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Ovum | TMT intelligence | informa1
Copyright © Informa PLC
OVUM VIEW
P R E S E N TAT I O NDigital Economy 2030: Prepare for New Consumer Experiences
RO N A N D E R E N N ES S EPractice Leader, Consumer Technology | Ovum
Ovum | TMT intelligence | informa2
Copyright © Informa PLC
12 YEARS AGO… (2006)
Ovum | TMT intelligence | informa3
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HABITS DIE HARD…
Source: Bureau of Labor Statistics
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2006 2016
Consumer expenditure by type, US 2006 vs 2016
Personal care
Education
Apparel and services
Entertainment
Other
Healthcare
Insurance and pensions
Food & Drink
Transportation
Housing
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2006 2016
Awake time use by activity, USA 2006 vs 2016
Telephone calls, mail and e-mail
Other activities
Organizational, civic, andreligious activities
Caring for and helping others
Purchasing goods and services
Personal care
Eating and Drinking
Household activities
Working and work-realtedactivities (incl. education)
Leisure and sports
Ovum | TMT intelligence | informa4
Copyright © Informa PLC
… BUT LITTLE CHANGES CAN HAVE BIG IMPACT
-20.0% -15.0% -10.0% -5.0% 0.0% 5.0% 10.0%
Telephone calls, mail and e-mail
Purchasing goods and services
Eating and Drinking
Working and work-realted…
Caring for and helping others
Leisure and sports
Personal care
Household activities
Sleeping
Other activities
Organizational, civic, and…
Time use change by activity, US
-30.0% -20.0% -10.0% 0.0% 10.0% 20.0% 30.0% 40.0%
Apparel and services
Transportation
Food & Drink
Personal care
Insurance and pensions
Housing
Other
Entertainment
Education
Healthcare
Consumer expenditure change by type, US
Fast fashionConsumerism
ValueHappiness
Source: Bureau of Labor Statistics
Ovum | TMT intelligence | informa5
Copyright © Informa PLC
MEGA TRENDS THAT WILL SHAPE THE NEXT 12 YEARS
Entertainment Communications Commerce Lifestyle
Virtual immersion
Everywhere commerce
Intelligence of things
Data consumerization
Ovum | TMT intelligence | informa6
Copyright © Informa PLC
VIRTUAL IMMERSION: VR TECHNOLOGY LIMITATIONS WILL BE ADDRESSED FROM 2023 ONWARDS
0
10
20
30
40
50
60
70
80
90
100
20
16
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20
30
Global VR & AR apps revenues ($bn)
VR AR
Pre 2016: Experimental
2016-2019: First gen
2019-2023: Mobile-led
2023-2030: Fully immersive + haptics
Ovum | TMT intelligence | informa7
Copyright © Informa PLC
Commerce revolution
Long-term impact
EVERYWHERE COMMERCE: FROM ONE-CLICK BUY TO ONE-CLICK SELL
• Everybody can sell
• Repeat purchases will be automated
• Near instant delivery – it’s there before you know it
• Secure and transparent everywhere in the world
• Frictionless shopping – instant gratification
Ovum | TMT intelligence | informa8
Copyright © Informa PLC
INTELLIGENCE OF THINGS: VISION AI TO CREATE REACTIVE ENVIRONMENTS
Source: HomeCourt and Apple
Source: Orbital Insight
Source: Laan Labs
Mar
ket
imp
act
Today 2020 2025 2030
Iris/Face recognition
Self-driving cars
Emotion capture
Omnichannel search
Lip synching technology
Organize visual memory
3D scanning
Logo tracking
Sports analysis and training
Long-term game
Ovum | TMT intelligence | informa9
Copyright © Informa PLC
DATA CONSUMERIZATION: ACTIONABLE SELF QUANTIFIABLE DATA FOR LIFESTYLE IMPROVEMENTS
Health/Fitness trackers for the elderly
Targeted entertainment using biometric response
Ovum | TMT intelligence | informa10
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BUSINESS MODEL TRANSFORMATION: MORE EFFECTIVE BUYING
Premium immersion Digital butler subscription
• Another sensory dimension to be monetized via VR and haptics
• Subscription or pay per play/use
• Ultimate digital assistant that organizes your and your family digital life
Object-as-a-service
• Rental model on subscription or/and pay per use prevails over ownership-based purchases
Source: Teslasuit
Ovum | TMT intelligence | informa11
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WHAT WILL START TO DISAPPEAR BY 2030
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1. Create an ecosystem for 3D volumetric content
2. Open up vision AI capabilities to developers
3. Empower consumers with e-commerce tools to sell/recycle
4. Facilitate data consumerization in a secure and safe environment
5. Future proof your pricing structure against new business models
HOW DO WE GET TO THERE?
Ovum | TMT intelligence | informa13
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CLOSING REMARKS
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JOIN US
THANK YOU AND SEE YOU ATDIGITAL FUTURES2019!