FOR ANSWERS IN A DISRUPTIVE WORLD. GfK September 17, 2018

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1 FOR ANSWERS IN A DISRUPTIVE WORLD 1

2 Disruptive Trends in the German Tech Industry 15 years ago we were still buying much more tube TVs than flat TVs 10 years ago practically no personal audio device had Bluetooth 9 years ago the digital camera market was 3 times as big as the smartphone market 7 years ago we were still buying more feature phones than smartphones 4 years ago 2 out of 3 laptops had a DVD drive Today, it is only every third years ago one MB storage was 10 times more expensive than today 11 years ago almost no laptop had a storage capacity over 250 GB 9 years ago 50% more portable navis were sold than smartphones 4 years ago we had to manually trim our lawns. Today the revenue share of smart mowers is 21% Source: GfK PoS tracking for Germany, based on sales units 2

3 Technical Consumer Goods are changing in a fast pace Limitless use cases for Virtual Reality Extensive growth of Online Sales Today s disruptive Trends within the Tech Industry Artificial Intelligence is evolving into every sector & industry 3

4 Extensive growth of Online Sales Disruptive Trends within the Tech Industry 4

5 Overall, 24.1% of all Retail sales for Technical consumer goods are made online, big EU countries are even outperforming Online Shares by Country (in %, Jan 17 Dec 17) 24.1% online CZ NL SK GB DE CH DK AT UA HU FR FI RU PL ES BE IT PT 5,2 35,3 34,0 32,9 29,1 28,3 25,1 23,4 23,3 21,7 19,8 19,4 19,1 18,0 15,3 15,2 11,3 43,6 2017: Quarter of a dollar is spend online AT, BE, CH, CZ, DE, DK, ES, FI, FR, GB, HU, IT, NL, PL, PT, RU, SK, UA 23.1% % % ,4 64,7 66,0 67,1 70,9 71,7 74,9 76,6 76,7 78,3 80,2 80,6 80,9 82,0 84,7 84,8 88,7 94, % traditional Source: GfK Retail Panel, Jan Dec 2017, sales value in % Total Sales Ranking Internet Traditional Sales Online Sales 5

6 Online sales are driven by IT, Photo & Office devices and expected to grow even further beyond 40% Online Shares by Sector (in %) Industry experts expect online share for TCG of 42% by 2030 Mobile 48% IT Photo Pers. Diag. SDA Office MTG MDA Telecom CE Traditional Sales Online Sales Source: GfK Retail Panel, Jan Dec 2017, sales value in % 6

7 Technical Consumer Goods are changing in a fast pace Disruptive Trends within the Tech Industry 7

8 Expenditures for Digital World Products sum up to nearly 1 Trillion US$ in (-9.2%) Bill US$ (-0.6%) Bill US$ (+3.2%) Bill US$ 2018 est. 1,014 (+3.9%) Bill US$ Source: GFK Boutique 8

9 3 categories doing close to ¾ of Digital World expenditures 18% 16% 15% 4% 48% 26% 14% 14% 6% 41% 33% 37% 42% 46% 48% 48% 14% 13% 13% 13% 12% 13% 11% 12% 7% 12% 6% 12% 12% 12% 5% 4% 3% 3% 34% 31% 28% 27% 26% 25% GfK Point-of-Sales tracking, value share % Smartphones TV Mobile PC Tablet All other products 9

10 Hardware enables content Some trends in Consumer Durables (in million units) Smart TVs 4,6 Settop Boxes 4,9 UHD/4K TVs 2,6 Larger Smartphones (>=5,5 ) 5,

11 Limitless use cases for Virtual Reality Disruptive Trends within the Tech Industry 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 5% Comm. and Control Devices 68% 10bn 11% 25bn Home Automation Security 14% 3bn 4bn Smart Share [value ] Source: GfK POS data Jan Dec 2017, DE, FR, GB, NL, IT, ES 12

13 VR Total Get the extended market view based on VR Total reports! VR Headmounts VR Head- Mounted Displays VR Gamepads VR 360 Cams VR Drones 13

14 In million unit trend in grey Market revenue in Nov 17 already surpasses Dec 16, while in Dec 17 revenue slightly increases driven by Drones and HMDs VR Total 482m 2.8m units in the last 12 months Dec 16 Jan 17 Feb 17 Mar 17 Apr 17 May 17 Jun 17 Jul 17 Aug 17 Sep 17 Oct 17 Nov 17 Dec VR Gamepads VR Drones 360 Cams Head- Mounted Displays VR Headmounts Estimated total market based on GfK POS data for 10 European Countries, Dec 16 Dec 17 14

15 Virtual Reality has limitless use cases beyond gaming. This will drive future demand for devices. Digital Art Shared experiences Concerts Sports Matches Live streams 360 photos & videos 3D design & simulation Hotel booking Education Movies Media Entertainment & services Museum tours Shopping VR USE CASES Games Communication Training "Time travel" Real estate inspection 15

16 Closed (own devices only) Current VR platforms and compatible devices Open for many devices Sony VR HTC Vive Samsung Gear VR Oculus Rift Google Daydream Other 16

17 Disruptive Trends within the Tech Industry Artificial Intelligence is evolving into every sector & industry 17

18 What will be the impact of Robots and Artificial Intelligence on our lives in the near future? Artificial Intelligence is evolving into every sector and industry, breaking down traditional segmentations. Through the emergence of omnipresent voice assistants and robots, the control of your smart home will be revolutionised. A variety of new use cases are created every day, thereby driving and influencing tomorrow s tech markets. Voice Assistants and Robots will not only extend into your house, but will also seamlessly accompany you on your smartphone, wearable or in your car. 18

19 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 5% Comm. and Control Devices 68% 10bn 11% 25bn Home Automation Security 14% 3bn 4bn Smart Share [value ] Source: GfK POS data Jan Dec 2017, DE, FR, GB, NL, IT, ES 19

20 We have just seen, Lifestyles, business models and entire industries are transforming at a rapid pace 20

21 This comes with new questions and requirements for all of us 21

22 Monitor WHAT & WHERE: GfK POS Tracking Monitor WHAT & WHERE: GfK POS Tracking 22

23 GfK Point of Sales Tracking The most reliable source of sell-out for Consumer Durables and Tech 425,000 retail partners 90+ countries INSIGHTS DELIVERY Regular reporting weekly, monthly, quarterly QUALITY CHECK 14.5 million products in our database DATA COLLECTION What sold where at which price? 23

24 Leveraging the world s largest sample of point-of-sales tracking data Point-of-sale data for technical consumer goods using the world s largest retail network 425,000 retail point of sales, 14.5 million products across 90 countries only GfK offers both data and insights for companies to understand not only what but also why consumers buy Channels (online & offline) Weekly, monthly, quarterly reporting Global coverage (+90 countries) and local market expertise 14.5 million products in our database Constantly adding new categories (e.g. wearables) Volume, value, features, pricing, distribution 24

25 Covering the largest number of durable consumer goods We currently track 14.5 million products on a daily basis Consumer electronics IT Entertainment Fashion Stationery Home & living MDA/SDA Luxury goods Photo Optics Telecom Office equipment Pet care Tourism Automotive Medical products More than 760 product groups monitored at 425,000 retail point-of-sales and 770 reseller outlets in more than 120 channels of distribution. 25

26 Understand what combination of product features are performing well Understand how average prices and price classes are changing/which price ranges are performing well and why By obtaining insights into what products are sold, we help you GfK Point of Sales Tracking allows you to create a powerful retail strategy that drives competitive advantage Explore the changing dynamics of online and offline distribution channels/understand the channels that show distribution gaps for your brand/online and offline outlets, on a monthly and even weekly basis Identify growth opportunities from a sales and marketing perspective 26

27 For answers in a disruptive world 27

28 Trusted Data. Trust in Change 28

29 GfK Growth from Knowledge 29