digiworld yearbook 2014 : the presentation from idate

Copyright © IDATE 2014

#DWS14

London3 June 2014

Paris20 May 2014

Brussels13 May 2014


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.


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


DigiWorld Yearbook 2014: infogaphics


The DigiWorld (YearBook) in 2014 Didier PouillotDigiWorld Yearbook head of project, IDATE


Markets & Players


Internet issues: Future Internet

Vincent BonneauDirector Internet Business Unit, IDATE


From smart devices to Internet of things : 10 to 100x times more!


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


Internet of things Very different prospects and value chains

Source: IDATE

Hundred of millions


Top verticals for M2M and Internet of Things

Source: IDATE


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


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


TV issues: OTT competition

Gilles FontaineDeputy managing CEO, IDATE


• 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


• 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


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


• 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


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


• « 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


Telecom issues: Europe vs USA

Yves GassotCEO, IDATE


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


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)


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))


Mobile leaders’ market share USA/Europe (in volume) End 2013

Source: IDATE


WhatsApp versus Facebook and Twitter

Source: ComScore, Facebook, WhatsApp


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:


Annual program for the DigiWorld Institute

DigiWorld Clubs

DigiWorld Events

DigiWorld Collaborative Research (4)

DigiWorld Publishing

Club in Paris(monthly)

Club in London(monthly)

Club in Brussels

(monthly)

Conferences in Paris

Transatlantic Dialogue in New York

DigiWorld Summit 2014

Catalogue of Research Programmes

DigiWorld Economic Journal

(Communications & Strategies)

Internet of things(Paris)

Smart Cities(Paris)

Telecom US (Brussels)

TV & Video Networks(Paris)


DigiWorld Institute Members

34


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digiworld yearbook 2014 : the presentation from idate

Economy & Finance