Fun with Data – CE Salea
Composite consumer electronics data is hard to find, that is, not hard to find but harder to understand, as most do not define in detail what is included in such numbers. This makes apples-to-apples comparisons difficult to say the least, but numbers for 2020 are beginning to appear so we present them individually, rather than as averages, which we can do with individual device data. Strategy Analytics has calculated 2020 global consumer electronics revenue at $385.5b US, up 7.3% y/yy, inclusive of PCs, tablets, Set-top boxes, wireless speakers, TV sound bars, game consoles, digital camera, video streaming devices and, of course, ‘other’, which could include anything.
Shipments of ‘home computers’ (hard to define) and tablets rose ~11% to 396m units, while revenue for the same category increased by ~17% to $199b, while game console revenue increased 18% to $11.9b. Wireless speakers (smart speakers) saw units decline by 3% to 240m units, and TV sales saw a decrease of 2%, so not every category benefited from the new stay-at-home paradigm, but at least from the perspective of expectations earlier in 2020, even the negative TV growth looked better than might have been expected. Again, while we can collect and average unit volumes and sales for certain CE categories, composite data varies considerably between sources, so we cannot verify all of the specifics. That said, the composite data does not reflect how unusual 2020 was from a historic perspective, which is why we qualify the data when it is presented. As we aggregate or generate more specific segment data we should be able to present a better picture of each segment going forward.
Shipments of ‘home computers’ (hard to define) and tablets rose ~11% to 396m units, while revenue for the same category increased by ~17% to $199b, while game console revenue increased 18% to $11.9b. Wireless speakers (smart speakers) saw units decline by 3% to 240m units, and TV sales saw a decrease of 2%, so not every category benefited from the new stay-at-home paradigm, but at least from the perspective of expectations earlier in 2020, even the negative TV growth looked better than might have been expected. Again, while we can collect and average unit volumes and sales for certain CE categories, composite data varies considerably between sources, so we cannot verify all of the specifics. That said, the composite data does not reflect how unusual 2020 was from a historic perspective, which is why we qualify the data when it is presented. As we aggregate or generate more specific segment data we should be able to present a better picture of each segment going forward.
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