IPTV LANDSCAPE IN ASIA

Transcription

1 IPTV LANDSCAPE IN ASIA

2 STUDY OVERVIEW In this report, we illustrate the different solutions and the different business models of the major programmes currently available for the deployment of IPTV in Asia. It s also included an introductory document which provides a general analytical overview of the IPTV system. INTRODUCTION The delivery of entertainment over broadband networks will truly empower the user to gain control of the content, accessing services such VoD, Interactive TV, recorded content at provider s remote site and many more. Some parameters will be critical, especially comfort, cost and quality. While the comfort of having a plug-and-play solution, with unified billing and services, is evident, to achieve adequate cost and quality levels will be not so straightforward. If IPTV will be critical for the success of triple play, bundled services will have to cost less than the cost of the individual services; and the quality will have to be at least comparable to the one of a traditional and/or digital TV set, which will require high bandwidth and, consequently, more costly investments. IP technology is gaining momentum and aggressive deployment among providers worldwide. Telecom carriers can effectively catch the opportunity to use their existing networks as a base to distribute entertainment services and, thus, add onto their revenues streams. With ARPU for fixed line services falling steadily, telecom carriers must provide additional value-added services. And that the hype for IPTV is not understated can be gauged from the fact that all major players in the world have jumped on this bandwagon. With the convergence of services, and offerings of bundled product with IPTV, the traditional carriers will undergo a dramatic change in the product portfolio as well as in the technical solutions. The present business models with access lines + transport services are quickly replaced by models where a carrier has to offer complete service solutions, which should be, also, individually configurable. As such, a carrier will evolve from a technology/connectivity provider to a provider of a full plug-and-play service portfolio, containing different components, according to the user. This concept will be key also to link the user to the provider, in order to increase loyalty, make churn less likely and thus, count on a more stable, and consequently profitable, user base. Nevertheless, how carriers will come to this point, that is with which technological solution they will deliver IPTV is still a major question as, as already noted, carriers search for the solution which will minimise the investments needed while not compromising the possibility in the future to add even more advanced services. It is now common opinion that ADSL2+ cannot provide enough bandwidth for IPTV plans in the future and fibre-based options whether FTTH or FTTC with VDSL providing the final connection will be required. ADSL2+, with speed up to 6 Mbit/s is enough for standard definition TV, Internet access and VoIP service. But in the future, once multiple HDTV channels are being provided to each house and the Internet connection is used for bandwidthhungry services such as online gaming up to 100 Mbit/s per household will be needed.

3 QUESTIONS TO BE ANSWERED Which are the different solutions and the different business models of the major programmes currently available for the deployment of IPTV in Asia? Which are the value-added services that have been implemented together the IPTV offer by the operators? Which are the new business models? Which role does the technology plays on it? Will be their traditional services integrated? With which technological solution will they deliver IPTV? Does a long-term copper solution exists or instead, carriers need to deploy networks based on FTTH? How much will carriers be able to add onto their revenues streams? If triple play must cost less than the cost of the individual services and, furthermore, to achieve an adequate quality level, more investments are necessary, how will carriers gain their money? Has IPTV fulfilled its promises? Is its development and introduction in the telecom market happening as everyone expected? How carriers will come to this point? Which are the requirements, key-steps and procedure for the IPTV eco-system implementation? WHO SHOULD BUY THIS REPORT? Incumbent operators Concise and fast IPTV market overview. Excellent benchmark tool to identify the commercial drivers and key players. Broadband operators Identify new opportunities and best practices for the improvement and/or develop of their service/product strategy. Manufacturers and wholesale providers: IPTV identification at the technological level: Limitations and identification of future technological needs for the further IPVT service development. CATV operators Identification of potential threats and evaluation of possible alternatives to achieve their future targets. Broadcasters Identification of potential markets and evaluation of the impact of this technology in their present market and strategy (competition increment and product portfolio diversification). Regulators Evaluation of the procedures and implications of the IPTV services introduction in other telecom markets and which has been the position of the different players also at the regulation level in this new telecom services level. Investors and analysts to understand the implication of new services and technology in the company evolution and strategy. COUNTRY COVERAGE China, Hong Kong, Japan, Singapore & South Korea. CARRIER COVERAGE China Netcom, China Telecom, China Tietong, China Unicom, Cyberworks PCCW Dacom, eaccess, Hanaro Telecom, Hong Kong Broadband Networks Ltd (HKBN), Hutchison Telecommunications International Limited (HTIL), Jupiter Telecommunications, KDDI, KT Corporation, Media Corp, M2B World Pte., NTT group, Pacific Century Cyberworks (PCCW),Pacific Internet, Plala networks, Shanghai Media Group, Singapore telecom, Starhub, Thrunel & Yahoo! BB.

4 TABLE OF CONTENTS -I 1- Main features of an IPTV system 1.1 What is IPTV 1.2 IPTV and its value-added services 1.3 The IPTV eco-system The Video Head End The Core/Edge Network The Access Network The Home Network Middleware: The IPTV Enabler 1.4 Technological options 2- Why TV over IP 2.1 Convergence of networks and the development of bundles 2.2 Rationale for providing triple/multiple play service offers with IPTV 2.3 Re-shaping of the industry market strategies 2.4 Reconfiguration of the market landscape The traditional content distribution value chain Role of the telecom carrier in the new content distribution value chain 2.5 Some considerations on future aspects regarding service bundles with IPTV Innovative features to offer the content The customised content and unicasting Micro-reconfiguring of the players The technology evolution 3- IPTV in Asia 4- Country by Country Analysis 5- China 5.1 Broadband service providers and IPTV offers China Telecom China Netcom Shanghai Media Group 5.2 Laws and regulations 6- Hong Kong 6.1 Broadband service providers and IPTV offers Hong Kong Broadband Network Ltd. (HKBN) Pacific Century Cyberworks Ltd. (PCCW) and NOW TV 6.2 Laws and regulations 7- Japan 7.1 Broadband service providers and IPTV offers Yahoo! BB and BBTV KDDI Corporation and Hikari Plus TV Plala Networks and 4th Media Service 7.2 Laws and regulations 8- Singapore 8.1 Broadband service providers and IPTV offers Singapore Telecom and IDEAS StarHub and i.view MediaCorp and MediaCorp Online Broadband TV (MOBTV) M2B World Pte. Ltd and M2BTV 8.2 Laws and regulations

5 TABLE OF CONTENTS -II 9- South Korea 9.1 Broadband service providers and IPTV offers KT Corporation Hanaro Telecom Dacom 9.2 Laws and regulation LIST OF EXHIBITS Tab. 1 Difference between Broadband Internet streaming and Broadband TV Fig. 2 Key steps of the IPTV eco-system Tab. 3 Typical down/up-stream speeds of DSL-based technical options Tab. 4 Estimated bandwidth requirements for selected IPTV-based services Fig. 5 Content distribution value chain Fig. 6 Possible scenarios for the content distribution value chain Tab. 7 Total broadband subscribers in China by provider Tab. 8 IPTV providers in China Tab. 9 Total broadband subscribers in Hong Kong by provider Tab. 10 Number of IPTV subscribers in Hong Kong by provider Tab. 11 NOW TV IPTV services pricing Fig. 12 Evolution of broadband subscriber base per year ( , million) Tab. 13 Total broadband subscribers in Japan by operator Tab. 14 IPTV subscribers by operator Tab. 15 BBTV service packages Tab. 16 Hikari Plus TV IPTV service packages Tab. 17 4th Media Service IPTV service packages Tab. 18 Total broadband subscribers in Singapore by operator (end-2005) Tab. 19 Carriers providing entertainment services on broadband in Singapore Fig. 20 Broadband market share of main South Korean carriers (2005) Tab. 21 Total broadband subscribers in South Korea by operator (end-2005) Tab. 22 List of IPTV service operators in South Korea Tab. 23 List of Broadband convergence Network (BcN)

6 METHODOLOGY Our expertise consists of our ability to deliver an integrated solution to telecommunications, IT & multimedia market knowledge. INFOCOM S KNOWLEDGE FLOW Strategy activities are supported by our permanent in-house information system known as Teleseeq. This information system provides our strategic analysts with valuable historic data and up-to-date information that they use to develop custom studies. Teleseeq is a close, coherent and consistent system, which enables us to provide a realistic overview of the market and to support our in-depth analyses. The output of the custom projects feeds then in turn into Teleseeq by enriching it and fine-tuning the data. At the same time our strategy activities are further enriched by our engineering expertise while providing in return new know-how to the group. This process creates InfoCom's knowl-edge flow represented in the previous chart. SELECTED REFERENCES Operators: Belgacom, Botswana Telecom, Deutsche Telekom, France Telecom, KPN, Mobilkom Austria, Polkomtel, Swisscom, TDC, Tele2UTA, Telefónica, Ukranian Telecom, etc. Regulator & Others: Anacom, Citigroup Global Markets Inc., Communications Authority of Thailand, Enterprise Ireland, ETRI, European Commission, National Communications Authority of Hungary, The Boston Consulting Group, etc. ABOUT INFOCOM InfoCom is a market research and consultancy company with almost 20 years experience providing strategic analyses and planning assistance to stakeholders in the telecommunica-tions, IT and multimedia industries. InfoCom s independent and fact-based analyses highlight trends and opportunities, supporting decision makers to understand market dynamics in order to improve their competitive advantage.

7 ORDER FORM To place an order, please FAX back to [ ] Yes, I would like to order the analytical report IPTV Landscape in Asia at a price of 1,290 (pdf version). YOUR DETAILS Company: Name: Job Title: Department: Address: Country: Telephone: Fax: VAT: PAYMENT OPTIONS A) Direct transfer by express payment to: InfoCom S.W.I.F.T.: SOLA DE ST Bank: Landesbank Baden Württemberg IBAN: DE BLZ/Local bank code: Account: B) Invoice your company Purchase order #: Procurement contact: Tel: Date: ADDITIONAL PRODUCTS VoIP Consumer The objective of the study is to give an overview on marketing strategies and market potential for VoIP consumer retail services. Mobile Broadband The study analyses the potential of various radio broadband technologies, firstly as compared to fixed broadband technologies (in particular DSL) and secondly between themselves. FOR FURTHER INFORMATION InfoCom GmbH Rotebühlplatz 21 D Stuttgart Germany telefon: mail@infocom-de.com