new outlook for the smart connected home in western europe · 2013. 11. 27. · qivicon – the...
TRANSCRIPT
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Presented by:
Outlook for the Smart Connected
Home in Western Europe
Parks Associates Webcast
Sponsored by:
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Outlook for the Smart Connected Home in Western Europe
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Outlook for the Smart Connected Home in Western Europe
Vassilis Seferidis
Director, European Business
Development
Samsung
3
Jean C. Kiessling
Head of Business Development,
Connected Home
Deutsche Telekom AG
Dick Seger
CEO
Securitas Direct Verisure
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Outlook for the Smart Connected Home in Western Europe
Agenda
• Why now?
• Panelist profile
• Adoption of smart home products and services
• U.S. experience
• Consumer perspective
• Manufacturer perspective
• Key success factors
4
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Market Drivers and Barriers
Market Barriers
• Lack of Consumer Awareness
• No Concise Value Proposition
• Initial Cost of Systems
• Recurring Fees
• Interoperability
• Integration of New Products
5
Market Drivers
• Adoption of Smart Phones,
Broadband
• Major Players Entering Market
• Growing Ecosystem of Products
• Communication Standards
• Cloud Capabilities
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Why Now?
6
60%
62%
64%
66%
68%
70%
72%
74%
76%
78%
80%
2009 2010 2011 2012 2013 2014 2015 2016 2017
Pe
rce
nt
of
Ho
use
ho
lds
Broadband Adoption
North America
Western Europe
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Why Now?
7
50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
2009 2010 2011 2012 2013 2014 2015 2016 2017
Pe
rce
nt
of
Ho
use
ho
lds
Broadband Adoption
Denmark
Switzerland
Netherlands
United Kingdom
Belgium
Norway
France
Germany
Finland
Austria
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Why Now?
8
0
50
100
150
200
250
300
350
400
2010 2011 2012 2013 2014 2015 2016 2017
Smar
t P
ho
ne
Use
rs (
Mill
ion
s)
Smart Phone Users
Western Europe
North America
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Connected Product Ownership
9
0%
2%
4%
6%
8%
10%
12%
14%
France (n=652, ±3.84%)
UK (n=653, ±3.84%)
Germany (n=666, ±3.80%)
Belgium (n=653, ±3.84%)
% S
pe
cify
ing
Home Control Product Ownership (Q4/12) "Q7055. Does your primary residence have a thermostat, garage door, lights, flood (humidity) detector, security
camera, or door locks that can be monitored or controlled from a computer or a smartphone?" (Among BB HHs)
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Outlook for the Smart Connected Home in Western Europe
Vassilis Seferidis
Director, European Business
Development
Samsung
10
Dick Seger
CEO
Securitas Direct Verisure
Jean C. Kiessling
Head of Business Development,
Connected Home
Deutsche Telekom AG
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Outlook for the Smart Connected Home in Western Europe
Panelist Profile
1. Should we look at the U.S. market for guidance to understand what to expect
in Europe, what steps to take?
2. Is the consumer in Europe ready to purchase new connected products and
interactive service?
3. Can manufacturers and service providers afford to take a wait-and-see
approach to connected products and the Internet of Things?
11
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Presented by:
Adoption of Connected Products and Services
Panelist Perspectives
Sponsored by:
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Adoption of Smart Home Products and Services
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0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2009 2010 2011 2012 2013 2014 2015 2016 2017
% o
f B
road
ban
d H
ou
seo
lds
Smart TV Penetration in Western Europe
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Adoption of Smart Home Products and Services
Vassilis Seferidis
Director, European Business
Development
Samsung
14
Smart TVs are now commonplace in Western
Europe. How do you expect this success will
translate into other consumer products?
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More Smart Devices @ Home
15
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SAMSUNG Convergence for a Smarter Life
16
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Adoption of Smart Home Products and Services
17
Jean C. Kiessling
Head of Business Development,
Connected Home
Deutsche Telekom AG
Deutsche Telekom estimates that 50% of homes in
Germany will be smart by 2020. What do you
mean by smart and what is driving that estimate?
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DIFFERENT INDUSTRIES ENGAGE IN SMART HOME
Energy
Security, Monitoring
Heating, Climate
Trade
Home Appliances
Photovoltaics
Telecommunication
Consumer Electronics
Awning / Sun Shading
Health, AAL
Key Drivers:
Differentiation
Customer Loyalty
Growth
Advanced Remote Maintenance
Cost Efficiency
Customer Demand
Home automation Window / Door
18 June 11, 2013
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Adoption of Smart Home Products and Services
19
Dick Seger
CEO
Securitas Direct Verisure
What will make the market for interactive service
in Europe take off?
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Securitas Direct Group 2013
Securitas Direct Verisure - a short introduction
1.5 million customers
Europe’s leading provider
of full-service safety and
security solutions to
homes and families
6,500 Employees and
a large partners
organisation
12 Countries of which 9
European and 3 in
Latin America
339 Portfolio EBITDA, million €
Net Sales 758 million € Full Year 2012
Owned by Bain
Capital and Hellman
& Friedman
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Securitas Direct Group 2013
It is a human right to
feel safe and secure
Our vision...
[Movie]
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Securitas Direct Group 2013
The technology is there
The infrastructure is there
The products get connected
The consumer is ready
Now it is up to us three …
What will make the market take off?
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Presented by:
Relevance of the North American Experience
Panelist Perspectives
Sponsored by:
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U.S. Market for Home Controls
Security
Professional
Monitoring
Fee Based
Self Monitoring
Self
Monitoring
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Relevance of the North American Experience
25
Dick Seger
CEO
Securitas Direct Verisure
Should we look at the U.S. market for guidance to
understand what to expect in Europe, what steps
to take?
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Securitas Direct Group 2013
connectbild
The offer
The sales pitch
The go-to-market model
Customer delight
Europe vs. USA
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Relevance of the North American Experience
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Qivicon has taken a different approach than any of
the U.S. telecoms. Please describe your approach
to the market and why it is different than your U.S.
counterparts?
Jean C. Kiessling
Head of Business Development,
Connected Home
Deutsche Telekom AG
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OUR APPROACH
Single offerings Product offerings based on the QIVICON platform
Home Appliances
Mood Management
Shadowing Systems
Heating control
http://www.warema.com/
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BUSINESS MODEL
QIVICON – the platform for the Smart Home
Partner-Ecosystem Status: >20 Services / HW Partners & > 10 Development Partners
b2c
Relationship
Home Base
•SDK/ •Portal incl. Shop
•Installation Assistant •Backend
End-Customer
Platform
Partner Solution (HW / SW)
Platform
Usage
b2b
Relationship
•Basic Control
29 June 11, 2013
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Relevance of the North American Experience
Vassilis Seferidis
Director, European Business
Development
Samsung
30
Are there significant differences in the North
American market and the Western European
market?
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European & Global Coordination in Key Areas
31
...
Home Network
Current technologies
do not meet all
market requirements
Smart Devices
Common framework
for device abstraction
Data Exchange
Within the home and
with the outside world
Innovation
Enable differentiated
products
Ecosystem
Allow development of
products ecosystems
http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=v5VKkbi9m3XXzM&tbnid=QhNewXU8u6rTRM:&ved=0CAUQjRw&url=http://tr069.wordpress.com/2012/11/09/tr-069-certification-by-bbf/&ei=OPO0UduoNeiPiAe90IGgDQ&bvm=bv.47534661,d.aGc&psig=AFQjCNGYo09NyrX3QR-DDOaFxBs-4Rwa1Q&ust=1370899632184287http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=cSUSqLQu9AoiqM&tbnid=mniAxnc0ZcQJTM:&ved=0CAUQjRw&url=http://www.realwire.com/releases/HGI-Announces-NTT-as-a-key-auditor-for-its-Largest-Ever-Test-Event&ei=nPO0UYWnBcLPiAeI7oG4DA&bvm=bv.47534661,d.aGc&psig=AFQjCNGdG1lxWbONHObuCXbaJ_Re-M4drg&ust=1370899715361602http://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=ix-7z-_1SByWOM&tbnid=Hlkdr62LOfeWiM:&ved=0CAUQjRw&url=http://www.osgi.org/Main/LogoPolicy&ei=3fO0UayJOaXliAeBvYHIDQ&bvm=bv.47534661,d.aGc&psig=AFQjCNH6bYuAGdtz-JBvC2_pkr5SV-X5xQ&ust=1370899777430173https://www.google.co.uk/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=0MheT0NkbmiiiM&tbnid=2VYjKQ4fg6d2xM:&ved=0CAUQjRw&url=https://www.novainfosec.com/2013/01/30/upnp-services-for-one-and-all-as-it-turns-out/&ei=B_S0UeihNYPwiQe_74DYDA&bvm=bv.47534661,d.aGc&psig=AFQjCNEIARdh5aZvzaKjjLFuuxiDk5amzQ&ust=1370899841207600
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Presented by:
Consumer Research
Sponsored by:
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Consumer Perspective
33
0%
10%
20%
30%
40%
50%
Receive smoke / fire alerts
Receive carbon monoxide / gas leak
alerts
Receive water leak alerts
Receive alerts when doors or windows in
your home are opened
Monitor your home's electricity usage
Have appliances automatically adjust
their settings to minimize electricity
usage
% R
anke
d A
s Top
3 F
eatu
res
UK (n=653, ±3.83%)
France (n=652, ±3.84%)
Germany (n=666, ±3.8%)
Belgium (n=653, ±3.83%)
Top Ranked Connected Home Features (Q4/12)"Q7070. Please rank the three capabilities that you find important to you.
The ability to use a computer, mobile phone, or tablet to..."(Among BB HHs Surveyed in Specified Country)
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Consumer Perspective
34
0%
5%
10%
15%
20%
25%
30%
Smoke & Fire
Detector €29.99
Carbon
Monoxide & Gas Leak
Detector €29.99
Emergency
Call-button €19.99
Flood & Water
Leak Detector €39.99
Motion Sensor
€29.99
Door/Window
Sensor €39.99
Appliance
Switch €39.99
Lighting
Control Module €39.99
% R
anke
d A
s To
p 3
Feat
ures
UK (n=653, ±3.83%)
France (n=652, ±3.84%)
Germany (n=666, ±3.8%)
Belgium (n=653, ±3.83%)
Intend to Purchase Home Control Devices (Q4/12)"Q7081. How likely are you to purchase any the following if the product can be monitored and managed from inside
your home or while you were away from home using a computer, mobile phone, or tablet?(Among BB HHs Surveyed in Specified Country)
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Consumer Perspective
35
0%
5%
10%
15%
20%
25%
30%
35%
A home security system company
An electric utility company
An independent technical support
company
A broadband service provider
An electronics retailer
A cable/satellite TV company
A mobile phone service provider
% S
peci
fyin
g "I
nter
est"
(i.e
., Ra
ting
6/7
)
UK (n=653, ±3.83%)
France (n=652, ±3.84%)
Germany (n=666, ±3.8%)
Belgium (n=653, ±3.83%)
Preferred Type of Home Monitoring Service Providers (Q4/12)"Q7090. Would you trust the following companies to offer the home monitoring equipment
and services described earlier?"(Among All BB HHs Surveyed in Specified Country)
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Consumer Perspective
Vassilis Seferidis
Director, European Business
Development
Samsung
36
What categories of connected products are taking
off in Western Europe?
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Smart Home Services & Products
37
INTERNET
GATEWAY
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Consumer Perspective
38
Jean C. Kiessling
Head of Business Development,
Connected Home
Deutsche Telekom AG
How does connectivity change the consumer
experience?
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THE BENEFITS FOR THE END CUSTOMER
Great choice of attractive and innovative solutions
Strong brands
Sensors & actors: everything compatible
Excellent price/performance ratio
Future proof and sustainable
Security - encryption of personal data and storage on servers in Germany
39 June 11, 2013
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Consumer Perspective
41
Dick Seger
CEO
Securitas Direct Verisure
How are connected security products being
received in the market?
-
Securitas Direct Group 2013
Consumer perspective so far…
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Presented by:
Manufacturer Perspective
Sponsored by:
Panelist Perspectives
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Individual Products Adding Connectivity
44
Differentiation
• Expand functionality
• Enhance user experience
Operational Efficiency
• Automate warranty administration
• Identify field issues
• Minimize service costs
• Develop consumer insights
Expand Relationship with Consumer
• Meet growing consumer expectations
• Manage touch points
• Create loyalty programs
• Impact sales channels
New Revenue
• New applications
• Sale of consumables, accessories
• Delivery of targeted promotions
• Providing advice, recommendations
Service Fees for Connectivity
• Remote monitoring
• Advanced analytics
• Equipment performance monitoring
• Remote diagnostics
Service Fees for Energy Management
• Advanced control features to limit demand
• Optimize in dynamic pricing environments
• Critical peak programs
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Manufacturer Perspective
Vassilis Seferidis
Director, European Business
Development
Samsung
45
What investments is Samsung making in connected
products?
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Samsung’s Convergence Offering
46
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Manufacturer Perspective
47
The Qivicon platform has a growing list of OEM
partners. Why are manufacturers using the
Qivicon platform?
Jean C. Kiessling
Head of Business Development,
Connected Home
Deutsche Telekom AG
-
THE BENEFITS FOR THE PLATFORM PARTNERS
Possibility to differentiate through own products, pricing, communication, sales- and
installation channels
Open, standardized and flexible technical solution
Not limited to Deutsche Telekom or its customers
Lower costs due to economies of scale
Opportunity to shape the market together with other strong partners
Deutsche Telekom as a
competent and reliable partner
driver for international standards
stands for security and privacy
48 June 11, 2013
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Manufacturer Perspective
49
Dick Seger
CEO
Securitas Direct Verisure
How will connectivity impact products and services
in the security industry?
-
Securitas Direct Group 2013
Having lunch or …
being somebody else’s lunch
Manufacturer’s perspective
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Presented by:
Key Success Factors
Sponsored by:
Panelist Perspectives
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Key Success Factors
52
Dick Seger
CEO
Securitas Direct Verisure
What are the key success factors for any player in
this emerging market?
-
Securitas Direct Group 2013
Key success
factors
True benefits
Connected products
Multi service vendor
platform
Quality, data-
integrity and
security
Partner-ships =
foundation smart home
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Key Success Factors
54
How will retailers benefit from this shift to
connected products and services?
Jean C. Kiessling
Head of Business Development,
Connected Home
Deutsche Telekom AG
-
THE BENEFITS FOR RETAIL PARTNERS
First mover in growing market “Connected home”
Additional revenue opportunities to existing business
Collaborate with new partners
Sell multiple consumer propositions of different brands and price ranges based on one platform/technology
Opportunity for retail to extend value chain: e.g. installation @home
Additional opportunity for Retail Partner to sell retail partner branded products (and increase customer retention)
Deutsche Telekom as a reliable partner
55 June 11, 2013
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Key Success Factors
57
Dick Seger
CEO
Securitas Direct Verisure
How are you positioning your company in the
connected home market?
-
Securitas Direct Group 2013
People who are crazy
enough to think they can
change the world,
are the ones who do
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Questions?
Sponsored by:
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Purpose
Strategies for the European Connected Home is a
consumer research study that surveys consumers
throughout Europe on three key connected-home topics:
home controls, tech support, and TV/video services.
Topics
60
KEY BENEFITS
• Profiles of current consumers and future buyers
• Current CE landscape in the home
• Country-to-country comparisons in adoption, attitudes, and preferences
• Key price points and most attractive features for connected home solutions
TV/Video Services
• Key features of multiscreen and
advanced TV services
• Content discovery habit and
monetization strategies
• Segmentation of premium service
subscribers
• Analysis of cord cutters, cord
shavers, and cord “nevers”
• Effective tactics to attract and retain
subscribers for premium video
services
• Adoption and usage of TV
Everywhere and multiscreen services
• Current CE adoption in the home
Consumer Tech Support Services
• Segmentation of likely buyers/subscribers
of premium tech support services
• Top features and preferred sources of
premium tech support services and
warranty services
• Home network: desired applications and
common problems
• Adoption of emerging devices and interest
in tech support for emerging devices
• Current lifecycle of products and
opportunities for tech support
• Consumer process of evaluating a service
offering
• Role of cloud services in application
support and backup services
Home Controls
• Segmentation indentifying home controls
enthusiasts and future buyers/subscribers
• Attitudes and adoption: controls, security,
home management, and connected
appliances
• Impact of connected products on the home
management market
• The most important functionality in a home
controls platform
• Association of connected home services
with specific service providers
• Key price points most attractive to
consumers
• Cultural differences in value propositions
from country to country
-
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AR
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HOSTED BY
Advisory Sponsors
Break Sponsors
CONNECTIONS™ Europe offers high-level analysis and consumer research, networking
opportunities, and information on emerging connected home services and technologies.
Submit to Speak at www.CONNECTIONSEurope.com
Conference Topics
1
ACCESS AND ENTERTAINMENT
THE FUTURE for the Set-top Box
TOMORROW’S Challenges in Content
Costs and Licensing
DISCOVERY and Personalization for TV
Services
COMPETING for the OTT Consumer
TV APPS and the New Customer
Experience
MULTISCREEN Services & TV Anywhere
CONSUMER Tech Support in a Multiscreen
Home
HOME CONTROLS AND
MANAGEMENT
EVOLUTION of Connected Appliances
INTEROPERABILITY in the Home
Controls Market
INTEGRATION of Security and Energy into
Service Provider Offerings
ENGAGING Consumers: Connected Home
Business Models
THE ROLE of Cloud-Based Services and Big
Data in Home Management
DEADLINE July 15
Contact us today! 972.490.1113 | [email protected]
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Outlook for the Smart Connected Home in Western Europe
Vassilis Seferidis
Director, European Business
Development
Samsung
62
Jean C. Kiessling
Head of Business Development,
Connected Home
Deutsche Telekom AG
Dick Seger
CEO
Securitas Direct Verisure
-
© P
AR
KS
AS
SO
CIA
TE
S
Tom Kerber Director of Home Systems and Energy
Parks Associates
15950 N. Dallas Parkway, Suite 575
Dallas, Texas 75248
Office: 972.490.1113
Fax: 972.490.1133
Thank You.
-
© P
AR
KS
AS
SO
CIA
TE
S
Tom Kerber Director of Home Systems and Energy
Parks Associates
15950 N. Dallas Parkway, Suite 575
Dallas, Texas 75248
Office: 972.490.1113
Fax: 972.490.1133
Thank You.