Digiworld Yearbook 2014 : the presentation from IDATE

Copyright © IDATE 2014
#DWS14
London
3 June 2014
Paris
20 May 2014
Brussels
13 May 2014

DigiWorld Yearbook: 2014 Edition
2
The 2014 report, available in French and English, is presented
• in Brussels,
• in Paris
• and in London
• The data, the trends and the
most relevent events in the
Telecom, Internet and Media
markets
• The best of our Research
Programmes published by
our teams during the year
• An independant contribution
to the debate in Europe on
the key issues of the digital
innovation
IDATE, DigiWorld, DigiWorld Institute and DigiWorld Yearbook are international trademarks of IDATE
All rights reserved. None of the contents of this publication may be reproduced, stored in a retrieval system or transmitted in any form, including electronically, without the prior
written permission of DigiWorld Institute by IDATE.

DigiWorld Yearbook European tour: Invited Speakers
• Anne Bouverot, Diretor General, GSMA
• Roberto Viola, Deputy Director General DG Connect, European Commission
• Simon Towler, Deputy Director, Head of Telecommunications Policy, Department
for Culture, Media & Sport
• Cedric Collomb, Director Telecom Business unit, Oberthure Technologies
• Alain Molina, CEO, Awox
• Mark Falcon, Head of Economic Regulation, Three
• Jeffrey Krogh, Managing Director – Media and Telecom Finance, BNP Paribas
• Manuel Kohnstamm, Senior VP and Chief Policy Officer, Liberty Global

DigiWorld Yearbook 2014: infogaphics

The DigiWorld (YearBook) in 2014
Didier Pouillot
DigiWorld Yearbook head of project, IDATE

Markets & Players

Internet issues: Future Internet
Vincent Bonneau
Director Internet Business Unit, IDATE

From smart devices to Internet of things : 10 to 100x times more!

Primary value
without connectivity
Primary value
from connectivity
(can be in real time
or differed through sync)
Direct
connectivity
Machines or hubs
M2M
Connected cars, smart meters,
alarms, point of sale, remote health
monitoring, etc…
Connected Information
Devices
Indirect
connectivity
Through an information
device, typically a
smartphone or STB
Internet of Objects
Supply and retail chains leveraging
RFID, NFC, QR Code
Wearables
Smart watches, activity trackers, …
Home Networks
Internet of things
Many different concepts and markets under one umbrella
Source: IDATE

Internet of things
Very different prospects and value chains
Source: IDATE
Hundred of millions

Top verticals for M2M and Internet of Things
Source: IDATE

4 scénarios pour un marché tiré par la monétisation
des données personnelles
• More Privacy
& security
concerns
• Regulations
• State control
• Less interoperability
& standards
• Less competition
• Less hardware value
• More
advertising
• Trust
• More open
public policies
Internet Services 2025
Open data
ecosystems
Closed data
ecosystems
Wild
innovation
Platform
wars
Niches
& Stars
Pay Per
Trust
High
availability
of data
Limited
availability
of data
Source: IDATE

Internet giants model threatened by IoT bringing in much more data?
Internet giants reacting and getting into IoT?
Internet of things a game changer for Internet 2025?
Central
2025 scenario
Current
IoT

TV issues: OTT competition
Gilles Fontaine
Deputy managing CEO, IDATE

• Linear TV represents 90%+ of TV revenues
• But on-demand services are growing much faster
Source: IDATE in “The world television & video market”
« Plain old TV » is here to stay

• 50%+ of the audiovisual market growth came from the emerging countries
• But the USA experienced a 4% growth thanks to innovation
• An Europe is flat
21
A growth driven by emerging countries…and the USA

The 10 largest TV production and distribution companies are US-based:
• a large internal market
• a permanent consolidation process
• A worldwide circulation of American programming
22
US companies reign over the legacy TV market
Source: IDATE

• SVOD now bigger than VOD in the USA…
…moving to direct competition with pay-TV
• Free-catch-up TV triggers huge usages, but much less money…
…but consolidates the TV channels value proposition to advertisers
23
A SVOD momentum
Source: IDATE according to operators
Apparently
complementary
offerings

The competition heats-up for Internet video distribution
Digital content distribution scenario
• Strong local brand, controling made-for local audiences content, benefitting from
the power of linear TV
• Global department stores, betting on innovation, worldwide reach, IT excellence
• Will the « Winner takes all » Internet paradigm apply to TV and video?
Source: IDATE in “World Connected TV market”Source: IDATE

• « Managed networks » gradually open to OTT (software and distribution)
• Broadcast network may benefit from cord-cutting
• Hybrid solutions on the rise
25
OTT services will impact TV and telecom networks
Source: IDATE
Hybrid TV's
global rollout

Telecom issues: Europe vs USA
Yves Gassot
CEO, IDATE

Mobile Revenues - EU5 / USA
2008-2013 (€ Billions)
0
20
40
60
80
100
120
140
160
2008 2009 2010 2011 2012 2013E
EU-5 USASource: IDATE

0
10
20
30
40
50
60
2008 2009 2010 2011 2012 2013E
EU-5 USASource: BoA/M
EBITDA of the Mobile operators EU5 / USA
2008-2013 (€ Billions)

Source: IDATE based on data from BoA/ML and the US Census Bureau
USA 16.3
(54/hab.) EU5 11.8
(38/hab.)
USA 27.2
(86/hab.) EU5 13.4
(42/hab.)
2008 2013
+67%
+13%
US-EU5: Operator spending on wireless systems
total (billion €) and per capita (euros))

Mobile leaders’ market share USA/Europe
(in volume) End 2013
Source: IDATE

WhatsApp versus Facebook and Twitter
Source: ComScore, Facebook, WhatsApp

IDATE and the DigiWorld Institute
32
Founded in 1977, IDATE has gained a reputation as a leader in tracking telecom, Internet
and media markets, thanks to the skills of our teams of specialized analysts. Now, with the
support of nearly 50 member companies – which include many of the digital economy’s most
influential players – IDATE has entered into a new stage of its development, structured around
three main areas of activity:

Annual program for the DigiWorld Institute
33
DigiWorld
Clubs
DigiWorld
Events
DigiWorld
Collaborative
Research (4)
DigiWorld
Publishing
Club
in Paris
(monthly)
Club
in London
(monthly)
Club
in Brussels
(monthly)
Conferences
in Paris
Transatlantic Dialogue
in New York
DigiWorld
Summit 2014
Catalogue of
Research Programmes
DigiWorld Economic
Journal
(Communications & Strategies)
Internet of things
(Paris)
Smart Cities
(Paris)
Telecom US
(Brussels)
TV & Video Networks
(Paris)

DigiWorld Institute Members
34

Save the Date!
www.digiworldsummit.com

IDATE web site
IDATE Blog
DigiWorld Yearbook
DigiWorld Summit
Follow us:

Digiworld Yearbook 2014 : the presentation from IDATE

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to Digiworld Yearbook 2014 : the presentation from IDATE

Similar to Digiworld Yearbook 2014 : the presentation from IDATE (20)

More from IDATE DigiWorld

More from IDATE DigiWorld (20)

Recently uploaded

Recently uploaded (20)

Digiworld Yearbook 2014 : the presentation from IDATE