Smartphones Wearables Smart home

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1 Smartphones Wearables Smart home GfK s latest insights into the digital world 360 AI GfK Point of Sales Tracking, GfK Forecasting 1

2 The smartphone market 2

3 Sales for Digital World* products amounted to nearly 1 Trillion US$ in (-9,2%) Bill US$ (-0,6%) Bill US$ (+3,2%) Bill US$ 2018 est (+3,9%) Bill US$ Source: GfK Point of Sales Tracking, GfK Forecasting * GfK s Digital World comprises of consumer electronics, photo, IT, office, and telecom 3

4 Three major regions: Collectively, Europe, North America and China account for almost 70% of the revenue recorded by Digital World* expected growth % 22% 22% Europe 6% North America 2% 24% 23% 23% China 1% Developed Asia 4% 23% 23% 23% 10% 10% 10% 7% 8% 8% 6% 6% 6% 9% 8% 8% Emerging Asia w.o. China Latam Middle East Africa 4% 7% 9% Source: GfK Point of Sales Tracking, GfK Forecasting; value % by region, expected growth in US$ * GfK s Digital World comprises of consumer electronics, photo, IT, office, and telecom 4

5 Three categories cover close to 75% of Digital World* sales Smartphones 18% 26% TV Mobile PC Tablet all other products 16% 15% 4% 48% 14% 14% 6% 41% 33% 37% 42% 46% 48% 48% 14% 13% 7% 13% 13% 6% 13% 12% 5% 12% 11% 12% 12% 12% 12% 4% 3% 3% 34% 31% 28% 27% 26% 25% Source: GfK Point-of-Sales tracking, value share % * GfK s Digital World comprises of consumer electronics, photo, IT, office, and telecom 5

6 Global smartphone development: Demand grows slightly, while revenue increases remarkably, as average sales prices reach outstanding level Positve trend sales mio units NSP increase Value growth % % +9% 310 US$ 328 US$ Sales units (in ths.) Sales salue NSP Reference: GfK Point of Sales Tracking, January to December 2017, global data 6

7 The wearables market 7

8 Estimated global sales volumes of selected categories in m Action cams 55 m Bluetooth speakers (no wifi) 160 m Wearables 192 m Audio headsets 1,460 m Smartphones Source: GfK Point of Sales Tracking, global volume estimate 2017 from GfK Forecasting September

9 Wearables in Europe grew year on year by 20% in % 11% 33% 14.9 m units % (+20% YoY) Smartwatches (SIM + No SIM) Health & fitness trackers Wrist sport computers Others (e.g. wearables, connected watches, locators) Source: GfK Point of Sales Tracking, estimated total market base, data January to December 2017 from 16 European countries 9

10 The smart home market 10

11 Consumers agree: worldwide, 50% of consumers are sure that the smart home will change their life in the near future 75% 50% 55% 57% China Global 51% Brasilien 47% Südkorea 43% USA 19% UK Deutschland Source: GfK Smart Home Study, 2016 Japan 11

12 Voice AI as the gravitational force of the smart home experience is likely to further increase smart shares of former non digital categories Entertainment Small domestic appliances Major domestic appliances 6% 17bn 68% 5% 10bn Comm. and control devices 11% 25bn Home automation security 14% 3bn 4bn Smart share [value ] Source: GfK Point of Sales Tracking, January to December 2017, Germany, France, Great Britain, Netherlands, Italy Spain. 12

13 For more information, please contact Markus Tuschl at GfK is the trusted source of relevant market and consumer information that enables its clients to make smarter decisions. More than 13,000 market research experts combine their passion with GfK s long-standing data science experience. This allows GfK to deliver vital global insights matched with local market intelligence from more than 100 countries. By using innovative technologies and data sciences, GfK turns big data into smart data, enabling its clients to improve their competitive edge and enrich consumers experiences and choices. 13