Presentation of the DigiWorld Yearbook 2012 in London with: - François Barrault, IDATE's chairman - Yves Gassot, CEO IDATE - Jean-Michel Chapon, Vice-Chairman DigiWorld UK - Vincent Bonneau, Internet Business Unit IDATE Guest of honor: Olaf Swantee, CEO Everything Everywhere

1. DigiWorld
Yearbook 2012
12th Edition
London
June 18th
Copyright © IDATE 2012

2. Program
 Introduction
• François Barrault
Chairman, IDATE – DigiWorld Institute
 The DigiWorld in 2012
• Yves Gassot
CEO IDATE
• Jean-Michel Chapon
Vice-Chairman DigiWorld UK
• Vincent Bonneau
Internet Business Unit IDATE
 The vision of a key actor in the DigiWorld
• Olaf Swantee
CEO, Everything Everywhere
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A
without the prior written permission of DigiWorld Institute by IDATE.
IDATE, DigiWorld, DigiWorld Institute and DigiWorld Yearbook are international trademarks of IDATE
2 Copyright © IDATE 2012

3. Introduction
François Barrault
Chairman, IDATE – DigiWorld Institute
Copyright © IDATE 2012

4. From IDATE to DigiWorld Institute?
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 close to 40 member companies – which include many of the
digital economy’s most influential players – the newly rebranded DigiWorld Institute has
entered into a new stage of its development, structured around three main areas of
activity: Business units
Telecoms Strategies Internet TV & digital Regional
Content development
IDATE Consulting
IDATE Research
DigiWorld Institute
• Time-tested analysis and consultancy Our expertise and client list > Consulting
• An independent observatory Our catalogue of reports > Research
• A European forum open on the world Our annual programme > DigiWorld Institute
4 Copyright © IDATE 2012

5. Where we stand in the marketplace
Top-tier consultancy
#1 catalogue of and policy advisory for
independent market governments and local
reports in Europe authorities
#1 think tank on the
digital economy in Europe
Copyright © IDATE 2012

6. Annual program for the DigiWorld Institute
DigiWorld Club Club Club
Clubs in Paris in London in Brussels
(monthly) (monthly) (monthly)
DigiWorld 3 conferences Transatlantic DigiWorld
Events in Paris Dialogue Summit 2012
(Columbia University)
DigiWorld DigiWorld DigiWorld
Publishing Catalogue of
Economic Journal Yearbook
market studies (Communications
& Strategies)
DigiWorld Content Next Gen Access Smart
Collaborative Cloud distribution & Networks & Digital City
Research
6 Copyright © IDATE 2012

7. DigiWorld Yearbook
The 2012 report, available in French and English, is presented in Paris,
Brussels, London and Casablanca.
An iPad version is available
in association with:
7 Copyright © IDATE 2012

8. The DigiWorld Yearbook is published with the support
of DigiWorld Institute members
Copyright © IDATE 2012

9. The DigiWorld (YearBook) in
2012
Yves Gassot
CEO IDATE
Jean-Michel Chapon
Vice-Chairman DigiWorld UK
Copyright © IDATE 2012

10. A 3,069-billion market in 2011, with a 4.3% growth
• 3 percentage points lower than global GDP growth
• 2.7% increase in the U.S., less than 1% in Europe
• Emerging markets remain the most dynamic markets ... still developed
markets weigh more than 2/3 of total world sales
Digiworld markets by region
Copyright © IDATE 2012

11. North America still leading…
but Asia and the Pacific are rising
Distribution of DigiWorld markets Contribution to market growth
by region, 2011 by region
Source: IDATE
Copyright © IDATE 2012

12. After the 2010 recovery, moderate growth in 2011
and very contrasted by sector
• Strong growth in the equipment market (8% for telecom, 7% for IT)
but for CE
• Lower growth in services, from 3% for telecoms to 5% for TV
Global Digiworld market by sector
Copyright © IDATE 2012

13. Growth driven by equipment (except for CE)...
but a services market still highly dominant
Global DigiWorld market growth Breakdown of global DigiWorld markets
by sector by sector, in 2011
Source: IDATE
Copyright © IDATE 2012

14. The DigiWorld trends: New Internet markets versus
traditional markets services
Growth
rate
2010-2011 eBook
+100% (0.5 Bn, +280%)
Online Video
(1.4 Bn, +63%)
Social
+50 to 70%
Networks
(1.3 Bn, +53%)
Cloud
(7.4 Bn, +30%) eCommerce
Mobile Apps
+20 to 50%
(1 Bn, +42%) Online Gaming (244 Bn, +15%)
(3.5 Bn, +25%)
M2M Software & IT
+10 to 20% Search
Music (1.5 Bn, +17%)
(8 Bn, +15%)
services
(0.8 Bn, +13%) (217 Bn, +2.3%)
Telecoms
TV services services
0 to +10% (77 Bn, +2.6%)
(248 Bn, -1.9%)
0 to -3%
Market size
0 to 1 1 to 5 5 to 10 10 to 100 +100 2011
Traditional markets Billion Euro
Internet markets Note: 2011 market figures for EU-27
Source: IDATE
Copyright © IDATE 2012

15. 1. Will the devices be king?
OS and mobiles
Source: IDATE
Copyright © IDATE 2012

16. 2. The Game Changers
A new stage for the Internet and digital economy, driven by a combination
of Mobile, Cloud and Big Data ...
Smartphones-Tabs NFC-Mobile banking
LTE Facebook Mobile
Fixed-Mobile
Mobility everywhere
Multiscreen
Open Data TV everywhere
Smart City Streaming
IaaS/PaaS/SaaS
Big Data Services
Data in Motion in the cloud
Analytics eAdvertising-Profiling
iCloud/Google Drive/DropBox
Network management-DPI-Policy Control-Charging
Source: IDATE
Copyright © IDATE 2012

17. 3. The Internet Giants Business Models
Source: IDATE
17 Copyright © IDATE 2012

18. 4. Troubled times for the telecom in Europe
Evolution of the mobile services market in Europe (EU-27) and the U.S.
Source: IDATE
18 Copyright © IDATE 2012

19. The vision of a key actor in the DigiWorld
Olaf Swantee
CEO, Everything Everywhere
Copyright © IDATE 2012

20. The DigiWorld beyond 2012
Vincent Bonneau
Internet Business Unit IDATE
Copyright © IDATE 2012

21. The Game Changers
A new stage for the Internet and digital economy, driven by a combination
of Mobile, Cloud and Big Data ...
Smartphones-Tabs NFC-Mobile banking
LTE Facebook Mobile
Fixed-Mobile
Mobility everywhere
Multiscreen
Open Data TV everywhere
Smart City Streaming
IaaS/PaaS/SaaS
Big Data Services
Data in Motion in the cloud
Analytics eAdvertising-Profiling
iCloud/Google Drive/DropBox
Network management-DPI-Policy Control-Charging
Source: IDATE
Copyright © IDATE 2012

22. Game Changers:
Mobile, Cloud, Big Data
Copyright © IDATE 2012

23. Thank you!
Suivez-nous sur :
Copyright © IDATE 2012