CONSUMER ELECTRONICS INSIGHTS IN A CONNECTED WORLD. Technology trends in Asia Pacific Gerard Tan, GfK Asia

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1 CONSUMER ELECTRONICS INSIGHTS IN A CONNECTED WORLD Technology trends in Asia Pacific Gerard Tan, GfK Asia 1

they shop Twitter Facebook Hotline Radio Street

2 The convergence of digital and austerity has shaken the path to purchase Consumers are changing the way they shop Twitter Facebook Hotline Radio Street Retail/ Office POINT OF SALE TV Family Apps Friends 2

3 Internet usage in Asia Smartphones used as often as PCs to access the web Base: GfK survey 6,437 interviews in 10 markets. 20 Feb-12 March, 2016, fig in % 3

4 But are consumers warming up to purchasing consumer electronics online? Base: GfK survey 6,437 interviews in 10 markets. 20 Feb-12 March, 2016, fig in % CE products: Smartphone, TV, Refrigerator and Washing Machine 4

5 APAC trends 5

6 So What Devices are Consumers Buying in APAC? DIGITAL CAMERAS DESK COMPUTING FEATURE PHONES MEDIATABLETS MOBILE COMPUTING Mobile internet devices are dominating spending on consumer tech devices PTV/FLAT SMARTPHONES Smartphones, Tablets, LCD TVs and Laptops accounted for 91% of APAC Tech Spending in 2H15. 1H11 2H11 1H12 2H12 1H13 2H13 1H14 2H14 1H15 2H15 Source: GfK; Total Retail Data: Technical Devices, APAC, 1H11 to 2H15, Sales Value USD 6

7 Emerging+China APAC Market Movements 2015 Value growth 50% 40% Best 4K/UHD TV Increasing ASP Decreasing ASP Increasing revenue TRAD.CAMCORDER MEDIATABLETS DIGI CAMERAS DESKTOP MOBILE COMP -10% -20% -30% -40% -50% GfK Retail sales and Forecasting, Total Market, Sales Unit, % Growth of Price USD,, 2014 to % 20% 10% SMARTPHONE SMART+MOBILEPHONE PTV Smart SMART TV TV 0% -50% -40% -30% -20% -10% 0% 10% 20% 30% 40% 50% Decreasing revenue DIGICAM MDEDIATABLET headphones MOBILECOM Decline DESKTOP PTV Ideal Unit growth

8 Key product segments spearheading connectivity 8

9 New form-factors are also seeing strong growth in the APAC region. +20% Super Slim (<15mm Height, <2.3kg Weight) APAC -14% Computers (Desktop + Mobile PC) +13% Computing Tablet +12% Convertible +44% Micro Desktop (<30cm Height, Depth) +10% Ultra Mobile (<12.2 Laptop) Source: GfK Panel Market Retail Data, Computing Devices, APAC, FY15 vs FY14, Sales Units 9

10 Smartphones 250m 23K $290 units sold in 2015, up by 17% models in 2015 Chinese brands up 30% is the average price, up by $40 Chinese Brands up 17% GfK Retail sales, Total Market, Telecom. 10

Smartphones Developed Asia Pacific Emerging Asia Pacific 1% 0% 13% 15% -1% -2% -1% -1% -1% Avg price in 2015: $578 9% 3% 1% -4% -5% -6% -8% Avg price in 2015: $257 2014 2015 2016 2017 Volume

11 Smartphones Developed Asia Pacific Emerging Asia Pacific 1% 0% 13% 15% -1% -2% -1% -1% -1% Avg price in 2015: $578 9% 3% 1% -4% -5% -6% -8% Avg price in 2015: $ Volume Value % Price % Volume Value % price % GfK Retail sales and Forecasting, Total Market, PTV, Sales Unit (million), % Growth of Sales Value USD and Price USD,, 2015 to

12 Viewing content on a smaller screen % Singapore s online population watches content via free online sites 93 % Video Consumption shifting from TV to Smartphones, especially among millennials and pre-teens Watching Free Online 75% 83% of the 88 million internet users in Indonesia go online regularly with their smartphones Total 18yr-34yr GfK 2016 Tech Trends

13 connected devices Panel GfK Consumer Choices 13

14 Connected devices benefiting from the increasing sales of smart devices Wireless Docking 1% Smart Watch 25% Health Tracker 13% -1% -5% -2% -9% Volume Price % -12% Volume Price % Volume Price % Source: GfK Retail sales and Forecasting, Total Market, Sales Unit (Ths), % Growth of Price USD,, 2014 to

15 78% Health Fitness Tracker accounts for of total Wearables market in Developed Asia (SG, HK, JP, TW, AU) 7% 15% Wrist sport computers Health & fitness trackers Smartwatches (SIM + No SIM) 78% GfK POS GfK panelmarket 2016 GfK data Wearables Jan 15 Jun Introduction 15 from JP, HK, January SG, TW

revenue of US$190mil Up 31% year-onyear GfK Retail sales and

16 Actioncams Action Cameras an expanding market with a huge potential An estimated 728K units were sold in 2015 Generating revenue of US$190mil Up 31% year-onyear GfK Retail sales and Forecasting, Total Market, Sales Unit, % Growth of Price USD,, 2014 to 2015

17 Headphones Sports 36% Microphone 14% Wireless 20% Feature driving volume growth connected & lifestyle choice Premium (Above USD$100) 3% GfK Retail sales and Forecasting, Total Market, Sales Unit, % Growth of Price USD,, 2014 to

18 Watching the TV space 18

19 PTV 82m 86m 88m Volumes sold in 2015, up 6% from 78m units in 2014 Forecasted this year, up 4% In 2017, up 3% GfK Retail sales and Forecasting, Total Market, PTV, Sales Unit (million), 2015 to

20 Emerging Asia driving volumes while Developed Asia driving value Developed Asia Pacific Emerging Asia Pacific ASP in 2015: $668 ASP in 2015: $ Volume Volume Source: GfK Retail sales and Forecasting, Total Market, PTV, Sales Unit (million), % Growth of Sales Value USD and Price USD,, 2015 to

21 16 mil 2015 Sales Unit 27mil +70% UHD TV volume growth expected in 2016 APAC Source: GfK Retail Sales and Forecast, APAC, Total market, Sales Unit (million) 21

22 with every household owning a TV, why not.? Mini PC SG MY TH VN AU NZ HK TW KR Source: GfK Panel Market Retail Data, Desktop Computing, APAC (Excl. CN & JP), 2015, Sales Units JP CN IN 22

23 Apps giving control back to the consumer FREE TV with a News Education Game Video subscription? Sports Shopping Social 23

com GfK Retail and Technology Asia Pacific One

24 GfK. Growth from Knowledge Gerard Tan Phone (65) GfK Retail and Technology Asia Pacific One George Street Singapore GfK, Asia Pacific Consumer Choices Technology 24

TECHNOLOGY WORLD TOUR Global Technology Market Update

TECHNOLOGY WORLD TOUR Global Technology Market Update Steve Koenig Director, Industry Analysis, CEA @KoenigSteve skoenig@ce.org Data Methodology + = Digital World: Global Consumer Technology Spending Forecasts