IPTV: broadcasting over broadband

Published by	Datamonitor
Published	April, 2004	Product code	19239
Content info
Price	Not Available

Introduction
Related Reports

This publication has been discontinued on July 19, 2011.

Introduction

Overview

Introduction

The landscape for digital TV services is changing rapidly. While digital cable, digital terrestrial and satellite services continue to develop across Europe, there are signs that broadband networks will emerge as a significant fourth platform for DTV services. However, significant obstacles still prevent IPTV from becoming a mass-market proposition in the short term.

Scope

Analyzes the key issues and trends influencing the development of the IPTV sector.
Examines the technological developments that have helped to make IPTV a more attractive proposition for service providers.
Considers how IPTV fits into the wider digital TV sector, and how existing operators can benefit from the deployment of these services.

Report Highlights

Interest in the IPTV sector has increased significantly over the past 12 months. The timing of this increased interest in IPTV services is stimulated by a combination of technological improvements and increasing commercial pressures.

Datamonitor believes that around 15 million households will be accessing IPTV services by the end of 2007 - a significant increase over the 600,000 homes accessing these services at the end of 2003. Global revenues from the sector will exceed $7.5 billion in 2007.

Reasons to Purchase

Recognize the benefits IPTV presents in enabling linear broadcast, iTV and on-demand services to drive revenue growth.
Understand the factors that will affect the timing and nature of IPTV deployments.
Identify the role of IPTV services within existing digital TV strategies.

CHAPTER 1 EXECUTIVE SUMMARY

Introduction
Market context
- IPTV: what it is, and what it isn't
- IPTV can provide a broad range of services
- IPTV technology overview
- What is driving interest in the IPTV sector?
- Business model uncertainty and high costs hinder rollout
Competitor dynamics
- IPTV starts to attract the interest of major operators
- Technology providers actively pursuing IPTV opportunities
- IPTV will reach 15 million households by the end of 2007
- Summary: opportunities across the value chain

CHAPTER 2 INTRODUCTION

What is this report about?
How to use this report

CHAPTER 3 MARKET CONTEXT

Introduction
Key findings
The emergence of a fourth platform for digital TV?
- A platform that faces significant challenges
IPTV: what it is, and what it isn't
- IPTV is not PCTV
IPTV can provide a broad range of services
- VoD - IPTV's killer app?
IPTV technology overview
- A combination of multicasting and unicasting is essential
What is driving interest in the IPTV sector?
- Improved compression and reduced hardware costs drive IPTV
- Hardware is improving, while costs are falling
- Increasing uptake of broadband makes IPTV a possibility
- Telcos need to respond to cable's triple-play threat
- Offering video services can help to boost ARPU and reduce churn
- Existing operators seek to extend reach and improve services
Business model uncertainty and high costs hinder rollout
- IPTV is relatively new and untested
- Deployment costs are still high, but falling
- Telcos do not have the content relationships required for pay-TV
- Can the market support four digital TV technologies?

CHAPTER 4 COMPETITIVE DYNAMICS

Introduction
Key findings
IPTV starts to attract the interest of major operators
- FastWeb shows the benefits of deploying a fiber-based service
- France sees a flurry of activity
- Telefónica's TV over ADSL service nearing launch
- Rumors abound that BT is set to enter the UK TV sector
- Asia Pac a hotbed of development
- Independent phone companies quick off the mark in US
- Incumbent telcos in a strong position for IPTV?
Technology providers actively pursuing IPTV opportunities
- Partnering for success
- Microsoft TV aims to gain a foothold in the IPTV sector
IPTV will reach 15 million households by the end of 2007
- Europe will lead the way once the market settles
- IPTV revenues will reach $7.5 billion in 2007
Summary: opportunities across the value chain

CHAPTER 5 APPENDIX

Definitions
Research methodology
Future readings
- 2003 reports
- 2004 reports
SPP writing team
How to contact experts in your industry

List of Tables

Table 1: Number of broadband lines in western Europe, end-Sept 2003
Table 2: Incremental costs per IPTV subscriber ($)
Table 3: European digital TV installed base by platform, 2002-2007
Table 4: FastWeb's residential ARPU boosted by video services
Table 5: Provision of pay channels significantly increases video ARPU
Table 6: Global IPTV households, 2003-2007
Table 7: IPTV households by region, 2003-2007
Table 8: IPTV revenues by region, 2003-2007

List of Figures

Figure 1: Top-level IPTV systems architecture
Figure 2: Global IPTV households, 2003-2007
Figure 3: Top-level IPTV systems architecture
Figure 4: TV-quality video still requires significant bandwidth
Figure 5: Compression technology developments have boosted the potential of IPTV services
Figure 6: Number of broadband lines in western Europe, end-Sept 2003
Figure 7: Cable operators and telcos are providing an increasingly similar range of services
Figure 8: Offering video services can substantially boost ARPU for telcos
Figure 9: Incremental costs per IPTV subscriber ($)
Figure 10: European digital TV installed base by platform, 2002-2007
Figure 11: FastWeb's residential ARPU boosted by video services
Figure 12: Provision of pay channels significantly increases video ARPU
Figure 13: Global IPTV households, 2003-2007
Figure 14: IPTV households by region, 2003-2007
Figure 15: IPTV revenues by region, 2003-2007