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Around the World
Steve KoenigDirector, Industry Analysis
CEA
In 60 Minutes
Global TechnologyMarket Update
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.
+ =Digital World
TCG Yearly Forecasts
Analysis Considerations: Geographical, Financial
• North America• Western Europe• Developed APAC
• Exchange Rates (FX)• Sales Tax• Tech Subsidies
• Central /Eastern Europe
• Latin America
• Emerging APAC
• Middle East/ Africa
Mature Developing
GLOBAL MARKET:The Global Market for Technology
Hit a New Peak in 2013
Global Tech Markets Back to Growth in 2013
Global Tech Device Sales Revenue
Source: GfK Digital World
2014 Fcst$1055bn
Smartphone & Tablet growth shifts further to low end
2009$836bn
Global recession
2010$922bn
Economic recovery
2011$1041bn
Smartphone, tablet PC & emerging market strength
offset sluggish de-veloped markets
+10%
+13% -1%
+3%
2013 Fcst$1068bn
Smartphone & Tablet growthoffset decline
in other products
-1%
2012$1034bn
$ value hit by currency
weakness outside
North America
Spending Growth in 2013• Sales growth for Tablets and Smartphones slowing,
but remains robust compared to other categories. • LCD TV still growing in low single digits. • Year-end push from next-gen game consoles. • Some spending momentum in North America.
Reasons for Spending Decline in 2014
• Unit growth in tablets and smartphones reliant on low-end devices. ASPs coming down fast.
• Lower-end devices (and ASPs) required to penetrate lower consumer tiers of emerging markets.
• Developing market spending growth curbed somewhat• Not enough to offset spending declines in developed
markets and CE categories.
Volumes
Product / Pricing Mix
Impact to Tech Spending
$1.055 Trillion (-1%)
REGIONS:Regional Spending Growth Picture
in 2014 Remains Mixed
Developing Markets Revenue Growth Momentum to Slow
Global Tech Device Retail Sales Revenue Growth
Source: GfK Digital World
0%
6%
2%
1%
-8%
-1%
-6%
-1%
2014 Fcst
C&E Europe/CIS
Middle East & Africa
Latin America
Emerging Asia
Developed Asia
North America
Western Europe
World
2%
6%
2%
15%
-11%
3%
-3%
3%
2013
50%
2010 2012 2014 Fcst.
MatureMarkets
DevelopingMarkets
$549bn $564bn $530bn
$373bn $470bn$525bn
Growth (2014 vs 2010)
55%60% 57%
48%
$$593bn $553bn
2011 2013 Est.
$447m $514bn
Global Tech Spending Finds Equilibrium
Global Tech Device Retail Sales Revenue Mix
Source: GfK Digital World
52%
50%45%43%40%
-3%
41%
Emerging Asia Now Leads Tech Spending
2010 2011 2012 2013 Fcst 2014 Fcst
200 212 194 189 177
223 250 250 257 254
126131 121 107 99
181221 246 282 286
72
86 74 76 7868
76 8489 95
52
64 6667 67
C&E Europe/CIS
Middle East & Africa
Latin America
Emerging Asia
Developed Asia
North America
Western Europe
$1034bn$1041bn $1068bn
$922bn
$1055bn
Has North America’s Share Peaked?
2010 2011 2012 2013 Fcst 2014 Fcst
22% 20% 19% 18% 17%
24% 24% 24% 24% 24%
14% 13% 12% 10% 9%
20% 21% 24% 26% 27%
8% 8% 7% 7% 7%
7% 7% 8% 8% 9%
6% 6% 6% 6% 6%
C&E Europe/CIS
Middle East & Africa
Latin America
Emerging Asia
Developed Asia
North America
Western Europe
$1034bn$1041bn $1068bn$922bn $1055bn
DEVICES:Mobile, Connected Devices
Continue to Drive Tech Spending
Smartphone & Tablet Revenue Growth offsetting contraction elsewhere, for now
Global Tech Device Sales Revenue
Source: GfK Digital World
20092010
20112012
2013 Provis
ional
2014 Foreca
st
Smartphones and Tablets
Other Tech Devices
43%
Tablets: Lower-Priced Models Boosting Adoption in Emerging Markets
Global Tablet PC Unit Sales Mix
Source: GfK Digital World
31%
29%
40%
2012
25%
42%
33%
2014
Other Developed MarketsEmerging MarketsNorth America
Smartphones: Emerging Markets Take The Lead As Lower-Priced Devices Open Up The Mass Market
Global Smartphone Unit Sales Mix
Source: GfK Digital World
52%48%
2011
30%
70%
2014
Developed Markets
Emerging Markets
2010$444
2013$ 345
2014$297
Global Smartphone Average Unsubsidized Selling Price in USDSource: GfK Demand Projector Dec 2013
Smartphones - Global ASP Trend
Spending (Revenue) on Smartphones & Tablets SlowingAs Unit Growth Shifts Further To Low-End
Year on Year Change in Global Tech Device Sales Revenue ($)
Source: GfK Digital World
-34%-44%
21%
6%9%
2014 Fcst
MOBILE PHONE
PLASMA TV
PORTABLE MEDIA PLAYER
DVD PLAYER/RECORDER inc HD & Blu-ray
CAR NAVIGATION
DIGITAL STILL CAMERA
DESKTOP PC
MOBILE PC
MONITOR
VIDEO GAMES CONSOLE
CAMCORDER
INKJET PRINTER & MFD
LASER CARTRIDGE
INKJET CARTRIDGE
HOME AUDIO
LASER PRINTER & MFD
LCD TV
SMARTPHONE
TABLET PC
-39%
-10%
27%30%
2013 Prov
Spending Shift to Mobile Computing Devices Slowing
Global Tech Device Sales Revenue Mix - Top Tier Products
Source: GfK Digital World
2010 2011 2012 2013 Prov
2014 Fcst0%
10%
20%
30%
40%
50%
60%
70%
80%
90%Digital Still Camera
Desk PC
LCD TV
Feature Phone
Mobile PC
Tablet PC
Smartphone
79% ofSpending
Global TV Sales Trends• Avg. Screen Size Continues to Grow• 3DTV growth tapering off. Top vendors not pressing• Smart TV: popular as well in China • New Tech Ushers in Next Wave of Innovation
– UHD: Expect global shipments of 8.7 million in 2014.– Curved displays – OLED (<500k units in 2014)
Source: GfK Boutique Research, CEA
Around the World
Steve KoenigDirector, Industry Analysis
CEA
@KoenigSteve
In 60 Minutes