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Copyright © IDATE 2014
#DWS14
London3 June 2014
Paris20 May 2014
Brussels13 May 2014
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DigiWorld Yearbook: 2014 Edition
The 2014 report, available in French and English, is presented • in Brussels, • in Paris • and in London
• The data, the trends and the most relevent events in the
Telecom, Internet and Media markets
• The best of our Research Programmes published by our teams during the year
• An independant contribution to the debate in Europe on
the key issues of the digital innovation
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.
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DigiWorld Yearbook European tour: Invited Speakers
• Anne Bouverot, Diretor General, GSMA• Roberto Viola, Deputy Director General DG Connect, European Commission• Simon Towler, Deputy Director, Head of Telecommunications Policy, Department for
Culture, Media & Sport• Cedric Collomb, Director Telecom Business unit, Oberthure Technologies• Alain Molina, CEO, Awox• Mark Falcon, Head of Economic Regulation, Three• Jeffrey Krogh, Managing Director – Media and Telecom Finance, BNP Paribas• Manuel Kohnstamm, Senior VP and Chief Policy Officer, Liberty Global
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DigiWorld Yearbook 2014: infogaphics
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The DigiWorld (YearBook) in 2014 Didier PouillotDigiWorld Yearbook head of project, IDATE
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Markets & Players
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Internet issues: Future Internet
Vincent BonneauDirector Internet Business Unit, IDATE
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From smart devices to Internet of things : 10 to 100x times more!
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Primary value without connectivity
Primary value from connectivity
(can be in real time or differed through sync)
Direct connectivity Machines or hubs
M2MConnected cars, smart meters, alarms, point of sale, remote health monitoring, etc…
Connected Information Devices
Indirect connectivityThrough an information device, typically a smartphone or STB
Internet of Objects Supply and retail chains leveraging RFID, NFC, QR Code
Wearables Smart watches, activity trackers, …
Home Networks
Internet of thingsMany different concepts and markets under one umbrella
Source: IDATE
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Internet of things Very different prospects and value chains
Source: IDATE
Hundred of millions
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Top verticals for M2M and Internet of Things
Source: IDATE
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4 scénarios pour un marché tiré par la monétisation des données personnelles
• More Privacy & security concerns
• Regulations • State control
• Less interoperability & standards
• Less competition• Less hardware value
• More advertising
• Trust
• More open public policies
Internet Services 2025
Open data ecosystems
Closed data ecosystems
Wild innovation
Platform wars
Niches & Stars
Pay Per Trust
High availability
of data
Limited availability
of data
Source: IDATE
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Internet giants model threatened by IoT bringing in much more data?
Internet giants reacting and getting into IoT?
Internet of things a game changer for Internet 2025?
Central 2025 scenario
Current IoT
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TV issues: OTT competition
Gilles FontaineDeputy managing CEO, IDATE
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• Linear TV represents 90%+ of TV revenues• But on-demand services are growing much faster
Source: IDATE in “The world television & video market”
« Plain old TV » is here to stay
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• 50%+ of the audiovisual market growth came from the emerging countries• But the USA experienced a 4% growth thanks to innovation• An Europe is flat
A growth driven by emerging countries…and the USA
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The 10 largest TV production and distribution companies are US-based: • a large internal market• a permanent consolidation process• A worldwide circulation of American programming
US companies reign over the legacy TV market
Source: IDATE
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• SVOD now bigger than VOD in the USA… …moving to direct competition with pay-TV
• Free-catch-up TV triggers huge usages, but much less money… …but consolidates the TV channels value proposition to advertisers
A SVOD momentum
Source: IDATE according to operators
Apparently complementary offerings
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The competition heats-up for Internet video distributionDigital content distribution scenario
• Strong local brand, controling made-for local audiences content, benefitting from the power of linear TV
• Global department stores, betting on innovation, worldwide reach, IT excellence
• Will the « Winner takes all » Internet paradigm apply to TV and video?
Source: IDATE in “World Connected TV market”Source: IDATE
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• « Managed networks » gradually open to OTT (software and distribution)
• Broadcast network may benefit from cord-cutting
• Hybrid solutions on the rise
OTT services will impact TV and telecom networks
Source: IDATE
Hybrid TV's global rollout
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Telecom issues: Europe vs USA
Yves GassotCEO, IDATE
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Mobile Revenues - EU5 / USA 2008-2013 (€ Billions)
2008 2009 2010 2011 2012 2013E0
20
40
60
80
100
120
140
160
EU-5 USASource: IDATE
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2008 2009 2010 2011 2012 2013E0
10
20
30
40
50
60
EU-5 USASource: BoA/M
EBITDA of the Mobile operators EU5 / USA 2008-2013 (€ Billions)
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Source: IDATE based on data from BoA/ML and the US Census Bureau
USA 16.3 (54/hab.) EU5 11.8
(38/hab.)
USA 27.2 (86/hab.) EU5 13.4
(42/hab.)
2008 2013
+67%
+13%
US-EU5: Operator spending on wireless systemstotal (billion €) and per capita (euros))
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Mobile leaders’ market share USA/Europe (in volume) End 2013
Source: IDATE
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WhatsApp versus Facebook and Twitter
Source: ComScore, Facebook, WhatsApp
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IDATE and the DigiWorld InstituteFounded 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 nearly 50 member companies – which include many of the digital economy’s most influential players – IDATE has entered into a new stage of its development, structured around three main areas of activity:
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