gfk - consumer electronics summit (ces) china 2015
TRANSCRIPT
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Innovations Consumer Electronics
InformationTechnology
Tele-communication
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Source: Digital World by GfK Boutique in partnership with the Consumer Electronics Association
2015 will be driven by smartphone salesand launch of new smart technologies
+0.1%
2013
€ 771bn
• Decline in mature product categoriesslowdown.
+0.9%
2014€ 778 bn
• Slowdown in emerging markets and smartphones& tablets spending.
• Phablet segment driving growth.
+1.5%
2015 forecast
€ 790 bn
• GDP remains sub-par in emerging markets.
• Emerging market smartphone strength and new product categories.
Spending on digital devices is ongoing positive.
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Share of Digital World Devices │ Retail Sales Revenue in % by RegionSource: Digital World by GfK Boutique in partnership with the Consumer Electronics Association
2014 Forecast 20158 88 8
26 27
10 10
22 22
26 25
Middle East/Africa
Latin America
Emerging Asia
Developed Asia
North America
Europe
6
0
3
-3
3
-1
Growth forecast 2015 in €
Emerging Asia is leading region in Digital World spending.
CHINA
19%
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1 Includes mature products as DVD and HIFI | But also new gadgets as Action Cams and Smart WatchesShare of Digital World Devices │ Retail Sales Revenue in % by productsSource: Digital World by GfK Boutique in partnership with the Consumer Electronics Association
2014 Forecast 2015
21 18
2 2
13 14
6 6
12 12
8 8
38 40
-5
-15
2.3
-5
-6
1
8
Forecast 2015
All other categories1
Digital Still Camera
LCD TV
Desk PC
Mobile PC
Tablet PC
Smart-/Mobile Phones
Smartphones and Tablets are main drivers of Digital World.
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2014 2015
1.23
1.4
Smartphones bill units
SmartphonesGlobal sales
Bill units
© GfK 2015 | GfK. Growth from Knowledge | Source: GfK Digital World by Boutique Research, in partnership with the Consumer Electronics Association
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Source: Digital World by GfK Boutique in partnership with the Consumer Electronics Association
Smart glasses
Wearable headset
Wearable camera
Health & fitness tracker
Smartwatch
2014 2015 20161 2 55 7
11812
1514
25
38
4
26
46
Wearables MIO units
2014 2015 2016
31
72
114
Smartphones bear new markets: WEARABLES.
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High-end LifestyleSmartwatches will come up not
only by Apple.
Consumers will look forsmartwatches by
their favorite luxury brands.
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2010 2011 2012 2013 2014 2015
47 47.941.6
35.227.2
22.7
2010 2011 2012 2013 2014 2015
1.3 2.23.9
6.7
10.912.9
2010 2011 2012 2013 2014 2015
10.4
37.9 4033.9
25.320.2
2010 2011 2012 2013 2014 2015
0.2 0.81.6
3.3
6.9
9.6
Portable Car Navigation Mio Units
Action CamsMio Units
E-ReaderMio Units
Soundbar SpeakerMio Units
However: some new markets arose fast and went down fast as well
© GfK 2015 | GfK. Growth from Knowledge | GfK Digital World by Boutique Research, in partnership with the Consumer Electronics Association
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Drones will be the next upcoming hype.
B2B market as well as
B2C market!
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Internet innovationhappens also
at home.
Not only mobile internet
stands for innovation.
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2013 2014 2015 2016
1216
19 21
In 2015
3,9 MIO units curved TV
400 THS units OLED TV
Share of 50 inch + at flat TV units %
2013 2014 2015 2016
0
4
11
17Share of 4k at flat TV units %
2013 2014 2015 2016
2834
41 45Share of smart TVat flat TV units %
2013 2014 2015 2016
241.5 248.1 246.7 245.7
106.1 105.4116.3 114.4
Global TV sales Mio units
Global TV sales Bn Euro
Living room 2015: TV market stable - demand driven by innovation
© GfK 2015 | GfK. Growth from Knowledge | Source: GfK Digital World by Boutique Research, in partnership with the Consumer Electronics Association
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All available
at home and mobile
always and everywhere
Justin Bieber
House of Cards
The Walking Dead
Desperate Housewives
Gangnam Style
Internet Media Player
Apple TV Box
Smart-TV
AndroidTV
Amazon Fire TV
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27,3 Mio 4k/UHD in 2015
expected.
+ 10% of LCD TV Market2013 2014 2015 2016 2017
0.910.5
27.3
42.3
55.2
4k/UHDGlobal Sales Mio units
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More than 50% of global sales of 4k will happen in China in 2015
Ranking in Consumer TV-Demand: 1.) screensize but 2.) picture quality
© GfK 2015 | GfK. Growth from Knowledge | Source: GfK Digital World by Boutique Research, in partnership with the Consumer Electronics Association
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Findings -> Consumer Electronics
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putting puzzle together -> TV
• Driven by innovations TV market moved stepwise back into the
consumers interest: Flat, LED, Internet, 3D, 4k, OLED, Curved …
• However, on a total global level there is no significant growth in
unit based TV demand
• additional demand is coming from emerging countries (India, SEA
…), larger screen size and improved display quality (4k).
• Price is ongoing under pressure, driven by a continuous and
ongoing concentration on retail level (Technical Superstores vs.
Online Sales).
Conclusion
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putting puzzle together -> Video
• Video content at home is global content and will be
streamed via internet to the Smart TV (similar experience
we had 5 years ago with Audio content via internet).
• DVD Player, even Blu Ray player will fade out of the
market.
• Streaming Media Player (Cromecast, Amazon Fire TV …)
will remain only a short time until all TV’s are Smart TVs.
Conclusion
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And audio is growing
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putting puzzle together -> Audio
• Sound today is streaming audio
• Devices have to be connected to the mobile internet devices
• Devices have to be controlled by a smartphone app.
• Potentials are:
• Docking Mini Speakers (several brands, also highend)
• Headphones/Headsets (e.g. Apple/Beats)
• Network Music Systems (Sonos / Bose)
Conclusion
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Market forConsumer Electronics,
Telecom, Information Technologywill continue to grow.
As in the past market will be
driven by innovations.
Smartphones and mobile internet will
bear new innovative benefits for the consumers in their everyday
live.
Internet of things has started now.Conclusion
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