An estimated 4.3 million 3D TVs will be sold in 2010, and by 2013, more than 25% of all sets sold will be 3D ready, predicted CEA chief economist and director of research Shawn DuBravac.
“3D in the home is far and away one of the biggest stories at CES this year,” he said, speaking Tuesday at CES during CEA’s State of the Industry Update. “We saw a lot of (3D) last year. This year we are taking the next step. It will go beyond displays. These are products that are ready for market with release dates.”
He added that CES news in this area would include content deals, as well as 3D-ready products such as Blu-ray players, digital cameras, laptops, mobile devices, and gaming technologies.
Additional news from the presentation:
—CEA estimates that nearly 20% of TVs shipped this year will be Ethernet-enabled.
–65% of consumers have not yet linked their TV to the Internet.
–CEA observes that there has not been a lot of product in displays between 5-15 inches, but that is about to change. In 2009, the industry saw interest in e-readers and netbooks, both of which are expected to do well in 2010. CEA projects that the e-reader market will double in 2010, and double again by 2012. Netbooks doubled in 2009 and are expected to double again in 2010.
CEA suggested that this area is where the “Tablet 2.0” market would emerge, and if a tablet market does launch, the size of the projected e-reader and netbooks market would change.
–CEA expects that among the fastest growing product categories in 2010 will be LED displays (256%), OLED displays (236%), Ethernet-enabled TVs (129%), e-readers (127%) and 3DTVs (95%).
Following the presentation, CEA offered a look at the International market. The key takeaway was that the global recession flattened the CE market, Asian economies are leading the return to growth, and the days of CE dominance are numbered for North America and Western Europe.
CEA reported:
–The global outlook for 2010 is $681 billion in sales, which is flat from 2009. (The 2009 figure was down 2% from 2008.)
–2009 experienced a -2% decline in worldwide CE sales. North America was down 12%, while Japan was up 19% and China was up 10%.
–In 2010, CEA expects the global market to be flat. It projects that North America will be down 3% and Western Europe will be down 9%, while China will be up 10%.
–In 2010, CEA projects that there could be decline in many product categories, the exceptions include laptops, LCD TVs and high definition DVD players.
–Today, key global markets are driven by LCD TVs or mobile phones/smart phones. In 2010, CEA expects LCD TVs to claim 72% of TV set sales.