Blindsided: The game-changers we might not see coming

Page created by Julie Tran
 
CONTINUE READING
Blindsided: The game-changers we might not see coming
Blindsided:
The game-changers we
might not see coming
Blindsided: The game-changers we might not see coming
Blindsided: The game-changers we might not see coming
The Consumer and Professional Technology Trend Landscape 2010-2019

            CES HEADLINE           NAB HEADLINE      INDUSTRY BUZZ      CONSUMER TREND

    2010      3D                    3D                Interactive TV     Social Media

    2011      Second Screen         TV Everywhere     3D                 Mobile Video

    2012      Second Screen         4K/UHD            Second Screen      Social Video

    2013      Android TV            Second Screen     Social Media       Binge Viewing

    2014      Internet of Things    4K/UHD Cameras    Google Glass       Streaming Video

    2015      UHD                   IP Broadcast      Drones             Vertical Video

    2016      Internet of Things    Cloud             VR                 Non-broadcast Video

    2017      Voice Interface       Cloud             VR                 Live Streaming

    2018      Voice Interface       AI                Voice Interface    Social Video Stories

    2019      8K                    ?                 AI                 ?
Blindsided: The game-changers we might not see coming
Blindsided: The game-changers we might not see coming
m
Blindsided: The game-changers we might not see coming
Blindsided: The game-changers we might not see coming
Estimates on                       December 2017           December 2018

smart speaker
ownership in
the United
States                                               119m              52% of smart
                                                                      speaker owners
                                                                      have more than
                                                                     one smart speaker
                                                                       in their home
                                            67m
                             53m
                  39m

                Number of people (18+)   Number of smart speakers
                owning a smart speaker      in US households
Blindsided: The game-changers we might not see coming
Blindsided: The game-changers we might not see coming
Blindsided: The game-changers we might not see coming
US digital                 Video on Demand          Digital Music          Video Games          ePublishing

media revenue
by segment
2017-2023            50,000
(in billions $USD)
                                                                               9.5       9.8         10.0
                                                                    9.1
                                                        8.7
                     40,000                  8.3
                                 7.9

                     30,000                                                    18.0      18.2        18.5
                                                        17.4        17.7
                                             17.1
                                 16.5

                     20,000
                                                                    5.2        5.2       5.3         5.4
                                             5.2        5.2
                                 5.2

                     10,000
                                                        14.8        15.8       16.3      16.4        16.4
                                 12.0        13.8

                       0
                                2017         2018      2019         2020      2021       2022       2023
Global launch       Worldwide retail sales during the first three days after launch
sales of selected
video games         Grand Theft Auto V             2013                               $1,000m
compared to the     Red Dead Redemption 2          2018                      $725m
largest movie       Call of Duty: Black Ops 4      2018              $500m
openings

                    Worldwide box office revenue through the first Sunday after launch

                    Avengers: Infinity War         2018                   $641m
                    The Fate of the Furious        2017                $542m
                    Star Wars: The Force Awakens   2015                $529m
Time spent
on Fortnite
                          32.5%
              29.4%

                                       17.3%
                                                     13.1%
                                                                   7.7%

               0-5          6-10        11-15        16-20          21+
              hours        hours        hours        hours         hours

                      Self-reported weekly time Fortnite players
                          in the US spend playing the game
% of US smart    First adopters (owned one year or more)   Early mainstream (owned less than one year)

speaker owners
who replaced               Traditional AM/FM radio
                                                                                            40%
                                                                                                 45%
time they used
to spend with:                        Smartphone
                                                                               26%
                                                                                           38%

                                                                             24%
                                        Computer
                                                                                         36%

                                                                             22%
                              Printed publications
                                                                                     32%

                                                                               24%
                                            Tablet
                                                                                     30%

                                                                         18%
                                        Television
                                                                                   29%

                                                                         20%
                   Other multiroom audio systems
                                                                       15%
% of Americans                      Snapchat           Instagram      Facebook

aged 16-34 who
create/consume
stories on                    Gen Z                                        Millennials
social media            (16 to 24-year-olds)                           (25 to 34-year-olds)
platforms
                 73%
                       70%

                                     58%                             58%
                                                               53%
                                                                           48%

                                           39%
                             34%                                                  34%
                                                                                         31%

                                                                                               20%
                                                 13%

                   Consume                 Create                  Consume               Create
Average age of marriage in US

Average age of becoming a parent in US

Average age of first time managers in US
TV consumption

                 65+              50-64           35-49            18-34

                       Average daily TV consumption (live + time-shifted)
                         of American adults, by age group (in hh:mm)
Estimated                                                                 1,069m
number of
5G mobile
connections

                                                            571m

              2m North America
                                               189m
              2m Asia & Oceania
                                     55m

                    2019             2020        2021       2022             2023

               Asia & Oceania               North America          Western Europe

               Central & Eastern Europe     Latin America          Middle East & Africa
DIGITAL MEDIA

  US digital media market 2019
  China digital media market 2019

  US VoD ARPU 2019
  China VoD ARPU 2019
VIDEO GAMES

  US video game market 2019

  China video game market 2019
MOBILE SUBSCRIBERS

  USA                     Smartphone penetration

  China                   Smartphone penetration

  China will be world’s largest 5G market
          connections by 2025
E-PAYMENTS

  Alibaba’s Alipay & Tencent’s WeChat Pay
  each handle more payments in a single month
  than PayPal’s              a year
Blindsided:
The game-changers we
might not see coming
You can also read