美国数字音乐行业市场前景及投资研究报告-培训课件外文版2024.5

DIGITAL

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TRENDSDigitalmusicintheU.S.CHAPTER

01GlobalmarketoverviewShareofrecordedmusicindustryrevenuesworldwidein2022,bysegmentMusicindustryrevenuedistributionworldwide2022,bysource80%70%67%60%48.3%50%40%30%20%10%0%18.7%17.5%9.4%3.6%2.4%SubscriptionaudiostreamsPhysicalPerformancerights

DownloadsandotherdigitalAd-supportedstreamsSynchronisationStreaming3Description:In2022,streamingaccountedfor67percentoftotalglobalrecordedmusicrevenue,ofwhich48.3percentwasattributedtosubscriptionaudiostreamsand18.7percenttoad-supportedstreams.Meanwhile,thephysicalmusicsegment'scontributiontothetotalfigureoffivebillionU.S.dollarsfellto17.5percent,andperformancerightsrevenuealsodecreased.ReadmoreNote(s):Worldwide;2022Source(s):IFPIGlobaldigitalmusicrevenuefrom2004to2021(inbillionU.S.dollars)Globaldigitalmusicrevenue2004-20215.04.44.54.03.53.02.52.01.51.00.50.04.34.243.93.73.73.43.22.72.621.71.51.21.110.42004200520062007200820092010201120122013201420152016201720182019202020214Description:In2021,globalmusicrevenuegeneratedbydigitalmusicanddownloadsfellto1.1billionU.S.dollars.Itwasthelowestfigurereportedsince2005andmarkedtheninthconsecutiveyearofrevenuedecline.

ReadmoreNote(s):Worldwide;2005to2021;excludingstreamingSource(s):IFPIDigitalMusicrevenueintheWorldfrom2018to2027(inmillionU.S.dollar),bysegmentDigitalMusicrevenueintheWorld2018-2027,bysegmentMusicStreamingMusicDownloads35,00030,00025,00020,00015,00010,0005,000020182019202020212022202320242025202620275Description:Overtheforecastperioduntil2027,therevenueisforecasttoexhibitfluctuationsamongthetwosegments.OnlyforthesegmentMusicStreaming,asignificantincreasecanbeobservedovertheforecastperiod.Here,therevenueexhibitsadifferenceof19.7millionU.S.dollarsbetween2018and2027.ReadmoreNote(s):Worldwide;2018to2027Source(s):DigitalMarketInsightsDigitalmusicrevenueinselectedcountriesworldwidein2022(inmillionU.S.dollars)DigitalMarketOutlook:digitalmusicrevenueinselectedcountries202212,00010,0008,0006,0004,0002,000011,418.513,194.94China2,015.91,465.52Germany1,064.34FranceUnitedStatesUnitedKingdom6Description:Comparingthefiveselectedregionsregardingtherevenueinthe'DigitalMusic'segmentofthedigitalmediamarket,theUnitedStatesisleadingtheranking(11.4billionU.S.dollars)andisfollowedbyChinawith3.2billionU.S.dollars.AttheotherendofthespectrumisFrancewith1.1billionU.S.dollars,indicatingadifferenceof10.4billionU.S.dollarstotheUnitedStates.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2022Source(s):DigitalMarketInsightsDigitalMusicusersbysegmentintheWorldfrom2018to2027,bysegment(inmillion)DigitalMusicusersintheWorld2018-2027,bysegmentMusicStreamingMusicDownloads1,2501,0508506504502505020182019202020212022202320242025202620277Description:Thenumberofusersisforecasttoexperiencesignificantgrowthinallsegmentsin2027.However,itcanbeobservedthatthegrowthofalltwosegmentsslowsdowninthelaterstagesoftheforecastperiod.Explicitly,thesegmentMusicDownloadsregistersthesmallestincreasein2027,withavalueof0.2millionusers.ReadmoreNote(s):Worldwide;2018to2027Source(s):DigitalMarketInsightsShareofmusicstreamingsubscribersworldwideinthe2ndquarterof2022,bycompanySubscribershareofmusicstreamingservicesworldwideQ22022Yandex2.2%Deezer1.5%Netease6.1%YouTubeMusic8.9%Spotify30.6%Others10.2%Amazon13.3%AppleMusic13.7%TencentMusic13.4%8/statistics/653926/music-streaming-service-subscriber-shareInthesecondquarterof2022,30.5percentofmusicstreamingsubscribersworldwidehadasubscriptionwithSpotify,almostdoublethesharewhoweresubscribedtoAppleMusic.OtherservicesinthelistincludedAmazon,TencentMusicandYouTube.ReadmoreNote(s):Worldwide;Q22022Source(s):MIDiAResearch;RouteNoteCHAPTER

02U.S.marketoverviewDistributionofmusicindustryrevenueintheUnitedStatesfrom2017to2022,bysourceU.S.musicindustry-revenuedistribution2017-2022,bysource20172018201920202021202290%80%70%60%50%40%30%20%10%0%84%83%

83%79%75%65%17%15%12%11%

11%11%10%9%8%6%4%3%3%

3%2%

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2%StreamingPhysicalDigitaldownloadsSynchronization10Description:Streamingaccountedfor84percentoftheU.S.musicindustry'srevenuein2022,upfrom79percentthreeyearsearlierandmarkinganincreaseofnearly20percentfrom2017.Duringthesametimeperiod,theshareofrevenuegeneratedbydigitaldownloadsmorethanhalved.ReadmoreNote(s):UnitedStates;2017to2022Source(s):RIAADigitalMusicrevenueintheUnitedStatesfrom2018to2027,bysegment(inmillionU.S.dollar)DigitalMusicrevenueintheUnitedStates2018-2027,bysegmentMusicStreamingMusicDownloads14,00012,00010,0008,0006,0004,0002,0000201820192020202120222023202420252026202711Description:Significantfluctuationsareestimatedforallsegmentsovertheforecastperiodfortherevenue.OnlyforthesegmentMusicStreaming,asignificantincreasecanbeobservedovertheforecastperiod.Here,therevenueexhibitsadifferenceof7.9millionU.S.dollarsbetween2018and2027.ReadmoreNote(s):UnitedStates;2018to2027Source(s):DigitalMarketInsightsStreamingmusicrevenueintheUnitedStatesfrom1sthalf2015to1sthalf2022,bysource(inmillionU.S.dollars)StreamingmusicrevenueintheU.S.bysource2015-2022PaidsubscriptionAd-supportedon-demandDigitalandcustomizedradio3,7925,0004,5004,0003,5003,0002,5002,0001,5001,0005004,5074,1203,3222,5501,7121,0678717485855665274744934684213874073694104332731991570H12015H12016H12017H12018H12019H12020H12021H1202212Description:StreamingmusicrevenueintheUnitedStateshasbeenincreasingdramaticallyonanannualbasisforseveralyearsnow,andinthefirsthalfof2022amountedtoaround6.5billionU.S.dollars.Accordingtothesource,paidsubscriptionrevenuesweretheindustry'smainrevenuesource,accountingfor4.5billiondollarsofthetotal.ReadmoreNote(s):UnitedStates;H12015toH12022Source(s):RIAAAveragedigitalmusicrevenueperuserintheUnitedStatesfrom2018to2027,bysegment(inU.S.dollar)DigitalmusicARPUintheUnitedStates2018-2027,bysegmentMusicStreamingMusicDownloads9080706050403020100201820192020202120222023202420252026202713Description:Significantfluctuationsareestimatedforallsegmentsovertheforecastperiodfortheaveragerevenueperuser(ARPU).OnlyforthesegmentMusicStreaming,asignificantincreasecanbeobservedovertheforecastperiod.Here,therevenueperuserexhibitsadifferenceof17.88U.S.dollarsbetween2018and2027.ReadmoreNote(s):UnitedStates;2018to2027Source(s):DigitalMarketInsightsMusicalbumshipmentsintheUnitedStatesfrom2017to2022,bytype(inmillions)MusicalbumshipmentsintheU.S.2017-2022,bytype20172018201920202021202210087.7908070605040302010066.45249.747.546.741.34037.533.433.131.631.123.923.718.516.715.6CDDigitaldownloadLP/EP14Description:AccordingtodataonthenumberofalbumshipmentsintheUnitedStatesin2022,atotalof33.4millionCDalbumsand23.9millionLPsandEPswereshipped.Nonetheless,thesefiguresarebothdownfromthe2021shipmentnumbers,whentheCDshipmentsandLPsandEPsshipmentsamountedto46.7millionand40millionrespectively.ReadmoreNote(s):UnitedStates;2017to2022;netshipmentsafterreturnsSource(s):RIAANumberofdigitalmusicsingledownloadsintheUnitedStatesfrom2004to2022(inmillions)NumberofdigitalmusicsingledownloadsintheU.S.2004-20221,6001,4001,392.21,332.31,327.91,199.11,177.41,2001,00080060040020001,138.31,042.7994.5809.9743586.4553.5399.8366.9329.7249.3219.4177.2139.42004

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202215Description:In2022,approximately177.2milliondigitalmusicsinglesweredownloadedintheU.S.,downfromjustover219millionayearearlier.Digitalsingledownloadshavedroppedenormouslyinthelastdecade,anddroppedbelowonemillionin2015afterasuccessfulfewyearsofgrowth.ReadmoreNote(s):UnitedStates;2004to2022Source(s):RIAAValueofdigitalmusicsinglesdownloadedintheUnitedStatesfrom2004to2022(inmillionU.S.dollars)ValueofdigitalmusicsinglesdownloadedintheU.S.2004-20221,8001,6001,623.61,567.61,522.41,407.81,4001,2001,00080060040020001,317.41,220.31,195.11,032.2872.9801.8678.5580.6490.4414.8363.3303.3268.9214.11382004

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202216Description:TheretailvalueofdigitalsingledownloadsintheUnitedStateshasdroppedsignificantlybetween2004and2022,amountedtojust214.1millionU.S.dollarsin2022,lessthanaquarterofthefigurerecordedin2015.Albumdownloadshavealsoseenadecreaseinvalue,fallingto241.9milliondollarsin2022.ReadmoreNote(s):UnitedStates;2004to2022Source(s):RIAARetailvalueofdigitalalbumsalesintheUnitedStatesfrom2004to2022(inmillionU.S.dollars)RetailvalueofdigitalalbumsalesintheUnitedStates2004-20221,4001,2001,0001,232.11,204.81,150.91,0901,070.8872.4818.8763.48006004002000668.5635.3499.7424.9368.8319.3303.3275.9241.9135.745.52004

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202217Description:In2022,thevalueofdigitalmusicalbumsdownloadedintheU.S.was241.9millionU.S.dollars,downfrom303.3billionayearearlier.Theyear2011to2015sawthefigurereachandremainaboveonebillionU.S.dollars,butannualdecreasesofaround150to200millionperyearforthelastfewyearshaveseenthevaluedropbackdowntoasimilarlevelasin2006.ReadmoreNote(s):UnitedStates;2004to2022Source(s):RIAADigitalmusicusersintheUnitedStatesfrom2018to2027,bysegment(inmillion)DigitalmusicusersintheUnitedStates2018-2027,bysegmentMusicStreamingMusicDownloads180160140120100806040200201820192020202120222023202420252026202718Description:Thenumberofusersisforecasttoexperiencesignificantgrowthinallsegmentsin2027.Concerningthetwoselectedsegments,thesegmentMusicStreaminghasthelargestnumberofuserswith161.34millionusers.Contrastingly,MusicDownloadsisrankedlast,with46.93millionusers.Theirdifference,comparedtoMusicStreaming,liesat114.41millionusers.ReadmoreNote(s):UnitedStates;2018to2027Source(s):DigitalMarketInsightsCHAPTER

03MarketleadersShareofSpotifyusersintheUnitedStatesfrom2013to2021,byfrequencyShareofSpotifyusersintheU.S.2013-2021WeeklyusageMonthlyusage35%30%25%20%15%30%28%25%24%22%20%20%18%16%15%13%10%10%10%7%6%4%4%5%0%3%20132014201520162017201820192020202120Description:In2021,30percentofAmericansreportedusingSpotifymonthly,upbyonepercentfromthepreviousyear.Similargrowthwasseeninweeklyusage,whichgrewfrom22to28percentinthesametimeperiod.

ReadmoreNote(s):UnitedStates;2013to2021;1,500respondents;12yearsandolder;surveysheldfromJanuarytoFebruaryofeachyearSource(s):;EdisonResearch;TritonDigitalOnlinemusicservicesusedmostfrequentlyintheUnitedStatesasofJanuary2023PopularonlinemusicbrandsintheU.S.2023Shareofrespondents15%

20%0%5%10%25%30%35%40%SpotifyYoutubemusicPandora37%21%14%AppleMusicAmazonMusiciHeartRadioOther11%7%5%5%21Description:ThemostusedonlinemusicservicesintheUnitedStatesin2023wereSpotify,Youtubemusic,andPandora,with37percentofsurveyrespondentshavingrecentlylistenedtoSpotify,21percenttoYoutubemusic,and14percenttoPandora.AppleMusicandAmazonMusiclaggedbehindwithjust11andsevenpercentofstudyparticipantshavingusedeachservicerespectivelyinthelastmonth.ReadmoreNote(s):UnitedStates;January2022;1,502respondents;12yearsandolder;amongrespondentswholistenedtotheaudiobrandinthelastmonthSource(s):EdisonResearch;Varioussources(BroadcastDialogue)Top-sellingdigitalmusicalbumsintheUnitedStatesin2021(in1,000s)Top-sellingdigitalmusicalbumsintheU.S.2021Numberofunitssoldinthousands050100150200250245300Adele-30MorganWallen-Dangerous:TheDoubleAlbumTaylorSwift-Red(Taylor'sVersion)TaylorSwift-Fearless(Taylor'sVersion)OliviaRodrigo-SOUR1641249785Drake-CertfiedLoverBox6860.359.5TaylorSwift-evermoreCarrieUnderwood-MySaviourKanyeWest-Donda5350ChrisStapleton-StartingOver22Description:Thetop-sellingmusicalbumintheUnitedStatesin2021basedondigitalunitsaleswas'30'byAdele,with245thousandcopiessold,followedbyMorganWallen's'Dangerous:TheDoubleAlbum'with164thousandunitssold.PlacingthreealbumsinthedigitalmusicalbumchartsonceagainshowsSwift'smusicaldominance,asheralbums'Red(Taylor'sVersion)','Fearless(Taylor'sVersion)'and'evermore'finishedthird,fourthandseventhintheTop10.

ReadmoreNote(s):UnitedStates;January1toDecember30,2021Source(s):Billboard;LuminateData(NielsenMusic)MostpopularsongsintheUnitedStatesin2022,bynumberofaudiostreams(inmillions)MostpopularsongsintheU.S.2022,bystreamsNumberofdetectedon-demandstreamsinmillions100

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30004005006007008009001,000LilNasX&JackHarlow,"IndustryBaby"877.25HarryStyles,"AsItWas"763.45758.07GlassAnimals,"HeatWaves"CarolinaGaitán,MauroCastillo,Adassa,RhenzyFeliz,DianeGuerrero,Stephanie684.9Beatriz&EncantoCast,"WeDon`tTalkAboutBruno"ImagineDragonsXJID,"Enemy"627.61622.39TheKidLAROI&JustinBieber,"Stay"KodakBlack,"SuperGremlin"609.88602.69FuturefeaturingDrake&Tems,"WaitforU"BadBunny&ChenchoCorleone,"MePortoBonito"BadBunny,"TitiMePregunto"565.38551.5723Description:ThemostpopularsongintheUnitedStatesin2021basedonthenumberofaudiostreamswas"IndustryBaby"byLilNasXandJackHarlow,whichaccumulatedover877millionstreamsthatyear.HarryStyle`shitsingle"AsItWas"andGlassAnimals'"HeatWaves"roundedoutthetopthreeatmorethan750millionannualstreamseach.ReadmoreNote(s):UnitedStates;January1toDecember30,2022Source(s):Billboard;LuminateData(NielsenMusic)MostpopularmusicvideosintheUnitedStatesin2021,bynumberofstreams(inmillions)MostpopularonlinemusicvideosintheU.S.2021Numberofdetectedstreamsinmillions50

1000DuncanLaurence-'Arcade'150200250300255.4LilNasX-'MONTERO(CallMeByYourName)'LilNasX&JackHarlow-'INDUSTRYBABY'TheKidLAROI&JustinBieber-'Stay'Måneskin-'Beggin'213.8201193.4185.1178.2166.4162.8157.7153DuaLipa-'Levitating'OliviaRodrigo-'driverslicense'SerhatDurmusft.Zerrin-'Hislerim'MaskedWolf-'AstronautInTheOcean'Kreepa-'Ohno'24Description:ThemostpopularmusicvideointheUnitedStatesin2021basedonthenumberofdetectedinternetstreamswas'Arcade'byDuncanLaurence,whichwasstreamedmorethan250milliontimes.Interestingly,theDutchsingerandEurovisionalumniandwinnerof2019wasjoinedintheU.S.videostreamingTopTenby2021'sEurovisionwinnersMåneskinandtheircoversong'Beggin'infifthposition.RankingsecondandthirdweretwosongsbyLilNasX:'MONTERO(CallMeByYourName)'[...]

ReadmoreNote(s):UnitedStates;January1toDecember30,2021Source(s):Billboard;LuminateData(NielsenMusic)Most-streamedweeklytracksonSpotifyintheUnitedStatesasofMay12,2022(inmillionstreams)Spotify:moststreamedweeklytracksintheU.S.2022Numberofstreamsinmillions40FirstClass-JackHarlow268101211.9411.5911.4214MoscowMule-BadBunnyAsItWas-HarryStyles10.1110.07TitíMePreguntó-BadBunnyDespuésdelaPlaya-BadBunnyMePortoBonito-BadBunny,ChenchoCorleoneAboutDamnTime-Lizzo9.298.518.37Party-BadBunny,RauwAlejandroDuaLipa-JackHarlow7.85UnRatito-BadBunny7.5525Description:IntheweekendingMay12,2022,themoststreamedtrackonSpotifyintheU.S.was'FirstClass'byJackHarlowwith11.94millionstreamsbyU.S.users.OthersongstoperformwellthatweekwerethesongsfromBadBunny'snewalbum'UnVeranoSinTi'.ReadmoreNote(s):UnitedStates;weekendingMay12,2022Source(s):SpotifyDistributionofmusicconsumptionintheUnitedStatesin2021,bygenreandformatMusicconsumptionintheU.S.in2021,bygenre&formatShareDigitaltracksales

On-demandaudiostreams30%

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10%Digitalalbums20%On-demandvideostreams70%

80%90%100%R&B/hip-hopRockPopCountryLatinDance/electronic(EDM)Christian/gospelWorldmusicChildrenJazzClassicalIndustrytotal26Description:PhysicalalbumsaccountedforlessthantenpercentofmusicconsumptionintheUnitedStatesin2021.Whilefansofjazzorrockmusicweremostlikelytolistentoartistsviaphysicalformats,thevastmajorityoflistenersacrossallgenresenjoyedtheirfavoritetracksthroughon-demandstreamingservices.ReadmoreNote(s):UnitedStates;Janury3toDecember31,2021Source(s):Billboard;NielsenCHAPTER

04StreamingRevenuefrommusicstreamingintheUnitedStatesfrom2010to2022(inbillionU.S.dollars)MusicstreamingrevenueintheU.S.2010-2022141210813.312.410.18.97.45.76442.41.921.410.70.50201020112012201320142015201620172018201920202021202228Description:Musicstreamingrevenuehasincreasedastronomicallyinthelastsixyearsalone-growingfrom1.9billionU.S.dollarsin2014to13.3billionin2022.StreaminghasbecomeapopularpastimeforU.S.musicfansandamajorsourceofrevenuefortheindustry,thoughmanytraditionalconsumerslamenttheresultingdeclineofphysicalmusicformats.PhysicalCDshipmentshavedwindled,whilstdigitalmusicplatformsareflourishing.ReadmoreNote(s):UnitedStates;2010to2022Source(s):RIAAShareofstreamingintotalmusicrevenuesintheUnitedStatesfrom2009to2022MusicstreamingrevenueshareintheU.S.2009-202290%80%70%60%50%40%30%20%84%83%83%79.5%75%65%51%34%27%21%15%9%7%10%0%5%2009201020112012201320142015201620172018201920202021202229Description:In2022,musicstreamingrevenuesintheU.S.accountedfor84percentoftotalmusicrevenue,showingincrediblegrowthfromthefivepercentsharestreamingmadeupofmusicrevenuesadecadeago.However,musicstreaminggrowthsloweddownsignificantlybetween2019and2020,withanincreaseoflessthanfivepercent,comparedtothetenpercentgrowthseenbetween2017and2018.ReadmoreNote(s):UnitedStates;2009to2022Source(s):RIAANumberofon-demandmusicstreamsintheUnitedStatesfrom2013to2021(inbillions)U.S.on-demandmusicstreamsvolume2013-20211,2001,000800988.1887.4877.2745.9618.1600432.32016400310.12015164.520142000106.120132017201820192020202130Description:In2021,thetotalnumberofon-demandaudiomusicstreamsintheUnitedStateshitanastronomical988.1billion.Thisisanincreaseofnearly100billionfromthepreviousyear,reachingthehighestnumberofstreams.

ReadmoreNote(s):UnitedStates;2013to2021Source(s):LuminateData(NielsenMusic);Ni