IPTV Markets: Deployment & new services

Table of Contents

1. IPTV: Presentation

• 1.1. Why IPTV?
  • 1.1.1. Market scope
  • 1.1.2. IP' s “contribution”
• 1.2. How IPTV works
  • 1.2.1. Fibre optics vs copper for delivering access
  • 1.2.2. The solutions
  • 1.2.3. Video on demand
  • 1.2.4. Best effort and guaranteed bitrates
  • 1.2.5. Alternative access technologies and other IP networks

2. IPTV service deployments

• 2.1. Local deployment factors
  • 2.1.1. State of broadband access development
  • 2.1.2. The TV market' s structure
  • 2.1.3. Is regulation stifling the market?
• 2.2. IPTV services around the globe
  • 2.2.1. Europe
  • 2.2.2. The United States
  • 2.2.3. Asia

3. Solution providers

• 3.1. Equipment and solutions
• 3.2. Positioning on the technical chain

4. IPTV' s market positioning

• 4.1. TV services options
  • 4.1.1. TV services
  • 4.1.2. Video on demand services
• 4.2. Bundles
• 4.3. IPTV competing with cable, satellite and DTT

5. Deploying an IPTV service

• 5.1. Commercial priorities
• 5.2. Technical choices
• 5.3. Distribution models
  • 5.3.1. Editorial policy regarding content
  • 5.3.2. What role for VoD?
  • 5.3.3. IPTV service models
• 5.4. Business models
  • 5.4.1. TVoDSL, FTTx?
  • 5.4.2. ARPU and the impact of bundling
  • 5.4.3. An IPTV service' s economy

6. Conclusions and forecasts

• 6.1. Opportunities tied to IPTV
• 6.2. Threats and uncertainties
• 6.3. Keys to success
• 6.4. Impact on operators and the market
• 6.5. Market forecasts up to 2010

7. Annex: Case studies

• IDATE presentation
• DigiWorld Catalogue 2005
• Case study 1: France Telecom' s IPTV offer
• Case study 2: B2' s IPTV offer
• Case study 3: Free' s IPTV offer
• Case study 4: Telefonica' s IPTV offer
• Case study 5: FastWeb' s IPTV offer
• Case study 6: VideoNetworks' s IPTV offer
• Case study 7: PCCW' s IPTV offer
• Case study 8: Yahoo! BB' s IPTV offer
• Case study 9: Verizon' s TV offer

List of figures

• Figure 1: Growth of the broadband subscriber base, by geographic zone
• Figure 2: Convergent networks: the Telecom Italia example
• Figure 3: IPTV network architecture
• Figure 4: Evolution of downstream rates on ADSL networks, depending on distance
• Figure 5: Optical network architecture
• Figure 6: Passive and active FTTx architectures
• Figure 7: VHS in the home (excluding FTTH)
• Figure 8: How multicasting works
• Figure 9: Progression of video coding
• Figure 10: New compression standards “extending” IPTV coverage
• Figure 11: Features of a DVB-H - IP Datacasting system
• Figure 12: Broadband penetration rate in the world' s chief markets (% of the population)
• Figure 13: Comparison of the length of the local copper loop in 6 countries
• Figure 14: Growth of infrastructure-based competition, by country
• Figure 15: Digital TV penetration around the world, by zone/country, in 2004 (e) (% of TV households)
• Figure 16: Percentage of European households receiving multichannel TV offer in 2004
• Figure 17: VoD and IPTV solution ecosystems
• Figure 18: Triple play reducing churn
• Figure 19: Share of Telewest customers subscribing to a triple play
• Figure 20: Timeline for a film' s release on the various platforms in France
• Figure 21: Low cost IPTV offer
• Figure 22: Premium IPTV offer
• Figure 23: Option-based IPTV offer
• Figure 24: Unbundling tariffs in Europe' s leading markets in 2005 (EUR/month)
• Figure 25: Annual TV ARPU for FastWeb' s video customers (EUR)
• Figure 26: Now Broadband TV' s pay-TV subscriber base and ARPU
• Figure 27: FastWeb' s annual residential ARPU
• Figure 28: An IPTV service' s economy: low cost model
• Figure 29: An IPTV service' s economy: premium model
• Figure 30: IPTV subscribers around the world (million)
• Figure 31: IPTV subscribers in the US (million)
• Figure 32: IPTV subscribers in Europe (million)
• Figure 33: IPTV subscribers in Asia (million)

List of tables

• Table 1: Average fixed telephony revenues
• Table 2: Bitrates offered by some of the leading broadband ISPs in Europe, Asia and the US (May 2005)*
• Table 3: Comparison of different home networking solutions
• Table 4: Bitrates supplied by the different ADSL technologies, based on distance
• Table 5: WiMAX throughput
• Table 6: Main technical properties of the DOCSIS standard
• Table 7: National DSL and cable modem coverage, at the end of 2004 (% of the population)
• Table 8: Incumbent telcos' share of their domestic broadband, by country
• Table 9: Digital TV households worldwide, by zone/country, 2001-2009
• Table 10: Satellite pay-TV households around the world, by zone
• Table 11: Cable TV households around the world, by zone/country, 2001-2009
• Table 12: Level of IPTV service development in the leading European markets (end of September 2005)
• Table 13: Europe' s leading IPTV services
• Table 14: FTTx deployments by RBOC in the US
• Table 15: Leading IPTV services in the US
• Table 16: Leading IPTV services in Asia
• Table 17: IPTV solution providers' positioning in the different segments
• Table 18: Range of TV/video services available via IPTV*
• Table 19: Comparison of networks' strengths and weakness with respect to positioning
• Table 20: Main properties of TV broadcasting networks
• Table 21: Prime objectives of an IPTV* strategy
• Table 22: Monthly ARPU for satellite pay-TV services in Europe in 2004
• Table 23: Growth of Telewest' s monthly subscriber ARPU in 2004 and Q1 2005 (GBP)
• Table 24: Savings offered on Comcast' s bundled offers (USD)
• Table 25: An IPTV service' s economy: low cost model
• Table 26: An IPTV service' s economy: premium model
• Table 27: IPTV: opportunities and threats for operators
• Table 28: IPTV subscribers around the world (million)
• Table 29: IPTV subscribers in Europe (million)
• Table 30: IPTV subscribers in Asia (million)