2. Digital World
+ = TCG Yearly Forecasts
Retail CE sales tracking at more than 340,000 retail stores in 80 countries.
Tracks U.S. factory to dealers shipments
in more than 50 CE categories on a
monthly and weekly basis.
3. Analysis Considerations: Geographical, Financial
Developed Emerging
• North America • Central /Eastern Europe
• Western Europe • Latin America
• Developed APAC
• Emerging APAC
• Middle East/ Africa
• Exchange Rates (FX)
• Sales Tax
• Tech Subsidies
5. Global Tech Markets Back to Growth in 2013
2011
$1069bn 2012
Growth driven by $1058bn 2013 Fcst
Smartphones, Smartphones, Tablets $1105bn
Tablet PCs, still King, Modest recovery
2010 developing markets Most regions weaker
$968bn
Economic +4%
2008 recovery
$957bn +10% -1%
- 9%
+11%
2009
$871bn
Global recession
Global Tech Device Sales Revenue
Source: GfK Digital World :
6. Developing Markets to Lead Bounce Back
21%
17%
Developing Markets
Mature Markets 9%
3%
6%
6% 1%
2009 2010 2011 2012 Provisional 2013 Forecast
-4%
-9%
Global Tech Device Retail Sales Revenue Growth
Source: GfK Digital World
9. Mobile Devices Driving the Industry
40,000
35,000
30,000 U.S. Shipment Dollars (000s)
25,000
20,000
15,000
10,000
5,000
-
2012
2013
10. Smartphones & Tablets REMAIN THE Global Growth Drivers
Smartphones and Tablets
Other Tech Devices
2008 2009 2010 2011 2012 2013 Forecast
Provisional
Global Tech Device Sales Revenue
Source: GfK Digital World
11. Tablets: Lower-Priced Models Boosting Adoption
in Emerging Markets
2012 2013
29%
38% 37%
43%
Nth Am
27%
Other Developed Markets 25%
Emerging Markets
Global Tablet PC Unit Sales Mix
Source: GfK Digital World
12. Smartphones: Emerging Markets Take the Lead as
Lower-Priced Devices Open up the Mass Market
2011 2013
46% Developed Markets 42%
54% 58%
Emerging Markets
Global Smartphone Unit Sales Mix
Source: GfK Digital World
13. Growth Remains a Two-Horse Race
2012 Provisional 2013 Forecast
Tablets 60% 25%
Smartphones 38% 22%
Feature Phones -34% -21%
Mobile PCs
Desktop PCs
Desktop Printing
Monitors
DVD/Blu-Ray -32%
Digital Imaging
Videogames Consoles
Plasma TVs -29% -23%
LCD TVs -11% -2%
Portable Media Players
Car Navigation
Home Audio
Year on Year Change in Global Tech Device Sales Revenue ($)
Source: GfK Digital World
14. It’s all about Mobile Connected Devices
90% Digital Still Cameras
80% Desktop PCs
LCD TVs
70%
Feature Phones
60% Mobile PCs
50% Tablets
Smartphones
40%
30% >50% of spending
20% on mobile
10%
connected devices
0%
2008 2009 2010 2011 2012 2013 Global Tech Device Sales Revenue Mix
Top Tier Products
Prov Fcst Source: GfK Digital World
17. Move to Larger Screen TVs is a Global Phenomenon
39''
38''
37''
36''
35''
34''
33''
32''
31''
2007 2008 2009 2010 2011 2012 2013
Provisional Forecast
LCD TV Average Screen Size
Source: GfK TV Demand Projector – December 2012
18. U.S. Ultra High-Definition TV Forecast
U.S. Market
1,428
744 5% of US
TV
Market
212
23
2013 2014 2015 2016
Source: CEA, U.S. CE Sales and Forecasts, Jan 2013
19. Key Takeaways
• Global Tech Device Spending to Return to Growth in
2013
• Emerging markets still setting the pace, but it’s a slower
pace
• Smartphones and tablets soaking up the growth, defying
lower growth environment
• Smartphones and tablet growth coming from product
diversification, lower price devices
• TV upscaling important opportunities for the
industry, but not game changers
20. Questions?
Please Contact:
Steve Kidera
CES Media Relations
skidera@CE.org
Hinweis der Redaktion
d
d
Move this down to follow geo-political summary slide
d
Smartphones and Tablets account for nearly 40% of global spending on tech devices
Lots more scope for emerging market growth – in 2013 nearly 80% of handsets sold in developed markets will be smartphones (accounting for 95% of market value), compared to closer to 40% in emerging markets. With low-end smartphone prices set to break the $100 barrier in China, smartphone penetration will continue to grow
Take off numbers except the big ones Collapse printing, Digital ImagingInclude China price band slide to illustrate low end smartphone opportunity CEA fcsting down 201,fcstig positive bounce in 2014
d
Steve B – very similar trend in Western Europe, with retail sales of Jumbo-screen TVs growing at a very similar rate (269% Q1 2012, 177% in Q4 2012) and retail sales of small screen size TVs falling by around 40% in 2012.And if you think about the drivers in mature markets it makes sense. On the one hand the main driver for small screen size TVs was consumers buying additional TVs for bedrooms, kitchens, and so on and this is both nearing saturation point, and subject to a longer replacement cycle than the main TV set in the living room. On the other hand it is no surprise that consumers thinking of upgrading their main set are likely to upgrade on size as well as features, given that the price/inch has continued to decline While the trends are global, there are some big differences between North America and the rest of the World. Nth Am is definitely leading the pack here, with over 5% of TV shipments in 2012 being jumbo size, and less than 5% being small screen sizes. In Western Europe small screen size TVs still account for high single digit markets share, and jumbo size TVs account for a mere 0.5% of sales in 2012, and while the importance iof small screen size TVs varies a lot region to region (0.3% in China, 17% in Japan), Jumbo size TVs have much lower market penetration in all other regions (1.7% in Japan, 0.9% in China)
How does all this shake out – well, average screen sizes have been increasing steadily, but net net 2012 has seen an acceleration of the increase in screen size, with developed markets taking the lead. This is good news for the industry, because the price/inch at retail is goes up with screen size. Some vendors have been very open about targeting the premium end of the market – Sharp for example
2015 – 2%In line with my previous comments,GfK analysis points to a much slower growth of ultra HD outside of North America than in it, but ultimately of course it all depends on how much and how fast the price comes for ultra HD