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Wij organiseren regelmatig Tam Tam Talks. Soms groot, soms klein. Maar altijd
inspirerend, over online en met onze klanten.
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Their screens may be small, but the worlds they open
onto are gigantic.
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2012
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en verder...
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500.000 > 1.000.000300.000 > 700.000
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0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
0 1 2 3 4 5 6 7 8 9 10
Glo
bal U
nit S
hipm
ents
(000
)
Quarters After Launch
iPad iPhone iPod
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
0 1 2 3 4 5 6 7 8 9 10
Glo
bal U
nit S
hipm
ents
(000
)
Quarters After Launch
iPad iPhone iPod
0
20,000
40,000
60,000
80,000
100,000
0 1 2 3 4 5 6 7 8 9 10
Glo
bal U
nit S
hipm
ents
(000
)
Quarters After Launch
iPad iPhone iPod
First 10 Quarters Cumulative Unit Shipments, iPod vs. iPhone vs. iPad
Source: Apple, as of CQ3:12 (10 quarters post iPad launch).
iPods Changed Media Industry iPhones Ramped Even Faster iPad Growth (3x iPhone) Leaves “Siblings” in Dust
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0
100
200
300
400
500
600
700
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Glo
bal C
umul
ativ
e U
nit S
hipm
ents
(MM
)
Quarters After Launch
Android iPhone
0
100
200
300
400
500
600
700
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Glo
bal C
umul
ativ
e U
nit S
hipm
ents
(MM
)
Quarters After Launch
Android iPhone
Android ‘Phone’ Adoption Has Ramped Even Faster –Nearly 6x iPhone
First 16 Quarters Cumulative Global Android & iPhone Unit Shipments
Source: Gartner, Morgan Stanley Research, as of Q3:12. 10Thursday, December 13, 12
Nederland
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Nederland
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Nederland
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Nederland
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20%
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2012 2013 2014 2015
46%
59%
70%
83%
30%24%
17%
10%
24%
17%13%
7% SmartphoneTabletDesktop
0
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iPad = 48% of American Kids Want One for Christmas While 36% Want a Mini
Source: Nielsen, 11/12 13
Interest in Buying in Next 6 Months Among USA Kids Ages 6-12
4%6%
8%9%
14%14%
16%18%
19%19%
20%20%
21%25%
26%28%
29%29%
31%31%
33%36%36%
39%48%
0% 10% 20% 30% 40% 50% 60%
Apple TVMicrosoft Surface
Other Mobile PhoneSamsung Galaxy (Note or Tab)
PlayStation MovePlayStation Vita
Android SmartphonePlayStation Portable
Smart TVKindle Fire
Smartphone other than iPhoneNintendo Wii
E-ReaderMicrosoft Xbox 360Sony Playstation 3
Nintendo DS / DS Lite / DSi / DSi XLTablet Computer other than iPad
Nintendo 3DS / 3DS XLComputer
Kinect for Xbox 360iPhone
iPod TouchiPad Mini
Nintendo Wii UiPad
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WHAT WE SEE
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1. MOBILE FIRST
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''Consumers are making the mobile device the central navigation system of their lives''
''...the coming year will be when the mobile world links the digital world to the physical world''
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Use multiple screens sequentially to accomplish a task over time
90%
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offline & online komen samen
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2. NIEUWE TOOLS & MOGELIJKHEDEN
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re-emagination of nearly everything
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3. RE-EMAGINATION VAN PRODUCT & PRIJS
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20+ Years In, Portable Navigation Device Unit Shipments Were Surpassed by Waze User Additions in Q1:12
0
2
4
6
8
10
12
14
Q1:07 Q3:07 Q1:08 Q3:08 Q1:09 Q3:09 Q1:10 Q3:10 Q1:11 Q3:11 Q1:12 Q3:12
Uni
ts S
hipp
ed /
Reg
iste
red
Use
rs A
dded
(MM
s)
PND Unit Shipments (North America + Europe) Waze Registered User Adds
Quarterly N. America + Europe Unit Shipments of Portable Navigation Devices (PNDs) vs.Waze Registered User Adds, Q1:07 – Q4:12E
Source: TomTom, Morgan Stanley Research, Waze. PND data include units shipped in North America and Europe and exclude in-dash navigation systems pre-installed on motor vehicles.
Q1:12 – Inflection PointWaze Added More Users vs. PNDs Sold
Q4:09PND shipments peak
@ 13MM units
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"The easiest way to get 1 million people paying is to
get 1 billion people playing."
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''We believe that mobilerepresents a sociological shift in the way users relate with both the digitaland physical world. Businesses thatunderstand this will win. ''
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Thanx!
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