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June 2016 online marketing and technology data points

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A mix of online marketing / social platform and technology research data points. As I have time I update these slides on a monthly basis, you can find out more here http://renaissancechambara.jp/2016/06/01/june-2016-online-marketing-and-technology-research-slides/

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June 2016 online marketing and technology data points

  1. 1. Online marketing & technology data points June 2016 Ged Carroll renaissancechambara.jp
  2. 2. About presentation Over time, I have had to compile data and visualise it based on desk and primary research. I thought that these slides may be of use to other people so have compiled them here. As I have time I will update them with data. Each diagram has an accompanying slide with an explanation where appropriate.
  3. 3. Platforms
  4. 4. DEC-97 MAY-98 OCT-98 MAR-99 AUG-99 JAN-00 JUN-00 NOV-00 APR-01 SEP-01 FEB-02 JUL-02 DEC-02 MAY-03 OCT-03 MAR-04 AUG-04 JAN-05 JUN-05 NOV-05 APR-06 SEP-06 FEB-07 JUL-07 DEC-07 MAY-08 OCT-08 MAR-09 AUG-09 JAN-10 JUN-10 NOV-10 APR-11 SEP-11 FEB-12 JUL-12 DEC-12 MAY-13 OCT-13 MAR-14 AUG-14 JAN-15 JUN-15 NOV-15 APR-16 Communications services adoption (active users) Gmail active Users Hotmail / Live Yahoo! Mail Whatsapp WeChat QQ IM KakaoTalk LINE Facebook Messenger
  5. 5. Communications services adoption Going through publicly declared data, I pulled together adoption data across email providers and OTT messaging platforms. Key watch outs on the data is that it’s largely self-declared and active users is broad church. Usage data is also very important - what does active really mean? Regardless one can see that mobile devices became an accelerant of adoption for newer services.
  6. 6. US most popular mobile apps (June 2015) 0 20 40 60 80 100 120 140 Facebook YouTube Facebook Messenger Google Search Google Play millions of unique users millions of unique users Data: comScore US mobile report 2015
  7. 7. Platform numbers snapshot March 2016 (MAUs except*) 0 200 400 600 800 1000 1200 1400 1600 1800 4Chan Airbnb Facebook Flickr Google+ Instagram LinkedIn MySpace Periscope Pinterest Reddit* SnapChat Twitter WeChat Sina Weibo WhatsApp YouTube* Millions of Users Millions of Users Based on data collated by Brandwatch
  8. 8. Chinese web platforms 0 100 200 300 400 500 600 700 800 WeChat QQ Taobao Tencent Video Baidu Alipay Weibo iQiyi QQ Browser Kugou Music Data Quest Mobile (March2016) Millions of MAUs (monthly active users)
  9. 9. Global search advertising revenue 0 10 20 30 40 50 60 70 80 90 100 2014 2015 2016 Searchrevenue billions (USD) Google Baidu Microsoft (Bing) Yahoo! Sohu Other eMarketer March, 2016
  10. 10. Google global search volume 0 5E+11 1E+12 1.5E+12 2E+12 2.5E+12 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Number of Searches Number of Searches Source: SearchEngineLand - Google now handles at least 2 trillion searches per year (May 24, 2016)
  11. 11. App Constellations 0 10 20 30 40 50 60 70 Daum Kakao Corp Dropbox Facebook Google LINE (Naver Japan) Microsoft Naver (Korea) Netease Tencent ‘Mobile apps that share a single loginand have app-to-applinking built in’ – Fred Wilson, Union Square Ventures 2014 2016 Data: renaissancechambara.jp April 2014, April 2016 – audit of Apple iTunes app store
  12. 12. YouTube subcribers don’t often make for regular viewers 0 10 20 30 40 50 60 70 80 90 GoPro Home Depot Chevrolet Toyota USA Adidas Football Nike Football Dove Chanel Burberry Delta Airlines Virgin America Oreo Chipotle Xbox Budweiser Starbucks Kentucky Fried Chicken (KFC) Mastercard Visa Lego Average views / Subcribers x 100(%) Forrester Research
  13. 13. When Video Views Peak 0 5 10 15 20 25 30 35 40 45 50 24 hours 48 hours 72 hours 96 hours 120 hours 144 hours 168 hours 192 hours 216 hours 240 hours YouTube has a ‘long tail’ of views, Facebook is more immediate YouTube video (% totalviews) Facebook video (% total views ChannelMeter via The Information
  14. 14. Unique ads observed by vertical 0 5 10 15 20 25 30 35 Automotive Active wear Beauty Beverages Consumer electronics CPG Fashion Financial services Food Insurance Personal care Retail Travel Watches & jewelery Instagram (%) 0 5 10 15 20 25 Automotive Active wear Beauty Beverages Consumer electronics CPG Fashion Financial services Food Insurance Personal care Retail Travel Watches & jewelery Snapchat (%) L2 ‘Instagram vs. Snapchat’ report
  15. 15. Snapchat usage by gender 0 10 20 30 40 50 60 YouGov BrandIndex Survey % Male millennial respondents % Female millennial respondents • Prompted recall of Snapchat usage rather than off-app data • Change in women likely due to surge of fashion bloggers and celebrities looking to cash in on brand interest
  16. 16. Snapchat growth 0 20 40 60 80 100 120 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Millions of daily users (Snapchat internal data) North America Europe Rest of the world
  17. 17. Snapchat user behaviour 0 20 40 60 80 Snap/stories from people you know Chat with people you know Snap/stories from celebrities Snap/stories from people you… Snap/stories from brands (not… Discover stories Chat with people you don't know Live stories (local and events) % surveyed who used feature at least daily, if not more % surveyed who used feature at least daily, if not more US-based survey (18-24 year olds) by Defy Media for Variety magazine Sample size 1,117 respondents
  18. 18. Snapchat user behaviour 0 10 20 30 40 50 60 Buzzfeed Comedy Central iHeart Radio Food Network ESPN People Cosmopolitan CNN National Geographic IGN Daily Mail sweet Vice Mashable Tastemade Vox Fusion Refinery 29 WSJ None Which Discover stories do you usually view? (%) Which Discover stories do you usually view? (%) 0 10 20 30 40 50 60 70 Messaging friends Short videos Keeping up with celebrities Entertainment news Current news events Snapchat is my primary source for… (%) Snapchat is my primary source for… (%)
  19. 19. Facebook Post Reactions 0 20 40 60 80 100 120 Like Angry Sad Wow Haha Love Quintly:Facebook Reactions Study (May 3, 2016) % of Reactions
  20. 20. Facebook interaction rates by industry 0 0.5 1 1.5 2 2.5 3 3.5 4 Retailing Media & entertainment Travel Automotive Technology Financial services Facebook interactionrate (%) via Adobe Digital Index– US Best of the Best 2015 Total industry average Top performers
  21. 21. B2B social media engagement rates 0 5 10 15 20 25 30 35 40 Facebook Instagram LinkedIn Pinterest Twitter B2B overall B2B overall Engagement rate defined as number of interactions per post per 1,000 followers Sample size 316 brands (I presume it skews US-centric), research done by TrackMaven in 2015 Watchouts: sample size, engagement rate is partly platform design and partly content. Engagement doesn’t necessarily mean anything to do with likely purchase
  22. 22. B2B social media engagement rates 0 5 10 15 20 25 30 35 40 45 50 Facebook engagementrate Facebook engagement rate 0 5 10 15 20 25 30 35 40 45 50 Instagram engagementrate Instagram engagement rate
  23. 23. B2B social media engagement rates 0 0.5 1 1.5 2 2.5 3 LinkedInengagement rate LinkedIn engagement rate 0 10 20 30 40 50 60 70 80 Pinterest engagement rate Pinterest engagement rate
  24. 24. B2B social media engagement rates 0 0.5 1 1.5 2 2.5 Twitter engagement rate Twitter engagement rate
  25. 25. Social media engagement and how television advertising affects it
  26. 26. Social media engagement and television Social engagement drivers (%) TV advertising Social platform advertising Combined TV and social platform advertising All other advertising Social engagement drivers (%) minus other advertising Social platform advertising TV advertising Combined TV and social platform advertising Turner & 4C: Television Advertising is a Key Driver of Social Media Engagement for Brands
  27. 27. Social media engagement and television TV advertising impressions (%) Premium content (sports,live and original) Non-premium content % TV advertising impacton social brand engagement Premium content Non-premium content Turner & 4C: Television Advertising is a Key Driver of Social Media Engagement for Brands
  28. 28. Engagement to impressions index 0 50 100 150 200 250 Premium content Non-premium content Engagement to impressions index Engagement to impressions index 0 100 200 300 400 Original content Sports Live Expressions to Impressions Index for premium TV content types Expressions to Impressions Index for premium TV content types Turner & 4C: Television Advertising is a Key Driver of Social Media Engagement for Brands
  29. 29. Engagement to cost index 0 50 100 150 200 Premium content Non-premium content Engagement to cost index Engagement to cost index 0 50 100 150 200 250 300 Original content Sports Live Reaility Expressions to ImpressionsIndex for premium content types Expressions to Impressions Index Turner & 4C: Television Advertising is a Key Driver of Social Media Engagement for Brands
  30. 30. Advertising
  31. 31. UK aggregate ad agency billings suffering from ‘lost decade’ of growth 0 5 10 15 20 25 30 35 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Source:Statista.com billions USD 24/05/16 Initial presentation for SteelHouse 31
  32. 32. Optimium number of advertising channels • Careful channel selection • Datapoint is contrary to the trend towards complex programmatic based advertising mixes 0 10 20 30 40 50 60 70 80 1 channel 2 channels 3 channels 4 channels 5 channels Average effectiveness successrate (IPA 2012) Averageeffectiveness success rate
  33. 33. Audience time spent v. advertising spend share 0 5 10 15 20 25 30 35 40 45 50 Television Out of Home (OOH) Radio Internet National newspaper Regional newspaper Magazines % media time share % advertising spend share Guardian Publishing Trends 2016 drawing on: AA, Barb, Rajar, ComScore, NRS, Jicreg
  34. 34. Audience time spent v. advertising spend share - China 0 5 10 15 20 25 30 35 40 45 50 Mobile (non-voice) Desktop / laptop computing Television Radio Newspapers Magazines % media time share % advertising spend share eMarketer April 2016
  35. 35. Advertising spend trends 0 5 10 15 20 25 30 35 40 45 50 2014 2015 2016 2017 2018 2019 2020 Share of US advertisingspend TV Digital Print Radio Out-of-home Directories 0 2 4 6 8 10 12 14 16 18 20 2014 2015 2016 2017 2018 2019 2020 Share of US advertisingspend for print categories Pinrt (overall) Newspapers (print only) Magazines (print editions only) Directories (print only) eMarketer.com March, 2016
  36. 36. Advertising spend trends 0 5 10 15 20 25 30 35 40 45 50 2014 2015 2016 2017 2018 2019 2020 Share of US advertisingspend for digital channels Digital Mobile 0 5 10 15 20 25 30 35 40 45 2014 2015 2016 2017 2018 2019 2020 Share of US advertisingspend for broadcast categories Television Radio (excluding catch-up and digital eMarketer.com March, 2016
  37. 37. Desktop display ad viewability by market 0 10 20 30 40 50 60 Australia Brazil Canada France Italy Germany Spain UK US comScore vCEBenchmarks,Global,Q1 2016 % Viewable
  38. 38. Video has lower viewability than display 36 38 40 42 44 46 48 50 US desktop display US desktop video comScore vCEBenchmarks,US, Q1 2016 % Viewability Apparently due to high invalid traffic on programmatic exchanges where video is commonly traded.
  39. 39. Programmatic magnifies invalid traffic problem 0 1 2 3 4 5 6 7 Direct Programmatic % Invalid traffic US desktop display ads % Invalid traffic US desktop display ads 0 2 4 6 8 10 Direct Programmatic % invalid traffic US desktop video ads % invalid traffic US desktop video ads comScore vCE Benchmarks, US, Q1 2016
  40. 40. Ad targeting and ad blocking
  41. 41. Attitudes to ad-targeting by generation 0 10 20 30 40 It's about time advertisers recognised that my generation shops too I am more likely to click on an advertisement aimed specifically at my generation I feel like my generation is often forgottenabout by advertisers I am more likely to purchase a product from a brand whose ad is targeted specifically at my generation Millennial respondents (%) Millenial respondents (%) 0 5 10 15 20 25 30 35 I am more likely to purchase a product from a brand whose ad is targeted specifically at my generation I am more likely to click on an advert aimed specifically at my generation I feel like my generation is often forgottenabout by advertisers I am more likely to purchase a product from a brand whose ad is targeted specifically at my generation Boomer respondents (%) Boomer respondents (%) Audience Theory / Yahoo! Quantative November 2015 – Yahoo! /Ipsos Gen X Survey Adults 35-54 n=853 US based
  42. 42. Attitudes to ad-targeting by generation 0 10 20 30 40 It's about time advertisers recognised that my generation shops too I am more likely to click on an advertisement aimed specifically at my generation I feel like my generation is often forgottenabout by advertisers I am more likely to purchase a product from a brand whose ad is targeted specifically at my generation Generation-X respondents (%) Generation-X respondents (%) 0 10 20 30 40 50 I am more likely to purchase a product from a brand whose ad is targeted specifically at my generation I am more likely to click on an advert aimed specifically at my generation I feel like my generation is often forgottenabout by advertisers I am more likely to purchase a product from a brand whose ad is targeted specifically at my generation Generation-X parents respondents (%) Generation-X parents respondents (%) Audience Theory / Yahoo! Quantative November 2015 – Yahoo! /Ipsos Gen X Survey Adults 35-54 n=853 US based
  43. 43. Ad blocking software 0 20000000 40000000 60000000 80000000 100000000 120000000 140000000 160000000 180000000 200000000 Jan-10 Jan-11 Jan-12 Jan-13 Jan-14 Jan-15 Installed base of ad blockers Installed base of ad blockers Data from Pagefair & Adobe, 2015 Ad Blocking Report via Guardian Publishing Trends 2016. 800% growth in user base over a 5 year period.
  44. 44. Ad blocking millennials 0 20 40 60 80 100 120 Male millennial Female millennial % likelihood to ad block compared to populationas a whole % likelihood to ad block comScore Custom Analytics, US, 2015
  45. 45. Internet users worldwide who have blocked an advert 0 5 10 15 20 25 30 35 40 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Respondents aged 16-64,in the past month on their main computer (GlobalWebIndex Blog January 22 2016) % respondents
  46. 46. Share of time spent viewing video content in selected countries using ad blockers 0 10 20 30 40 50 60 70 Germany Canada UK France US Russia % of total time spent viewing desktop video content via JW Player (Q2, 2015) % of total time spent viewing desktop video content Secret Media & JW Player “Adblock & the Global Video Market September 14, 2015
  47. 47. Adblocker installed base by country 0 5 10 15 20 25 30 35 Turkey Latvia Spain Canada Denmark Brazil (mid-point estimate) Greece Hungary Netherlands UK Argentina Czech Republic (mid-point estimate) Germany USA (mid-point estimate) Chile Italy (any device) France (desktop) Poland Austria (any device) % Users with adblocking installed % Users with adblocking installed Group M ‘Interaction 2016 report’ April 25, 2016
  48. 48. Ad blocking skews towards higher income segments across markets 0 5 10 15 20 25 30 USA Canada UK Germany % increase in blocking for highest income segments in comparisonto average user % increase in blocking for highest income segments in comparison to average user comScore Custom Analytics, Global, 2015
  49. 49. Page load times 0 5 10 15 20 25 30 35 40 45 Load time in seconds Editoral content Advertising content Guardian Publishing Trends 2016 drawing on analysis by comScore, Pew Research Center & New York Times
  50. 50. E-tailing
  51. 51. Global e-commerce 0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8 2 2013 2015 2016 Global e-commerce by value including travel Trillions USD • Equivalent of 8% of global retail sales • CAGR 13.96% since 2013 • All platforms (mobile web, app and desktop) Data from Group M reports ‘Interaction 2015’ and ’Interaction 2016’
  52. 52. Online shopping cart abandonment 69 70 71 72 73 74 75 76 77 Asia-Pacific Middle East & Africa Latin America North America§ Europe SaleCycle,“The RemarketingReport – Q1, 2016 % digital shopping cart abandonment
  53. 53. Digital showroom and retailing 0 10 20 30 40 50 60 0 5 10 15 20 25 30 35 40 45 50 Category purchase online versus researchonline Purchased online Researched online Computer software & hardware DVDs / videos Electronics Video games Books Furniture Clothing Groceries Household products Office supplies Health & Beauty McKinsey iConsumer (Europe 2011) via iConsumers: Life Online by McKinsey & Company (January 2013)
  54. 54. US e-tailing growth 0 10 20 30 40 50 Video games, consoles & accessories Toys & hobbies Sport & fitness Jewelery & watches Event tickets Music, movies & videos Flowers, greetings & misc gifts Apparel & accessories Home & garden Furniture, appliances & equipment Computer software Books & magazines Consumer electronics Consumer packaged goods Office supplies Digital content & subscriptions Computers & peripherals year-on-year % change in total dollars (US retailers only) year-on-year % change in total dollars (US retailers only) • Data from comScore (2016 U.S. Cross-Platform Future in Focus) • Markets being compared vary in digital maturity and overall growth rate – regardless of channel
  55. 55. Purchases on WeChat (China) Volume of purchases initiated JD.com entrances WeChat Public accounts Links to other apps Moments or chat groups 0 5 10 15 20 25 30 35 2015 2016 % users who have shopped from WeChat % users who have shopped from WeChat How savvy, social shoppers are transforming Chinese e-commerce – McKinsey & Company April, 2016 (n=525)
  56. 56. China – mobile music revenues 0 2 4 6 8 10 12 14 16 18 2013 2014 2015 2016 2017 2018 Billions of yuanAnalysys International ‘Q4 2015 China Music Market Report
  57. 57. Formal bank accounts 0 20 40 60 80 100 120 Japan Singapore Australia Thailand Indonesia Bangladesh Pakistan % populationwithformal bank account % population with formal bank account
  58. 58. Mobile payments in developing countries 0 20 40 60 80 100 Europe & Central Asia Middle East & North Africa East Asia & Pacific Latin American & Caribbean South Asia Sub-Saharan Africa % of populationwithaccess to mobile payments % of population with access to mobile payments 0 20 40 60 80 100 Lower income economies Low-middle-income economies Upper-middle-income economies % populationwithaccess to mobile payments % population with access to mobile payments Data from: ‘Advancing Digital Societies in Asia’ GSMA (May 2016)
  59. 59. Consumer behaviour
  60. 60. UK adult daily media consumption 0 2 4 6 8 10 12 2012 2013 2014 2015 2016 2017 2018 UK adults: average time spent per day on media Digital TV (non digital) Radio (non digital) Print 0 1 2 3 4 5 6 2012 2013 2014 2015 2016 2017 2018 UK adults: average time spent per day on digitalmedia Smartphone Tablet Featurephone Desktop / laptop Source: eMarketer, April 2016
  61. 61. US digital video advertising 0 20 40 60 80 100 YouTube Cable / satellite TV Instagram Blu-ray / DVD Hulu Amazon Prime Video Tumblr Twitch Sling TV Platforms on which US 13-24 yr olds view video (Defy Media Acumen Report: Youth Video diet March31, 2016) % of respondents 0 20 40 60 80 Google / YouTube Facebook Hulu ABC Yahoo! ESPN Twitter NBC A&E CN iAd Where US marketers intend to use for digital video advertising (Advertiser Perceptions , Video Advertising Report Wave 4, Winder 2016 – April 13, 2016) % Respondents
  62. 62. Share of content category time spent by platform 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% comScore Media Metrix Multi-Platform US December,2015 Desktop Mobile
  63. 63. Share of time spend on their top apps for US mobile users 0 20 40 60 80 100 Most used app Top two apps Top three Top four Top five Smartphone % of time spent 0 20 40 60 80 100 Most used app Top two apps Top three Top four Top five Tablet % of time Data: comScore Mobile App Report 2015
  64. 64. Growth in Digital Media Time Spent in Minutes (MM) 0 200000 400000 600000 800000 1000000 1200000 1400000 1600000 Dec 2013 Dec 2014 Dec 2015 comScore Media Metrix Multi-Platform & Mobile Metrix US Dec 2015 vs. Dec 2014 vs. Dec 2013 Desktop Smartphone Tablet
  65. 65. Which app notifications users tune out 0 10 20 30 40 50 60 70 80 90 Shopping Social networking Finance News Food & drink Data by Apptentive based on a panel of 7,000 mobile apps % of users who interacted with notification sent via app
  66. 66. Global smartphone ownership 0 10 20 30 40 50 60 70 80 90 100 Data from Pew ResearchSpring 2015 Global Attitudes survey Q71 & Q72 % of survey respondents who claim to own a smartphone
  67. 67. US Consumers’ most frequently-used mobile app types 0 10 20 30 40 50 60 70 Smartphone % respondents used app types frequently 0 5 10 15 20 25 30 35 40 45 Tablet % respondents used app types frequently Data from Deloitte via MarketingCharts.com
  68. 68. Generation X mobile engagement 0 20 40 60 80 100 120 140 160 7am-10am 11am-2pm 3pm-6pm7pm-10pm 11pm-6am GenerationX time of day usage by category indexed vs. general population News & Magazines Health & Fitness Lifestyle & Shopping Music, media & entertainment Games Messaging & Social Sports Utilities & Productivity Flurry by Yahoo! Analytics (mapped devices only. May 2015)
  69. 69. US mobile consumer behaviour 0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 2011 2012 2013 2014 2015 2016 2017 Hours per day usage In-app time Mobile web time 0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 2011 2012 2013 2014 2015 2016 2017 Hours per day usage Smartphone time Tablet time
  70. 70. US mobile consumer behaviour 0 1 2 3 4 5 6 2011 2012 2013 2014 2015 2016 2017 In-app usage hours per day usage Smartphone time Tablet time 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1 2011 2012 2013 2014 2015 2016 2017 Mobile web hours per day usage Smartphone time Tablet time
  71. 71. Daily time spent on Facebook (US consumers) 0 0.05 0.1 0.15 0.2 0.25 0.3 0.35 0.4 0.45 2013 2014 2015 2016 2017 2018 Hours/day Desktop usage Mobile usage eMarketer, April 2016
  72. 72. US digital users 2014-2020 0 50 100 150 200 250 300 2014 2015 2016 2017 2018 2019 2020 Millions US internet users Desktop / laptop only users Dual desktop / laptop and mobile internet users Mobile only internet users eMarketer February, 2016
  73. 73. US TV multitasking behaviour 0 10 20 30 40 50 60 Browse & surf the web Use a social network Read email Text message Browse for products/services online Play video games Don't multitask - just watch TV 26-32 year olds 19-25 year olds 14-18 year olds Data from MarketingCharts.com via Deliotte from a behaviour survey they had commissioned in 2015 Watchouts: data is based on recalled behaviour rather than observation Millennials
  74. 74. US simultaneous internet & TV user penetration (% by device) 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% 2014 2015 2016 2017 2018 Source:eMarketer,May 2016 Smartphone internet & TV users Desktop/laptop internet & TV users Tablet internet & TV users
  75. 75. US TV multitasking behaviour 0 5 10 15 20 25 30 35 Browse & surf the web Use a social network Read email Text message Browse for products / services online Play video games Don't multitask - just watch TV GenerationX (33-49 year olds) Generation X (33-49 year olds) 0 5 10 15 20 25 30 Browse & surf the web Use a social network Read email Text message Browse for products / services online Play video games Don't multitask - just watch TV Baby boomers (50-68year olds) Baby boomers (50-68 year olds)
  76. 76. Reasons for shopping via mobile phone amongst APAC internet users 0 10 20 30 40 50 60 70 80 Convenience Shopping can be done on- the-go More and more apps that make it easy to shop online Good way to pass time Common amongst friends % of respondents China Hong Kong Japan South Korea Taiwan MasterCard ‘Mobile Shopping Survey 2016 Asia Pacific’ February 18, 2016
  77. 77. Average time spent with media/day by Chinese adults 0 1 2 3 4 5 6 7 2012 2013 2014 2015 2016 2017 Time in hours Digital TV (excluding digital) Radio (excluding digital) Print 0 0.5 1 1.5 2 2.5 3 3.5 2012 2013 2014 2015 2016 2017 Time in hours spent on digital media Smartphone Tablet Feature phone Desktop / laptop computer
  78. 78. Device adoption amongst Chinese digital consumers 0 20 40 60 80 100 120 2015 2016 Online shopping PC only users PC& mobile device users Mobile only users 0 20 40 60 80 100 120 2015 2016 Social network usage PC only users PC and mobile users Mobile only users How savvy, social shopppers are transforming Chinese e-commerce – McKinsey April, 2016
  79. 79. Chinese mobile use -50 0 50 100 150 200 250 300 Photography Health & Fitness Travel & Navigation Lifestyle & Shopping Messaging & Social Utilities & Productivity Music, Media & Entertainment Games Data at Flurry Analytics % incease (year-on-year)
  80. 80. Most often used payment methods by Chinese netizens 0 10 20 30 40 50 60 70 Third-party online payment Third-party mobile payment E-bank PoS machine Mobile banking WeChat bank Pre-paid card payment Researchfrom Tencent (2014) % of netizens
  81. 81. Frequency with Which Chinese Smartphone Users Use Mobile Payments for In-Store Purchases 0 5 10 15 20 25 30 35 40 45 50 Only when I have a promotionaldiscount Never Always Most of the time Sometimes Economist Corporate Network (ECN) / Admaster – The Road to Everywhere:The Omni- Journey’ of the Chinese Consumer March16, 2016 % respondents
  82. 82. Chinese online population 0 10 20 30 40 50 60 70 2014 2015 2016 2017 2018 2019 2020 % populationonline (eMarketer,April 2016) Male population online % Female population online % Overall population online %
  83. 83. China penetration of social media platforms 0 10 20 30 40 50 60 2014 2015 % of Chinese internet users % of Chinese internet users 0 10 20 30 40 50 60 70 80 16-25 26-35 36-45 46-55 >55 % of Chinese internet users by age 2014 2015 Source: China Internet Watch
  84. 84. China vs Worldwide Video Ad Receptiveness 0 5 10 15 20 25 30 35 Live TV via TV set On demand / connected TV - set-top box Desktop/laptop Smartphone Tablet Receptivityto video ads by channel / device – (AdReaction:Video Creative in a Digital World Kantar Millward Brown/ OnDevice Research) Worldwide China
  85. 85. Types of website on which Chinese netizens surveyed pay attention 0 20 40 60 80 100 E-commerce sites Search engines Portalsites Digital video sites Social networks/blogs Microblogs Verticial sites Gaming sites Pay attention(%) Pay attention (%) 0 10 20 30 40 50 60 70 E-commerce sites Search engines Portalsites Digital video sites Social networks/blogs Microblogs Vertical sites Gaming sites Click (%) Click (%) Via iResearch Consulting Group ‘2016 Report on China Internet Users Behaviors Toward Digital Advertising’ March 2016 n=1,604
  86. 86. Actions Chinese netizens likely to take when they have good experience with brand / company 0 10 20 30 40 50 60 70 Tell friends & family Search online/offline to learn more… Interact more with company/brand Follow them on WeChat Install their mobile app Buy more, even if less costly… Share the experience on social… Post positivecomments online Follow them on Weibo Subscrible to their email… Post comments on their social… Contact them about the experience Subscribe to the brand's video… % respndents % respndents • Prompted response rather than observation • Tier 1 & 2 cities respondents • 18-64 year olds Epsilon ‘The Always-On Chinese Consumer Experience’ January 18, 2016
  87. 87. Japanese paid video viewing habits 0 10 20 30 40 50 60 70 Purchase / rent Blu -ray / DVD Cable TV Satellite TV (paid) Paid OTT video services Nielsen – Japan Video Contents & Ads Report April 14, 2016 n=2,000 ages 15+ % of respondents
  88. 88. Smartphones
  89. 89. Global mobile device units 0 200 400 600 800 1000 1200 1400 1600 2010 2011 2012 2013 2014 2015 2016 Sales units (millions) units (millions) tablets units (millions) smartphones Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  90. 90. Global mobile device units -50 0 50 100 150 200 250 300 2011 2012 2013 2014 2015 2016 Sales units (YoY % change) units (YoY % change) tablets units (YoY % change) smartphones Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  91. 91. Global smartphone units by geography 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2010 2011 2012 2013 2014 2015 2016 Sales units (YoY % change) Developed market (% units) Emerging markets (% units) Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  92. 92. Global tablet units by geography 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2010 2011 2012 2013 2014 2015 2016 Sales units (YoY % change) Developed market (% units) Emerging markets (% units) Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  93. 93. Smartphone screen size (global) 0 20 40 60 80 100 120 2015 Q1 2016 Q1 % of smartphone population 3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch Scientamobile
  94. 94. Smartphone screen size (Asia) 0.00 20.00 40.00 60.00 80.00 100.00 120.00 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 % of smartphone population 2 - 3 inch 3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch 6 1/2 inch + Scientamobile
  95. 95. Smartphone screen size (North America) 0.00 20.00 40.00 60.00 80.00 100.00 120.00 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 % of smartphone population 2 - 3 inch 3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch 6 1/2 inch + Scientamobile
  96. 96. Smartphone screen size (Europe) 0.00 20.00 40.00 60.00 80.00 100.00 120.00 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 % of smartphone population 2 - 3 inch 3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch 6 1/2 inch + Scientamobile
  97. 97. Smartphone screen size (South America) 0 20 40 60 80 100 120 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 % of smartphone population 2 - 3 inch 3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch 6 1/2 inch + Scientamobile
  98. 98. Smartphone screen size (Africa) 0 20 40 60 80 100 120 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 % of smartphone population 2 - 3 inch 3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch 6 1/2 inch + Scientamobile
  99. 99. Smartphone screen size (Oceania) 0 20 40 60 80 100 120 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1 % of smartphone population 2 - 3 inch 3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch 6 1/2 inch + Scientamobile
  100. 100. Global mobile device ASP (USD) 0 100 200 300 400 500 600 700 800 2010 2011 2012 2013 2014 2015 2016 Average selling price Tablet USD Smartphone USD Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  101. 101. Wearables
  102. 102. Wearables by category (millions of units) 0 20 40 60 80 100 120 140 160 180 200 2015 2016 2017 Fitness wearables Head mounted display Body worn camera Bluetooth headset
  103. 103. Fitness wearables (millions of units) 0 10 20 30 40 50 60 70 80 2015 2016 2017 Data by Gartner Smartwatch Wristband Chest strap Sports watch Other fitness monitor
  104. 104. Wearables versus other mobile devices (millions of units) 0 200 400 600 800 1000 1200 1400 1600 2015 2016 Smartphones (millions) units Tablets (millions) units Wearables (millions) units Data: Gartner & GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  105. 105. Internet of Things
  106. 106. Countries with highest amount of IoT devices / person 0 5 10 15 20 25 30 35 40 Korea Denmark Switzerland US Netherlands Germany Sweden Spain France Portugal Belgium UK Data from Shodan and OECD Devices online per 100 people
  107. 107. Number of connected objects (global) 0 10 20 30 40 50 60 2012 2013 2014 2015 2016 2017 2018 2019 2020 Billions of connected objects Billions of connected objects Data: Cisco
  108. 108. Drones
  109. 109. Estimated consumer drone shipments (global) 0 5 10 15 20 25 30 35 2014 2015 2016 2017 2018 2019 2020 2021 millions of units millions of units Business Insider Intelligence estimates. Known unknowns include: • When does a toy become a consmer drone? • Basis for their estimates • Murky regulatory environment, especially in the case • Domestic security • Aircraft near-misses • Dual use military technology in the hands of non-state actors
  110. 110. Economic data
  111. 111. Mobile and fixed line access 0 10 20 30 40 50 60 70 Mobile Telecoms services Asia only % penetration World % penetration 0 20 40 60 80 100 Japan Singapore Australia Thailand Indonesia Bangladesh Pakistan Broadband penetrationby access type Mobile % penetration Fixed % penetration ‘Advancing Digital Societies in Asia’ GSMA May 2016
  112. 112. Global technology sales (units) 6200 6300 6400 6500 6600 6700 6800 6900 2011 2012 2013 2014 2015 2016 units (millions) units (millions) Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  113. 113. Global technology sales (units) -5 -4 -3 -2 -1 0 1 2 3 4 5 2011 2012 2013 2014 2015 2016 YoY % change in units sold YoY % change in units sold Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  114. 114. Global technology units sold by category -100 -50 0 50 100 150 Unit % change 2014 YoY % 2015 YoY % 2016 YoY % Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  115. 115. Global technology sales revenue 900 920 940 960 980 1000 1020 1040 1060 2011 2012 2013 2014 2015 2016 Sales (billions USD) USD (billions) Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  116. 116. Global technology sales (revenue) geographic split 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2012 2013 2014 2015 2016 Revenue USD (% split) Developed markets Developing markets Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  117. 117. Global technology sales (revenue) geographic split 0 20 40 60 80 100 120 2011 2012 2013 2014 2015 2016 Revenue USD (% split) Developed Asia Western Europe Middle East & Africa Emerging Asia North America C&E Europe / CIS Latin America Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  118. 118. Global technology sales revenue (USD) -10 -8 -6 -4 -2 0 2 4 6 8 10 2011 2012 2013 2014 2015 2016 YoY % change in sales revenue (USD) YoY % change in sales revenue (USD) Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016
  119. 119. Economic data -2 0 2 4 6 8 10 2012 2013 2014 2015 2016 2017 GDP Forecast (World Bank) Global China U.S . Eurozone Developing World excluding BRICs -3 -2 -1 0 1 2 3 4 5 6 2012 2013 2014 2015 2016 2017 Retail sales (various sources) Global U.K. U.S. Eurozone
  120. 120. Consumer sectors CPG (as bellwether), consumer technology as (former?) shooting star -5 -4 -3 -2 -1 0 1 2 2010 2011 2012 2013 2014 CPG % growth(Euromonitor data) Packaged Foods Home Care Personal Care | Beauty -20 0 20 40 60 80 100 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Consumer Technology % growth (Various) Smartphones Tablets Smart TVs
  121. 121. About me Amazon author page: amzn.to/1SeO5Il LinkedIn page: linkedin.com/in/gedcarroll About: renaissancechambara.jp/about Blog: renaissancechambara.jp Email address found here: scr.im/renaissance Twitter account: @r_c Sina Weibo: renaissancechambara WeChat
  122. 122. thank you | 谢谢 | míle buíochas! | 감사합니다 | danke | ありがとう | merci | спасибо | cám ơn | whakawhetai | takk | ขอขอบคุณคุณ | terima kasih | σας ευχαριστώ | grazie | ‫|ﺷﻜﺮا‬ þakka þér | !"!" #$!%&'$ | kiitos | ந"றி | gracias

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