IDATE\'s DigiWorld Yearbook has become an essential tool for digital industry professionals – providing a compact and accessible review of the main events of the past year, the latest data on the markets and market players, and the major trends playing out on the world stage. As always, the 2011 DigiWorld Yearbook delivers all this along with the reputed insight of IDATE experts. More on www.digiworld.org

1. The Atlas of
the Digital
World
11th edition
w w w . i d a t e . o r g
1 June 2011 - London

2. Agenda
- Steve Durbin, Chairman, DigiWorld Club UK
DigiWorld Yearbook 2011
Core telecom, Internet and media market issues
- Jean-Michel Chapon, DigiWorld Programme London
- Yves Gassot, CEO, IDATE
Other DigiWorld Initiatives 2011
- DigiWorld Summit Programme (16-17 November 2011)
- Collaborative Research programmes in UK
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3. The DigiWorld Institute by IDATE …
… the European Digital Economy Think Tank
A team of dedicated consultants specialised in the telecom, Internet and
media industries
A Digital world observatory: analysing market and business strategies,
trend-tracking and forecasts
A European forum that helps deepen interactions between enterprises,
public decision-makers and academia
DigiWorld
Programme by IDATE
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4. DigiWorld® Programme, an ambitious project
DigiWorld Paris Club London Club Brussels Club
(monthly) (monthly) (launching in 2011)
Clubs
3 conferences Transatlantic DigiWorld
DigiWorld in Paris Dialogue Summit 2011
Events (Columbia University)
DigiWorld
DigiWorld Catalogue of
Economic Journal
DigiWorld
Publishing Market reports (Communications Yearbook
& Strategies)
DigiWorld OTT & The future of Smart Living
Collaborative Managed video advertising & Smart Cities
services datamining (launching in 2011/2012)
Research 2011
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5. DigiWorld® Yearbook, an original initiative
Available in English and French, the 2011 edition will be launched in Paris
and London.
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6. DigiWorld® Yearbook, an original initiative
Published with the support of DigiWorld Programme members
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7. DigiWorld trends by region
A market worth €2,754 billion in 2010, reporting 3% growth
Market recovery in
the US, but growth
still on hold in
Europe
Emerging markets
still the key driving
forces… but not all
faring the same
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8. DigiWorld trends by sector
Recovery still tentative in most industry segments
Halting performances
in hardware markets
Very slight growth in
service markets, with
the exception of TV
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9. UK 2011: Not leading the recovery
The UK is experiencing a slower DigiWorld recovery than its
leading European counter part
ICT trend Growth rate of ICT revenue per capita – EU 5
mirrors GDP
4%
trends but with
lower 2%
0.84%
amplitudes 0.27%
0% France
Germany
-2% Italy
Spain
-4% -3.35% United Kingdom
-6%
-8%
08-09 09-10 10-11
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10. IT in the UK : the lion share
IT revenue share per capita is bigger in the UK than to the
European average (at €2060 per capita)
IT services + Breakdown of DigiWorld revenue per capita in 2011
IT hardware: 2500
UK = 45%
EU = 38% 2000
Consumer electronics
TV services
1500
Computer hardware
Business share is Software & services
1000
pulling UK figures up Telecom equipment
Telecom services
500
Private consumption 0
is lagging France Germany Italy Spain United
Kingdom
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11. TV services & equipment for IT & Telecom
UK areas for DigiWorld Growth
Despite all the 2011 DigiWorld growth rate per segment – EU 5
“buz” on new 6.00%
devices, most
TV
negatively 4.00%
services
impacting SW & services
2.00%
segment is Telecom
“Consumer 0.00%
services
Consumer
electronics” electronics
-2.00% Computer
hardw are
-4.00% Telecom
equipment
-6.00%
France Germany Italy Spain United Kingdom
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12. Beyond the DigiWorld’s core
… New Internet markets
Online
video
Online 0.7 Bn€ IPTV
advertising
0.8 Bn€ eBook eCommerce
Online 210 Bn€
gaming Media Mobile
2 Bn€ 125 Bn€ apps
1 Bn€
Telecoms
Social
networking 310 Bn€
Software VoIP
0.5 Bn€
& IT
265 Bn€
eHealth
Search
6 Bn€ Smart
Cloud
Saas, IaaS, M2M Grid &
PaaS IoT Cities
5.7 Bn€ 0.5 Bn€
Source: IDATE Note: Figures are for the EU-27 2010
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13. Facts and commentary: 2010 - 2011
1. Will devices be king?
2. LTE: promising first steps…
3. FTTx: hesitation and impatience
4. Net Neutrality: Act II
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14. 1. Will the device be king?
Google’s Android bet likely
to pay off
Apple’s iPad bet paying off
The Nokia-Microsoft
alliance
TV gets connected……
Will the Device be really
King?
In the great battle of the online
ecosystems?
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15. 2. LTE: Good News!
First large-scale rollouts
progressing very differently
from earlier 3G/UMTS ones…
Sizeable gap in European and
American cellco’s revenue
growth…
Will new pricing schemes and
the huge popularity of
smartphones put European
carriers back on track?
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16. 3. FTTX : hesitation and impatience
► FTTx: Europe lagging behind…
► The appeal of fibre needs to be bolstered by new tiered pricing schemes
and attractive content…
► No single European market has emerged as a model, each one offering
up a different view of the future
Underpinning telcos’ (and
financial markets’) hesitations
is uncertainty over ROI and,
ultimately, the position of
telcos vs. OTT…
Stepped up rollouts in
2011-2012?
How will this affect the sector’s
structure?
What prices and what new
services can we expect?
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17. 4. Net Neutrality: Act II
Upstream as a % of traffic in N-A
Act II … as a certain degree of clarity
has set in
31,00% Of which 44% for P2P and
NN= non-discrimination only 12% for the rest 25,00%
24,00% 23%
+ justified traffic management
+ and segmented access (incl. for managed
services) but must not affect accessibility of
the open Web
2007 2008 2009 2010
Act II … as the debate shifts, notably
Source: Cisco Ups trea m
to the topic of how and whether the top
aggregators should help finance
infrastructure given the growing asymmetry
in traffic at network delivery points (cf. Netflix
– Level3 – Comcast affair)
How to generate new revenue when
traffic is skyrocketing?
What’s involved in making the transition to
smart pipe?
Are we going to see more mergers and
alliances?
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18. 5. Also noteworthy …
►Talking again about an Internet bubble: $25 billion for Groupon…
►Google’s troubles in China
►The role of social networking in popular uprisings in Tunisia and Egypt
►AT&T’s planned takeover of T-Mobile
►Vivendi buys Vodafone’s stake in SFR
►…
Save the date!
16&17 Novembre, Montpellier
Will the Device be King?
Smart Devices: what’s Next?
Devices issues in digital markets:
Mobile Internet, TV & Video OTT, Press
Beyond Devices, the Cloud’ battle!
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19. Thank you!
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