Indonesia Consumer Survey 2019

Taken from Credit Suisse Research 

Institute "Emerging Consumer Survey 2019"

March 2019

IoT Security & Privacy Concern

Taken from CIO-Today's article:

Internet of Things Growing Despite Security Concerns
December 30, 2014

Chances are you'll hear a lot more about the Internet of Things (IoT) in 2015 -- and it might not all be good. Although IoT is clearly gaining momentum, consumers are concerned about privacy and security.

Nearly 65%  of American consumers are moderately or extremely interested in adopting smart home solutions, according to new research from the Internet of Things Consortium (IoTC). And 71% buy it based on word-of-mouth referrals from people they trust or in-store employee recommendations.

Security Threats Emerge

That said, two-thirds of respondents are concerned about privacy. In fact, across age, gender and income, 66% of survey respondents express concern about privacy. Researchers say this finding highlights the need for industry participants to mitigate privacy and security concerns to drive the industry forward.

Good News for Advertisers

Despite these concerns, respondents are still pressing into IoT. 37% of survey respondents want to be able to enhance their home entertainment experiences by transferring shows and content from one device to another. The same percentage of respondents also wants to control their home appliances using a voice assistant.

In welcoming news for marketers, U.S. consumers said they would be open to viewing advertisements on connected home devices. Over a third said they would be willing to accept commercial advertising if it helped subsidize the cost of connected home products or services.

CES Trends: Privacy, Security and the Internet of Things

January 5, 2015

The International Consumer Electronics Show (CES) 2015 event is seeing the debut of serious hardware and software for business plus a focus on tools for maintaining data privacy and security, and management tools for the emerging Internet of Things. 

Samsung Electronics and Daimler AG/Mercedes-Benz discussed the many possibilities being created by the fast-evolving Internet of Things, while Mercedes-Benz is expected to talk about autonomous driving, meaning self-driving cars.

IoT 'Everywhere'

The Internet of Things, which encompasses networked devices ranging from smart thermostats to cellphone-controlled door locks and ultra-small micro-electromechanical systems, is expected to generate $300 billion in product and service revenues by 2020. The number of IoT devices likely to be deployed by then will reach around 26 billion units.

Mobile "currently" is taking over "almost" everything

Taken from eMarketers artcle's Digital Video Viewers Keep Eyes on PCs

Mobile hasn't taken over digital video

The US audience for digital video will pass 200 million in 2015, making up not quite two-thirds of the entire population. eMarketers estimate that growth will run in the low single digits over the next few years.

The most common screen for digital video consumption is the traditional desktop or laptop. Many digital video viewers use multiple screens over time (and even simultaneously), but computers remain the most popular access point. 

A survey of US internet users by HUB Research found that use of mobile devices (and smart TVs) for video viewing grew in 2014, but significantly more respondents still used computers to do so. Similar patterns can be seen in data from TNS, which found that laptop computers were the most common device used to stream videos. TNS’s survey showed a much smaller—but still significant—gap between computers and other devices for video viewing.

Another view, this from server data gathered by Adobe, in Q1 2014, almost three-quarters of US digital video starts occurred on computers, while just over one-quarter occurred on mobile devices. eMarketer estimates that there will be 89.7 million smartphone video viewers in the US in 2014. That total is about half the size of the overall digital video audience.

Although there are fewer tablet users than smartphone users, the size of the US tablet video-viewing audience is nearly as large as that of the smartphone video-viewing audience, reflecting the fact that the tablet is associated with leisure-time activities such as content consumption.

This year, about 46% of US households will have some form of connected TV (defined as a TV set connected to the internet through built-in internet capability or through another device such as a Blu-ray player, game console or set-top box—e.g., Apple TV, Google Chromecast, Roku). And by next year, nearly 56% of households will have at least one connected TV.

While the size of the mobile audience is considerable, the numbers also point to how nonmobile video—computers and connected TV—is still going strong. That’s essential to keep in mind when planning and executing ad campaigns to balance against the hype that “mobile is taking over everything.”

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Related with that, another article from the same source, tell us a China market

China Beats US for Mobile TV Episode Viewing

Over 70% of China's smartphone owners watch full TV shows on their phones at least weekly

Mobile users in China are far more likely than those in the US to turn to their devices for TV viewing, according to August 2014 polling by GfK for the Interactive Advertising Bureau (IAB). The study found that 71% of smartphone owners in China watched full-length TV episodes at least weekly on their advanced handsets, and 27% did this once a day or more, compared with respective response rates of 28% and 9% for the US. Less than 10% of respondents from China never watched on a smartphone, compared with half in the US.

Full-length show consumption on tablets was also much more popular in China, where more than three-quarters of users watched at least weekly, compared with 36% who did so in the US. In terms of daily usage, 23% of tablet owners in China viewed full television episodes on their devices once a day or more, compared with just 5% in the US. Tablet owners in China were even less likely than smartphone users to never watch full shows on their tablets, at 6%. Meanwhile, 37% of US tablet owners never viewed complete episodes on their devices—lower than the response for smartphones, but still far behind China. Full-episode watching isn’t the only television activity that’s more mobile in China than the US. IAB reported that China’s mobile owners were more likely than those in the US to conduct TV-related activities in general on their devices, at least at home. Nearly half (47%) of smartphone users in China had performed a TV-related activity or watched TV on their phones while at home in the month leading up to polling, and the majority (54%) of tablet owners in the country had done the same. Meanwhile, rates for the US came in at 30% and 43%, respectively.

(Red : Maybe it has a correlation with device Operating System, that maybe most of people in China using Android based tablet or smartphone that have many free app to watching TV activities compared with people in US that use IOS based smartphone or tablet.)

Indonesia Consumer Confidence 2014

From Asia Pacific and Indonesia ANZ-RoyMorgan research.

This posting is the additional information to previous posting.



From 2014 Asia Pacific Consumer Confidence Index, released bay Roy Morgan Research, Indonesia is the highest confidence level compare to 6 other country (China, Singapore, Australia, New Zealand, Thailand, Vietnam) that represent Asia pacific. Indonesia index (156.1) followed closely to China (151.1) but far enough from the average (124.4).

2014 would be the highest yearly index for Indonesia. From data 2005-2014, the lowest index happen on 2008, the year of economic crisis. If we calculate the annual growth from that year, we got 6.2% CAGR.

2014 Thailand IT Report from Business Monitor International

Taken from

Thailand Information Technology Report
Published 10 October 2014

BMI View: Thailand's IT market continues to be impacted by economic and political uncertainty, which is a drag on enterprise and consumer confidence . H igh household debt and baht depreciation also weigh on our forecast in 2014, but we expect the situation to improve markedly from 2015. Over the medium term s trong growth is forecast across all IT segments mak ing the Thai IT market one of the largest and fastest growing in the region. Drivers such as high private final consumption and the economy's strong growth trajectory will support the market's expected expansion. In addition, fundamentals such as increasing connectivity and the falling price of devices are enabling a wider range of potential users to enter the market. We see strongest growth in product categories such as tablets , cloud computing, big data analytics, real-time business management systems and enterprise software adoption among SMEs.

Headline Expenditure Projections

• Computer Hardware Sales: THB108.9bn in 2014 to THB130.2bn in 2018, with CAGR of 4.6%. Desktop and notebook demand expected to stabilize after withdrawal of support for XP and cuts to Windows OS licensing fees, but low-cost tablets will remain fastest area of growth.
• Software Sales: THB36.6bn in 2014 to THB48.2bn in 2018, at a CAGR of 7.1% 2014-2018. Key drivers will include enterprise OS upgrades and productivity enhancing investments, particularly among SMEs that are looking to control costs and achieve scale.
• IT Services Sales: THB51.1bn in 2014 to THB76.9bn in 2018, with a CAGR of 10.8%. We expect IT services will be the outperforming segment of the IT market as cloud computing demand drives growth.

Key Trends & Developments

The cloud computing market is developing rapidly in Thailand as international vendors target the growth opportunity, while local firms and telecoms operators are also looking to get a foothold in the market. Vendors targeting the growth opportunity in Thailand.

2014 Singapore IT Report from Business Monitor International

Taken from

Singapore Information Technology Report
Published 10 October 2014

BMI View:   W e have a positive outlook for the growth of Singapore's IT market , which will underperform emerging market growth rates, but is expected to outperform against other developed markets. Strong income growth, exposure to the APAC growth story and government policy will all support IT market growth over the medium term. Growth from the sales of PC and devices will slow as high device penetration in the city state means little prospect for first time sales , but short replacement cycles and strong demand for premium devices will ensure it remains a lucrative market for vendors . Considering the government active push to promote Singapore as a destination for cloud, big data and analytics services, Singapore should be a strong contender in the data centre space against peers such as Australia, Taiwan, South Korea and Hong Kong.

Headline Expenditure Projections 

Computer hardware sales forecast to increase from SGD 2.926 bn in 2014 to SGD 3.333 bn in 2018, equating to a compound annual growth rate (CAGR) of 3.5% in local currency terms. The slowdown in tablet sales represents downside by a stabilisation in desktop and notebook volumes will see the market continue to grow over the medium term.

Software sales forecast to increase from SGD 1.436 bn in 2014 to SGD 1.733 bn in 2018, representing a CAGR of 5.2% in local currency terms. SME demand for basic enterprise software (particularly SaaS), complex deployments by large enterprises and investments in security software will all be growth areas.

IT Services sales forecast to increase from SGD 3.236 bn in 2014 to SGD 4.091 bn in 2018, equating to a CAGR of 5.9% in local currency terms. Growing demand for cloud computing, big data and analytics services from telecoms, healthcare, logistics and government will support IT services outperformance.

Key Trends And Developments

Like most developed markets, the boom in tablet sales has been the most prominent development in the PC market in recent years.

2014 Indonesia IT Report from Business Monitor International

Taken from :

Indonesia Information Technology Report

Published 18 August 2014

BMI View: our bullish outlook for the Indonesian IT market is reflected in the latest consumer confidence survey released by Nielsen in July 2014, which found Indonesians to be the second most optimistic from a cross-section of 60 markets. This supports our forecast for the Indonesian IT market to be a regional out performer over the medium term   - with IT market growth expected to benefit from strong economic growth, a low PC penetration rate , enterprise and public service modernisation and an emerging middle class. Retail hardware, enterprise software and cloud computing are expected to be key drivers of medium - term growth.   However, there is short-to-medium term downside in Indonesia as vendors face depreciation of the rupiah, which has raised the cost of dollar denominated hardware and software imports, or required vendors to absorb the costs . In the immediate future, IT spending is forecast to increase to IDR 142.5 trn in 2014 , up 17.3% from 2013, with the IT market accounting for 1.4% of GDP .

Headline Expenditure Projections

Computer Hardware Sales: IDR 85.5 trn in 2014 to IDR 131.7 trn in 2018, at a compound annual growth rate (CAGR) of 12.2% in local currency terms. Growth boosted by deepening of the market as Android tablet vendors and Microsoft notebook vendors compete aggressively on price.

Software sales: IDR 23.9 trn in 2014 to IDR 43.7 trn in 2018, at a CAGR of 17.5% in local currency terms. Piracy is a major drag on software market growth, but despite this demand growth in 2014 will be strong as enterprise software deployments drive spending, with modernisation in the manufacturing, mining and tourism verticals offering the greatest opportunities to vendors.

IT Services Sales: IDR 33.1 trn in 2014 to IDR 56.0 trn in 2018, at a CAGR of 15.0% in local currency terms. Cloud service adoption remains low in 2014, but as telecoms infrastructure improves and end-user education levels increase cloud services are expected to gain...

Indonesia Information Technology Report Q3-2013

Excerpt from the article of 

Indonesia Information Technology Report

Indonesia - Q3 2013 Published Date: 01 Jul 2013

from Business Monitor International (BMI) 

The Indonesian IT market is forecast to be one of the outperforming markets globally in the medium term on the back of strong economic growth and an emerging middle class. Spending is expected to reach IDR 64.6trn  in 2013, up 16.3% from 2012. The retail market will be a major driver of growth, with PC penetration estimated at below 10% in 2012, meaning significant growth potential from first - time buyers and upgrades/personal devices. Continued strength in government spending will also support expansion of the market, boosting long-term growth potential.

Headline Expenditure Projections

Computer Hardware Sales: IDR45.9trn in 2013 to IDR65.4trn in 2017, at a CAGR of 10.4% in local currency terms. Rising incomes and the growing affordability of devices, combined with credit availability, will increase sales in the consumer segment.

Software sales: IDR7.8trn in 2013 to IDR13.0trn in 2017, a CAGR of 15.1% in local currency terms. Windows 8 sales will boost spending in 2013, although progress will depend on the success in bringing down illegal software use.

IT Services Sales: IDR11.0trn in 2013 to IDR17.2trn in 2017, with a CAGR of 13.1% in local currency terms. Forecast unchanged, with a key growth area being cloud services, which could be worth more than IDR12.1trn by 2017.

Risk/Reward Ratings: Indonesia's score was 47.5 out of 100.0. Indonesia remained in ninth position in BMI latest RRR table, below the Philippines but ahead of Thailand.

Key Trends

The tablet market is expected to experience rapid growth in 2013 as a wide range of low-cost Android-based tablets hit the market. Consumers have shown a clear preference for mobile computing devices, including netbooks and notebooks, but tablet adoption failed to take off prior to 2012 due the high price of devices, putting them out of reach for the majority of consumers. Higher specification devices are now becoming available at affordable prices, and, with PC penetration at under 10% in 2012, there is a large opportunity for tablets to be adopted as a first device, with consumers skipping ownership of a desktop or notebook. BMI believes OEMs from China, as well as local brands such as S Nexian will be the main beneficiaries of demand for low-cost devices. However, global vendors such as Acer have stated their intentions to target mid- and low-specification devices at the market in order to achieve growth.

Although the consumer story in Indonesia means the retail hardware market is set to remain the dominant theme in the Indonesian IT market, there are also opportunities for vendors to generate sales to the public and enterprise sectors. An active approach by the government to encourage IT development, led by the National ICT Council, should stimulate spending through a series of infrastructure and education initiatives. Meanwhile, according to government data, IT penetration in enterprises is low, particularly in the SME segment, representing a huge potential market. Modernization is driving spending on applications such as CRM, ERP and financial management in key sectors such as financial services, telecoms, utilities, government, retail and manufacturing.

What's inside the Pandora

Artikel yg diunduh dari TechCrunch.com mengulas "cerita" Pandora, aplikasi internet radio yang sudah melakukan IPO. Meski di tweeter saya suka bercuit tentang apa competitive advantage Pandora dibandingkan radio internet lainnya, namun perusahaan ini diminati di pasar bursa.

Terlepas dari keraguan itu, app ini sudah memiliki sekira 94 juta pelanggan terdaftar. Angka ini mungkin yang menaikkan harga saham dari pembukaan di range 7-9 ke 10-12 dolar per lembar saham. Info dari artikel juga menyebutkan posisi pertengahan Juni ini dijual di sekitar $20/saham.

Selain jumlah pelanggan, posting dari Mike Arrington (buat yg pernah ambil mata kuliah Analisis Industri disini mungkin ingat) di TechCrunch boleh jadi memberi persepsi positif.

Tapi kalo ngebandingin nilai Pandora yang sudah diangka 3 milyar dollar, saya lebih milih YouTube yang dibeli Google 1.6 milyar.

Buat lebih banyak tahu kenapa market capital Pandora bisa tinggi mustinya bisa ditelaah dari bisnis modelnya. Sayangnya kita di Indonesia belum bisa berlangganan, terkait issue copyright dengan music label lokal.

Satu hal yang menarik dari komentar Condrad tentang bisnis radio, tentang car & comedy. Saya setuju, terutama buat seumuran, kalo radio banyak didengar di mobil, data Condrad menyebutkan angka 47%. Tentang Comedy, opini saya lebih cenderung ke penyiar. Orang biasanya ngedengerin radio ngga cuman denger lagu doang, tapi info, progra dan celotehan penyiarnya juga jadi alasan.

TechCrunch

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What's inside the Pandora

Artikel yg diunduh dari TechCrunch.com mengulas "cerita" Pandora, aplikasi internet radio yang sudah melakukan IPO. Meski di tweeter saya suka bercuit tentang apa competitive advantage Pandora dibandingkan radio internet lainnya, namun perusahaan ini diminati di pasar bursa.

Terlepas dari keraguan itu, app ini sudah memiliki sekira 94 juta pelanggan terdaftar. Angka ini mungkin yang menaikkan harga saham dari pembukaan di range 7-9 ke 10-12 dolar per lembar saham. Info dari artikel juga menyebutkan posisi pertengahan Juni ini dijual di sekitar $20/saham.

Selain jumlah pelanggan, posting dari Mike Arrington (buat yg pernah ambil mata kuliah Analisis Industri disini mungkin ingat) di TechCrunch boleh jadi memberi persepsi positif.

Tapi kalo ngebandingin nilai Pandora yang sudah diangka 3 milyar dollar, saya lebih milih YouTube yang dibeli Google 1.6 milyar.

Buat lebih banyak tahu kenapa market capital Pandora bisa tinggi mustinya bisa ditelaah dari bisnis modelnya. Sayangnya kita di Indonesia belum bisa berlangganan, terkait issue copyright dengan music label lokal.

TechCrunch

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