Table of Contents
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 can provide a broad range of services
- 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
|
Related Report
|