PRE CES Event

1. The Changing Shape of Global
Tech Device Markets
Steve Bambridge, Global Business Director, GfK Boutique Research
Steve Koenig, Director of Industry Analysis, CEA

2. GfK Group GfK Boutique Research - Digital World Jan 2012
Global Tech Device Spending to Hit $1 Trillion in 2012
2
Global Tech Device Retail Sales Revenue in Billions of USD

3. GfK Group GfK Boutique Research - Digital World Jan 2012
Emerging Economies Driving Growth
3
$572B $552 B $557 B
Developed 63% 60% 54%
2008 2010 2012 Fcst
Emerging 37% 40% 46%
$340 B $370 B $482 B
Global Tech Device Retail Sales Revenue in Billions of USD

4. GfK Group GfK Boutique Research - Digital World Jan 2012
Smartphone is Main Growth Driver; Tablet Building
4
Share of Global Tech Device Retail Sales
Revenue in USD - Top Tier Products

5. GfK Group GfK Boutique Research - Digital World Jan 2012
Key Take Aways
5
• Global Tech Device Spending to Exceed $1 Trillion in 2012
• Shift to Emerging Markets as Growth Slows in Developed
Markets
• 2011 was Year of the Smartphone
• 2012 Growth will Still Driven by Smartphones, plus Tablets
• TV Market Growth is Wholly Dependent on Emerging Markets
− Developed Market Opportunities Lie in LED/3D/Connected TV