presentation of the digiworld yearbook 2012 in london - guest of honor: olaf swantee
DESCRIPTION
Presentation of the DigiWorld Yearbook 2012 in London with: - François Barrault, IDATE's chairman - Yves Gassot, CEO IDATE - Jean-Michel Chapon, Vice-Chairman DigiWorld UK - Vincent Bonneau, Internet Business Unit IDATE Guest of honor: Olaf Swantee, CEO Everything EverywhereTRANSCRIPT
Copyright © IDATE 2012
DigiWorld
Yearbook 2012
12th Edition
London
June 18th
Copyright © IDATE 2012
Introduction
• François Barrault
Chairman, IDATE – DigiWorld Institute
The DigiWorld in 2012
• Yves Gassot
CEO IDATE
• Jean-Michel Chapon
Vice-Chairman DigiWorld UK
• Vincent Bonneau
Internet Business Unit IDATE
The vision of a key actor in the DigiWorld
• Olaf Swantee
CEO, Everything Everywhere
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Program
IDATE, DigiWorld, DigiWorld Institute and DigiWorld Yearbook are international trademarks of IDATE
All rights reserved. None of the contents of this publication may be reproduced, stored in a retrieval system or transmitted in any form, including electronically,
without the prior written permission of DigiWorld Institute by IDATE.
Copyright © IDATE 2012
Introduction François Barrault Chairman, IDATE – DigiWorld Institute
Copyright © IDATE 2012
From IDATE to DigiWorld Institute?
Founded in 1977, IDATE has gained a reputation as a leader in tracking telecom,
Internet and media markets, thanks to the skills of our teams of specialized
analysts.
Now, with the support of close to 40 member companies – which include many of the
digital economy’s most influential players – the newly rebranded DigiWorld Institute has
entered into a new stage of its development, structured around three main areas of
activity:
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• Time-tested analysis and consultancy Our expertise and client list > Consulting
• An independent observatory
Our catalogue of reports > Research
• A European forum open on the world Our annual programme > DigiWorld Institute
IDATE Consulting
IDATE Research
DigiWorld Institute
Business units
Telecoms Strategies Internet TV & digital
Content
Regional
development
Copyright © IDATE 2012
Where we stand in the marketplace
#1 think tank on the
digital economy in Europe
Top-tier consultancy
and policy advisory for
governments and local
authorities
#1 catalogue of
independent market
reports in Europe
Copyright © IDATE 2012
Annual program for the DigiWorld Institute
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DigiWorld
Clubs
DigiWorld
Events
DigiWorld
Collaborative
Research
DigiWorld
Publishing
Club
in Paris (monthly)
Club
in London (monthly)
Club
in Brussels (monthly)
3 conferences
in Paris
Transatlantic
Dialogue (Columbia University)
DigiWorld
Summit 2012
Catalogue of
market studies
DigiWorld
Economic Journal (Communications
& Strategies)
DigiWorld
Yearbook
Content
Cloud distribution
Next Gen Access
& Networks
Smart
& Digital City
Copyright © IDATE 2012
DigiWorld Yearbook
7
The 2012 report, available in French and English, is presented in Paris,
Brussels, London and Casablanca.
An iPad version is available
in association with:
Copyright © IDATE 2012
The DigiWorld Yearbook is published with the support
of DigiWorld Institute members
Copyright © IDATE 2012
The DigiWorld (YearBook) in
2012
Yves Gassot
CEO IDATE
Jean-Michel Chapon
Vice-Chairman DigiWorld UK
Copyright © IDATE 2012
A 3,069-billion market in 2011, with a 4.3% growth
• 3 percentage points lower than global GDP growth
• 2.7% increase in the U.S., less than 1% in Europe
• Emerging markets remain the most dynamic markets ... still developed
markets weigh more than 2/3 of total world sales
Digiworld markets by region
Copyright © IDATE 2012
North America still leading…
but Asia and the Pacific are rising
Distribution of DigiWorld markets
by region, 2011
Contribution to market growth
by region
Source: IDATE
Copyright © IDATE 2012
After the 2010 recovery, moderate growth in 2011
and very contrasted by sector
• Strong growth in the equipment market (8% for telecom, 7% for IT)
but for CE
• Lower growth in services, from 3% for telecoms to 5% for TV
Global Digiworld market by sector
Copyright © IDATE 2012
Growth driven by equipment (except for CE)...
but a services market still highly dominant
Global DigiWorld market growth
by sector
Breakdown of global DigiWorld markets
by sector, in 2011
Source: IDATE
Copyright © IDATE 2012
The DigiWorld trends: New Internet markets versus
traditional markets services
Note: 2011 market figures for EU-27
Source: IDATE
Growth
rate 2010-2011
Market size
2011 Billion Euro
0 to -3%
0 to +10%
+10 to 20%
+20 to 50%
+50 to 70%
+100%
0 to 1 1 to 5 5 to 10 10 to 100 +100
eBook
(0.5 Bn, +280%)
Online Video
(1.4 Bn, +63%)
Music
(0.8 Bn, +13%)
Mobile Apps
(1 Bn, +42%)
Social
Networks
(1.3 Bn, +53%)
M2M
(1.5 Bn, +17%)
Online Gaming (3.5 Bn, +25%)
Cloud (7.4 Bn, +30%)
Search (8 Bn, +15%)
TV services (77 Bn, +2.6%)
eCommerce (244 Bn, +15%)
Software & IT
services (217 Bn, +2.3%)
Telecoms
services (248 Bn, -1.9%)
Traditional markets Internet markets
Copyright © IDATE 2012
1. Will the devices be king?
OS and mobiles
Source: IDATE
Copyright © IDATE 2012
Fixed-Mobile LTE
Smartphones-Tabs
Network management-DPI-Policy Control-Charging
iCloud/Google Drive/DropBox
IaaS/PaaS/SaaS
eAdvertising-Profiling
Streaming Smart City
2. The Game Changers
Big Data
Data in Motion Services
in the cloud
Mobility everywhere
Facebook Mobile
NFC-Mobile banking
Multiscreen
TV everywhere
Analytics
Open Data
A new stage for the Internet and digital economy, driven by a combination
of Mobile, Cloud and Big Data ...
Source: IDATE
Copyright © IDATE 2012 17
3. The Internet Giants Business Models
Source: IDATE
Copyright © IDATE 2012 18
4. Troubled times for the telecom in Europe
Source: IDATE
Evolution of the mobile services market in Europe (EU-27) and the U.S.
Copyright © IDATE 2012
The vision of a key actor in the DigiWorld
Olaf Swantee CEO, Everything Everywhere
Copyright © IDATE 2012
The DigiWorld beyond 2012
Vincent Bonneau
Internet Business Unit IDATE
Copyright © IDATE 2012
Fixed-Mobile LTE
Smartphones-Tabs
Network management-DPI-Policy Control-Charging
iCloud/Google Drive/DropBox
IaaS/PaaS/SaaS
eAdvertising-Profiling
Streaming Smart City
The Game Changers
Big Data
Data in Motion Services
in the cloud
Mobility everywhere
Facebook Mobile
NFC-Mobile banking
Multiscreen
TV everywhere
Analytics
Open Data
A new stage for the Internet and digital economy, driven by a combination
of Mobile, Cloud and Big Data ...
Source: IDATE
Copyright © IDATE 2012
Game Changers:
Mobile, Cloud, Big Data
Copyright © IDATE 2012
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