8. 2015 Technology Predictions report card
The Internet of Things really is things, not people
Drones: high-profile and niche
3D printing is a revolution: just not the revolution you think
Click and collect booms in Europe
Smartphone batteries: better but not breakthrough
Nanosats take off, but they donât take over (We were too high!)
The re-enterprization of IT
Came true, but less than
we predicted. At least so far
Didnât come true
as we predicted
Legend
Came true exactly as
much as we predicted
10. 2015 Media Predictions report card
Short form video: a future, but not the future, of television
The âgeneration that wonât spendâ is spending a lot in media content
Print is alive and well â at least for books
Came true, but less than
we predicted. At least so far
Didnât come true
as we predicted
Legend
Came true exactly as
much as we predicted
12. 2015 Telecom Predictions report card
One billion smartphone upgrades
The connectivity chasm deepens: the growing gap in broadband speeds
Contactless mobile payments (finally) gain momentum
Came true, but less than
we predicted. At least so far
Didnât come true
as we predicted
Legend
Came true exactly as
much as we predicted
15. TMT predictions 2016 synthesis : Technology
Women in IT jobs, not just about
education
Training millennials are the pro-PC,
not the post-PC, generation
Touch commerce: the mobile online
checkout gets an express lane
Graphene: research now, reap next
decade
Cognitive technologies enhance
enterprise software
From 40% to 20% of workforce in IT from
85 to 2015 â why and how to change ?
From Mobile-First to Mobile-Only
to both PC & mobile
12-13% completion rate: 3rd party touch-
commerce expected from merchant & clients
Incredible properties starting a long
industrial transformation
Many applications from now : Natural
Language Processing, Computer vision
16. Laptop and smartphone adoption among 18-24 year olds
Which of the following devices do you own or have ready access to?
Which of the following devices are you likely to buy in the next 12 months?
Training millennials are the pro-PC,
not the post-PC, generation
17. Source: Deloitte Digital Democracy survey, US only, 2014
Laptop and smartphone adoption among 18-24 year olds
Of the products you indicated you own, which 3 do you value the most?
Training millennials are the pro-PC,
not the post-PC, generation
18. Itâs not either/or, itâs BOTH
Training millennials are the pro-PC,
not the post-PC, generation
Deloitte LLP and affiliated entities.
20. TMT predictions 2016 synthesis: Media
Virtual reality: a billion dollar niche
Mobile games: leading, but less
lucrative
Mobile ad-blockers: saved by the
app?
The award for stable box offices
revenues in the face of media goes to
US TV: erosion, not implosion
European football scores $30 bilion
eSports: bigger and smaller than you
think
Core gamers as early-adopters in 2016
(2.5M VR headsets sold), enterprise after
Current freemium will lead to more selection
or change in business models
Despite high-growth, mobile ad-blocks
should remain marginal !
Cinema not to be digitized, stable now and
in the medium term
TV market values (Pay and Free) remains
~stable despite slow audience decrease
$8b more than 2012: rev. growth, cost. mngt,
profitability, new investors, long term invest
eSports revenues to triple from 16 to 20 to
$1.5bn, still 1% of global sports $150bn rev.
Deloitte LLP and affiliated entities.
22. Traditional television remains resilient, even in the US
US TV is approaching a plateau, not a fall; it is eroding, not imploding
US TV: erosion, not implosion
23. 0
50
100
150
200
250
300
350
400
2013 2014 2015
US Daily Traditional TV
viewing by those 18+
Source: Nielsen Three Screen Report Q1 2010, Nielsen Cross Platform Reports Q1 2011, 2012, 2013, 2014,
Nielsen Total Audience Report Q1 2015, and Deloitte Global estimate for Q1 2016
Daily TV minutes (live and
time shifted) for US 18-24 year olds
US TV: erosion, not implosion
24. TMT predictions 2016 synthesis
The down of the Gigabit Ethernet
age: every bit counts
Used smartphones: the $17 billion
market you have never heard of
The rise of the data-exclusive
VoLTE / VoWiFi: capacity, reach and
capability
Photo sharing: trillions and rising
From 100 to 600m connections in the world
until 2020, 90% residential
Strongly growing (vs $400bn primary sales)
and structuring: new offers, cannibalization
Data-exclusive users: 11% (12), 22% (15),
26% (2016)
300m users by end-16, x2 from 2015. Many
opportunities for Opcos
Still rising, 2,5trillions, +15 vs 2015, many
opportunities: cataloguing
Deloitte LLP and affiliated entities.
25. 0%
5%
10%
15%
20%
25%
30%
35%
18-24 25-34 35-44 45-54 55-64 65-75
Canada 2015:
27%
âData exclusiveâ mobile users,
by age group, developed countries, 2015
Source: Deloitte Global Mobile Consumer Survey, 2015
The rise of the data-exclusive
Deloitte LLP and affiliated entities.
27. MIL GX BMR
44% 44% 50%
43% 31% 29%
29% 31% 31%
15% 28% 23%
26% 21% 8%
17% 23% 13%
18% 12% 11%
0% 10% 20% 30% 40% 50%
No urgency
Topic not important
enough
Inappropriate location
Avoiding interrupting
other person
Canât multi-task as easily
when on the phone
Personally too busy to talk
Avoiding awkwardness
of a live convo
Factors Driving Phone Call
Avoidance on a Smartphone
(Among Smartphone Owners/Users n=672)
Source: Ipsos Reid Custom Deloitte Study (data collected Jan 2016)
Among those who own/use a Smartphone (Mil. n=67 / Gen Xers n=330 / Boomers n=234)
The rise of the data-exclusive