"forecasting consumer adoption of embedded vision in mobile devices in 2014," a...
TRANSCRIPT
Forecasting Consumer Adoption of Embedded Vision in Mobile Devices in 2014
EVA Member Meeting March 2014
John Feland, CEO
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What we know will happen in 2014
• New Galaxy S5
• New Galaxy Note 4
• More Wearables than people wearing them
• HTC One Up?
• LG G?
• Nokia Microdroid/Androsoft handsets
• iPhone 6ish
• Xiaomi will continue to disrupt everyone, every week
• The US Mobile Market will cease to be interesting
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“Apple is unlikely to make much of an impact on this
market … the iPhone won’t make a long term mark on
the industry” Matthew Lynn - Bloomberg
“The iPhone will not substantially alter the fundamental
structure or challenges of the mobile industry” Charles Golvin – Forrester Research
“The iPhone is a niche product” Olli-Pekka Kallasvuo – Nokia CEO in April 2008
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“If you can not measure it, you can not improve it.” Lord Kelvin
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Others predict based on what consumers bought, Argus Insights predicts based on what consumers love
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Argus Insights Beat Wall Street Estimates for
Q2 2013 iPhone Sales
Apple iPhone 4 Apple iPhone 4S Apple iPhone 5 Apple iPhone 3GS
Apple iPhone 3G Apple iPhone Quarterly iPhone Sales
Copyright© 2013 Argus Insights, Inc.
Consensus
Morgan Stanley
Argus Insights
Estimate Based Apple’s Actual Q2
iPhone Unit Volume
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Measuring the Gap Between Brand Promise and Consumer Reality
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Introduction to the Social Intelligence Portal
COLLECT
• Ratings and
Reviews
• Social Media
• Boards and Blogs
• Proprietary Data
Sources
• NPS Surveys
• Customer Call
Logs
REPORT
• Web based
SaaS
Reporting Tool
• PowerPoint
Ready
Graphics
• Analytical
Services On-
Demand
ANALYZE
• Custom Topic
Tracking &
Analysis
• Contextual
Sentiment Engine
• Bottoms-up
Phrase Analysis
Major Shift In Handsets…
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Right before MWC…
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Tech Industry Drives Social Buzz
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Lenovo Buying a Challenged Brand
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So What About Social Media, What Do Consumers Say?
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More and More and More for Less
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Mobile World Congress Update
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While Acer Finishes With Little Buzz, Sentiment Increases
• By 3 Mar, MWC fell to low levels for all brands • Acer, BlackBerry, and Motorola had increases in MWC
Sentiment after the show • Samsung, Nokia and HTC had lower sentiment after MWC
360 450
315 411
217
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2/22/2014 2/23/2014 2/24/2014 2/25/2014 2/26/2014 2/27/2014 2/28/2014 3/1/2014 3/2/2014 3/3/2014 3/4/2014
Net
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Social Buzz and Net Sentiment for Major Handset Brands
Acer Brands Apple Phones 1% Blackberry Phones 100% HTC Phones 100% LG Phones 100% Motorola Phones 100% Nokia Phones 100% Samsung Phones 22%
MWC 2014
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Samsung Highlights
• Samsung’s Unpacked event exploded day one of MWC but as day four approaches the excitement has evaporated
• The common theme regarding the S5 is still mixed feelings “S5 doesn’t seem to be appealing at all.” - @19may131
Some Apple iPhone owners were raising cash by trading in their phones in preparation of pre-ordering the latest Samsung flagship Android phone
In a world of smartphones that all pretty much look the same, it’s really impressive that Samsung has built a standout smartphone brand
The bad news? The company’s latest iPhone competitor isn’t groundbreaking. The good? It doesn’t have to be to sell tens of millions.
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Motorola Highlights
• Conversations regarding Motorola fade fast as people only have rumors to anticipate as MWC comes to its close
“Motorola didn’t have any new flashy products to show at the Mobile World Congress in Barcelona…” - @ITCatalogue
“MOTOROLA uses Mobile World Congress to announce it is the latest smartphone maker with designs on consumers’ wrists.” - @vkii001
Many expected the company to address its acquisition by Lenovo, not much else was predicted
For Motorola, it believes that being sold to Lenovo gives the company “an opportunity to partner on mobile to a larger degree.”
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HTC Highlights
• HTC’s buzz fades out as MWC comes to its close
• Conversations ranges from the HTC One’s award to rumors and anticipation of HTC’s unveiling next month
“#HTCOne was titled ‘#Smartphone of the year’ Making #HTC an industry pioneer.” - @thelaststreet
For the new One M8, HTC is believed to have shrunk down its plastic components even further
It will be interested to see how well the HTC smartwatches turn out after all the build up
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LG Highlights
• All hype and buzz regarding LG’s award and debut of the L series line of smartphones seen to have packed up even before MWC closes
“You will struggle to use it with two hands due to its size, though LG does throw in a few software tweaks to help tame its giant screen.” - @pctechauthority
LG walked out of the event with the Most Innovative Device Manufacturer of the Year title, having released such prominent devices as the G2, G Flex, Nexus 5 and G Pad 8.3
The G Pro 2 might lack the stylus skills of the Galaxy Note 3, but for non-doodlers, it’s very tempting alternative thanks to its solid build, powerful insides, and impressive camera
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Nokia Highlights
• Buzz over Nokia’s X is perceived by consumers as confusion from Nokia
• The Nokia X is driving so much conversation that the Lumia 520 winning an award was lost amongst the noise
“Nokia announced its X Android phone this week, but the Lumia 520 won “best low-cost smartphone” of MWC 2014. Oops.” - @tomwarren
“Android widgets on the Nokia X feel out of place” - @linuxrants
“Those Awkward Moments: Nokia has no Windows Phone for MWC and so debuts Nokia X with Android instead.” - @baliagus
Nokia’s new X series of Android smartphones will entice users away from Google services and into the Microsoft ecosystem
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Embedded Vision Key Part Of MWC Announcements
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2014 Is The Year Of The Selfie
Current State of Consumer Adoption
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Verizon’s Recent Subscriber Push Is Working
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Retailers
Overall Market
VodafoneUK
Verizon
TMobile
Sprint
Rogers
CNet
BoostMobile
BestBuy
BellCA
Amazon
ATT
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Who Is Benefiting From The Carrier Battles?
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Alcatel
Apple
BlackBerry
HTC
Huawei
Kyocera
LG
Motorola
Nokia
Samsung
Sharp
Sony
ZTE
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Handset Brand Performance by Carrier/Retailer
Amazon
ATT
BestBuy
Sprint
TMobile
Verizon
Walmart
BoostMobile
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Taking Photos Is Still a Key Usage Mode of Handsets
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os
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Photo Taking
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Speedy Photos Drive Delight, Front Camera Mixed
-150.0%
-100.0%
-50.0%
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Photo Taking
Resolution
focus
Speed
flash
Front Camera
Anti-Shake
zoom
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Regional Differences Represent Opportunity In Other Markets
-5% 0% 5% 10% 15% 20%
Books
Web Surfing
Movies
Family
Gaming
Photo Taking
Significant Other
Home
Doing Work
School
Friends
Work Location
Social Media
Skype/Video Chat/Phone
Messaging
Bedroom
Note Taking
Sit
News/Weather/Sports
Laptop Substitute
Most Discussed Tablet Usage Scenarios and Attributes in US
-10% -5% 0% 5% 10% 15% 20%
Web Surfing
Photo Taking
Movies
Gaming
Music
Books
Home
Family
Significant Other
Messaging
Work
Doing Work
Skype/Video Chat/Phone
Outside
Friends
Social Media
Coworker
Laptop Substitute
Car
Bedroom
Top 20 Most Discussed Usage Scenarios in Germany
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What’s Next for the US handset market
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US Handset Sales (units)
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