等网络公司作出了看好的押注，并由此知名。
报告称，目前全球有11亿移动3G用户，同比增长了37%，但普及率只有18%。而全球互联网用户为23亿，仅增长8%。新智能设备的普及速度比以往任何时候都快–iPad和Android的增长快于iPhone。但发展的道路还很长，全球61亿移动用户中只有9.53亿是智能手机用户。
今年5月，移动使用贡献了10%的全球互联网流量，去年同期为5%。在货币化方面：目前已不仅限于广告。移动电子商务已占美国电子商务市场的8%，购买应用和应用内支付占总收入的71%，而移动广告收入只占29%。
米克尔认为，移动广告存在“大幅上涨空间”，因为与在总媒体消费中所占比例相比，移动广告的收入份额是失衡的。这是一个非常迫切的问题，因为移动互联网的使用正在取代桌面互联网的使用。本月印度移动互联网使用量第一次超过桌面互联网。
很多地方都可找到移动货币化落后的证据。在美国，有效桌面CPM（每千人成本）为移动互联网CPM的5倍：前者为3.50美元，后者只有0.75美元。Pandora、腾讯和Zynga等公司报告，他们的每用户平均收入比移动用户高出5倍。谷歌和Facebook的财务报告也显示，移动制约了收入的增长。
米克尔并没有提供解决这些问题的方案，但她带来一些能看到希望的数据。例如，在更成熟的日本市场，移动游戏制造商GREE每用户平均收入在快速增长，2012年初达到24美元。另一家公司CyberAgent也获得了类似的增长，每移动付费用户平均收入高达418美元，超过了桌面用户。
根据日本市场的情况，米克尔预测，1-3年里美国移动货币化水平可能超越桌面。她认为，将不可避免地出现收入跟随眼球而动的情况，但“这需要时间”。（木秀林）(Via：网易科技报道 )
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