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Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Beyond Early Adoption:
New Perspectives on Consumer Segmentation
Alicia Dowdell
Director
Computing and Consumer Primary Research
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Today’s session
Q&A
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Traditional consumer segments shifting
as new devices are rapidly adopted
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
IDC designed research to understand
consumer attitudes and ownership
• Australia • Italy
• Belgium • Mexico
• Japan • Norway
• Brazil • Poland
• Canada • Russia
• Netherlands • China
• Saudi Arabia • Denmark
• Singapore • France
• South Korea • Germany
• Sweden • India
• Switzerland • Taiwan
• United Arab United
Emirates Kingdom
* Structured survey fielded online November– December 2008 (total N = 31,231 consumers aged 18 +)
How do you think and feel about How likely are you to recommend
Methods of analysis
adowdell@idc.com
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Which of the statements best describes how you think
and feel about consumer electronics or technology?
100%
90% 22% 16%
80%
50%
70% 45%
27%
60% 38%
50% 100%
40%
25%
30% 38%
50%
20% 38%
10% 24%
13%
0%
Practical Networks Cautious Comfortable Confident
I do not think about technology or CE much
I only change devices, technology, or services as a replacement
I am personally excited about trying new technology/like to experiment
I wait to buy anything for personal use until I have a chance to try it at school/work
I rely strongly on the advice and example of friends and family
100%
90%
34%
80% 42%
47%
70% 55%
72%
60%
50%
40%
66%
30% 58%
53%
45%
20%
28%
10%
0%
Practical Networks Cautious Comfortable Confident
I am the one who makes the decisions. I share responsibility for both decisions and payment.
100%
17% 13%
90% 23%
80% 42%
70% 58%
60% 52%
50% 58%
83%
40%
30% 58%
20% 42%
34%
10% 18%
0%
Practical Networks Cautious Comfortable Confident
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
If I really want something I will buy it regardless of price I like to shop around for the best price
I only buy something after it goes on sale I do not usually buy things for myself
100%
90% 16%
80% 38% 8% 43%
% of Respondents
48% 54%
70%
60%
37%
50%
29% 23%
40%
30%
17% 52% 46%
20% 39%
33%
10% 17%
0%
Practical Networks Cautious Comfortable Confident
I need to hold or handle something in person I am comfortable ordering something after reading a description
I would buy after watching a demo on TV/video I am OK if I watch another person use it first
100%
10%
90% 19% 6%
6%
80%
18% 15%
70%
60% 10%
50% 100% 100%
88%
40%
30% 65%
54%
20%
10%
0%
Practical Networks Cautious Comfortable Confident
I do Another adult in my HH
Child (13 or older) Professional or service provider
Something else (who?) A friend or relative visits to help
Greg Ireland
Research Manager
Consumer Markets: Video
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
So many possibilities…
Network-enabled Video Device Shipments (,000)
60,000
50,000
40,000
DMAs and Media Servers
30,000 DVD
HDTV
20,000
10,000
0
2007 2008 2009 2010 2011 2012
Market drivers
The Internet video success story of 2008 was Hulu
True, but…
Two buckets of DMAs in the past
– Those that connect to the PC
– Those that connect to useless content
But…
Connected TVs are caught in a replacement cycle dilemma
But…
Will they get their act together?
Slow to move the right content onto VOD
Who believes that the integration of BB video and the STB will
take place soon? Or be a viable solution?
But…
Home-based entertainment value proposition
Future outlook
Still not a mass market opportunity
Contact me at:
gireland@idc.com
Matt Davis
Program Director
Multiplay Services
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Todays Discussion
Voice Video
No bundle – no problem
83.00%
Bundle
Plain old stasis rivals
Incumbency as a key for
81.00%
staying put Television
84.00%
Local Voice
Standalone
86.00%
However, bundling is Wireless
profitable consumer
Broadband
ARPU and the gateway to
new service delivery
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Cable
VoIP Wireless Entertainment
VOD
Cable modem Docsis 3.0
Digital Cable DVR HDTV
Telco
Both will have the ability to offer a 500 channel
Multi-room DVR, VOD, HDTV capable video package that
includes caller ID on the TV, remote DVR control
and access, content movement around the home,
unified communications, video calling etc..
Voice
Wireless
Text Messaging on TV
Caller ID on TV
Broadband Video
VoIP
Growth of IPTV
Media Adapters
Online Gaming
Faster LANs
TV
Mobile Phone
Printer
PC
Digital Camera
DVD Player
All the devices
MP3 Player/iPOD
required some
External Storage
external support
Laptop
Set Top Box
Wireless/Wired Routers
Gaming Console
DVR/Tivo
Smart Phone/PDA
0.5
0
2007 2012
Service
Provider
Tech
38%
Manufacturer
67%
Tech
Manufacturer
61%
Tech
Manufacturer
47%
Mario Morales
Program Vice President
Semiconductors
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Takeaway Points
Negative impact for start-up companies who have 1 or 2 quarters of cash. Recession also
delays necessary consolidation among semiconductor suppliers who are not willing to
move forward on M&A using cash
Economy won’t bottom until the end of 2009 and won’t recover until mid 2010. US
will lead the worldwide recovery
1H09 will be more severe than 4Q08 due to business seasonality and current
utilization levels of suppliers
Overall capital spending cutbacks match the same level of pull back as last year
which is essential to easing the oversupply (DRAM, NAND, and foundry)
Companies with solid leadership and experience, and a healthy financial structure
will be in the drivers seat when the market recovers
10%
5%
0%
-5%
-10%
-15%
2007 2008 2009 2010 2011 2012
Power
Image GPS WiFi DTV FM NFC Bluetooth
Amplifier Sensor Radio Radio Tuner Receiver Radio Radio
Baseband
Analog
Multi-Radio
Integration
Integration when attach rates approach ~25% +
GPS
100%
90% % Stand alone
80% % Combo chips
70%
60% Combo chips as a
(%)
08
09
10
11
12
20
20
20
20
20
600
500 WiFi- CAGR = 54%
400 WiMAX
300
200 UWB
100
Mobile TV- CAGR = 108%
0
2007 2012 NFC- CAGR = 313%
Please email me at
mmorales@idc.com