![Page 1: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/1.jpg)
Exploring the Global Consumer Tech Industry
Steve KoenigSenior Director, Market Research@KoenigSteve
Go here for slides: CTA.tech/salesandforecasts
You Are Here#CES2017
![Page 2: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/2.jpg)
Retail CE sales tracking at more than 340,000 retail stores in 80 countries.
U.S. sell-in (shipments) data for dozens of CE categories on a monthly basis.
+ = Global Consumer Technology Spending Forecasts
![Page 3: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/3.jpg)
Consumer Electronics ● Audio and Video Accessory ○ Headphone ○ Universal Remote Control ○ Docking Speakers ◦ Bluetooth Pairing Speakers only ◦ Docking Speakers Excl. Bluetooth Pairing only ● Auto Multimedia ○ Car Entertainment ◦ Car Audio ◦ Car Speaker ◦ Car Vision ◦ Fixed Car Navigation ○ Portable Car Navigation ● Home Audio ○ Audio Home System ◦ Home Theatre System ◦ Music System ○ Hi-Fi Single Element ○ Loud Speaker ◦ Hi-Fi Loudspeaker ◦ Soundbar Speaker
Product Categories
● Home Video ○ Home DVD Player and Recorder ◦ Home DVD Player ◦ Home DVD Recorder ○ Home HD DVD+ Blu Ray ● Personal Audio ○ Portable Media Player ○ Radio Devices ◦ Clock Radio ◦ Portable Radio ◦ Radio Boombox ● E-Reader ● Recording Media ○ Memory Card ○ Other Recording Media ◦ CD R ◦ DVD R ○ USB Memory
![Page 4: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/4.jpg)
Consumer Electronics ● TV ○ LCD TV ◦ 3D LCD/LED TV ◦ LED TV ◦ Smart LCD/LED TV ○ CRT TV ○ Plasma TV ◦ 3D Plasma TV ◦ Smart Plasma TV ● TV Set-Top Box ● Videogame Console
Product CategoriesIT ● Monitor ● Other PC Peripherals ○ External HDD ○ Keying Device (Keyboard) ○ PC Speaker ○ Pointing Device (Mouse) ● PC ○ Desk PC ◦ All-in-One PC ◦ Desk PC (ex AIO) ○ Mobile PC ◦ Netbook PC ◦ Notebook PC ◦ Computing Tablet ○ Media Tablet ● Printing ○ Printer ○ Printer Cartridge
![Page 5: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/5.jpg)
Photo ● Digital Camcorder ○ Action Camera ○ Digital Camcorder ex-Action Camera ● Digital Still Photography ○ Digital Still Camera ◦ Compact Camera ◦ Compact System Camera (Mirrorless) ◦ DSLR Camera ○ Interchangeable Lens
Product Categories
Telecom ● Mobile Handsets ○ Mobile Phone ○ SmartPhone ● Other Telecom ○ Headset ◦ Headset ex-Mobile Stereo ◦ Mobile Stereo Headset ○ Line Phone ◦ Fixed Line Phone ◦ Mobile Line Phone ● Wearables
○ Health & Fitness Tracker ○ Smart Eyewear ○ Smartwatch ○ Wrist Sport Computer ○ Locator ○ Connected Watch ○ Hearables
![Page 6: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/6.jpg)
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
Developed Emerging
![Page 7: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/7.jpg)
0.81 0.96 6.94 118.50 1.34
![Page 8: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/8.jpg)
2016: The Year of the Unexpected
![Page 9: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/9.jpg)
Global Economic Picture
2012 2013 2014 2015 2016Fcst 2017Fcst
6% 6% 5% 4% 4% 4%
13% 12% 11% 11% 12% 12%
17% 18% 19% 21% 22% 22%
8% 8% 8% 7% 7% 7%8% 8% 8% 8% 7% 7%
24% 24% 25% 27% 27% 27%
23% 23% 24% 22% 22% 21%
GDP* distribution by Region - USD
C&E Europe/CIS Developed Asia Emerging Asia Latin America Middle East & Africa North America Western Europe
* Source: IMF, OCT 2016
World GDP
2016 = 3.1%
2017 = 3.4%
![Page 10: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/10.jpg)
2017 Global Economy: Realignments, Long-Term Trends, New Shocks
• Uncertainty underscores outlook• Brexit, trade risks and Trump• Some firming of commodities pricing• Sentiment toward emerging markets improving – Asia looking
strong • Advanced economies wrestle with new political landscape
– USA, UK, Korea, Brazil• China: consumer spending strong, capital spending weak
![Page 11: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/11.jpg)
Technology’s Magnificent Seven
2015 = 79%761 billion USD
2016 = 78%740 billion USD
Share:Total:Global
Source: GfK/CTA Digital World
![Page 12: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/12.jpg)
![Page 13: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/13.jpg)
Technology’s (New) Magnificent Seven
2017 = 81%754 billion USD
Share:Total:Global
![Page 14: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/14.jpg)
Mobility Makes the World Go Round
2012 2013 2014 2015 2016fcst 2017fcst
25% 23% 23% 21% 19% 18%
38% 35% 34% 31% 29% 29%
4%4% 3%
3%2% 2%
33% 38% 40% 46% 50% 51%
Global Digital World Values (USD) share by Category
Smartphones47%
![Page 15: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/15.jpg)
![Page 16: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/16.jpg)
Smartphones: Super Massive
2012 2013 2014 2015 2016fcst 2017fcst0
50
100
150
200
250
300
350
400
450
-10%
-5%
0%
5%
10%
15%
20%
25%
61 38 24 14 11 9
260352 379 401 431 432
17%
21%
3% 3%6%
0%
Global Mobile Values (USD bn)
390 402 416442 441
321
Smartphones
StandardPhones
![Page 17: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/17.jpg)
Global Handset Volumes Steady(Units in Millions)
2012 2013 2014 2015 2016fcst 2017fcst0
200
400
600
800
1,000
1,200
1,400
1,600
1,800
-10%
-5%
0%
5%
10%
15%
20%
25%
920735 594 476 421 370
673 1,004 1,231 1,320 1,399 1,4448% 9%
5%
-2%1% 0%
Mobile Phone SmartPhone y/y Mobile
1,742 1,825 1,796 1,819 1,8141,597
![Page 18: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/18.jpg)
Smartphones Value Share by Region (USD)
Latin Amer-ica7%C&E Eu-rope/CIS
4%
North Amer-ica
18%
Emerging Asia39%
Middle East & Africa
10%
Western Europe12%
Developed Asia10%
Developed40%
Emerging60%
![Page 19: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/19.jpg)
2011 2012 2013 2014 2015 2016 2017
Think Globally, Connect ‘Mobilly’
Global Tech Device Sales Revenue
51%
Other Device Categories
Smartphones and Tablets
63%
2017 Tech Spending
586 Billion USDSmartphonesTabletsMobile PCs
Source: GfK/CTA Digital World
22%
44%
![Page 20: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/20.jpg)
Global Tablet Volumes Trending Lower (Units in Millions)
2012 2013 2014 2015 2016fcst 2017fcst
125
196223
185150 136
![Page 21: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/21.jpg)
Have Global PC Volumes Crested?(Units in Millions)
2012 2013 2014 2015 2016fcst 2017fcst0
100
200
300
400
500
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
127 114 109 96 87 81
196 184 183 173 167 163
125 196 223185
150 136
12%10%
4%
-12% -11%
-6%
493 515454
404 380449
0
50
100
150
200
250
-19
-14
-9%
-4%
1%
6%
Media Tablet
Mobile PC
Desk PC
y/y PC
![Page 22: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/22.jpg)
Tablet Declines Impact Global PC Revenues(Revenues in Billions USD)
2012 2013 2014 2015 2016fcst 2017fcst0
50
100
150
200
250
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
81 72 69 59 53 50
143 134 132115 114 111
58 68 67
48 38 34
1%-3% -2%
-18%
-7% -5%
273 268
221205 195
282
0
50
100
150
200
250
-19
-14
-9%
-4%
1%
6%
Media Tablet
Mobile PC
Desk PC
y/y PC
![Page 23: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/23.jpg)
Developed Regions Dominate Mobile PC Sales
2010 2011 2012 2013 2014 2015 2016 2017
778
749
731
726
723
664
684
679
Latin America3%
C&E Europe/CIS
4%
North America32%
Emerging Asia19%
Middle East & Africa10%
Western Europe20%
Developed Asia11%
Mobile PC Values share by Region (USD) Developed
63%Emerging
37%
Avg. Selling Price (USD)
![Page 24: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/24.jpg)
Global TV Volumes Leveling Off(Units in Millions)
2012 2013 2014 2015 2016fcst 2017fcst0
50
100
150
200
250
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
210 220 235 230 225 227
20 11613 10 8
-8%
0%3%
-5%-3%
1%
242 249 235 228 229243
3 OLED
Plasma
CRT
LCD
y/y TV
![Page 25: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/25.jpg)
Smaller Screens = Bigger Viewing Profile
2012
2016
62%
51%
16%
21%
5%
12%
14%
8%
3%
7%
1%
2%
Television Smartphone Laptop Desktop Tablet Other
Source: The Evolving Video Landscape (2012)Source: 2016 Video Study
USA: Average Share of Video Viewing on Each Device
![Page 26: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/26.jpg)
Global 4K UHD Sales Volumes (in Millions)
2014 2015 2016 2017
10.2
31
52.7
81.9
Source: GfK
![Page 27: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/27.jpg)
The New Normal for TV(Revenues in Billions USD)
2012 2013 2014 2015 2016fcst 2017fcst0
20
40
60
80
100
120
140
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
127 132 135119 106 102
3
11 8 5
-12%
0% 0%
-14%-11%
-3%
141 141
122108 105
141
3 OLED
Plasma
CRT
LCD
y/y TV
![Page 28: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/28.jpg)
Global Wearables Market In High Gear(Units in Millions)
2014 2015 2016fcst 2017fcst0
20
40
60
80
100
120
140
160
180
0%
20%
40%
60%
80%
100%
120%
2645
6687
19
38
757
8
11
14122%
58%50%
35
77
122
184
3Others Wrist Sport Computer Smartwatch Health & Fitness Tracker y/y Wearables
Western Europe and China key markets to watch in 2017, as they gain on the U.S. market’s early wearables lead
![Page 29: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/29.jpg)
VPS 16 eye-tracking glasses
Gear S3 smartwatch Spartan Boxer Brief
![Page 30: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/30.jpg)
Wearables: Double-Digit Revenue Growth(Revenues in Billions USD)
2014 2015 2016fcst 2017fcst0
5
10
15
20
25
0%
20%
40%
60%
80%
100%
120%
2 3 4 51
4
8
12
1
1
1
2
1
2
3
130%
59%
41%
9
15
4
21
![Page 31: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/31.jpg)
REGIONAL FOCUS
![Page 32: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/32.jpg)
Latin America – Tech Spending Analysis
20122013
20142015
2016...
2017...0
5 0
1 0 0
1 5 0
2 0 0
2 5 0
3 0 0
3 5 0
4 0 0
4 5 0
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%444 426 412
344294 281
-8%-4% -3%
-16% -15%
-4%
Units (M)
2012 2013 2014 2015 2016fcst 2017fcst0
1 0
2 0
3 0
4 0
5 0
6 0
7 0
8 0
-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%
69 73 77
5458
50
-15%
6% 6%
-30%
8%
-14%
Values (USD bn)
![Page 33: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/33.jpg)
Latin America | Seeking Economic Redemption?
• Brazil – tough recession, infrastructure• Argentina – more economic weakness• Venezuela – soaring inflation
• Economic challenges dim 2017 outlook for tech spending
• Telecoms is expected to return to growth in 2017, while the other main categories continue to decline
• Some emerging product markets are still small
![Page 34: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/34.jpg)
North America – Tech Spending Analysis
2012 2013 2014 2015 2016fcst 2017fcst0
2 0 0
4 0 0
6 0 0
8 0 0
1 ,0 0 0
1 ,2 0 0
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%1,310 1,242 1,274 1,303 1,276 1,272
-4% -5%3% 2%
-2% 0%
Units (M)
2012 2013 2014 2015 2016fcst 2017fcst0
5 0
1 0 0
1 5 0
2 0 0
2 5 0
-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%
220236 231 234 225 223
-4%
7%-2% 1%
-4% -1%
Values (USD bn)
![Page 35: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/35.jpg)
North America | Three Amigos?• USA – CCI=113.7 highest since 2001. Employment/wages, spending
and interest rates up. • Mexico – modest growth. Crime, corruption, immigration issues
present headwinds.• Canada – impact of oil slowdown. Trade with USA and EU to rise.
• Demand for 2017 revised up, driven by expected improvement in smartphones and PC demand.
• Revenue decline expected to moderate slightly due to increasing ASP’s within main sectors
• Wearables and audio products are among the fastest growing products.
![Page 36: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/36.jpg)
Western Europe – Tech Spending Analysis
2012 2013 2014 2015 2016fcst 2017fcst0
2 0 0
4 0 0
6 0 0
8 0 0
1 ,0 0 0
1 ,2 0 0
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%1,300
1,227 1,218 1,166 1,129 1,126
-5% -6%-1%
-4% -3%0%
Units (M)
2012 2013 2014 2015 2016fcst 2017fcst0
5 0
1 0 0
1 5 0
2 0 0
-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%195 194 195
166 162 158
-8%0% 0%
-15%
-2% -2%
Values (USD bn)
![Page 37: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/37.jpg)
Western Europe | Mind the Gap
• Brexit impact and potential aftershocks still unclear• EU public debt; immigration tensions spark
nationalism• More headwinds to economic growth than
tailwinds
• Smartphones sales stable. Softening demand for other major categories.
• Streaming video adding new life to living room entertainment.
![Page 38: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/38.jpg)
C&E Europe – Tech Spending Analysis
2012 2013 2014 2015 2016fcst 2017fcst0
1 0 0
2 0 0
3 0 0
4 0 0
5 0 0
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%568 550 520
432 414 408
3%-3% -6%
-17%
-4%-1%
Units (M)
2012 2013 2014 2015 2016fcst 2017fcst0
1 0
2 0
3 0
4 0
5 0
6 0
7 0
-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%64 6559
40 41 40
2% 1%-8%
-32%
1% -2%
Values (USD bn)
![Page 39: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/39.jpg)
C&E Europe | Going for Growth!• Central and Eastern Europe economy growing steadily at
3.0%. EU development funds to fuel more growth although currencies pressures present headwinds. Trade tightening could hurt.
• Ukraine and Russia remain in focus 2017.
• Marginal improvement in tech end-demand in most countries. 2016 revenue gains defined by smartphones and LCD TV.
• Replacement cycles quickening. Sales orient towards higher-end devices with better user experience and higher ASP.
• Growth continues for emerging products like wearables.
![Page 40: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/40.jpg)
Emerging Asia – Tech Spending Analysis
2012 2013 2014 2015 2016fcst 2017fcst0
2 0 0
4 0 0
6 0 0
8 0 0
1 ,0 0 0
1 ,2 0 0
1 ,4 0 0
1 ,6 0 0
1 ,8 0 0
2 ,0 0 0
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%1,877 1,922 1,936 1,835 1,830 1,816
4% 2% 1%-5%
0% -1%
Units (M)
2012 2013 2014 2015 2016fcst 2017fcst0
5 0
1 0 0
1 5 0
2 0 0
2 5 0
3 0 0
-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%
249276 276 279 286 280
10% 11%0% 1% 2% -2%
Values (USD bn)
![Page 41: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/41.jpg)
China = fully developed tech market
• China
• Malaysia & VietnamUtility /
Productivity
• Indonesia• PhilippinesCommunication /
Information
• Tech is fully integrated into daily life & used for enjoyment / entertainment
• Few barriers other than access to brands
• Robust channels – online purchasing
• Tech use more basic – supports communication & productivity
• Markets still developing in terms of:• Internet• Channels – largely in-store
purchase which may contribute to limited access
Entertainment
![Page 42: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/42.jpg)
Emerging Asia | Growth Beyond China
• China GDP 6.4% in 2017 as turn toward service/innovation economy continues.
• India is the new China. GDP growth 7.5% through 2020.• Other countries seeing lift in end-demand. Chinese brands
capitalizing.
• Smartphones dominate the tech landscape.• Bifurcated strategy: budget phones and high-performance
models.
• Among fastest-growing products are 4K Ultra HDTV, action cameras, wearables and audio products.
June 7-9, 2017Shanghai, China
![Page 43: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/43.jpg)
Developed Asia – Tech Spending Analysis
2012 2013 2014 2015 2016fcst 2017fcst0
1 0 0
2 0 0
3 0 0
4 0 0
5 0 0
6 0 0
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%
659 641 643604 593 595
-8%-3%
0%-6%
-2% 0%
Units (M)
2012 2013 2014 2015 2016fcst 2017fcst0
2 0
4 0
6 0
8 0
1 0 0
1 2 0
-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%128
116 11096 98 96
-4%-10%
-5%-13%
2% -1%
Values (USD bn)
![Page 44: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/44.jpg)
Developed Asia | Active Aging with Technology
• Weakness moderates in all key countries, 2017 outlook for Japan GDP growth is positive, but still historically low.
• South Korea moving past political scandal
• PC sales improving; smartphone outlook stable. • Photo declining.
• Wearables seeing strong growth. • High adoption of active aging tech?
![Page 45: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/45.jpg)
Middle East & Africa – Tech Spending Analysis
2012 2013 2014 2015 2016fcst 2017fcst0
1 0 0
2 0 0
3 0 0
4 0 0
5 0 0
6 0 0
7 0 0
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%
676 700 707 705 675 688
9%4% 1% 0%
-4%2%
Units (M)
2012 2013 2014 2015 2016fcst 2017fcst0
2 0
4 0
6 0
8 0
1 0 0
-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%
7885
9285 80 81
10% 9% 7%
-7% -6%1%
Values (USD bn)
![Page 46: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/46.jpg)
Middle East & Africa | Hope for Peace
• Conflicts across the region continue to create headwinds to growth.
• 2017 outlook remains positive, driven by improved demand in a some countries, as UAE and Egypt.
• Smartphones domination of tech landscape even more pronounced here.
• Rising competition driving down prices, but also revenues.
![Page 47: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/47.jpg)
Global Tech Spending Share by Region
2012 2013 2014 2015 2016fcst 2017fcst7% 7% 7% 6% 6% 5%6% 6% 6% 4% 4% 4%
22% 23% 22% 25% 24% 24%
25% 26% 27% 29% 30% 30%
8% 8% 9% 9% 8% 9%
19% 19% 19% 17% 17% 17%
13% 11% 11% 10% 10% 10% Developed Asia
Western Europe
M.E. & Africa
Emerging Asia
North America
C&E EuropeLatin America
![Page 48: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/48.jpg)
Global Consumer Tech Unit Sales Leveling Off(in Millions)
2012 2013 2014 2015 2016fcst 2017fcst0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
-10%
-8%
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%6,835 6,708 6,711 6,389 6,211 6,187
-1% -2%0%
-5%-3%
0%
Units y/y
![Page 49: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/49.jpg)
Global Consumer Tech Spending(Billions of USD)
2012 2013 2014 2015 2016fcst 2017fcst0
200
400
600
800
1,000
-10%
-8%
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%1,005 1,045 1,040955 950 929
-1%
4%
-1%
-8%
-1%-2%
Values (USD) y/y
![Page 50: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/50.jpg)
Why is Global Tech Spending Lower?• Strong dollar unfavorable to conversion of global currencies.
– Global GDP growth of 3.4% in 2017 – China growth moderating, Euro and Yen weak
• Volume growth flat / negative in core categories: Smartphones, PCs, TVs – Tablets units down 10% in 2017
• Retail prices trending lower in categories with big impact: – Smartphones (-3%); TV (-5%); Laptops (-1%)
• Uncertainty underscores outlook for end-demand– Geopolitical (Trump, Russia); Trade risks (TPP, Brexit), Commodities pricing (Oil)
![Page 51: CES 2017 Exploring the Global Consumer Tech Industry](https://reader035.vdocuments.net/reader035/viewer/2022070514/587e00521a28abe11a8b480b/html5/thumbnails/51.jpg)
Steve KoenigSenior Director, Market Research
@KoenigSteve
Go here for slides: CTA.tech/salesandforecasts
Closing Announcements