ACCENTUATE THE POSITIVE, ELIMINATE THE NEGATIVEgtdc.org/.../2017/02/CONTEXT_2017-GTDC-LATAM.pdf ·...

Howard Davies Lucas Porto Jorge Neto

Brazil Country Manager, Sao Paulo

CEO and Co-Founder

ACCENTUATE THE POSITIVE, ELIMINATE THE NEGATIVE

9 February 2017

Latin America Product Manager, Miami

Global Brazil Turkey

Official Partner of:

PRESENTATION FOR GTDC LAT AM

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CONTEXT is a data intelligence company which specialises in tracking information technology sales and pricing across the world.

Our Data Processing Management Team is based in our head office in the UK and our experienced local Country Channel Managers are in France, Germany, UK, Poland, Spain, Italy, Middle East, Turkey, Russia, Brazil, Singapore, Australia, New Zealand.

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About CONTEXT CONTEXT COMPANY PROFILE: More than 260 employees Operations in over 20 countries Over 30 years of experience in ICT market tracking CONTEXT DATABASE: 500+ Distributor/Country Panellists US$ 5 billion of distributor revenues at daily SKU level tracked per month 8,500,000 raw resellers that we have cleaned to 750,000 master resellers The Reseller Database is growing at about 10,000 new raw resellers each month. 21,000,000+ part numbers in our Reference Database

CONTEXT has specialised in creating the largest IT Distributor Sales Database in the world

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

Brazil Distribution Panel


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CONTEXT is a data intelligence company which specialises in tracking information technology sales and pricing across the world. We show a comprehensive view of the Total Market in IT sales #newretailthinking

© 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission 5

3D PRINTING

LATIN AMERICA

Voxeljet List Price: $2.2M

Industrial Commercial Professional ProSumer Personal/Desktop

ExOne List Price: $350K

XYZPrinting List Price : $499 and lower

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3D Printing Represents A Huge Range Of Products

Industrial/Professional Personal/Desktop (generally under $5K)

3D Systems List Price: $30,000

Stratasys List Price: $300K


Quick Recap - Global 3DP/AM Revenue 1996-2015


2016 YTD Rank Units Unit Share Y/Y growth 1. XYZprinting 46.3K 22% 64% 2. Ultimaker 17.9K 9% 22% 3. M3D 15.1K 7% 4% 4. FlashForge 13.5K 6% 19% 5. Monoprice 13.0K 6% New!

2016 YTD PERSONAL 3D Printer Regional Results : Unit/Revenue Share

2016 YTD Rank Unit Revenue Revenue Share Y/Y growth 1. Ultimaker $33.2M 4% 27% 2. Stratasys/MakerBot $31.4M 13% -32% 3. XYZprinting $22.5M 9% 34% 4. Formlabs $22.3M 9% 116% 5. 3D Systems $14.5M 8% -53%


2016 YTD PERSONAL 3D Printer Regional Results: Unit Share

Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright Copyright


Latin America accounts for

under 5% of Global Consumer

3D Printing unit sales

VIRTUAL REALITY PC GAMING

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PC GAMING AND VR IN 2016

The Year of Democratised VR

Why VR and Gaming Enormous market potential in both retail & b2b

Gaming PCs and VR Huge public interest Gaming PCs and high-end VR linked

Why now?

High-quality VR hardware now affordable via retail The cost of gaming tech coming down – AMD’s RX480 The rise of eSports Console fatigue


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THE RISE OF E-SPORTS

eSports Earnings Now in the Millions of $s

Dominated by mouse + keyboard PC strategy games

Huge streamed arena events: global viewing figures outstripping major traditional sporting events (Twitch bought by Amazon $0.9bn) British eSports Association + Professional Teams YouTube gamer channels: Pewdiepie – 311m views a month The opportunity is the hardware

Accessories: high GM products + attaches

Highest 2015 earner: Saahil Arora (USA), $1.73m in 2015 for Dota 2

Dota 2 Player

Saahil Arora (USA)


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THE 2016 HIGH-END VR CONSUMER MARKET

Modest units and revenues

Vive edged ahead in the consumer space due to early launch and Steam promotion

About 3 VR-ready embedded PCs shipped for every HMD

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50,000,000

100,000,000

150,000,000

200,000,000

250,000,000

0

50000

100000

150000

200000

250000

300000

350000

Rift Vive Total

2016 Global HMD Consumer Shipments: Vive/Rift* - Up to Sept 2016

Shipped Units Revenue ($) Excl FX Rates

VIVE vs Rift CV1 60:40 unit split

Revenues around $0.25bn

Oculus alone are investing $0.5bn


FEBRUARY 2017 BRAZIL MEXICO ARGENTINA CHILE

Smart Home Research Group

The questionnaires were devised with the input of the Smart Home Research Group, formed by CONTEXT in order to promote research that will help vendors and retailers track the embryonic Smart Home market. A survey was conducted with 2,000 consumers in Brazil, Mexico, Argentina and Chile in January 2017.

The Smart Home Surveys


CONTEXT categorisation of Smart Home – Smart Energy – Smart Security, Access Control & Assisted Living – Smart Home Automation – Smart Lighting & Electricals – Smart Household Appliances – Smart Home Devices, Accessories & Parts – Other Connected Home

Creating definitions for a new market with the industry for the industry “A dwelling which includes a communications network that connects a minimum of two electrical appliances and services, allows them to be remotely controlled, monitored or accessed, and in which the programming of these appliances generates automated processes” CONTEXT

WHAT IS A SMART HOME?


Smart Home will equal Small Domestic Applicance Market by 2019 in EU

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10

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20

25

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2012 2013 2014 2015 2016 2017 2018 2019

€Bill

ion

Smar

t Hom

es (i

n m

illio

ns)

Revenues Smart Homes


CONTEXT

DIAL HOUSE, 2 BURSTON ROAD, LONDON, SW15 6AR, +44 (0)20 8394 7700, [email protected] PAGE 19

SMART HOME RESEARCH

SMART HOME AWARENESS

Less than half of people are immediately aware of smart home Across all countries, less than half of people are immediately aware of the smart home concept. However, once it is described and explained in more detail, awareness improves. Adding the unprompted and the prompted percentages gives the overall awareness of smart home – and across all countries it is well over 50%. Despite this relatively strong awareness, relatively few people have seen or heard about specific products related to smart home.

PERCENTAGE OF PEOPLE WHO ARE AWARE OF SMART HOME – PROMPTED, UNPROMPTED, AND SEEN PRODUCTS (% OF RESPONDENTS)

41.8

23.8 20.0

38.4

15.6 10.8

44.2

32.6 33.0 39.6

25.4 19.6

Heard of the term 'smart home' -unprompted

Have come across term 'smart home' -prompted

Have seen or heard about smarthome products

Brazil Chile Mexico Argentina

CONTEXT


SMART HOME RESEARCH

SMART HOME & VOICE CONTROL

Most consumers have heard of voice control – and Apple dominates Across all countries, the vast majority of consumers are aware of voice control systems. Given its dominance in the smartphone market, it is unsurprising that Apple’s Siri is the voice control system that has the greatest awareness. By contrast, Microsoft’s Cortana has the lowest awareness.

SMART HOME DEVICES CAN BE CONTROLLED BY VOICE. WHICH, IF ANY, OF THE FOLLOWING VOICE CONTROL SYSTEMS HAVE YOU HEARD OF? (% OF RESPONDENTS)

20.4 18.6

59.8

4.6

18.8 16.8 13.2

34.4

2.4

34.6 26.2

20.4

60.4

9.0 17.8 18.8 16.8

45.8

12.4

24.8

Alexa Amazon Google Home Apple Siri Microsoft Cortana None of these


CONTEXT


SMART HOME RESEARCH

SMART HOME SPENDING

THINKING ABOUT YOUR PURCHASE OF SMART HOME PRODUCTS OVER THE NEXT 12 MONTHS, IN TOTAL HOW MUCH DO YOU THINK YOU WOULD SPEND ON THESE? AVERAGE SPEND VALUE, US$

On average, consumers expect to spend $300 on smart home products Among those who do intend to purchase smart home products over the next 12 months, an average of $300 will be spent. Mexico and Brazil lead the way in spending – notably, both countries have the highest awareness of smart home. Argentina is a close second, with Chile quite some way behind.

326

223

326 313


CONTEXT


SMART HOME RESEARCH

USE CASES

A number of Use Cases are Preferred We asked consumers what use cases were encouraging them to buy smart home products. On average, the top three responses were arriving home, waking up, and advanced security.

WHICH OF THESE WOULD YOU LIKE TO BE ABLE TO DO? (% OF RESPONDENTS)

20.6 19.6

29.0

20.4

13.4

21.2 20.8

9.0 8.8

23.6

11.0

29.6

19.2 15.6

22.6

15.6

7.2

15.6

26.8

22.2

38.2

26.6

6.8

23.8

19.6

11.6 13.2

28.4

16.8

35.4

23.6 22.0

26.2

20.2

14.4

10.6

Wake up time Going out Ready my home forwhen I arrive

Dinner partypreparation

Having all of myfavourite

entertainmentwherever and

whenever I want it

Advanced security Going to bed Elderly care None


CONTEXT


SMART HOME RESEARCH

SMART HOME HUBS

Amazon, Google and Apple take the lead While there are variations across different countries, Apple. Amazon and Google dominate in terms of the smart home hubs people would be most likely to trust. Amazon has a clear lead in Brazil, while Apple leads in Mexico and Chile. Google is in the lead in Argentina. Samsung lags across all countries.

IF YOU HAD TO BUY ONE OF THESE, WHICH ONE WOULD YOU BE MOST LIKELY TO TRUST?

37.6

26.2

20.8

6.6 8.8

19.6

28.8 29.0

10.2 12.4

21.8 17.4

33.2

11.2

16.4

26.6 26.8

21.4

11.8 13.4

Amazon Echo Google Home Apple Homekit Samsung Smart Things None of these


CONTEXT


SMART HOME RESEARCH

HOME SAFETY

Safety is a problem smart home can solve While the majority of people feel safe in their homes, a sizeable minority have some anxieties. Across all countries, an average of 37% say they either feel fairly unsafe or very unsafe in their homes. There is an opportunity for smart home to help resolve these fears and concerns.

HOW SAFE DO YOU FEEL IN YOUR HOME? (% OF RESPONDENTS)

20.8

42.6

20.2 16.4

19.6

44.8

23.8

11.8

22.6

33.6

24.8 19.0

15.6

52.8

15.6 16.0

Very safe Fairly safe Fairly unsafe Very unsafe


CONTEXT


SMART HOME RESEARCH

WHEN WILL SMART HOME ARRIVE

Consumers expect to have smart homes in the medium term Very few consumers say that they already have a smart home, which is unsurprising given the lack of knowledge about the concept and the lack of understanding of how products and services can work together in the home. It also also notable that few people think they will have a smart home in the near future. Rather, it is seen as a medium term prospect, materializing in 3-5 years or longer.

WHEN DO YOU ENVISAGE YOU WILL HAVE A SMART HOME? (% OF RESPONDENTS)

3.2 7.8

45.6

28.4

2.4 3.0

37.6 40.8

4.2

13.4

49.8

26.2

3.8 6.2

47.4

30.8

I already have one In less than a year In 3-5 years In over five years


Compare: Planning to have a Smart Home in a year

Germany 22.8% France: 10.8% UK: 9.8% Spain: 8.7% Italy: 5.4%

But These Are Changing Everything by Accelerating Smart Home Device Adoption

Voice control is an exciting new development which will make home automation easy for the consumer – both players are working hard to link into as many products as possible, and Amazon brings the ease of links to their ecommerce platform too © 2017 CONTEXT CONFIDENTIAL // Not to be reproduced or disseminated without permission

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Meanwhile, Plenty of New Innovative Products are Galloping into Our World

CONTEXT is a data intelligence company which specialises in tracking information technology sales and pricing across the world.

Our Central Database & Data Processing Management Team is based in our Head Office in the UK and our local Country Channel Managers are in key countries in Europe such as France,

Germany, UK and Russia; Latin America in Brazil and Miami & Asia Pacific in India, Australia/NZ, Japan, with Singapore and Taiwan soon

In the world of finance & venture capital a unicorn is a start-up company whose valuation has exceeded $1 billion dollars

Howard Davies Lucas Porto Jorge Neto

Brazil Country Manager, Sao Paulo

CEO and Co-Founder

ACCENTUATE THE POSITIVE, ELIMINATE THE NEGATIVE

9 February 2017

Latin America Product Manager, Miami

Global Brazil Turkey

Official Partner of:

PRESENTATION FOR GTDC LAT AM THANK YOU!

ACCENTUATE THE POSITIVE, ELIMINATE THE NEGATIVEgtdc.org/.../2017/02/CONTEXT_2017-GTDC-LATAM.pdf ·...

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