2024年科技和媒体展望报告-英-204页_18mb
报告摘要
Summary of Activate Technology & Media Outlook 2024
Consumer Time and Attention
- Multitasking leads to an average of nearly 32 hours a day spent by Americans on technology and media.
- By 2027, daily technology and media time will increase by 12 minutes, reaching 13 hours and 18 minutes per day.
- Super Users (24% of the population) spend significantly more time and money on technology and media compared to other users.
Super Users
- Super Users account for a disproportionate share of time and spend across various tech/media activities.
- They are early adopters of emerging technologies like AR/VR, generative AI, and the Metaverse.
- Segmented into Super Gamers, avid gamers, and casual gamers, with Super Gamers being the most engaged.
Generative AI
- Over 10 million US adults began using generative AI in 2023, projected to reach 90 million by 2027.
- Generative AI is reshaping search, content creation, and enterprise workflows, leading to paradigm shifts across industries.
- Open-source models are democratizing access, allowing smaller players to compete with major tech companies.
eCommerce
- Global eCommerce is expected to reach nearly $10T by 2027, growing twice as fast as physical retail.
- Third-party marketplaces (e.g., Kroger, Walmart) are expanding to enhance customer value and capitalize on retail media.
- Generative AI is enabling personalized shopping experiences and in-game purchases.
B2B and Enterprise Software
- Global B2B technology spend is projected to reach $3.5T by 2027.
- AI-driven innovations (e.g., LLMs, GPUs) are optimizing processes and enabling new functionalities.
- Buyers increasingly prioritize ROI, utility, and AI-enabled tools over cutting-edge features.
Gaming
- Video gaming is one of the most widespread digital behaviors, with over 2.6 billion global gamers.
- Super Gamers (24% of US gamers) represent nearly a quarter of all gamers and will be key targets for emerging technologies.
- In-game advertising and monetization are growing rapidly.
Metaverse
- Generative AI is accelerating Metaverse development, with active users projected to reach 600 million by 2026.
- Major tech companies are investing in immersive experiences, though interoperability and user adoption remain challenges.
Spatial Computing
- All screens are becoming spatial-enabled devices, blurring the lines between physical and digital interactions.
- Apple's entry into spatial computing is expected to catalyze a developer ecosystem.
Social Video
- TikTok is strengthening its position as a leader in social video, expanding into eCommerce and web search.
- Social video time spend is projected to grow at 17% CAGR through 2027.
Video
- Streaming will continue to grow at the expense of traditional TV, though competition for subscriptions and ad revenue will intensify.
- Password sharing crackdowns and ad-supported tiers are reshaping the streaming landscape.
Music and Podcasts
- YouTube and TikTok are the top music discovery sources, with AI transforming personalization and creator tools.
- Podcast listeners are increasingly consuming video podcasts, presenting new monetization opportunities.
Sports Betting
- Legalization in 35 US states has generated over $312B in wagers and $25B in revenue.
- By 2027, wagering is projected to reach $186B, driven by digital adoption and in-game betting.
Live Entertainment and Experiences
- Global consumer spend on live events exceeds $110B, with significant growth expected in theme parks, concerts, and sports events.
- Hybrid work and enhanced venue technologies (e.g., digital twins) are shaping fan experiences.
Technology and Media Revenues
- Global internet and media revenues are projected to grow by nearly $400B to $373B by 2027.
- Advertising will account for over half of the growth, while subscriptions will drive consumer revenue expansion.
Key Takeaways
- The integration of AI across all tech/media sectors will drive unprecedented productivity and innovation.
- Super Users are central to growth strategies, leveraging their early adoption and loyalty.
- Emerging technologies like spatial computing, Metaverse, and generative AI are creating new revenue streams and consumer behaviors.
- Sustainability and ethical considerations (e.g., data privacy, IP) will become increasingly important as the industry evolves.
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