THE CONNECTED EFFECT
CHANGING AN ENTIRE INDUSTRY
SCOTT L BROWN
SVP, TECHNOLOGY & STRATEGIC RELATIONS
IS YOUR SMARTPHONE MORE
IMPORTANT THAN YOUR WALLET?
How many have your phone on …
Copyright ©2012 The Nielsen Company. Confidential and proprietary.
…THEN HERE ARE ALL THE THINGS YOU CAN DO
CONSUMER
IMAGE IS ILLUSTRATIVE EXAMPLE ONLY
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Copyright ©2012 The Nielsen Company. Confidential and proprietary.
THE INTERNET AND THE CLOUD
No acceptable consumer device today comes without always on connectivity
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Copyright ©2012 The Nielsen Company. Confidential and proprietary.
INDUSTRY TRANSFORMERS
1946, ENIAC (the world’s first computer) could perform 385 multiplications per
sec versus the iPhone 4 perform at 2,000,000,000 instructions per sec
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Copyright ©2012 The Nielsen Company. Confidential and proprietary.
CONNECTED DEVICES
are outpacing the global population
7BN IN 2013
IF THIS TREND CONTINUES...
SOURCE: GSMA, FEBRUARY 2012
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Copyright ©2012 The Nielsen Company. Confidential and proprietary.
CONNECTED DEVICES
are outpacing the global population
50
SOURCE: ORACLE/CISCO
BN
BY
2020
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Distribution of Adult Time Spent/Platform by Hour in the U.S.
% of total time by
day part
Copyright ©2012 The Nielsen Company. Confidential and proprietary.
MOBILE IS THE “CONSTANT COMPANION”
51% of online usage occurs during the
53% of TV usage occurs
working hours of 9am to 5pm
during prime time
Mobile usage is relatively flat during throughout waking hours
Source: Nielsen People Meter, Nielsen Netview, Nielsen Mobile Mediaview, July 2012
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Copyright ©2012 The Nielsen Company. Confidential and proprietary.
GROWTH AND TRANSITION TO MOBILE IS REAL
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NIELSEN MEASUREMENT – EVOLVING
Becoming a Text Book Use Case Is Not Our Goal
Copyright ©2012 The Nielsen Company. Confidential and proprietary.
Miami
Chicago
Peoria
Reno
Statistical and projectable Opt-in Panels
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The New Model For Measurement
Impressions
Ratings
Volume and Breath of Internet Exposure
&
Statistical and projectable Opt-in Panels
GRP’s, Reach & Frequency
Census Measurement for Digital Platforms
COMPARABLE
RATING
TV Originated
Content
TV Ratings
ONE CLIENT-SIDE
IMPLEMENTATION
ONE ENCODING
PROCESS
BIG DATA ENABLED
MEASUREMENT
GOLD STANDARD
PROCESS
Cross
Platform
Native Digital
Content
Digital Ratings
Digital Measurement Changes
•
•
Changed definition of
TV Household so that
broadband is now a
measurable source
X-Platform from NPR
and OCR
•
Digital Program Ratings
to launch in September
for online program
impressions
TV ads with Nielsen
Audio Watermark
NPM panel
Introduced OCR online
video ad impressions
via tags and received
MRC accreditation
– Facebook aggregate
demos
– Experian consumer
classification data
•
Digital ads with
Nielsen tag
Online Ratings
Tablets and Mobile
• New mobile SDK that applies identifiers/metadata to content
• ID3 tag and watermarks
• Players to be enabled with Nielsen
Embedded
Nielsen SDK
app that captures metadata for
crediting
• Census based approach
• Reporting commences Sept 2014
CES 2014 LAS VEGAS
Topics
Advanced Display Technology
•
•
4K (Ultra HD)
OLED
Getting Connected
•
•
•
•
•
•
Cloud Service, NFC, Bluetooth Smart, MEMS
Wearable Technology and Virtual Reality
Dolby game changer
TV control and new interfaces
Connected homes and home automation
Mobile everything
Beyond TV Advances and the Industrial Internet
•
•
4th Screen and Health
Internet of Things
4K – The Likely Theme of 2014 CES
105 inch 21 x 9 Curved Screens from LG and Samsung
3840 x 2160 pixels and top line sets are 5120 x 2160
DISPLAY INNOVATION – 4K
Display Technology
Developments
4k or Ultra HD
• 4 times the
resolution of
1080P
• WiFi motionand-voice-control
Web browser,
app and 3D
• Cloud supported
Consumer Acceptance
• Price point at $5k
• Very little 4K
content available
• Bandwidth intense
Manufacturers
•
•
•
•
•
•
LG
Samsung
Sony
Hisense
Sharp
Toshiba
DISPLAY INNOVATION - OLED
Display Technology
Developments
Organic Light
Emitting Diode
(OLED)
• Deep blacks, rich
color 0.16” thick,
fast response rate
• WiFi, motionand-voice-control
Web browser and
apps
• Cloud supported
Consumer Acceptance
• OLED is 1080P and
content ready
• Expensive
Manufacturers
•
•
•
•
LG
Samsung
Sony
Hisense
DISPLAY INNOVATION – OLED & 4K
Display Technology
Developments
OLED & 4K
• 4 times 1080P or
2160P, vivid
colors
• Optimal picture
res available
• WiFi “connected”,
motion-andvoice-Web
• Cloud supported
Consumer Acceptance
• Price – No price
point
• Very little 4K
content available
and it requires a
great deal of
bandwidth for
transport
Manufacturers
• Sony
• Panasonic
DISPLAY INNOVATION – Connected HDTV
Display Technology
Developments
Consumer Acceptance
LCD, LED &
Plasma
1. 1080P display
resolution
2. Best bargain
3. Add on kits WiFi kits
4. Some cloud support
and 3D
5. Plasma dying out
(again)
• Online and brick and
mortar sales have
been solid
• Chinese lower priced
products entering the
market and eroding
several points of
margin
Manufacturers
• All
Dolby HDR Technology
Concentrating on Contrast Ratio and Color
Dolby new HDR technology (high dynamic range video
improvement) … may improve video as much as 4K and
OLED
Should be on display at LG booth
Display Technology Market Realities
•
Goodbye Panasonic – exiting the Plasma business while offering the three
highest ranked TV sets in terms of performance. The “enemy of the best …”
•
Sony a pioneer in display technology and 4K but struggling with a 40%
reduction in 2013 revenues
•
Sharp – the leader in ultra large LED … may be sold off or acquired by a fellow
OEM
The flat panel business as a whole was flat in 2013 per the CEA and is typically
a 2-3% margin business based on volume
•
•
Samsung and LG are the leaders today. Tomorrow will be ….
Connectivity
• Bluetooth – resurrected and now highly energy efficient for transport
• NFC – easy simple data transfer technology
• MEMS – miniature sensors - revolutionary microelectromechanical
systems
• HDMI 2.0 – don’t buy 4K without it
Wearable Technology
• Apple iWatch started much of the hype
• Watch will mate with your smartphone
• Health business enabled by Bluetooh
Smart and Nike Fuelbands and Fitbit
have become household names
Technology Everywhere
Wearable HD Camera
Keychain HD Camera
Control Over TV
• TTV
Gesture/Voice/Retinal Control Or
Use a Smartphone or Tablet
TV with Camera and
Facial Recognition
Consumer Interfaces Expand
Google Glass
• Virtual display of content
• Internet-connected glasses and digital
information is displayed in front of
your eyes
Vuzix Smart Glasses M100
• Connects users to the cloud with color
display, GPS, and camera
• Google Android O/S
• Linked to smartphone
Human Interface Growth Via The Smartphone
Virtual Reality Becomes Real
• Virtual Reality - Occulous Rift and full 3D user effect
• Singular experience but a gamers paradise
Tablets – Personal Screens
• Low cost tablet producers are
flooding the market and driving
prices down
• Digital content sales and rental
becoming more relevant than
the hardware
• Likely to become a loss leader for
the sake of digital sales and apps
Tablet & Desktop Convertible
• Increasingly consumers want to have a choice with O/S and seek a value
add with multi-use devices
• Dual boot O/S – Android and Windows
• Convertible – desktop to laptop
• Some with detachable keyboard
and touch display as a tablet
• PC’s continue under pressure with
growth only in the business sector
Flexible Phone Display
• Youm - bendable OLED screen
uses thin plastic instead of glass
• Curved displays will be a hot
item in 2014
Phablet
(phone
and
tablet)
Phone/Tablet Functions Co-joined
Huawei Ascent Mate
• 6.1 inch
• Pixel density of 361ppi
• 1.8 GHz quad-core processor
• 4000mAh battery
• 9.6mm thick body
Samsung Galaxy Playpad
Handles phones
4 to 6.3 inches with
Jellybean O/S and up
Ultra Books In, Netbooks Out
The device type that Intel and Microsoft hope to see re-establish the PC
market. Lightweight, touch enabled and a powerhouse
Connected Home Reality
Home Automation - Wifi Bridge & Bulbs
• Home automation with remote control lights and locks
• DIY security systems
• Controlling WiFi lights and effects via
your smartphone or tablet
Self Driving Cars and the 4th Screen
• A tangible safety
improvement that will save
lives – collision avoidance
• Cars loaded with terrain
guidance and radar systems
that do work
• Ford C-MAX Solar Energi
Concept
Auto and Entertainment
• CEA forecasts anticipate that sales of factory-installed vehicle
technologies will grow by about 20 percent in 2014 to reach
$11 billion
• The 2014 CES show, auto accounts for 10% of the floor
display
• Google becoming a major player, Gracenote, many more
• The smartphone and vehicle mirroring will be key
CES 2014 – Measuring Mobile Is A Must
Machine
Intelligence
& Big Data
Wearable
Computing
Virtual
Reality
Hi-Quality
Mobile &
Home Display
Technology
Predictive
Modelling
Robotics
Hybrid and
Convertible
Devices
So In Closing Which Picture Can You Relate To?
The
Good
Old
Days
The
80’s
Dreamer
The
Charming
Rogue
Thanks for the Applause!