Hybrid IPTV Set-top Boxes -- Global Market Analysis & Strategy Critique: 2009-2012

Table of Contents

1. Executive Summary

• 1.1 Introduction
• 1.2 Definitions
• 1.3 Structure of Report
• 1.4 Opinions
• 1.5 Conclusion

2. Definitions of Hybrid IPTV STBs

• 2.1 High-end Hybrids
• 2.2 Low-end Hybrids

3. Drivers & Other Advantages in Using Hybrid IPTV STBs

• 3.1 From Integrated Billing to Integrated Video Services
• 3.2 Technical Drivers/Motivations for Using A Hybrid Approach
  • 3.2.1 Limitations of the Fixed Network Infrastructure
  • 3.2.2 Simplicity and Robustness
• 3.3 Commercial Drivers
  • 3.3.1 Availability of Content
  • 3.3.2 Speed-to-Market
  • 3.3.3 Lower Cost of End-to-End Solution
• 3.4 Regulatory Drivers
  • 3.4.1 Illegal for Telcos to Deliver Broadcast Channels
  • 3.4.2 Incentives to Incorporate Traditional Broadcast
• 3.5 Temporal Shift of Emphasis

4. Disadvantages of Hybrid IPTV STBs

• 4.1 Primary Disadvantages
  • 4.1.1 STB Cost
  • 4.1.2 In-home Technical Complexity
  • 4.1.3 Lack of Channel Line-up Flexibility
• 4.2 Secondary Disadvantages
  • 4.2.1 Loss of Broadcast Interactivity (EPG Information)
  • 4.2.2 Subscriber Management Complexity

5. Hybrid IPTV STB Market Segmentation

• 5.1 Geographic Segmentation
  • 5.1.1 Europe
  • 5.1.2 Risky Strategy
  • 5.1.3 North America
  • 5.1.4 ROW (Rest of World)/CALA (Central and Latin America)
  • 5.1.5 Asia and Australia
• 5.2 Operator Type Segmentation
  • 5.2.1 Views of the Future as Impacted by Hybrid Service
  • 5.2.2 Cable Initiatives Forecast DOCSIS 3.0
  • 5.2.3 Satellite to Use IP for Enhanced Services
• 5.3 Operator Size Segmentation - Discussion

6. Characteristics of Hybrid IPTV Service Solutions

• 6.1 Hybrid Service Models
  • 6.1.1 Elements of IPTV Architectures Using Hybrid STBs
  • 6.1.2 Functionality
  • 6.1.3 A Note of Caution

7 Hybrid IPTV STB Pricing

8. The Future of Hybrid IPTV STBs

• 8.1 Landscape for IPTV STBs in General
• 8.2 Landscape for Hybrid IPTV STBs
• 8.3 Current Expectations

9. Conclusions

10. Company Profiles - Hybrid STB Vendors

• 10.1 2Wire, Inc.
  • 10.1.1 Overview
• 10.2 ADB - Advanced Digital Broadcast
  • 10.2.1 Overview
  • 10.2.2 Hybrid STB Products
  • 10.2.3 Non-Hybrid (Full IP) STB Products
• 10.3 Amino Communications Ltd.
  • 10.3.1 Overview
  • 10.3.2 Hybrid STB Products
  • 10.3.3 Non-Hybrid (Full-IP) STB Products
• 10.4 Cisco Systems, Inc.
  • 10.4.1 Overview
  • 10.4.2 Hybrid STB Product
  • 10.4.3 Non-Hybrid (Full-IP) STB Products
• 10.5 Entone, Inc.
  • 10.5.1 Overview
  • 10.5.2 Hybrid STB Products
• 10.6 Huawei Technologies Co., Ltd.
  • 10.6.1 Overview
  • 10.6.2 Hybrid STB Products
• 10.7 HwaCom Systems Inc.
  • 10.7.1 Overview
  • 10.7.2 Non-Hybrid (Full IP) STB Product
• 10.8 Motorola, Inc.
  • 10.8.1 Overview
  • 10.8.2 Hybrid STB Products
  • 10.8.3 Non-Hybrid (Full IP) STB Products
• 10.9 Netgem
  • 10.9.1 Overview
  • 10.9.2 Hybrid STB Products
• 10.10 Pace plc
  • 10.10.1 Overview
  • 10.10.2 Hybrid STB Products
  • 10.10.3 Non-Hybrid (Full IP) STB Products
• 10.11 Pirelli Broadband Solutions
  • 10.11.1 Overview
  • 10.11.2 Hybrid STB Products
• 10.12 SecureMedia, Inc. / Inuk Networks / TVBLOB
  • 10.12.1 Overview
  • 10.12.2 Virtual STB/Inuk Networks
  • 10.12.3 Hybrid STB Product
• 10.3 Thomson
  • 10.13.1 Overview
  • 10.13.2 Hybrid STB Products
  • 10.13.3 Non-Hybrid STB Products
• 10.14 UTStarcom, Inc.
  • 10.14.1 Overview
  • 10.14.2 Full IP STB Product
• 10.15 Yuxing
  • 10.15.1 Overview
  • 10.15.2 Hybrid STB Products
  • 10.15.3 Non-Hybrid (Full IP) STB Products

11. Global Market Analysis - Hybrid STB

• 11.1 Market Size (Units) by Region - 2008-2012 (Slow-growth)
• 11.2 Market Share and Drivers by Region

12. Index of Companies

Table of Figures

• Figure 1-1: Issues Driving Hybrid
• Figure 1-2: Hybrid STB with Dual Input
• Figure 1-3: Hybrid Cable STB with Internal Cable Modem
• Figure 1-4: Pure IPTV STB with External Gateway
• Figure 2-1: High-end Hybrid - Video Throughput Variation
• Figure 2-2: Low-end Hybrid - Video Throughput Variation
• Figure 3-1: Drivers for Hybrid IPTV STBs: Network Limitations
• Figure 3-2: Drivers for Hybrid IPTV STBs: Improve Solution Robustness
• Figure 3-3: Drivers for Hybrid IPTV STBs: Make Solution Simpler
• Figure 3-4: Drivers for Hybrid IPTV STBs: Access to Content
• Figure 3-5: Drivers for Hybrid IPTV STBs: More Credible Consumer Proposition
• Figure 3-6: Drivers for Hybrid IPTV STBs: Speed-to-Market
• Figure 3-7: Drivers for Hybrid IPTV STBs: Reduce Cost of End-to-End Solution
• Figure 3-8: Drivers for Hybrid IPTV STBs: Avoid Regulatory Restrictions
• Figure 6-1: Hybrid STB with Dual Input
• Figure 6-2: Hybrid Cable STB with Internal Cable Modem
• Figure 6-3: Pure IPTV STB with External Gateway
• Figure 6-4: IP Video Quality
• Figure 6-5: How On Board DVR/HDD Saves CapEx and Improves Bandwidth Flexibility

Table of Tables

• Table 1-1: Definitions: Full vs. Hybrid IPTV STBs
• Table 3-1: Hybrid STB/Headend Drivers - Summary
• Table 5-1: Global Hybrid Set-top Box Installed Base 2008-2010 (Slow-growth)
• Table 5-2: Hybrid Set-top Box Installed Base 2008-2009 for Europe (Slow-growth)
• Table 5-3: Hybrid Set-top Box Installed Base 2008-2009 for North America (Slow-growth)
• Table 5-4: Hybrid Set-top Box Installed Base 2008-2009 for ROW/CALA (Slow-growth)
• Table 5-5: Hybrid Set-top Box Installed Base 2008-2009 for Asia (Slow-growth)
• Table 7-1: Set-top Box Pricing Assumptions (US$)
• Table 11-1: Market Size - Hybrid IPTV/STB Installed Base 2008-2012 (Slow-growth)
• Table 11-2: Market Share By Region (Slow-growth)
• Table 11-3: Hybrid STB - Faster-growth Scenario - 2008-2012

Index of Companies

• 2Wire, Inc.
• ADB - Advanced Digital Broadcast
• Alcatel-Lucent
• Amazon
• Amino Communications Ltd. (Tilgin)
• Amino Technologies PLC
• AssetHouse
• AT&T
• ATIS
• Avail Media
• BBC
• Bell Atlantic
• Bell Canada
• BSkyB
• BT
• Cavalier Telephone and TV
• China Telecom
• Cisco Systems, Inc. (Scientific-Atlanta)
• Comcast
• DIRECTV
• DISH NETWORK
• EMBARQ
• Entone, Inc.
• FOXTEL
• Frontier Communications
• Huawei Technologies Co., Ltd.
• Hulu
• HwaCom Systems Inc.
• Intel
• Inuk Networks
• iTunes
• Kingston Communications
• Macrovision
• Maroc Telecom
• Microsoft
• Motorola, Inc.
• Move Networks
• Netflix
• Netgem
• NTT
• OIPF
• Pace plc
• PCCW
• PictureTel
• Pirelli Broadband Solutions
• Pirelli Group
• Polycom
• Premiere
• SecureMedia, Inc.
• SingTel
• SKY Italia
• Sky New Zealand
• Telecom Italia
• Telefonica
• Telemex
• Thomson
• Time Warner
• Time Warner Cable
• TiVo
• TVBLOB
• TVN
• UPC (Liberty Global)
• UTStarcom, Inc.
• Verizon
• Viasat
• YouTube
• Yuxing
• Zeugma
• Ziggo Cable
• Zillion