Tam Tam Talks Mobile

Thursday, December 13, 12

Wij organiseren regelmatig Tam Tam Talks. Soms groot, soms klein. Maar altijd

inspirerend, over online en met onze klanten.


Their screens may be small, but the worlds they open

onto are gigantic.


2012






en verder...


500.000 > 1.000.000300.000 > 700.000


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

)


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

)


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

9Thursday, December 13, 12

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

)


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

)


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


Nederland


Nederland


Nederland



20%


2012 2013 2014 2015

46%

59%

70%

83%

30%24%

17%

10%

24%

17%13%

7% SmartphoneTabletDesktop

0


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


WHAT WE SEE


1. MOBILE FIRST






''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''





Use multiple screens sequentially to accomplish a task over time

90%


offline & online komen samen



2. NIEUWE TOOLS & MOGELIJKHEDEN


re-emagination of nearly everything



3. RE-EMAGINATION VAN PRODUCT & PRIJS



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

34Thursday, December 13, 12

"The easiest way to get 1 million people paying is to

get 1 billion people playing."




''We believe that mobilerepresents a sociological shift in the way users relate with both the digitaland physical world. Businesses thatunderstand this will win. ''


Thanx!


Documents

Tam Tam Talks Mobile