25
2 © GfK 2017 MARKET TRENDS MARKET TRENDS & FORECASTS
2 © GfK 2017 MARKET TRENDS
MARKET TRENDS & FORECASTS
3 © GfK 2017 MARKET TRENDS
RUSSIA VS EUROPE GENERAL MARKET TRENDS
778 786 783
859 854 837
6% 1%
0%
10%
-1% -2%
-10%
-8%
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%
0
100
200
300
400
500
600
700
800
900
2012 2013 2014 2015 2016 2017 fcst
Global digital world values (EUR bn)
Values (EUR) Y/y
10%
The global digital market is likely to see a YoY value decrease based on
traditional categories in 2017. Photo remains stable in share.
Expected value growth in 2017 for selected categories (i.e. 4K
TVs, smartphones, action cameras, DSLR cameras, media tablets
Telecom
Photo
IT
ConsumerElectronics
25% 23% 23% 21% 19% 18%
38% 35% 34%
31% 29% 29%
4% 4% 3%
3% 2% 2%
33% 38% 40% 46% 50% 51%
2012 2013 2014 2015 2016 fcst 2017 fcst
Global digital world values share by category
+1%
4K
+27% -11%
DSLR
-11% -2%
5 © GfK 2017 MARKET TRENDS
34,7
9 9,9
5,6 3,3
15
1
21,5
Private consumption expenditure by household, %
5 Source: Rosstat, Federal Statistical Office of Germany
Disposable income – € 3.276 (per household)
GERMANY RUSSIA
Disposable income – € 413 (per household)
DE € 737
RU € 89
13,9 4,4
35,9
5,3 4,2
13,1
0,7
22,5
Food, beverages andtobacco
Clothing and footwear
Public utilities
Furnishings, equipment andhousehold maintenance
Health
Transport
Education
Others
0
200 000
400 000
600 000
800 000
1 000 000
1 200 000
1 400 000
2012 2013 2014 2015 2016
CE
Photo
MDA
SDA
IT/OE
Telecom
+/- % P/Y
Growth Total market, % 2016
Sales RUB Sales units Price RUB
Total
CE
Photo*
MDA
SDA
IT/OE
Telecom
NOV 2016 JAN 2017
SV
SU
3,1 8,8
-13,1 6,2
11,7
9,0
-12,4
7,1
11,9
5,1
20,1
-4,9
-8,1
-12,1
0,2
-8,9
-6,1
-1,2
6,2
0,2
-23,0
7,3
2,0
-1,4
18,6
DEC 2016
W46 16 W47 16 W48 16 W49 16 W50 16 W51 16 W52 16 W01 17 W02 17 W03 17 W04 17 W05 17
18,1 30,5 6,9
21,6 25,5 22,7 26,7 4,2
-3,2 -10,2 -13,4
2,6
1,7 9,4
-6,6 5,5
16,5 17,6 25,7
-1,8 -2,1 -4,0 -10,5
0,4
GfK Panelmarket Russia Sales Value Rub 2016 Trend Technical Consumer Goods
*Digital cameras + memory cards
Innovative
Products
“will seamlessly improve the life of the consumers and give them what they want!”
Smart Home „Increasing awareness will lead to a greater adoption of smart products and appliances”
Trend MDA 2017*
Source: GfK Panelmarket / * GfK MDA Expert
TCG Market in Europe
Value Trend -2%
20%
10%
34%
18%
18% MDA
SDA
IT & OFFICE
CE & PHOTO
TELECOM
+1%
+2 %
-3 %
-4 %
+6 %
GfK Panelmarket Europe Sales Value Euro 2016 Trend Technical Consumer Goods
Sales Euro Share 2016
The Consumer himself gets
more and more used to a
„smart“ life
8 © GfK 2017 MARKET TRENDS
PHOTO & VIDEO MARKET
9
How are the trends affecting the Camera Market?
10 © GfK 2017 MARKET TRENDS
23.1
17.7 12.2
0.7 0.6
2.2 2.2
4 3.8
90,4
34.7 29.5
2 1.6
10 10.5
7.8 7.3
Lenses
Action Cams
Camcorder
Dig.Cameras
2013 2014 2015 FC 2017
million Units
SLR 8.2
CSC 3.2
Fixed Lens 18.1
-6%
-11%
-9%
2016
-22%
-17%
-10%
2013 2014 2015 FC 2017 2016
billion Euro
48.9m
22,6 bn
Global Sales Figures Sales Units and Value 2013 - 2016
Picture Taking Devices*
Source: Digital World Forecast by GfK Boutique
Decline is flattening
*Digital Cameras, Camcorder, Action Cameras, Lenses
Action Cams
Prof Camcorder
(above 1,000 €)
Drones
8% 58% 38%
PTV
25%
Source: GfK Panelmarket
How strong is 4K influencing the
picture quality at a classic Camera?
GfK Panelmarket Global Sales Value Share 2016
4K Trend by Devices
4K + Wifi
Cameras
No 4K / No Wifi
Wifi Only
Growth Value %
+167 %
-47 %
-10 %
Number of
models
1.050 €
376 476 €
Turnover share €
12 %
31 %
55 %
Source: GfK Panelmarket 61 Countries
4K Only +>1000 % 2 %
Average Price EUR
Growth
5.680 €
290 €
3
56
2922
GfK Panelmarket Global Sales Figures 2016
Digital Camera by 4K & Wifi
13 © GfK 2017 MARKET TRENDS
Growth in Rubles | 2016 vs. 2015
Growth drivers of Russian Photo Market
Binoculars
45-50 mm +4%
Sport optics
Interchangeable
lenses
Digital cameras
Mirrorless
CAMERAS
Full frame +31% Mirrorless
Lenses +17%
+18%
14 © GfK 2017 MARKET TRENDS
Bridge
камера
+19%
Touch
screen
+17%
-10% UNITS
-9%
-24% UNITS
-29% UNITS
-17%
+17%
+11
% UNITS
-19%
-23% UNITS
-9%
-13% UNITS
+1
%
Forecasts 2017 RUSSIA GROWTH RATES YoY
MIRRORLESS
SLR
LENSES
(SINGLE SOLD)
COMPACTS
TRADITIONAL
CAMCORDERS
ACTION
CAMERAS
15
New imaging products must respond to the challenge:
How do they fit into the connected experience?
1,400 mn Smartphones
122 mn Wearables
14 mn VR Glasses
10 mn Drones
10 mn Action
Cams
GfK global volume estimate 2016 based on POS data
Estimated global sales volumes of promising
categories in 2016
0.3 mn
360°
Cams
rec
11 9 11
76
41
63
-
200
400
600
800
1 000
1 200
1 400
0
10
20
30
40
50
60
70
80
90
Dec 15 Jan 16 Feb 16 Mar 16 Apr 16 May 16 Jun 16 Jul 16 Aug 16 Sep 16 Oct 16 Nov 16 Dec 16
Estimated total market based on GfK POS data for 10 European Countries, Dec 15 – Dec 16
In Q4 16 Virtual Reality becomes a 180 million € market in Europe
mainly driven by stand alone head-mounted Displays.
VR Total 2016
249mn € 2.2mn units
in million €
unit trend in grey
18 © GfK 2017 MARKET TRENDS
CONSUMER ELECTRONICS MARKET
19 © GfK 2017 MARKET TRENDS
PTV MARKET
26K price
-5 units
+3 value
20 © GfK 2017 MARKET TRENDS
CURVED
MARKET TRENDS
+74 value
+70 value
+157 value
60”+ +18 value
21 © GfK 2017 MARKET TRENDS
+15 value
747 price
+9 units
HEADPHONES & MOBILE HEADSETS
22 © GfK 2017 MARKET TRENDS
+13%
WIRED IN EAR HEADPHONES
BLUETOOTH HEADPHONES
SPORT HEADPHONES
+51% +106%
MARKET TRENDS
23 © GfK 2017 MARKET TRENDS
Forecast per Sector, 2017 Panelmarket, Units
CE IT/OE SDA MDA Photo Telecom
Lightning DIY Pharma Optics Babycare Automotive*
0% -26% 3% 2% 0% 0%
0% 4% 1% 2% 1% 2%
*Tires & car oil only
Forecast per Sector, 2017 Panelmarket, RUB
CE IT/OE SDA MDA Photo Telecom
Lightning DIY Pharma Optics Babycare Automotive*
1% -24% 8% 4% 0% 10%
1% 11% 4% 8% 9% 4%
*Tires & car oil only
26 © GfK 2017 MARKET TRENDS
THANK YOU Safie Al Khaffaf Photo sector manager I Consumer Choices
Photo & Video, Sport Optics, Drones, 3D printing
GfK | 8A Ryazansky prospekt | 109428 Moscow | Russia
Tel. +7 495 937-7222 (Ext 1117) Mob. +7 985 393-50-91
E-mail: [email protected]
Web-site: www.gfk.com
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