TMT Predictions 2014 Advance. Intelligence. · 3 Join the #Deloittepredicts conversation ©...

TMT Predictions 2014Advance. Intelligence.

October, 2014

1 Join the #Deloittepredicts conversation © Deloitte LLP and affiliated entities.


70% atAug ‘14


Which device is more important to you —that is, which device could you least do without?

(Among respondents who own both a laptop and a tablet)


Global Internet Traffic by Device Type


4K TV

6


SmartglassesSmartglasses


You know they areYou know they aretransparent, low-resolution,transparent, low-resolution,work only with awork only with asmartphone, cost ~$500,smartphone, cost ~$500,and may violate variousand may violate variouslaws, right?laws, right?


SmartglassesSmartglasses

forfor

smartworkerssmartworkers


Is it time for smartwatches?


We have had the decade of the device


The decade of the deviceB

illi

on

s


Smartphone replacement cycles are gettinglonger

Source: US data, Recon Analytics, BI Intelligence


5 year trailing CAGR


Less money for hardware means more money for…


U.S. consumer electronic sales as a percent of global sales

of PCs, smartphones, tablets, TVs and game consoles


67%

23%10%

5.1” to 5.9”

6.0” to 6.9”

Phablet ownership breakdown

5.0” to 5.1”

100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

100%

90%

80%

70%

60%

50%

40%

30%

20%

10%


After seeing TMT Predictions, how likely are you to

spend more money with Deloitte? (normal distribution)


Thinking about your next mobile device, how likely

are you to purchase a phablet?

(55+ only, n=351)


Phablet intent to purchase as nextmobile device

n=184 n=230 n=129

46%


Phablet intent to purchase as nextmobile device (cont’d)

n=72 n=245 n=476 n=239

46%


Global smartphone sales


Putting $125B in contextB

illi

on

s


APEJ portable PC, tablet and phablet shipments,2011 Q4-2013Q2


Source: The NPD Group, Inc. / Connected Intelligence /

Smartphone Usage Report, 3 months ending July 2013


Source: Deloitte Global Mobile Consumer Survey, Developed countries, May-June 2013

Base: All Smartphone owners: 16, 378, Smartphone owners 12,313, Large smartphone owners 8,269


Hours of traditional TV watched per week by allCanadians aged 2+


0–20% Quintile – average hours per week

Source: BBM Canada, P2+, Each year defined by 4 November weeks, M-Su 2a-2a

*PPMs introduced for Total TV Eng in 2009

Adjusted to compare to PPM data


Canadians who are currently subscribing tovideo subscription service (i.e. Netflix) or are infirst free month


n=244 n=437 n=351 n=454 n=578

Canadians who currently subscribe to a videosubscription service (i.e. Netflix) or are in thefree first month

Overall(n=1,032)

19%


Video subscription services (i.e. Netflix)

n=72 n=245 n=476 n=239

Overall(n=1,032)

19%

7%


H1 2014 North American Fixed


4K Video Traffic


Cisco: “The implications of video growth wouldbe difficult to overstate.”


Weekly Hours Q42011

Q42013

Change(h:mm)

Change(%)

TV+timeshift 2+ 36:17 37:05 +0:48 +2.2%

TV+timeshift 18-24 27:14 24:15 -2:49 -11.0%

TMT Predictions tailored events

Duncan Stewart can deliver a presentation for your

office/industry.

• Email Duncan: [email protected]

• Follow him on Twitter: @dunstewart

• Connect on LinkedIn

• Subscribe to him on Facebook

• Read his blog: dunstewart.wordpress.com

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