Post on 01-Jul-2015
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Agenda
- Steve Durbin, Chairman, DigiWorld Club UK
� DigiWorld Yearbook 2011Core telecom, Internet and media market issues- Jean-Michel Chapon, DigiWorld Programme London
- Yves Gassot, CEO, IDATE
� Other DigiWorld Initiatives 2011 - DigiWorld Summit Programme (16-17 November 2011)
- Collaborative Research programmes in UK
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The DigiWorld Institute by IDATE …
DigiWorld Programme by IDATE
� A team of dedicated consultants specialised in the telecom, Internet and media industries
� A Digital world observatory : analysing market and business strategies, trend-tracking and forecasts
� A European forum that helps deepen interactions between enterprises, public decision-makers and academia
… the European Digital Economy Think Tank
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DigiWorld ® Programme, an ambitious project
DigiWorldClubs
DigiWorld Events
DigiWorld Collaborative Research 2011
DigiWorldPublishing
Paris Club(monthly)
London Club(monthly)
Brussels Club(launching in 2011)
3 conferencesin Paris
TransatlanticDialogue
(Columbia University)
DigiWorld Summit 2011
Catalogue ofMarket reports
DigiWorld Economic Journal
(Communications & Strategies)
DigiWorldYearbook
OTT &Managed video
services
The future of advertising & datamining
Smart LivingSmart Cities
(launching in 2011/2012)
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DigiWorld ® Yearbook, an original initiative
� Available in English and French, the 2011 edition will be launched in Paris and London.
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DigiWorld ® Yearbook, an original initiative
Published with the support of DigiWorld Programme membe rs
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DigiWorld trends by region
A market worth €2,754 billion in 2010, reporting 3% gro wth
� Market recovery in the US, but growth still on hold in Europe
� Emerging markets still the key driving forces… but not all faring the same
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DigiWorld trends by sector
� Halting performances in hardware markets
� Very slight growth in service markets, withthe exception of TV
Recovery still tentative in most industry segments
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UK 2011: Not leading the recovery
Growth rate of ICT revenue per capita – EU 5
-3.35%
0.27%0.84%
-8%
-6%
-4%
-2%
0%
2%
4%
08-09 09-10 10-11
France
Germany
Italy
Spain
United Kingdom
The UK is experiencing a slower DigiWorld recovery than its leading European counter part
� ICT trend mirrors GDP trends but with lower amplitudes
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IT in the UK : the lion share
Breakdown of DigiWorld revenue per capita in 2011
IT revenue share per capita is bigger in the UK than to the European average (at €2060 per capita)
0
500
1000
1500
2000
2500
France Germany Italy Spain UnitedKingdom
Consumer electronics
TV services
Computer hardware
Software & services
Telecom equipment
Telecom services
� IT services + IT hardware : UK = 45% EU = 38%
� Business share is pulling UK figures up
� Private consumption is lagging
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TV services & equipment for IT & Telecom
-6.00%
-4.00%
-2.00%
0.00%
2.00%
4.00%
6.00%
France Germany Italy Spain United Kingdom
TV services
SW & services
Telecom services
Consumer electronics
Computer hardw are
Telecom equipment
2011 DigiWorld growth rate per segment – EU 5� Despite all the “buz” on new devices, most negatively impacting segment is “Consumer electronics”
UK areas for DigiWorld Growth
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Beyond the DigiWorld’s core
IPTV
VoIP
M2MIoT
0.5 Bn€
Socialnetworking
0.5 Bn€
CloudSaas, IaaS,
PaaS5.7 Bn€
Search6 Bn€
Online gaming2 Bn€
Onlinevideo
0.7 Bn€Online advertising
0.8 Bn€
Mobileapps1 Bn€
eBook
eHealth
SmartGrid &Cities
… New Internet markets
eCommerce210 Bn€
Telecoms310 Bn€
Media125 Bn€
Software & IT265 Bn€
Note: Figures are for the EU-27 2010Source: IDATE
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Facts and commentary : 2010 - 2011
1. Will devices be king?
2. LTE: promising first steps…
3. FTTx: hesitation and impatience
4. Net Neutrality: Act II
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1. Will the device be king?
� Google’s Android bet likely to pay off
� Apple’s iPad bet paying off
� The Nokia-Microsoft alliance
� TV gets connected……
Will the Device be reallyKing?
In the great battle of the online ecosystems ?
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2. LTE: Good News!
First large-scale rolloutsprogressing very differentlyfrom earlier 3G/UMTS ones …
Sizeable gap in European and American cellco’s revenue growth …
Will new pricing schemes and the huge popularity of smartphones put European carriers back on track?
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3. FTTX : hesitation and impatience
� Underpinning telcos’ (and financial markets’) hesitations is uncertainty over ROI and, ultimately, the position of telcos vs. OTT…
Stepped up rollouts in 2011-2012? How will this affect the sector’s structure? What prices and what new services can we expect?
► FTTx: Europe lagging behind…
► The appeal of fibre needs to be bolstered by new tiered pricing schemes and attractive content …
► No single European market has emerged as a model, each one offering up a different view of the future
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4. Net Neutrality : Act II
�Act II … as a certain degree of clarity has set inNN= non-discrimination+ justified traffic management + and segmented access (incl. for managed services) but must not affect accessibility of the open Web
�Act II … as the debate shifts, notably to the topic of how and whether the top aggregators should help finance infrastructure given the growing asymmetry in traffic at network delivery points (cf. Netflix – Level3 – Comcast affair)
31,00%
24,00% 25,00%23%
2007 2008 2009 2010
Upstream
Of which 44% for P2P and only 12% for the rest
Source: Cisco
How to generate new revenue when traffic is skyrocketing?What’s involved in making the transition to smart pipe? Are we going to see more mergers and alliances?
Upstream as a % of traffic in N-A
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5. Also noteworthy …
Save the date! 16&17 Novembre, Montpellier
Will the Device be King?
� Smart Devices: what’s Next?
� Devices issues in digital markets: Mobile Internet, TV & Video OTT, Press
� Beyond Devices, the Cloud’ battle!
►Talking again about an Internet bubble: $25 billion for Groupon…
►Google’s troubles in China
►The role of social networking in popular uprisings in Tunisia and Egypt
►AT&T’s planned takeover of T-Mobile
►Vivendi buys Vodafone’s stake in SFR
►…