Consumer IT at RETAIL 2010

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Speech to Europe's top electronics retailers at RETAILVISION London 2010. Important to view with NOTES visible as I do not read off slides and notes will help get across the points.

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  • I am not going to say WHICH is the VENDOR here...I’ll leave you guessing. You see can feel the love/hate relationship that sometimes happens in the channel. But most vendors are OK. It’s those few I want to talk about, those few vendors that decide they can do the retailers job better than the retailer...
  • You know, like Microsoft...
  • Just because APPLE can do it, others want to imitate...often poorly. They envy the passion around Apple products. Did you know there’s even a site, Cupidtino, which is a dating site where Apple fanboys and fangirls can get together because they have so much in common? Cupidtino is a play on Cupertino where Apple’s head office is...
  • But Apple is a one-off.. Just like others copy APPLE’s iTUNES that took control of music and HOLLYWOOD content
  • APPLE is impressive at RETAIL...
  • And also IMPRESSIVE with their ability to disrupt consumer electronics markets, like mobile phones...
  • And now there are rumours that APPLE will shake up the TV business.. Like iPAD is shaking up PCs...
  • Meko Press Releases Europeans to buy 700,000 3D TVs in 2010DATE: 21st April 2010Stereo 3DTV (S3D) is currently one of the hottest topics in the consumer electronics industry and European market research specialist Meko has released a new 3D TV forecast which predicts that around 700,000 sets will be sold in Europe this year. That will rise to 3.8 million in 2011 and 8.1 million in 2012."Although there is a lot of excitement about 3D, only about 2% of TVs in Western Europe that will be sold in 2010 will be S3D equipped. The sets will be made available in just the larger sizes (over 32"), will be in the premium model ranges and will not be sold through all channels", said GoksenSertler, senior TV analyst for Meko Ltd."When there is new technology, consumers also like to reduce their risk so will tend to go for the top brands", she added. "Compared to markets such as the US, European buyers tend to want smaller sets and so we expect 40" and 42" sets with FullHD resolution to be the best sellers. Customers will also be looking for high quality sets that have other features that will keep costs up, such as LED backlighting. That will limit the spread of sets which will typically cost €1,500 or more. However, there will be lots of content, from Blu-ray and Sony's PlayStation 3 upgrade, and in addition TV stations around Europe will be looking to show sports such as the World Cup in S3D". Meko will be hosting the 7th DisplayForum event at the London Heathrow Hilton on the 3rd of November on the subject of 3D TV in Europe.ENDSNote to EditorsThere are basically two ways to present S3D on TVs, one using 'shutter glasses' (backed by most brands) and one using a special polariser film and needing polarising glasses. The glasses for the active system are relatively expensive and are likely to cost €70 or €80 per pair. The polarising solution currently costs more to implement on the set, but uses much cheaper glasses. S3D without glasses is really only currently viable for portable devices with one viewer.For further comment, please contact:Julie Mitchell-Mehta+44 (0)1252 835385
  • Bob at DLP
  • SCOTTSDALE, Ariz. - May 4, 2010Contact: Christine GallenContact PRwww.abiresearch.comAs demand for connected devices expands, Internet-connected TVs form a category poised for growth and evolution. According to new forecasts from ABI Research, the estimated 19% of flat panel TVs shipping with Ethernet in 2010 will grow to 46% in 2013, and connectivity is expected to become a mainstream feature.What will viewers see and interact with on these connected sets? According to industry analyst Michael Inouye, “New features will include media guides/browsing, Web browsing, and more tightly integrated social and information-based datasets.”  New opportunities for advertising and cross-marketing will flow from these developments too, as well as new roles for the television manufacturers. “TV makers no longer want to build ‘dumb screens,’” says Inouye. “Rather than simply selling boxes, TV makers themselves could try to secure part of the revenue generated by ads their devices present.” TV makers won’t be providing all that content themselves, of course. Netflix, for instance, has an application available for use with connected TVs. The tight integration of software and hardware raises difficulties, however, because each manufacturer’s combination of hardware and operating system works in different ways, so applications must be customized for each brand of television. That has discouraged some app developers, but others are pushing ahead. Then there’s the networking: Wi-Fi has made some early headway, but wired formats are more robust, especially for HD content. G.hn, HomePNA, MoCA, and Powerline are all contenders in the long term, perhaps displacing the currently most robust solution, Ethernet. There are some early efforts to standardize all this multiplicity: Vudu streams everything from the Cloud. An Android OS would help compatibility. But such initiatives will take time to mature. Inouye concludes, “This market is very fluid and uncertain, and with so many parties vying for a piece of the action, that fluidity may persist for years.” ABI Research’s new study, “Internet-Connected TVs” covers the potential evolution of the connected TV hardware and related software markets. It includes historical data and forecasts for the years 2002-2015. It is included in two ABI Research Services: Connected Home and Digital Media. ABI Research provides in-depth analysis and quantitative forecasting of trends in global connectivity and other emerging technologies. From offices in North America, Europe and Asia, ABI Research’s worldwide team of experts advise thousands of decision makers through 28 research and advisory services. Est. 1990. For more information visit www.abiresearch.com, or call +1.516.624.2500.
  • rAVe [Publications] attended the official unveiling of the Christie MicroTiles line in Times Square last month. Although we had already seen the MicroTiles at InfoComm in a private suite, it wasn't until last month that we understood the game-changing impact Christie will have with MicroTiles. And, to be perfectly honest, we don't even think that Christie has a handle on how big of a product they have on their hand with MicroTiles.Why are we so bullish on MicroTiles? Simple: it's a differentiator that LITERALLY gives way to very creative, unique "out of the box/rectangle" projection images and puts that in the hands of the most creative systems designers on the market. The actual individual tiles are rear-screen, DLP projected, 16"W x 12"H (20" diagonally), 20" deep and weigh 20 pounds. That in itself is not impressive, unless you were or are in the projection CUBE business. MicroTiles immediately renders that market, with its giant, multi-person, color-management horror problems, useless. MicroTiles are the ultimate "cube" solution, in our opinion, as they are portable, single-person installable and, because they are LED-lit, are calibrated to AUTOMATICALLY color-correct and light-uniformity by talking to each other. Yes, talking to each other. For example, if you have to replace one, the new one AUTOMATICALLY adjusts BOTH color-temperature AND light output to conform to the worst-performing Tile. But since they are LED, the worst case is 20 percent light output loss over 60,000-hours. The real strength, however, is in the shapes, sizes and creative installs you can do with MicroTiles. They're a bit expensive for boardroom and conference room installs, but for rental, staging and large venue applications -- watch out -- these could take over quickly. Why? Again, they are automatic. Not only do they auto-correct for color and light uniformity, but they literally figure out the size and shape of the image you are making and re-calibrate the image to be shown without ANY signal or wall processor. Seriously. How? They have IR-sensors that allow them to see which Tile is next to, on top of and below it. Thus, it figures out where each Tile is positioned and re-purposes the image shape and size accordingly. Seriously, this works. We saw it, live, in NYC last week! Not much else to say, other than they are about USD$3700 per Tile, and we highly recommend that you consider watching this 4:28-video we shot that demos MicroTiles perfectly for you! The audio sucks on this video, but you CAN hear it, but more importantly, you'll see them in action in all shapes and sizes. Remember, you can change shapes and size on-the-fly, literally, as each Tile figures out where it is in relation to the projected image. Go and watch the video for Christie MicroTiles
  • The EMEA market grew from 475K in Q1 2009 to 635K in q1 2010 – 33.6% rise, so we are well out of the recession. Big gains in Middle East due to education and government tenders.Biggest gains for Acer and Epson, then BenQSmall projectors – pico and pocket <500 lumens grew year on year by 235% in EMEA – larger growth WWIn Bill’s statement he was thinking that several things started to happen last year which will stimulate the interest in projectors: - 3D is coming – all new DLP projectors are 3D capable. 3D is mainly films and gaming which lend themselves to large screen – projectors offer large screen much more cheaply than flat panel devices. - The pico and ultra portable market for PJs has really started – early models were toys and performance was poor – the current latest models have better specs, improved brightness and are befinning to find some serious uses. Many of the pico ones will be built in. - Ultra short throw means projectors can be bolted on to the wall above or below a screen which simplifies mounting and removes the problems of working in front of the beam - Solid state lamps are coming – instant on/off, no costly replacement lamps, better performance - PC free projection using USB keys, PDAs mean less clutter for travelling sales people.
  • GfK and other market researchers call it SEGMENTATION of product categories. I think that’s a bad choice of words because it sounds so ORGANUZED, so much under control. I prefer FRAGMENTATION or even FRACTURING. Take a close up of when glass is shattered...it looks organized but it’s all an accident. Imagine our product categories getting whacked by companies trying to force into the markets and what you get is FRACTURING....
  • Take the Tablet. Remember when Bill Gates wrote his famous book: The Road Ahead. The one that preceded the dot.com boom by months...and never mentioned the internet? Well, Bill never wrote another book...but in The Road Ahead he talked and talked about TABLETS. Microsoft tried for years to get PC makers to build TABLETS. Hell, I have a tablet, a pretty nice one called Paceblade from 1996...Imagine how GREEN with envy is Mr. Gates, now that STEVE JOBS has launched the first successful tablet PC to the mass market.
  • And there’s controversy as MORGAN STANLEY is arguing that iPAD has emasculated netbook sales. Most of us are refuting that as it is clear from GfK figures that netbooks were slowing anyways.Everyone missed the point about iPAD from the start: they saw STEVE JOBS hold up a device and they focused on the device. No USB, no webcam, blah blahblah. What STEVE was really holding up is another platform for APPLE and its APPs community. It’s the APPS that are driving the market and the iPAD is a new screen size, another platform to deliver. APPLE can’t lose on it.
  • All about APPs.
  • Deeper into the embedded software, Seagate's cordless functionality is perhaps even more interesting: The new lineup includes a refresh for the GoFlex Net, formally called "DockStar," which features a service called Pogoplug that turns your device into a remotely accessible media server. You can log into your devices from most Internet-enabled computer, download a file, stream an HD movie, or watch YouTube and Netflix.
  • One billion people will own a smartphone by 2013 Despite the increasing overlap between mobile phone functionality and other handheld devices, consumers are still purchasing standalone cameras, sat navs, personal media players and handheld gaming devices, according to a new convergence report from Futuresource Consulting. “Right now, the functionality and quality of dedicated products can far exceed that of multi-function gadgets,” says David Luu, Senior Market Analyst at Futuresource. “Features like optical zoom and image stabilisation in cameras or embedded maps in personal navigation devices are seen as key value-add differentiators, and still drive consumers to make that purchase. However, it won’t be long before the continued rise of the smartphone will have a major impact on the handheld device landscape. “Last year, mobile phone ownership exceeded four billion users - which equates to nearly 60% of the world’s population. And in the face of a handset market which is slowing on the whole, smartphone sales are rising fast, with our year-end forecasts for 2009 showing smartphone sales representing 17% of total handset shipments. By 2013, more than one billion people will own a smartphone.” The smartphone segment consists of a group of highly disruptive converged devices, with programmable OS, continually improving functionality, wireless networking capabilities and a younger reach that will hinder the growth of dedicated devices. Standalone products that survive will be increasingly differentiated by their form factor (a smartphone user may want to own a miniaturised media player for use when exercising, for example) and their unique attributes (such as the use of e-ink for electronic books, which can display large areas of static text while drawing very little or no power). “The iPhone raised the bar in terms of smartphone impact, especially for media players and casual gaming,” says Luu. “Continued smartphone development and the trend towards cloud computing may also start to nibble away at the laptop and netbook market, but it’s unlikely we’ll see any impact here for three to four years at least. Inherent limitations for the smartphone are screen size, lack of full size keyboard, storage shortfalls and battery life, which is why consumers see computers as essential products to own today. Shorter term we’re going to experience the rise of the apps market, which many see as a new gold rush, especially for games and amusement.” Press Release Page 2 of 2 ©Futuresource Consulting Ltd, 2010 tel: +44 1582 500100 • fax: +44 1582 472946 • web: www.futuresource-consulting.comHandheld Device Convergence is a 70-page strategic report focusing on the impact of convergence across the spectrum of handheld devices, drawing on FuturesourceConsulting’s continuous global research services covering key segments such as digital consumer electronics, digital imaging and digital content distribution. For more information or to purchase this report, please contact David Luu on +44 (0) 1582 500 157 or via email at david.luu@futuresource-hq.com. Save the date The Futuresource Entertainment Summit 10–11 June 2010, London, UK Addressing the business opportunities presented by new home entertainment technologies, platforms and delivery systems, this year’s conference focuses on the strategic impact of 3D, the rise of IP connected devices and the changing face of retail, plus revenue stream development and optimisation for Blu-ray and online content services. Find out more at www.fes2010.com. Notes Futuresource Consulting is a specialist research and knowledge-based consulting company, providing its clients with expertise in consumer electronics, digital imaging, entertainment media, broadcast, optical manufacturing, storage media and IT. Authorised use of information All information provided by Futuresource in any form is proprietary information that belongs to Futuresource and is protected by UK and international copyright law. Except as outlined below, direct or indirect reproduction of information, in whole or in part and by any means, is prohibited without the express written consent of Futuresource. Members of the press may use a press release in its entirety or take segments from it as necessary; they may also use a graph, a slide, or a section of a supplied research report less than fifty words long, provided all text is identified as “Source: Futuresource” and all graphics are credited with “Futuresource, copyright 2010”. Futuresource Media Contact For industry comment, forecasting and trends contact Andy C Watson on: Direct Dial +44 1582 500169 Email andy.watson@futuresource-hq.comWeb www.futuresource-consulting.com
  • Cell-phone tether - Losing your cell phone is a drag, and a company called Zomm believes it can make it a thing of the past. It has a small device, also called Zomm, that connects wirelessly with your phone through Bluetooth and sets off an alarm if you walk away from it. The Oreo-sized gadget also has a personal alarm and a button that you can use to call emergency services on your phone. It acts as a speakerphone and lets users know of incoming calls, too. Zomm is expected to be available this summer for $80.
  • Companies will do well focusing on bringing it all together in the home...the devices, the mobility, the security...all on a home network that’s easy to set up, easy to use... Take a look at how one Dutch company is positioning itself...Eminent... Stop by our stand and we’ll show you the WIRELESS transmitter...
  • Somehow it all has to come together...
  • Best Buy Unveils First U.K. StoreApril 27, 2010 - Global | RetailBy Richard Smirke, LondonU.S. retail giant Best Buy has opened the doors to its first U.K. store, marking the start of its ambitious European expansion plans, which it says will see eight to 10 U.K. superstores open in year one and the creation of approx 8,000 British jobs by 2015. Located in Thurrock, Essex, the first U.K. Best Buy store was unveiled to selected media ahead of its public opening on Friday (Apr. 30). Like its U.S. counterparts, the Thurrock store -- which occupies 50,000 sq ft and is situated in a retail park approximately 40 minutes' commute from London -- sells a range of high-end audio and visual equipment alongside a sizeable provision of entertainment product, including CDs, DVDs and computer games. Music Range Of 1,500 CDsWhile CDs account for the smallest share of entertainment shelf space, with an approximate catalog of 1,500 CD music titles set to go on sale in the inaugural Thurrock store, Best Buy's U.K. bow, nevertheless, brings a much-needed boost to the beleaguered U.K. music retail market following the collapse of entertainment retailers Zavvi, Borders and Woolworths in the past two years. Scott Wheway, CEO, Best Buy Europe, tells Billboard.biz that physical music sales are still relatively healthy in the U.K. compared to "most other music mature markets where music is disappearing from the established channels." BPI data this week showed CD album sales down 6.7% by value year-on-year in 2009."We felt that it was important to keep a core mix [of music CDs]," he adds. According to Wheway, the next round of U.K. Best Buy stores to open - beginning with the introduction of outlets in Hedge End, Southampton and Merry Hill, West Midlands in June this year - will also contain an approximate provision of 1,500 music titles in addition to a small provision of music DVDs. That number will be continuously reviewed in response to sales and customer response, says Wheway. "We'll learn quite quickly about how people behave with this catalog," he tells Billboard.biz. "We're in active conversations with the vendors and there are different things that can still be done to try and extend that catalog," Wheway goes on to say, citing CDs being burnt to order as one potential area of future expansion. Alongside the initial provision of 1,500 CD titles, the first U.K. Best Buy outlets will each stock approx 3,500 DVD titles. Four More Stores This YearAlthough the company has not announced exact opening dates, in addition to the forthcoming Hedge End and Merry Hill stores, U.K. Best Buy outlets will open in Aintree, Liverpool later this summer and Croydon, south London this fall. A further U.K. store will open in Cribbs Causeway, Bristol in Spring 2011. "We're trying to do something different here," Marc Spence, Best Buy's U.K. head of entertainment, tells Billboard.biz. "We're trying to take entertainment product into a big box out of town [retailer] and that hasn't been done successfully in the U.K. before. "But we firmly believe that managed the right way it will be a success. The key difference is that we don't see this as an add-on. Entertainment product and music is absolutely integral to the Best Buy business."Talking With Labels On Retail ExclusivesU.K. music consumers visiting the Thurrock Best Buy store will be able to choose from a range of budget catalog titles priced from £2.99 ($4.50) to £5.99 ($9.20), alongside new titles which carry an average price of £10.99 ($16.80). With its music provision reminiscent in style of former U.K. high street retailer Woolworths, the inaugural U.K. Best Buy also contains an in-store top 50 chart (compiled by Best Buy) as well as 'cool albums you might have missed,' 'urban classics' and 'children' displays. Customers are also able to access 30-second music previews of music titles on sale in the store via digital listening booths. There are no immediate plans for Best Buy to follow its U.S. lead and carry music and DVD retail exclusives in the United Kingdom, although it is something that the company would "like to introduce in the future," says Spence. "We are working with our American colleagues at looking at things that they have got exclusives on," he goes on to say, adding the company is currently in talks with Universal Music Group as well as other (unnamed) label partners about following the lead of mass merchant Tesco earlier this year (Billboard.biz, Feb. 22) and launching retail exclusives in the U.K. Tesco released a Simply Red exclusive Feb. 28."I do think that exclusivity is something that we'll try to make work here," says Spence. "Our scale is obviously going to be smaller because of where we're starting from but it's something that we wouldn't rule out," offers a more cautious Wheway.Digital Expansion With NapsterWheway and Spence cite Best Buy's future entrance into the U.K. digital music market in conjunction with the Best Buy-owned Napster service as one likely avenue of expansion. "That's one definitely for the future," Spence tells Billboard.biz, although he declines to identify an exact time frame. A Best Buy U.K. site is currently live at www.bestbuy.co.uk but it does not currently allow visitors to make digital music purchases or order physical product for delivery. "We know where music is going and we know that digital is obviously the future. But is that five years [in the future]? Is that ten years? We don't know," Spence continues. "But we will be working with Napster to build a Best Buy digital proposition." Prior to launching its first U.K. outlet, Best Buy partnered with U.K. cell phone merchant Carphone Warehouse in May 2008, paying £1.1 billion ($2.1 billion) for 50% of that company's retail interests, to create Best Buy Europe. In addition to its U.S. operations, Best Buy also owns retails outlets in China, Canada, Turkey and Mexico.
  • Ever noticed how the IT industry, the Consumer Electronics Industry is always compared to natural disasters?
  • Consumer IT at RETAIL 2010

    1. 1.
    2. 2. WHAT IS IT WITH VENDORS?<br />
    3. 3.
    4. 4. THE ITCH TO RETAIL<br />MICROSOFT RETAIL<br />
    5. 5. TOP 5 THINGS TO EXPECT AT MICROSOFT RETAIL<br />1. The Windows Genuine Shopper team will run storefront security, assuming everybody is a thief until they can prove otherwise.<br />2. Six different entrances: Starter, Basic, Premium, Professional, Enterprise, and Ultimate. While all six doors will lead into the same store, the Ultimate door requires a fee of 100 euros for no apparent reason.<br />3 Similar to Microsoft's User Account Control (UAC) in Vista, sales personnel will ask you twice whether you're positive you want to purchase something<br />
    6. 6. TOP 5 THINGS TO EXPECT AT MICROSOFT RETAIL<br />4. Instead of a "Genius Bar," Microsoft will offer an Excuse Bar staffed by Microsofties trained in the art of directing you to complicated and obscure fixes, and explaining it's a problem with the hardware -- never a software bug.<br />5. Everytime a new retailer starts up, Microsoft will study it, copy it, and launch a new store like it was their idea in the first place Bada, bada, bing!<br />
    7. 7. APPLE ENVY IS RAMPANT...<br />Not just Microsoft...<br />
    8. 8.
    9. 9. APPLE Store results: about $26m per store, 46m visitors<br />
    10. 10. iPHONE Sales<br />
    11. 11. THE RE-BIRTH OF THE TELEVISION<br />
    12. 12. The Dumb Box Gets Smart<br />
    13. 13. Call it the Avatar Factor...<br />
    14. 14. 700,000 3D TV sets will be sold in Europe this year. That will rise to 3.8 m in 2011 and 8.1 m in 2012.<br />
    15. 15.
    16. 16.
    17. 17. Those DARN glasses<br />
    18. 18. Connected TV<br />19% of flat panel TVs shipping with Ethernet in 2010 will grow to 46% in 2013<br />
    19. 19. Sharp Invents YELLOW<br />
    20. 20.
    21. 21. Projectors+33.6% EMEA<br />Pico/pocket: Year on year growth Q1 2010 by 235% in EMEA<br />--Pacific Media Associates<br />
    22. 22. DEATH of the PC<br />
    23. 23.
    24. 24. Segmentation or Fracturing?<br />
    25. 25. Tablet Time<br />
    26. 26.
    27. 27. The Power of Applications<br />
    28. 28. APPS<br />
    29. 29. Seagate DockStar<br />Pogoplug turns the device into a remotely accessible media server. You can log into your devices from most Internet-enabled computer, download a file, stream an HD movie.<br />
    30. 30. MOBILE PHONES<br />
    31. 31. CONSUMER ELECTRONICS<br />
    32. 32. Boogie Board<br />Paperless LCD Writing Tablet<br />
    33. 33. BLING & INNOVATION<br />
    34. 34. ZOMM<br />connects wirelessly with your phone through Bluetooth and sets off an alarm if you walk away from it<br />
    35. 35. FLIP<br />
    36. 36. eBook Readers<br />
    37. 37. Apple Accessories & Peripherals<br />
    38. 38. Home networking, Home automation<br />Driven by cocooning, energy-awareness, and need to control device proliferation<br />
    39. 39. Home Networking<br />An example from Eminent who focuses on home networks...<br />
    40. 40.
    41. 41. 50,000 sq. ft <br />BEST BUY strategy<br />
    42. 42. Why Are WE Always Getting Compared to Natural Disasters?<br />
    43. 43. ANNUAL RETAIL REVIEW<br />Enter your subtitle or main author‘s name here<br />
    44. 44. THANKS FOR LISTENING!<br />
    45. 45. CHANNEL MEDIA EUROPE, publishers of industry news & analysis for retailers & distributors....<br /><ul><li>Consumer IT
    46. 46. Consumer Electronics
    47. 47. Home Networking</li>

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