Packaged Media and Beyond Conference - MEDIA
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Packaged Media and Beyond Conference - MEDIA
Packaged Media and Beyond Conference Blu-ray Status Update April 20, 2012 Victor Matsuda BDA GPC Chair BDA GPC Key Activities Continued PR outreach Participation in key industry events Maintaining the main BDA website as well as consumer websites in 4 regions BDA Member Seminars (Japan) Retailer activities Coordination and support of national promo activities (EU) Efforts for social networking activities Agenda • Key Metrics • Key Topics • Key Activities U.S. Hardware Growth*+ Over 36 million US households (roughly 1/3) are now Blu-ray households The number of Blu-ray Disc households increased by nearly 40% over 2010 HDTV penetration is now nearly 75 million US households U.S. 3D Hardware* Initial 3D TV adoption rate exceeding that of HDTV By 2013, virtually all Blu-ray players sold will be 3D capable By 2014, over half of all TV's sold will be 3D capable U.S Software Growth+** Software unit sales grew by over 30% in 2011 Blu-ray accounted for 40.1% of disc sales of the Top 10 titles released in 2011, up from 27% in 2010 Consumer spending on software surpassed $2B for the first time ever U.S. 3D Software* 3D title sales increased by tenfold in 2011 In 2011 the number of 3D titles available increased to 89, as compared to only 31 in 2010 (58 released in 2011) *FutureSource Consulting ** Digital Entertainment Group +IHS ScreenDigest Research Data Update April 2012 2012 U.S. software sales (as of March 2012): 27.2 million BD discs sold YTD, a 37.8% increase compared to the same period in 2011 (17.6M); DVD down 4.9% YOY Hardware installed base for end of 2011: 36.3 million Blu-ray households* including PS3, a 42.3% increase over the same point in 2010 (25.5M); 76% set top vs. 24% game-only Screen Digest hardware projection for end of 2012: Hardware installed base projected to reach 51.7 million (46%) U.S. households by end of 2012, representing 42% growth over 2011 *Note: “Households” numbers include multi-player homes BD Market Overview - USA BD Player Growth 15 Blu-ray PS3 PS4 12.1 11.1 10.3 12.8 13.1 13.2 13.1 Homes Owning BD Players 10 5 4.3 4.0 3.4 2.52.5 3.8 1.5 4.5 0.7 0.2 2015 2016 0 2010 2011 2012 2013 2014 4.5 40% BD-Video Title Sales 200 150 100 79 99 122 148 175 200 220 10% PS3 30.7% 30% 20% 250 Blu-ray 50% PS4 35.2% 37.9% 42.1% 46.3% 23.9% 17.0% 14.0% 14.9% 14.4% 12.8% 10.3% 11.6% 12.0% 2.1% 0% 2010 2011 2012 2013 5.2% 2014 8.6% 7.6% 2015 2016 Household Saturation (%) 50 0 2010 2011 2012 2013 2014 2015 2016 Sales (M Units) source: FutureSource Consulting 2012-13 Forecast- U.S. Moderate growth in BD player market; approx. +9% in 2012, +6% in 2013 More than 37% penetration by 2012, more than 42% penetration by 2013 Significant growth in BD movie market; approx. +23% in 2012, +21% in 2013 *FutureSource Consulting * BD Market Overview – Western Europe BD Player Growth 10 Blu-ray PS4 7.5 8 6 PS3 4.64.8 6.2 4.9 8.8 8.4 4.4 4 8.6 4.8 3.4 1.9 2 8.9 3.4 2.2 Homes Owning BD Players 5.0 Blu-ray 25% 1.1 0.4 20% 2016 15% PS3 PS4 160 140 120 100 80 60 40 20 0 2011 2012 2013 2014 BD-Video Title Sales 2015 128 141 15.0% 8.8% 5% 111 92 0% 73 43 10% 10.7% 11.3% 11.7% 11.6% 10.5% 7.6% 4.3% 2010 56 23.4% 18.4% 0 2010 21.3% 1.1% 2011 2012 2013 3.0% 2014 8.7% 5.6% 2015 8.1% 6.6% 2016 Household Saturation (%) 2010 2011 2012 2013 2014 2015 2016 Sales (M Units) * Data relates to top 16 European markets. source: FutureSource Consulting 2012-13 Forecast- Europe Moderate growth in BD player market; approx. +20% in 2012, +12% in 2013 More than 19% penetration by 2012, more than 23% penetration by 2013 Significant growth in BD movie market; approx. +30% in 2012, +26% in 2013 *FutureSource Consulting 2011 Japan key metrics More than 90% of BD/DVD recorder market is Blu-ray, and Blu-ray recorders sales were approx +50% vs. PY More than 40% of PC market is Blu-ray Approx ¼ of blank media market is Blu-ray Approx ¼ of packaged media market is Blu-ray, and Bluray movies sales were approx +35% vs PY 2012 Key topics Blu-ray and digital distribution Recordable Blu-ray Blu-ray Disc - Ultimate Ownership Blu-ray Disc is the ultimate way to own a movie • The best HD home theater experience • Maximum flexibility to stream and download to multiple devices • Digital extensions (Digital Copy, UV, etc.) enhance the ownership experience of owning a Blu-ray title While online transactions are growing,… 2012 movie revenue: Physical $11.1B, online $1.7B* 2016 movie revenue: Physical 75%, online 17%* * IHS Screen Digest 2012 Key topics Blu-ray and digital distribution Recordable Blu-ray Billions of Photos and Video Clips At Risk • Consumers are accumulating large libraries of digital photos and video clips • More than 20 billion photos taken yearly in U.S.* • HD video capture is now a common feature • Photos are often stored on a single hard drive or on Internet photo services • Unlike film and videotape, digital content has no physical media to fall back on *Source: Photo Marketing Association Not Just a Theoretical Problem… • Moms who blog told us about their experiences with lost photos Recordable Blu-ray Offers a Solution Removability & Compatibility: Blu-ray Disc offers 25GB and 50GB recordable media options for use with players Stability: Blu-ray is a highly stable consumer publishing format that will be around for many years Inexpensive: Cost per gigabyte is very low (approximately $.07 per GB for write-once BD-R discs on 25-disc spindles) Accessibility: Allows photos and HD videos to be enjoyed on HDTVs via Blu-ray players (home theater vs. computer) Easy to Share: Discs can be distributed to others at very low cost Example of BDA Outreach: 2Wired 2Tired Authoring of BD Disc on PC Final result: Playback on BD Player An Elegant and Effective Solution • Recordable Blu-ray Disc offers two simultaneous solutions to an insidious problem: • A backup method that also allows inexpensive duplicate storage in offsite locations • A way for personal photo and video content to be enjoyed by more people on HDTVs China: China Consumer Electronics Fair April 10-12, Shenzhen BDA participation strongly supported by CVIA Prominent booth featuring 9 Chinese exhibitors (TCL, Desay, GEIC, Hualu, Seastar, Juda, Malata, Sansui, Hualu Publishing, and 5 foreign exhibitors (Sony, Panasonic, Philips, Pioneer, Sony DADC) Media interviews Virtual Roundtable The 18th BDA JAPAN Seminar Date: Nov. 16th 2011 Venue: Tokyo, Japan (Meguro-Gajyoen) • Enrollment:148p (126p) * ( ) : previous seminar’s data • Attendance :126p (109p) Attendance Rate :85% BDA CONFIDENTIAL The 18th BDA JAPAN Seminar Agenda BDA Activity Report 1) JTC report Chief editor’s presentation 2) Compliance Committee Report 3) Promotion Committee Activity Report - Official Website, - Collaboration with JRIA Special Session Invited Special Speech #1 Market analysis report by GfK Japan Kinema-Junposha’s Session 1. Consumer research/analysis report and suggestions to the industry 2. Panel discussion Big-name creators and analyst Invited Special Speech #2 According to research, the most efficient way to promote BD is users’ real experience. From that point of view, limited line-up of BD titles at rental shops is one of the biggest problems. Also, the poor line-up for some categories such as music or Japanese movies is the other reason why BD market in Japan is still small. Yearend speech by popular AV Analysts BDA CONFIDENTIAL DEG Japan / BDA Joint Brochure 2011 1. Size: A5 (210mm×148mm, same size as the previous one) 2. Number of pages: 44 pages 3. Circulation: 500,000 copies 4. Distribution: approx. more than 5,000 shops of electronics retail stores and CD stores around Japan. 5. Distributed to stores on Middle of November. Participant companies Hollywood studio/Japanese content companies : 16 companies Hard manufactures : 2 companies Other companies : 1 company Total 19 companies BDA CONFIDENTIAL 3 Big Promotional Items on brochure Blu-ray3D “Combo” products Catalogue titles Combo means BD/DVD package. BDA CONFIDENTIAL Blu-ray Moments coverage Blu-ray Disc Reporter Blu-ray Disc Reporter