China Consumer Electronics Report Q1 2013

Publisher Name :
Date: 12-Dec-2012
No. of pages: 60

BMI expects the China consumer electronics market will grow by around 9% in 2013. We forecast
headline consumer spending to grow at 8.0% in 2012 and 2013, which marks a downward revision from
our previous forecast of 8.4% for both years. The government’s rural consumer electronics subsidy
programme should continue to drive flat-screen TV sets and other products and electronic vendors and
retailers are expanding and adjusting strategies to take advantage of this opportunity.
Vendors will look to newer technologies such as Smart TVs, LED TV sets and 3D TV sets, to drive sales.
Smartphones are estimated to account for above 40% of total handset sales in China, and this share will
pass 60% by 2017.
Headline Expenditure Projections
Computer hardware sales: US$80.3bn in 2012 to US$88.3bn in 2013, +10% in US dollar terms. Forecast
downwardly revised in US dollar terms due to macroeconomic factors, following a slowdown in H112.
AV sales: US$77.5bn in 2012 to US$84.7bn in 2013, +9% in US dollar terms. Forecast in US dollar
terms unchanged, with the main driver being demand for flat-screen TV sets.
Handset sales: US$42.4bn in 2012 to US$45.1bn in 2013, +7% in US dollar terms. Forecast in US dollar
terms downwardly revised, but with strong volume growth of smartphones.
Risk/Reward Ratings: China’s score was 61 out of 100. China took 5th place in our latest RRR table,
but due to its vast market and rising penetration has potential to rise over time.
Key Trends & Developments
? By the end of BMI’s five-year forecast period, the rural PC and notebook market could account
for as much as 35-40% of total China computer sales. The subsidy programme will continue to
boost demand from the vast, under-penetrated rural areas. The lower-tier city and towns are
expected to be the fastest growing segment of the PC market in 2013, although this has placed
pressure on prices.
? After two years of robust growth in the TV market, vendors will also look to third- and fourthtier
cities and rural areas to sustain demand for TV sets, after signs of slower sales in major
cities. . About 58% of LCD TVs are now sold through retail channels, with sales strongest
during holiday peak shopping periods. Despite a tranche of product innovations, average prices
declined in 2012, meaning that revenues growth failed to keep pace with shipments.
? The tastes of Chinese consumers with regards to handsets also appears to be growing more
sophisticated, with China now a key engine driving the global smartphone market. China
Mobile forecasts sales of smartphones could reach 100mn units by 2013, while BMI projects
that sales could pass 500m units by 2017. Vendors such as Samsung expect that China will be
among their most important markets for smartphones.

China Consumer Electronics Report Q1 2013

Executive Summary ........................................................................................................................................ 5
SWOT Analysis ............................................................................................................................................... 7
China Consumer Electronics Market SWOT ......................................................................................................................................................... 7
China Electronics Industry SWOT ........................................................................................................................................................................ 8
China Political SWOT ........................................................................................................................................................................................... 9
China Economic SWOT ...................................................................................................................................................................................... 10
China Business Environment SWOT ................................................................................................................................................................... 11
Asia Pacific Risk/Reward Ratings ................................................................................................................ 12
Table: Asia Pacific CE Risk/Reward Ratings, Q113 ........................................................................................................................................... 15
Market Overview ........................................................................................................................................... 16
Government Authority ......................................................................................................................................................................................... 16
Computers ........................................................................................................................................................................................................... 16
Table: Computers: Demand, 2010-2017 ............................................................................................................................................................. 16
AV ....................................................................................................................................................................................................................... 22
Table: AV: Demand, 2010-2017 ......................................................................................................................................................................... 22
Mobile Handsets ................................................................................................................................................................................................. 24
Table: Handsets: Demand, 2010-2017................................................................................................................................................................ 24
Consumer Electronics Industry ................................................................................................................... 28
Table: IT Industry Overview, 2009-2016 ............................................................................................................................................................ 28
Table: China's IT & Electronics Industry Revenue Breakdown By Sector, 2011 ................................................................................................. 29
Table: China's IT & Electronics Industry Output Breakdown By Product .......................................................................................................... 29
Table: Semiconductors Demand, 2010-2017 ...................................................................................................................................................... 30
Computers ................................................................................................................................................................................................................ 31
Table: Computers, Production, 2010-2017 ......................................................................................................................................................... 31
Video, Audio And Gaming .................................................................................................................................................................................. 31
Table: AV: Production, 2010-2017, (mn) ............................................................................................................................................................ 31
Table: China TV set production April 2011 - March 2012, (Units, 000) ............................................................................................................. 32
Mobile Handsets ................................................................................................................................................................................................. 33
Table: Handsets, Production, 2010-2017, (mn) .................................................................................................................................................. 33
Industry Forecast Scenario .......................................................................................................................... 34
Table: Consumer Electronics Overview, 2010-2017, (US$mn) ............................................................................................................................ 35
Industry Developments ................................................................................................................................ 36
Macroeconomic Forecast ............................................................................................................................. 38
Table: China - Economic Activity, 2011-2016 .................................................................................................................................................... 40
Competitive Landscape ............................................................................................................................... 41
Computers ........................................................................................................................................................................................................... 41
Handsets ............................................................................................................................................................................................................. 45
AV ....................................................................................................................................................................................................................... 48
Domestic Company Profiles ......................................................................................................................... 50
Semiconductor International Manufacturing Corp Public: HKEX, NYSE ........................................................................................................... 50
Lenovo ................................................................................................................................................................................................................ 52
Country Snapshot ......................................................................................................................................... 54
Table: China's Population By Age Group, 1990-2020 ('000) ............................................................................................................................... 55
Table: China's Population By Age Group, 1990-2020 (% of total) ..................................................................................................................... 56
Table: China's Key Population Ratios, 1990-2020 ............................................................................................................................................. 57
Table: China's Rural And Urban Population, 1990-2020 ................................................................................................................................... 57
BMI Methodology .......................................................................................................................................... 58
How We Generate Our Industry Forecasts ......................................................................................................................................................... 58
Electronics Industry ............................................................................................................................................................................................ 58
Sources ............................................................................................................................................................................................................... 59Executive Summary ........................................................................................................................................ 5
SWOT Analysis ................................................................................................................................................ 7
Colombian IT Sector SWOT .................................................................................................................................................................................. 7
Colombian Telecoms Industry SWOT ................................................................................................................................................................... 8
Colombia Political SWOT ..................................................................................................................................................................................... 9
Colombia Economic SWOT .................................................................................................................................................................................. 9
Colombia Business Environment SWOT ............................................................................................................................................................. 10
Americas Risk/Reward Ratings .................................................................................................................... 11
Table: Americas IT Risk/Reward Ratings ........................................................................................................................................................... 13
Americas IT Markets Overview ..................................................................................................................... 14
IT Penetration .......................................................................................................................................................................................................... 14
Market Growth And Drivers .................................................................................................................................................................................... 16
Sectors And Verticals ............................................................................................................................................................................................... 18
Market Overview ............................................................................................................................................ 22
Government Authority .............................................................................................................................................................................................. 22
Hardware ................................................................................................................................................................................................................. 22
Software ................................................................................................................................................................................................................... 26
Services .................................................................................................................................................................................................................... 28
Industry Developments............................................................................................................................................................................................. 30
Incentives For Offshoring Investment ...................................................................................................................................................................... 32
Industry Forecast .......................................................................................................................................... 34
Table: Colombia IT Sector - Historical Data & Forecasts (US$mn Unless Otherwise Stated), 2010-2017 ........................................................ 37
Industry Forecast Internet ....................................................................................................................................................................................... 38
Table: Internet - Historical Data And Forecasts ................................................................................................................................................ 38
Competitive Landscape ................................................................................................................................ 40
Hardware ................................................................................................................................................................................................................. 40
Software ................................................................................................................................................................................................................... 41
IT Services ............................................................................................................................................................................................................... 43
Internet Competitive Landscape............................................................................................................................................................................... 46
Macroeconomic Forecast .............................................................................................................................. 47
Table: Colombia - GDP By Expenditure, Real Growth %, 2008-2016................................................................................................................ 48
Company Profiles .......................................................................................................................................... 49
IBM ..................................................................................................................................................................................................................... 49
Dell ..................................................................................................................................................................................................................... 54
Table: Selected Dell Mergers And Acquisitions .................................................................................................................................................. 59
Hewlett-Packard ................................................................................................................................................................................................. 60
Country Snapshot ......................................................................................................................................... 66
Table: Colombia's Population By Age Group, 1990-2020 ('000) ......................................................................................................................... 67
Table: Colombia's Population By Age Group, 1990-2020 (% of total) ................................................................................................................ 68
Table: Colombia's Key Population Ratios, 1990-2020 ....................................................................................................................................... 69
Table: Colombia's Rural And Urban Population, 1990-2020 .............................................................................................................................. 69
BMI Methodology .......................................................................................................................................... 70
How We Generate Our Industry Forecasts ......................................................................................................................................................... 70
IT Industry .......................................................................................................................................................................................................... 70
IT Ratings - Methodology ................................................................................................................................................................................... 71
Table: IT Business Environment Indicators ........................................................................................................................................................ 72
Weighting ............................................................................................................................................................................................................ 73
Table: Weighting Of Components ....................................................................................................................................................................... 73
Sources ............................................................................................................................................................................................................... 73BMI Industry View ........................................................................................................................................... 5
SWOT Analysis ................................................................................................................................................ 7
Colombia Mobile Market SWOT ........................................................................................................................................................................... 7
Colombia Wireline SWOT ..................................................................................................................................................................................... 8
Colombia Political SWOT ..................................................................................................................................................................................... 9
Colombia Economic SWOT .................................................................................................................................................................................. 9
Colombia Business Environment SWOT ............................................................................................................................................................. 10
Risk/Reward Ratings ..................................................................................................................................... 11
Latin America Risk Reward Ratings ................................................................................................................................................................... 11
Table: Q113 Risk/Reward Ratings ...................................................................................................................................................................... 14
Colombia ............................................................................................................................................................................................................ 15
Industry Forecast Scenario ........................................................................................................................... 16
Table: Mobile - Historical Data And Forecasts, 2010-2017 ............................................................................................................................... 16
ARPU Forecast, 2010-2017 (COP) .................................................................................................................................................................... 18
Fixed Line ................................................................................................................................................................................................................ 20
Table: Fixed-Line - Historical Data And Forecasts ........................................................................................................................................... 20
Internet .................................................................................................................................................................................................................... 22
Table: Internet - Historical Data And Forecasts ................................................................................................................................................ 22
Market Overview ............................................................................................................................................ 24
Mobile ................................................................................................................................................................................................................. 24
Regional Perspective .......................................................................................................................................................................................... 24
Key Developments .............................................................................................................................................................................................. 25
Market Growth ................................................................................................................................................................................................... 26
Market Shares ..................................................................................................................................................................................................... 27
Table: Colombia Mobile Market Shares, Q212 .................................................................................................................................................. 28
Usage .................................................................................................................................................................................................................. 30
MVNOs ............................................................................................................................................................................................................... 31
Networks ............................................................................................................................................................................................................. 32
Mobile Content ................................................................................................................................................................................................... 35
Table: Colombia Mobile Internet Subscribers By Operator 2012 (‘000) ............................................................................................................. 36
Table: Colombia Mobile Market Overview ......................................................................................................................................................... 38
Table: Claro ....................................................................................................................................................................................................... 38
Table: Tigo ......................................................................................................................................................................................................... 39
Mobile Content ........................................................................................................................................................................................................ 40
Regional Overview .............................................................................................................................................................................................. 40
Fixed Line ................................................................................................................................................................................................................ 43
Pay TV ................................................................................................................................................................................................................ 46
Broadband ............................................................................................................................................................................................................... 48
Table: Colombia Internet Subscribers By Department ....................................................................................................................................... 48
Table: Colombia Internet Subscribers By Type (000) 2011 ................................................................................................................................ 50
Industry Trends And Developments ............................................................................................................ 53
Key Market Developments .................................................................................................................................................................................. 53
Table: Key Market Developments ....................................................................................................................................................................... 53
Regulatory Environment............................................................................................................................... 55
Division Of Regulatory Responsibilities In Colombia ......................................................................................................................................... 55
Background And Regulatory Bodies ................................................................................................................................................................... 55
Regulatory Developments ................................................................................................................................................................................... 57
Table: Regulatory Developments ........................................................................................................................................................................ 60
Competitive Landscape ................................................................................................................................ 61
Key Players ......................................................................................................................................................................................................... 61
Table: Key Players: Colombia Telecoms Sector ................................................................................................................................................. 61
Table: Selected Operator Financial Parameters ................................................................................................................................................ 61
Company Profiles .......................................................................................................................................... 62
Claro (formerly Comcel)..................................................................................................................................................................................... 62
Tigo (Colombia Móvil) ....................................................................................................................................................................................... 65
Company Monitor .......................................................................................................................................... 68
Table: Ericsson Global Quarterly Net Sales By Division (SEKmn) ..................................................................................................................... 68
Demographic Outlook ................................................................................................................................... 73
Table: Colombia's Population By Age Group, 1990-2020 ('000) ......................................................................................................................... 73
Table: Colombia's Population By Age Group, 1990-2020 (% of total) ................................................................................................................ 74
Table: Colombia's Key Population Ratios, 1990-2020 ....................................................................................................................................... 75
Table: Colombia's Rural And Urban Population, 1990-2020 .............................................................................................................................. 75
BMI Methodology .......................................................................................................................................... 76
How We Generate Our Industry Forecasts .............................................................................................................................................................. 76
Table: Key Indicators For Telecommunications Industry Forecasts .................................................................................................................... 76
Telecoms Business Environment Ratings ................................................................................................................................................................. 78
Risk/Reward Ratings Methodology ..................................................................................................................................................................... 78
Ratings System .................................................................................................................................................................................................... 78
Indicators ............................................................................................................................................................................................................ 78
Table: Ratings Indicators ........................................................................................................................................................
  • Global Stem Cell Therapy Industry Witnesses Steady Growth
    Stem cell research which is one of the most contemporary areas of biology has developed rapidly in the last couple of years. Increased funding in stem cell research by both government and private organizations is one of the main drivers in the stem cell therapy industry. Stem cells are used in various medical therapies such [...]
  • Global Lubricant Market Driven by Increased Demand in Automotive Industry
    With growth in the automobile industry, the demand for lubricants has also increased. The robust growth in manufacturing with increase in industrial production, particularly in countries such as China and India are also fueling the demand for lubricants. In 2013, the global market for lubricants had reached a value of 123.64 billion USD. By 2020, [...]
  • Global Cybersecurity Market Driven by Increase in Cyber Attacks
    In recent years, the global market for cybersecurity has grown steadily, with the rapid adoption of cloud-based services. As more and more corporate and government organizations are realizing the importance of protecting data and intellectual property, the market for cybersecurity is going to expand. In 2014, the global market for cybersecurity was valued at 95.60 [...]
  • Global Epilepsy Drug Market Continues to Grow Steadily
    The global epilepsy drug market has grown steadily in recent years with increased sales of anti-epileptic drugs which are targeted at reducing seizures. Epilepsy is a condition which affects the brain and is characterized with repeated seizures in the patient. Treatment for epilepsy usually involves the use of medicines known as anti-epileptic drugs which prevents [...]
  • Global Meat and Poultry Product Market to Witness Steady Growth
    As global demand for meat and poultry products continues to rise, the market for meat and poultry is also expected to grow steadily. The market for meat and poultry products is driven by rise in disposable income, growing awareness among consumers about the importance of adding protein to their diet, and change in eating habits. [...]
  • Graft-Versus-Host Disease (GVHD) Treatment Market worth $407 million by 2018
  • The graft-versus-host disease (GVHD) treatment market value will increase from $297 million in 2013 to $407 million by 2018, at a Compound Annual Growth Rate (CAGR) of 6.59%, according to research and consulting firm GlobalData. The company’s latest report* states …

  • Poland Pharmaceutical Industry Growing at 8.3% CAGR to 2020
  • Factors such as the growing elderly population, increasing availability of affordable medicines, and transparent regulatory guidelines will provide the necessary impetus for the growth of the Polish pharmaceutical market, but a decrease in mark-up prices and the country’s stringent drug …

  • Asia-Pacific, Led by China, Drive the Global Methanol Industry
  • China is driving the global methanol industry, with tremendous demand from both its energy and petrochemicals sectors. It accounts for 87.9% of Asia-Pacific’s (APAC) methanol capacity, and 51.9% of the global methanol capacity. Despite a large planned capacity increase in …

  • Diagnostic X-ray Imaging Market worth $4.0 billion by 2020
  • GlobalData estimates that the global diagnostic X-ray imaging market, worth $2.4 billion in 2012, will reach almost $4.0 billion by 2020, increasing at a Compound Annual Growth Rate (CAGR) of 6.7% during the forecast period. Many players are active in …

  • Graft-Versus-Host Disease Market Forecast to 2023
  • Graft-versus-host disease (GVHD) is a common complication of allogeneic hematopoietic stem cell transplantation (HSCT) that occurs when the donated (graft) cells are rejected and attack the host’s cells as foreign. GVHD can progress from mild to severe forms as either …

  • Czech Republic Consumer Electronics Report Q1 2015
    Published: 19-Nov-2014        Price: US $1295 Onwards        Pages: 73
    BMI View: We expect consumer electronics sales growth will accelerate in 2015, after the market narrowly returned to growth in 2014. Smartphone sales boomed in 2014, offsetting a decline in computer hardware and AV sales as koruna depreciation squeezed demand. From 2015 we expect stronger performance in all three market segments as the economic environment becomes more supportive, including our forecast for koruna appreciation. The largest opportunities are in the mobile PC segment (tablets/hybr......
  • Hungary Consumer Electronics Report Q1 2015
    Published: 19-Nov-2014        Price: US $1295 Onwards        Pages: 72
    BMI View: The Hungarian consumer electronics market has suffered from the challenging economic environment in Hungary in recent years but demand recovered in 2014 as a result of technology trends, ie booming tablet and smartphone sales, as well as the fact upgrade demand was brought forward by the withdrawal of XP support and the FIFA World Cup. Although several macroeconomic indicators are expected to continue to strengthen in 2015, the depreciation of the forint against the US dollar will mean......
  • Israel Consumer Electronics Report Q1 2015
    Published: 19-Nov-2014        Price: US $1295 Onwards        Pages: 70
    BMI View: Israel has one of the most mature consumer electronics markets in the region, with smartphones accounting for the vast majority of handset sales, and a strong demand for computer devices within its vibrant startup market and from global IT and CE vendors that have set up research and development centres in the country. Tablet computers gained traction slightly later in Israel than in many other developed markets and we therefore expect them to be the key driver of computers sales over ......
  • Turkey Consumer Electronics Report Q1 2015
    Published: 19-Nov-2014        Price: US $1295 Onwards        Pages: 94
    BMI View: Turkey's Consumer Electronics market is considered to have a strong medium-term growth outlook, as a convergence of broad based income growth, globally declining device prices, improvements to supporting infrastructure and expanded domestic production drive market development. However, there is significant downside to our core scenario as Turkey continues to be among the European markets most exposed to downside risk. For instance, Turkey continues to be dependent on external financing......
  • Global Bluetooth Speaker Market 2015-2019
    Published: 19-Nov-2014        Price: US $2500 Onwards        Pages: 82
    Bluetooth speakers are used to listen to music. They work on wireless technology that allows the user to send and receive files and data without wire. The Bluetooth speakers are portable, and are, therefore, easy to use and carry, and easy to install. Bluetooth speakers are of the following types: AC/DC Bluetooth speakers, AC-only Bluetooth speakers, and DC-only Bluetooth speakers. TechNavio's analysts forecast the Global Bluetooth Speaker market to grow at a CAGR of 38.73 percent during the ......
  • 2014 Deep Research Report on Global and China Loudspeakers Industry
    Published: 14-Nov-2014        Price: US $2200 Onwards        Pages: 163
    This is a professional and depth research report on Global Loudspeaker industry. The report firstly introduced Loudspeaker basic information included Loudspeaker definition classification application industry chain structure industry overview; international market analysis, China domestic market analysis. Global Regional (such as US Europe Asia China Japan etc regions) Global Leading Suppliers, different type products, different applications etc Loudspeaker production and market share, Loudspeak......
  • 2014 Deep Research Report on Global and China Household Humidifier Industry
    Published: 12-Nov-2014        Price: US $2600 Onwards        Pages: 142
    This is a professional and depth research report on Global Household Humidifier industry. The report firstly introduced Household Humidifier basic information included Household Humidifier definition classification application industry chain structure industry overview; international market analysis, China domestic market analysis. Global Regional (such as US Europe Asia China Japan etc regions) Global Leading Suppliers, different type products, different applications etc Household Humidifier pr......
  • Bulgaria Consumer Electronics Report Q1 2015
    Published: 12-Nov-2014        Price: US $1295 Onwards        Pages: 78
    BMI View: We made a significant revision to the Bulgarian consumer electronics market forecast in the Q115 to better reflect economic and political risks, as well as technology trends within the market, for instance declining device prices in key product categories. However, our assessment of the underlying growth dynamic is unchanged, with our expectation for short term challenges to act as a drag on growth, including economic weakness and regional political and security risks. Despite the chal......
  • Global CCTV Camera Market 2014-2018
    Published: 12-Nov-2014        Price: US $2500 Onwards        Pages: 57
    CCTVs are video cameras that are used for video surveillance by transmitting signals from a specific place to another. The signals are not openly broadcasted, instead they are restricted to be monitored by only a set of people located in a particular place. CCTV cameras have wide usage worldwide by government enterprises to combat and avoid domestic as well as international security threats. Usage in private sectors such as retail stores, banks, and casinos is also gaining momentum because of de......
  • SERVICES
    Value for Money
    We believe in "optimum utilization of available budget and resources". While servicing our clients' (your) market research requirements, we keep the same approach in focus to help you get the best value for your $$s.
    Ever Growing Inventory
    Ranging from the smallest feasible / required data (datasheets, data facts, SWOT analysis, company profiles, etc) to full research reports that help you make decisions, our inventory is updated almost on a daily basis with the latest industry reports from domain experts that track more than 5000 niche sectors.
    One Stop Solution
    Need a custom research report on medical devices market? Require all available business intelligence on 3D printing industry? Exploring F&B sector of a particular country/region? RnRMarketResearch.com is your one-stop-solution to all market intelligence needs. We not only offer custom research and consulting services, we also "bundle" reports to meet your needs and help you fetch the data analysis you require for your business.
    Dedicated Client Engagement
    Not limited to only "finding" relevant reports for you, our client engagement team dedicates its efforts to understand your "business need" and accordingly maps available research data to help you move forward. Call "your" client engagement executive any time of your day and get your questions answered in order to make the correct business decision.
    Saving Time and Efforts
    Simply share your research requirement details with us and let us do all the hard work to find required intelligence for you. When you add up our "one stop solution" and "dedicated client engagement" services mentioned above, you obviously know the time and effort saving you do by working with us.
    Payment Flexibility
    Working with Fortune 500 organizations, we understand the importance of being flexible for payments. Share your payment terms with us and we will surely match up to them to ensure you get access to required business intelligence data without having to wait for the payment to be done.
    Post-Purchase Research Support
    Have questions after reading a report / datasheet bought through us? Not sure about the methodology used for data available in the research? Talk to us / Share your questions with us and if required, we will connect you with the analyst(s)/author(s) of the report(s) and ensure you get satisfactory answers for the same. Need more data / analysis / report(s) on the topic of your research/project? The RnRMarketResearch.com team is here for you 24X7 to support you with your post-purchase requirements. Subscription Offers & Packages (Get in touch with us for more details - [email protected] / +1 888 391 5441 )
    • Ad Hoc
    • Pay - as - you - go / Bucket Subscriptions
    • Fixed Cost for #of reports
    • Customize / Personalize as per your needs