Kathryn McFarland, Xerfi Canal Consumer Electronics Groups - World
par GroupeXerfi
Voir cette vidéo sur le site Xerfi canal : http://www.xerficanal-economie.com/emission/Kathryn-McFarland-Consumer-Electronics-Groups-World_1759.html Xerfi Global has recently published a study on "diversified consumer electronics groups", that is to say groups that manufacture and market to non-professional consumers electronic devices such as tablets and other IT equipment, mobile phones, TV sets, audio and video players as well as cameras, video recorders and other related equipment. After years of growth, global electronics shipments are set to fall for the first time in 2014 by a slight, but significant, 1.2%. The main culprits behind this drop are mature markets. For the most part, households in these markets already have their fill of electronic devices. From 2013 to 2014, sales in Western Europe are expected to drop by 7.8% while North America should decrease by 1.2% and, most worrisome of all, developed Asia is set to take an 11.2% tumble as a result of market saturation. If economic conditions were healthier, increased innovation and state-of-the-art products could still attract some growth, but the sluggishness of the world economy means that mature market customers are more driven by competitive pricing rather than innovation and replacement rather than addition. And what about emerging markets? Can they save the industry? Yes, and no. It is true that demand is set to increase in emerging markets. Emerging countries already generate over half of global demand and this share is set to grow, driven by sustained economic development and positive demographics in these countries. Sales in emerging Asian countries should grow by 1.4% over the year while other emerging markets should give demand a 4.3% push. Emerging market consumers are typically looking to make first-time purchases rather than replacement purchases. Nevertheless, emerging market demand is more focused on baseline devices and price is of the essence for consumers. As a result, emerging markets cannot save global growth: lower sales prices prevent emerging market growth to fully offset dropping sales in mature markets. [...] www.xerfi.fr
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