june 2016 online marketing and technology data points

Online marketing & technology data points June 2016

Ged Carrollrenaissancechambara.jp

About presentation

Over time, I have had to compile data and visualise it based on desk and primary research. I thought that these slides may be of use to other people so have compiled them here. As I have time I will update them with data. Each diagram has an accompanying slide with an explanation where appropriate.

Platforms

DEC-

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10NO

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P-11

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AY-1

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16

Communications services adoption (active users)

Gmail active Users Hotmail / Live Yahoo! Mail Whatsapp WeChat QQ IM KakaoTalk LINE Facebook Messenger

Communications services adoption

Going through publicly declared data, I pulled together adoption data across email providers and OTT messaging platforms.

Key watch outs on the data is that it’s largely self-declared and active users is broad church. Usage data is also very important -what does active really mean?

Regardless one can see that mobile devices became an accelerant of adoption for newer services.

US most popular mobile apps (June 2015)

0 20 40 60 80 100 120 140

Facebook

YouTube

Facebook Messenger

Google Search

Google Play

millions of unique users

millions of unique users

Data: comScore US mobile report 2015

Platform numbers snapshot March 2016 (MAUs except*)

0 200 400 600 800 1000 1200 1400 1600 1800

4ChanAirbnb

FacebookFlickr

Google+Instagram

LinkedInMySpace

PeriscopePinterest

Reddit*SnapChat

TwitterWeChat

Sina WeiboWhatsAppYouTube*

Millions of Users

Millions of Users

Based on data collated by Brandwatch

Chinese web platforms

0 100 200 300 400 500 600 700 800

WeChat

QQ

Taobao

Tencent Video

Baidu

Alipay

Weibo

iQiyi

QQ Browser

Kugou Music

Data Quest Mobile (March 2016)

Millions of MAUs (monthly active users)

Global search advertising revenue

0

10

20

30

40

50

60

70

80

90

100

2014 2015 2016

Search revenue billions (USD)

Google Baidu Microsoft (Bing) Yahoo! Sohu Other

eMarketer March, 2016

Google global search volume

0

5E+11

1E+12

1.5E+12

2E+12

2.5E+12

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Number of Searches

Number of Searches

Source: SearchEngineLand - Google now handles at least 2 trillion searches per year (May 24, 2016)

App Constellations

0

10

20

30

40

50

60

70

Daum Kakao Corp

Dropbox Facebook Google LINE (Naver Japan)

Microsoft Naver (Korea) Netease Tencent

‘Mobile apps that share a single login and have app-to-app linking built in’ – Fred Wilson, Union Square Ventures

2014 2016

Data: renaissancechambara.jp April 2014, April 2016 – audit of Apple iTunes app store

YouTube subcribers don’t often make for regular viewers

0 10 20 30 40 50 60 70 80 90

GoProHome Depot

ChevroletToyota USA

Adidas FootballNike Football

DoveChanel

BurberryDelta Airlines

Virgin AmericaOreo

ChipotleXbox

BudweiserStarbucks

Kentucky Fried Chicken (KFC)Mastercard

VisaLego

Average views / Subcribers x 100(%)Forrester Research

When Video Views Peak

0

5

10

15

20

25

30

35

40

45

50

24 hours 48 hours 72 hours 96 hours 120 hours 144 hours 168 hours 192 hours 216 hours 240 hours

YouTube has a ‘long tail’ of views, Facebook is more immediate

YouTube video (% total views) Facebook video (% total views

ChannelMeter via The Information

Unique ads observed by vertical

0 5 10 15 20 25 30 35

AutomotiveActive wear

BeautyBeverages

Consumer electronicsCPG

FashionFinancial services

FoodInsurance

Personal careRetailTravel

Watches & jewelery

Instagram (%)

0 5 10 15 20 25

AutomotiveActive wear

BeautyBeverages

Consumer electronicsCPG

FashionFinancial services

FoodInsurance

Personal careRetailTravel

Watches & jewelery

Snapchat (%)

L2 ‘Instagram vs. Snapchat’ report

Snapchat usage by gender

0

10

20

30

40

50

60

YouGov BrandIndex Survey

% Male millennial respondents

% Female millennial respondents

• Prompted recall of Snapchat usage rather than off-app data• Change in women likely due to

surge of fashion bloggers and celebrities looking to cash in on brand interest

Snapchat growth

0

20

40

60

80

100

120

Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015

Millions of daily users (Snapchat internal data)

North America Europe Rest of the world

Snapchat user behaviour

0 20 40 60 80

Snap/stories from people you know

Chat with people you know

Snap/stories from celebrities

Snap/stories from people you …

Snap/stories from brands (not …

Discover stories

Chat with people you don't know

Live stories (local and events)

% surveyed who used feature at least daily, if not more

% surveyed who used feature at least daily, if not more

US-based survey (18-24 year olds) by Defy Media for Variety magazine

Sample size 1,117 respondents

Snapchat user behaviour

0 10 20 30 40 50 60

BuzzfeedComedy Central

iHeart RadioFood Network

ESPNPeople

CosmopolitanCNN

National GeographicIGN

Daily MailsweetVice

MashableTastemade

VoxFusion

Refinery 29WSJ

None

Which Discover stories do you usually view? (%)

Which Discover stories do you usually view? (%)

0 10 20 30 40 50 60 70

Messaging friends

Short videos

Keeping up with celebrities

Entertainment news

Current news events

Snapchat is my primary source for… (%)

Snapchat is my primary source for… (%)

Facebook Post Reactions

0 20 40 60 80 100 120

Like

Angry

Sad

Wow

Haha

Love

Quintly: Facebook Reactions Study (May 3, 2016)

% of Reactions

Facebook interaction rates by industry

0 0.5 1 1.5 2 2.5 3 3.5 4

Retailing

Media & entertainment

Travel

Automotive

Technology

Financial services

Facebook interaction rate (%) via Adobe Digital Index – US Best of the Best 2015

Total industry average Top performers

B2B social media engagement rates

0

5

10

15

20

25

30

35

40

Facebook Instagram LinkedIn Pinterest Twitter

B2B overall

B2B overall

Engagement rate defined as number of interactions per post per 1,000 followersSample size 316 brands (I presume it skews US-centric), research done by TrackMaven in 2015

Watchouts: sample size, engagement rate is partly platform design and partly content. Engagement doesn’t necessarily mean anything to do with likely purchase


05

101520253035404550

Facebook engagement rate

Facebook engagement rate

05

101520253035404550

Instagram engagement rate

Instagram engagement rate


0

0.5

1

1.5

2

2.5

3

LinkedIn engagement rate

LinkedIn engagement rate

01020304050607080

Pinterest engagement rate

Pinterest engagement rate


0

0.5

1

1.5

2

2.5

Twitter engagement rate

Twitter engagement rate

Social media engagement and how television advertising affects it

Social media engagement and televisionSocial engagement drivers (%)

TV advertising

Social platform advertising

Combined TV and social platform advertising

All other advertising

Social engagement drivers (%) minus other advertising

Social platform advertising

TV advertising

Combined TV and social platform advertising

Turner & 4C: Television Advertising is a Key Driver of Social Media Engagement for Brands

Social media engagement and televisionTV advertising impressions (%)

Premium content (sports, live and original) Non-premium content

% TV advertising impact on social brand engagement

Premium content Non-premium content


Engagement to impressions index

0 50 100 150 200 250

Premium content

Non-premium content



0 100 200 300 400

Original content

Sports

Live

Expressions to Impressions Index for premium TV content types

Expressions to Impressions Index for premium TV content types


Engagement to cost index

0 50 100 150 200

Premium content

Non-premium content



0 50 100 150 200 250 300

Original content

Sports

Live

Reaility

Expressions to Impressions Index for premium content types

Expressions to Impressions Index


Advertising

UK aggregate ad agency billings suffering from ‘lost decade’ of growth

0

5

10

15

20

25

30

35

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Source: Statista.com

billions USD

24/05/16 InitialpresentationforSteelHouse 31

Optimium number of advertising channels• Careful channel selection• Datapoint is contrary to the

trend towards complex programmatic based advertising mixes

0

10

20

30

40

50

60

70

80

1 channel 2 channels 3 channels 4 channels 5 channels

Average effectiveness success rate (IPA 2012)

Average effectiveness success rate

Audience time spent v. advertising spend share

0

5

10

15

20

25

30

35

40

45

50

Television Out of Home (OOH) Radio Internet National newspaper Regional newspaper Magazines

% media time share % advertising spend share

Guardian Publishing Trends 2016 drawing on: AA, Barb, Rajar, ComScore, NRS, Jicreg

Audience time spent v. advertising spend share - China

0

5

10

15

20

25

30

35

40

45

50

Mobile (non-voice) Desktop / laptop computing

Television Radio Newspapers Magazines

% media time share % advertising spend share

eMarketer April 2016

Advertising spend trends

0

5

10

15

20

25

30

35

40

45

50

2014 2015 2016 2017 2018 2019 2020

Share of US advertising spend

TV Digital Print Radio Out-of-home Directories

02468

101214161820

2014 2015 2016 2017 2018 2019 2020

Share of US advertising spend for print categories

Pinrt (overall) Newspapers (print only)

Magazines (print editions only) Directories (print only)

eMarketer.com March, 2016

Advertising spend trends

05

101520253035404550

2014 2015 2016 2017 2018 2019 2020

Share of US advertising spend for digital channels

Digital Mobile

0

5

10

15

20

25

30

35

40

45

2014 2015 2016 2017 2018 2019 2020

Share of US advertising spend for broadcast categories

Television Radio (excluding catch-up and digital

eMarketer.com March, 2016

Desktop display ad viewability by market

0 10 20 30 40 50 60

Australia

Brazil

Canada

France

Italy

Germany

Spain

UK

US

comScore vCE Benchmarks, Global, Q1 2016

% Viewable

Video has lower viewability than display

36 38 40 42 44 46 48 50

US desktop display

US desktop video

comScore vCE Benchmarks, US, Q1 2016

% Viewability

Apparently due to high invalid traffic on programmatic exchanges where video is commonly traded.

Programmatic magnifies invalid traffic problem

0 1 2 3 4 5 6 7

Direct

Programmatic

% Invalid traffic US desktop display ads

% Invalid traffic US desktop display ads

0 2 4 6 8 10

Direct

Programmatic

% invalid traffic US desktop video ads

% invalid traffic US desktop video ads

comScore vCE Benchmarks, US, Q1 2016

Ad targeting and ad blocking

Attitudes to ad-targeting by generation

0 10 20 30 40

It's about time advertisers recognised that my generation

shops too

I am more likely to click on an advertisement aimed specifically at

my generation

I feel like my generation is often forgotten about by advertisers

I am more likely to purchase a product from a brand whose ad is

targeted specifically at my generation

Millennial respondents (%)

Millenial respondents (%)

0 5 10 15 20 25 30 35



I am more likely to click on an advert aimed specifically at my

generation




Boomer respondents (%)

Boomer respondents (%)

Audience Theory / Yahoo! Quantative November 2015 – Yahoo! /Ipsos Gen X Survey Adults 35-54 n=853 US based

Attitudes to ad-targeting by generation

0 10 20 30 40

It's about time advertisers recognised that my generation

shops too

I am more likely to click on an advertisement aimed specifically at

my generation




Generation-X respondents (%)

Generation-X respondents (%)

0 10 20 30 40 50



I am more likely to click on an advert aimed specifically at my

generation




Generation-X parents respondents (%)

Generation-X parents respondents (%)

Audience Theory / Yahoo! Quantative November 2015 – Yahoo! /Ipsos Gen X Survey Adults 35-54 n=853 US based

Ad blocking software

0

20000000

40000000

60000000

80000000

100000000

120000000

140000000

160000000

180000000

200000000

Jan-10 Jan-11 Jan-12 Jan-13 Jan-14 Jan-15

Installed base of ad blockers

Installed base of ad blockers

Data from Pagefair & Adobe, 2015 Ad Blocking Report via Guardian Publishing Trends 2016. 800% growth in user base over a 5 year period.

Ad blocking millennials

0 20 40 60 80 100 120

Male millennial

Female millennial

% likelihood to ad block compared to population as a whole

% likelihood to ad block

comScore Custom Analytics, US, 2015

Internet users worldwide who have blocked an advert

0

5

10

15

20

25

30

35

40

Q1 2015 Q2 2015 Q3 2015 Q4 2015

Respondents aged 16-64, in the past month on their main computer (GlobalWebIndex Blog January 22 2016)

% respondents

Share of time spent viewing video content in selected countries using ad blockers

0 10 20 30 40 50 60 70

Germany

Canada

UK

France

US

Russia

% of total time spent viewing desktop video content via JW Player (Q2, 2015)

% of total time spent viewing desktop video content

Secret Media & JW Player “Adblock & the Global Video Market September 14, 2015

Adblocker installed base by country

0 5 10 15 20 25 30 35

TurkeyLatviaSpain

CanadaDenmark

Brazil (mid-point estimate)Greece

HungaryNetherlands

UK Argentina

Czech Republic (mid-point estimate)Germany

USA (mid-point estimate)Chile

Italy (any device)France (desktop)

PolandAustria (any device)

% Users with adblocking installed

% Users with adblocking installed

Group M ‘Interaction 2016 report’ April 25, 2016

Ad blocking skews towards higher income segments across markets

0 5 10 15 20 25 30

USA

Canada

UK

Germany

% increase in blocking for highest income segments in comparison to average user

% increase in blocking for highest income segments in comparison to average user

comScore Custom Analytics, Global, 2015

Page load times

05

1015202530354045

Load time in seconds

Editoral content Advertising content

Guardian Publishing Trends 2016 drawing on analysis by comScore, Pew Research Center & New York Times

E-tailing

Global e-commerce

00.20.40.60.8

11.21.41.61.8

2

2013 2015 2016

Global e-commerce by value including travel

Trillions USD

• Equivalent of 8% of global retail sales• CAGR 13.96% since 2013

• All platforms (mobile web, app and desktop)

Data from Group M reports ‘Interaction 2015’ and ’Interaction 2016’

Online shopping cart abandonment

69 70 71 72 73 74 75 76 77

Asia-Pacific

Middle East & Africa

Latin America

North America§

Europe

SaleCycle, “The Remarketing Report – Q1, 2016

% digital shopping cart abandonment

Digital showroom and retailing

0

10

20

30

40

50

60

0 5 10 15 20 25 30 35 40 45 50

Category purchase online versus research online

Purchased online

Researched online

Computer software & hardware

DVDs / videos

Electronics

Video games

Books

Furniture

Clothing

GroceriesHousehold products

Office supplies

Health &Beauty

McKinsey iConsumer (Europe 2011) via iConsumers: Life Online by McKinsey & Company (January 2013)

US e-tailing growth

0 10 20 30 40 50

Video games, consoles & accessoriesToys & hobbiesSport & fitness

Jewelery & watchesEvent tickets

Music, movies & videosFlowers, greetings & misc gifts

Apparel & accessoriesHome & garden

Furniture, appliances & equipmentComputer softwareBooks & magazines

Consumer electronicsConsumer packaged goods

Office supplies Digital content & subscriptions

Computers & peripherals

year-on-year % change in total dollars (US retailers only)

year-on-year % change in total dollars (US retailers only)

• Data from comScore (2016 U.S. Cross-Platform Future in Focus)• Markets being compared vary

in digital maturity and overall growth rate – regardless of channel

Purchases on WeChat (China)Volume of purchases initiated

JD.com entrances WeChat Public accounts

Links to other apps Moments or chat groups

0 5 10 15 20 25 30 35

2015

2016

% users who have shopped from WeChat

% users who have shopped from WeChat

How savvy, social shoppers are transforming Chinese e-commerce – McKinsey & Company April, 2016 (n=525)

China – mobile music revenues

0

2

4

6

8

10

12

14

16

18

2013 2014 2015 2016 2017 2018

Billions of yuanAnalysys International ‘Q4 2015 China Music Market Report

Formal bank accounts

0 20 40 60 80 100 120

Japan

Singapore

Australia

Thailand

Indonesia

Bangladesh

Pakistan

% population with formal bank account

% population with formal bank account

Mobile payments in developing countries

0 20 40 60 80 100

Europe & Central Asia

Middle East & North Africa

East Asia & Pacific

Latin American & Caribbean

South Asia

Sub-Saharan Africa

% of population with access to mobile payments

% of population with access to mobile payments

0 20 40 60 80 100

Lower income economies

Low-middle-income economies

Upper-middle-income economies

% population with access to mobile payments

% population with access to mobile payments

Data from: ‘Advancing Digital Societies in Asia’ GSMA (May 2016)

Consumer behaviour

UK adult daily media consumption

0

2

4

6

8

10

12

2012 2013 2014 2015 2016 2017 2018

UK adults: average time spent per day on media

Digital TV (non digital) Radio (non digital) Print

0

1

2

3

4

5

6

2012 2013 2014 2015 2016 2017 2018

UK adults: average time spent per day on digital media

Smartphone Tablet Featurephone Desktop / laptop

Source: eMarketer, April 2016

US digital video advertising

0 20 40 60 80 100YouTube

Cable / satellite TV

Instagram

Blu-ray / DVD

Hulu

Amazon Prime Video

Tumblr

Twitch

Sling TV

Platforms on which US 13-24 yr olds view video (Defy Media Acumen Report:

Youth Video diet March 31, 2016)

% of respondents

0 20 40 60 80

Google / YouTubeFacebook

HuluABC

Yahoo!ESPN

TwitterNBCA&ECNiAd

Where US marketers intend to use for digital video advertising (Advertiser

Perceptions , Video Advertising Report Wave 4, Winder 2016 – April 13, 2016)

% Respondents

Share of content category time spent by platform

0%10%20%30%40%50%60%70%80%90%

100%

comScore Media Metrix Multi-Platform US December, 2015

Desktop Mobile

Share of time spend on their top apps for US mobile users

0 20 40 60 80 100

Most used app

Top two apps

Top three

Top four

Top five

Smartphone

% of time spent

0 20 40 60 80 100

Most used app

Top two apps

Top three

Top four

Top five

Tablet

% of time

Data: comScore Mobile App Report 2015

Growth in Digital Media Time Spent in Minutes (MM)

0

200000

400000

600000

800000

1000000

1200000

1400000

1600000

Dec 2013 Dec 2014 Dec 2015

comScore Media Metrix Multi-Platform & Mobile Metrix US Dec 2015 vs. Dec 2014 vs. Dec 2013

Desktop Smartphone Tablet

Which app notifications users tune out

0 10 20 30 40 50 60 70 80 90

Shopping

Social networking

Finance

News

Food & drink

Data by Apptentive based on a panel of 7,000 mobile apps

% of users who interacted with notification sent via app

Global smartphone ownership

0102030405060708090

100

Data from Pew Research Spring 2015 Global Attitudes survey Q71 & Q72

% of survey respondents who claim to own a smartphone

US Consumers’ most frequently-used mobile app types

0

10

20

30

40

50

60

70

Smartphone

% respondents used app types frequently

05

1015202530354045

Tablet

% respondents used app types frequently

Data from Deloitte via MarketingCharts.com

Generation X mobile engagement

020406080

1001201401607am-10am

11am-2pm

3pm-6pm7pm-10pm

11pm-6am

Generation X time of day usage by category indexed vs. general populationNews & Magazines Health & Fitness Lifestyle & Shopping Music, media & entertainment Games Messaging & Social Sports Utilities & Productivity

Flurry by Yahoo! Analytics (mapped devices only. May 2015)

US mobile consumer behaviour

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

2011 2012 2013 2014 2015 2016 2017

Hours per day usage

In-app time Mobile web time

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

2011 2012 2013 2014 2015 2016 2017

Hours per day usage

Smartphone time Tablet time

US mobile consumer behaviour

0

1

2

3

4

5

6

2011 2012 2013 2014 2015 2016 2017

In-app usage hours per day usage


0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0.9

1

2011 2012 2013 2014 2015 2016 2017

Mobile web hours per day usage


Daily time spent on Facebook (US consumers)

0

0.05

0.1

0.15

0.2

0.25

0.3

0.35

0.4

0.45

2013 2014 2015 2016 2017 2018

Hours/day

Desktop usage Mobile usage

eMarketer, April 2016

US digital users 2014-2020

0

50

100

150

200

250

300

2014 2015 2016 2017 2018 2019 2020

Millions US internet users

Desktop / laptop only users Dual desktop / laptop and mobile internet users Mobile only internet users

eMarketer February, 2016

US TV multitasking behaviour

0 10 20 30 40 50 60

Browse & surf the web

Use a social network

Read email

Text message

Browse for products/services online

Play video games

Don't multitask - just watch TV

26-32 year olds 19-25 year olds 14-18 year olds

Data from MarketingCharts.comvia Deliotte from a behaviour survey they had commissioned in 2015Watchouts: data is based on recalled behaviour rather than observation

Millennials

US simultaneous internet & TV user penetration (% by device)

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

80.00%

90.00%

2014 2015 2016 2017 2018

Source: eMarketer, May 2016

Smartphone internet & TV users Desktop/laptop internet & TV users Tablet internet & TV users

US TV multitasking behaviour

0 5 10 15 20 25 30 35



Read email

Text message

Browse for products / services online

Play video games


Generation X (33-49 year olds)

GenerationX(33-49yearolds)

0 5 10 15 20 25 30



Read email

Text message

Browse for products / services online

Play video games


Baby boomers (50-68 year olds)

Baby boomers (50-68 year olds)

Reasons for shopping via mobile phone amongst APAC internet users

0

10

20

30

40

50

60

70

80

Convenience Shopping can be done on-the-go

More and more apps that make it easy to shop online

Good way to pass time Common amongst friends

% of respondents

China Hong Kong Japan South Korea Taiwan

MasterCard ‘Mobile Shopping Survey 2016 Asia Pacific’ February 18, 2016

Average time spent with media/day by Chinese adults

0

1

2

3

4

5

6

7

2012 2013 2014 2015 2016 2017

Time in hours

Digital TV (excluding digital) Radio (excluding digital) Print

0

0.5

1

1.5

2

2.5

3

3.5

2012 2013 2014 2015 2016 2017

Time in hours spent on digital media

Smartphone Tablet Feature phone Desktop / laptop computer

Device adoption amongst Chinese digital consumers

0

20

40

60

80

100

120

2015 2016

Online shopping

PC only users PC& mobile device users Mobile only users

0

20

40

60

80

100

120

2015 2016

Social network usage

PC only users PC and mobile users Mobile only users

How savvy, social shopppers are transforming Chinese e-commerce – McKinsey April, 2016

Chinese mobile use

-50 0 50 100 150 200 250 300

Photography

Health & Fitness

Travel & Navigation

Lifestyle & Shopping

Messaging & Social

Utilities & Productivity

Music, Media & Entertainment

Games

Data at Flurry Analytics

% incease (year-on-year)

Most often used payment methods by Chinese netizens

0 10 20 30 40 50 60 70

Third-party online payment

Third-party mobile payment

E-bank

PoS machine

Mobile banking

WeChat bank

Pre-paid card payment

Research from Tencent (2014)

% of netizens

Frequency with Which Chinese Smartphone Users Use Mobile Payments for In-Store Purchases

0 5 10 15 20 25 30 35 40 45 50

Only when I have a promotional discount

Never

Always

Most of the time

Sometimes

Economist Corporate Network (ECN) / Admaster – The Road to Everywhere: The Omni-Journey’ of the Chinese Consumer March 16, 2016

% respondents

Chinese online population

0

10

20

30

40

50

60

70

2014 2015 2016 2017 2018 2019 2020

% population online (eMarketer, April 2016)

Male population online % Female population online % Overall population online %

China penetration of social media platforms

0 10 20 30 40 50 60

2014

2015

% of Chinese internet users

% of Chinese internet users

0

10

20

30

40

50

60

70

80

16-25 26-35 36-45 46-55 >55

% of Chinese internet users by age

2014 2015

Source: China Internet Watch

China vs Worldwide Video Ad Receptiveness

0 5 10 15 20 25 30 35

Live TV via TV set

On demand / connected TV - set-top box

Desktop/laptop

Smartphone

Tablet

Receptivity to video ads by channel / device – (AdReaction: Video Creative in a Digital World Kantar Millward Brown / OnDevice Research)

Worldwide China

Types of website on which Chinese netizens surveyed pay attention

0 20 40 60 80 100

E-commerce sites

Search engines

Portal sites

Digital video sites

Social networks/blogs

Microblogs

Verticial sites

Gaming sites

Pay attention (%)

Pay attention (%)

0 10 20 30 40 50 60 70

E-commerce sites

Search engines

Portal sites

Digital video sites

Social networks/blogs

Microblogs

Vertical sites

Gaming sites

Click (%)

Click (%)

Via iResearch Consulting Group ‘2016 Report on China Internet Users Behaviors Toward Digital Advertising’ March 2016 n=1,604

Actions Chinese netizens likely to take when they have good experience with brand / company

0 10 20 30 40 50 60 70

Tell friends & familySearch online/offline to learn more …

Interact more with company/brandFollow them on WeChat

Install their mobile appBuy more, even if less costly …

Share the experience on social …Post positive comments online

Follow them on WeiboSubscrible to their email …

Post comments on their social …Contact them about the experience

Subscribe to the brand's video …

% respndents

% respndents

• Prompted response rather than observation• Tier 1 & 2 cities respondents• 18-64 year olds

Epsilon ‘The Always-On Chinese Consumer Experience’ January 18, 2016

Japanese paid video viewing habits

0 10 20 30 40 50 60 70

Purchase / rent Blu -ray / DVD

Cable TV

Satellite TV (paid)

Paid OTT video services

Nielsen – Japan Video Contents & Ads Report April 14, 2016 n=2,000 ages 15+

% of respondents

Smartphones

Global mobile device units

0

200

400

600

800

1000

1200

1400

1600

2010 2011 2012 2013 2014 2015 2016

Sales units (millions)

units (millions) tablets units (millions) smartphones

Data: GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016

Global mobile device units

-50

0

50

100

150

200

250

300

2011 2012 2013 2014 2015 2016

Sales units (YoY % change)

units (YoY % change) tablets units (YoY % change) smartphones


Global smartphone units by geography

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2010 2011 2012 2013 2014 2015 2016


Developed market (% units) Emerging markets (% units)


Global tablet units by geography

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2010 2011 2012 2013 2014 2015 2016


Developed market (% units) Emerging markets (% units)


Smartphone screen size (global)

0

20

40

60

80

100

120

2015 Q1 2016 Q1

% of smartphone population

3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch

Scientamobile

Smartphone screen size (Asia)

0.00

20.00

40.00

60.00

80.00

100.00

120.00

2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1


2 - 3 inch 3 - 4 inch 4 - 4 1/2 inch 4 1/2 - 5 inch 5 - 5 1/2 inch 5 1/2 - 6 inch 6 - 6 1/2 inch 6 1/2 inch +

Scientamobile

Smartphone screen size (North America)

0.00

20.00

40.00

60.00

80.00

100.00

120.00

2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1



Scientamobile

Smartphone screen size (Europe)

0.00

20.00

40.00

60.00

80.00

100.00

120.00

2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1



Scientamobile

Smartphone screen size (South America)

0

20

40

60

80

100

120

2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1



Scientamobile

Smartphone screen size (Africa)

0

20

40

60

80

100

120

2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1



Scientamobile

Smartphone screen size (Oceania)

0

20

40

60

80

100

120

2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 2016 Q1



Scientamobile

Global mobile device ASP (USD)

0

100

200

300

400

500

600

700

800

2010 2011 2012 2013 2014 2015 2016

Average selling price

Tablet USD Smartphone USD


Wearables

Wearables by category (millions of units)

0

20

40

60

80

100

120

140

160

180

200

2015 2016 2017

Fitness wearables Head mounted display Body worn camera Bluetooth headset

Fitness wearables (millions of units)

0

10

20

30

40

50

60

70

80

2015 2016 2017

Data by Gartner

Smartwatch Wristband Chest strap Sports watch Other fitness monitor

Wearables versus other mobile devices (millions of units)

0 200 400 600 800 1000 1200 1400 1600

2015

2016

Smartphones (millions) units Tablets (millions) units Wearables (millions) units

Data: Gartner & GfK/CTA Digital World via Consumer Technology Association ‘Technology World Tour’ by Steve Koenig January 2016

Internet of Things

Countries with highest amount of IoTdevices / person

0 5 10 15 20 25 30 35 40

KoreaDenmark

SwitzerlandUS

NetherlandsGermanySweden

SpainFrance

PortugalBelgium

UK

Data from Shodan and OECD

Devices online per 100 people

Number of connected objects (global)

0

10

20

30

40

50

60

2012 2013 2014 2015 2016 2017 2018 2019 2020

Billions of connected objects

Billions of connected objects Data: Cisco

Drones

Estimated consumer drone shipments (global)

0

5

10

15

20

25

30

35

2014 2015 2016 2017 2018 2019 2020 2021

millions of units

millions of units

Business Insider Intelligence estimates. Known unknowns include:• When does a toy become a

consmer drone?• Basis for their estimates• Murky regulatory environment,

especially in the case• Domestic security • Aircraft near-misses• Dual use military technology in the

hands of non-state actors

Economic data

Mobile and fixed line access

0 10 20 30 40 50 60 70

Mobile

Telecoms services

Asia only % penetration World % penetration

0 20 40 60 80 100

Japan

Singapore

Australia

Thailand

Indonesia

Bangladesh

Pakistan

Broadband penetration by access type

Mobile % penetration Fixed % penetration

‘Advancing Digital Societies in Asia’ GSMA May 2016

Global technology sales (units)

6200

6300

6400

6500

6600

6700

6800

6900

2011 2012 2013 2014 2015 2016

units (millions)

units (millions)


Global technology sales (units)

-5

-4

-3

-2

-1

0

1

2

3

4

5

2011 2012 2013 2014 2015 2016

YoY % change in units sold

YoY % change in units sold


Global technology units sold by category

-100

-50

0

50

100

150

Unit % change

2014 YoY % 2015 YoY % 2016 YoY %


Global technology sales revenue

900

920

940

960

980

1000

1020

1040

1060

2011 2012 2013 2014 2015 2016

Sales (billions USD)

USD (billions)


Global technology sales (revenue) geographic split

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2012 2013 2014 2015 2016

Revenue USD (% split)

Developed markets Developing markets


Global technology sales (revenue) geographic split

0

20

40

60

80

100

120

2011 2012 2013 2014 2015 2016

Revenue USD (% split)

Developed Asia Western Europe Middle East & Africa Emerging Asia North America C&E Europe / CIS Latin America


Global technology sales revenue (USD)

-10

-8

-6

-4

-2

0

2

4

6

8

10

2011 2012 2013 2014 2015 2016

YoY % change in sales revenue (USD)

YoY % change in sales revenue (USD)


Economic data

-2

0

2

4

6

8

10

2012 2013 2014 2015 2016 2017

GDP Forecast (World Bank)

Global

China

U.S .

Eurozone

Developing World excluding BRICs

-3

-2

-1

0

1

2

3

4

5

6

2012 2013 2014 2015 2016 2017

Retail sales (various sources)

Global U.K. U.S. Eurozone

Consumer sectors CPG (as bellwether), consumer technology as (former?) shooting star

-5

-4

-3

-2

-1

0

1

2

2010 2011 2012 2013 2014

CPG % growth (Euromonitor data)

Packaged Foods Home Care Personal Care | Beauty

-20

0

20

40

60

80

100

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Consumer Technology % growth (Various)

Smartphones Tablets Smart TVs

About me

Amazon author page: amzn.to/1SeO5IlLinkedIn page: linkedin.com/in/gedcarrollAbout: renaissancechambara.jp/aboutBlog: renaissancechambara.jpEmail address found here: scr.im/renaissanceTwitter account: @r_cSina Weibo: renaissancechambara

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