The Future of TV: The evolving landscape of HDTV, IPTV and mobile TV

Table of Contents

• The evolving broadcast landscape
• The rise of digital TV
• The future of HDTV
• The emergence of IPTV
• Broadcast TV to mobile

• Summary
• Media in the 21st Century
• New business models
• Broadband adoption and its impact on TV

• Competitive landscape
• The impact of M&A on the media sector
• Non-traditional competitors

• Technology landscape
• Digital TV
• Video on demand (VOD)
• High-definition TV
• Mobile TV
  • Mobile TV subscriber forecast
• The future of advertising in a digital world

• Summary
• Market overview
• Triple-play bundling
• Investment in new channels
• Enhanced content services
• Video on demand
• HDTV content
• Operational efficiencies
• Mobile TV

• Market sizing
• Europe vs US comparison
• By platform
• Europe
• United States

• Conclusions
  • Europe
  • United States

• Summary
• HDTV market overview
• HDTV technology standards
• Compression technology

• Consumer electronics equipment
• HD televisions
  • Commercial market vs consumer market
• HD set-top boxes

• Market sizing
• General
• The United States
  • US satellite operators
  • US pricing

• Western Europe
• Conclusions

• Summary
• IPTV market overview
• What is IPTV?
• Broad range of services

• IPTV technology overview
• Digital Subscriber Line Access Multiplexer
• Consumer equipment
• Middleware
• Multicasting and unicasting

• Market drivers and inhibitors
• Drivers
  • Improved compression and reduced hardware costs
  • Hardware costs are falling
  • Increasing uptake of broadband
  • Increasing competition between platforms
  • Boosting ARPU and reducing churn
• Inhibitors
  • IPTV is relatively new and untested
  • Deployment costs
  • Lack of content relationships
  • Competing platforms

• Market sizing
• Conclusions

• Summary
• What is mobile broadcast TV?
• The broadcast TV to mobile value chain

• Market drivers and inhibitors
• Drivers
  • Consumer demand
  • Mobile phone penetration
  • Single, multifunctional devices
  • New revenue stream
• Inhibitors
  • Competition from other content services
  • Consumer education
  • Technical challenges
  • Handset capabilities
  • Content security
  • Mobile TV content

• Technology standards
• DMB vs DVB-H vs MediaFLO
  • DVB-H
  • Digital Multimedia Broadcasting (DMB)
  • MediaFLO
  • ISDB-T
  • Summary

• Market sizing
• Global
• North America
• Europe
  • By country
• Asia Pacific

• Recommendations
• Pricing
  • Option 1: flat fee for unlimited TV access
  • Option 2: pay-per-view
  • Option 3: charge per minute
  • Option 4: two-tier pricing model
• Business model
• Handsets
• Audience
• Lifestyle target
• Demographic targeting

• Conclusions
• Index

• Figure 1.1: Digital TV market comparison. 2005-2010
• Figure 1.2: Simplified broadcast TV to mobile value chain
• Figure 1.3: Mobile Broadcast TV subscriber forecasts, 2006 - 2012
• Figure 2.4: Proportion of IT budget invested into new distribution channels, 2007
• Figure 2.5: Broadcasters IT budget priorities, 2007
• Figure 2.6: Digital TV uptake comparison: Europe vs. the US, 2005-2010
• Figure 2.7: Digital TV market development comparison, 2005-2010
• Figure 2.8: Digital TV households in Europe by platform, 2005-2010
• Figure 2.9: Digital TV households in the US by platform, 2005-2010
• Figure 3.10: High definition households in Europe and the US, 2006-2010
• Figure 3.11: High definition households in the US, 2006 - 2012
• Figure 3.12: HD households in Western Europe with CAGR, 2012
• Figure 3.13: European HDTV market development comparison, 2008
• Figure 4.14: Top-level IPTV systems architecture
• Figure 4.15: Compression technology developments have boosted the potential of IPTV services
• Figure 4.16: Cable operators and telcos are providing an increasingly similar range of services
• Figure 4.17: Offering video services can substantially boost ARPU for telcos
• Figure 4.18: Incremental costs per IPTV subscriber ($)
• Figure 4.19: IPTV uptake comparison: Europe vs. the US, 2005-2010
• Figure 5.20: Simplified model for mobile video consumption
• Figure 5.21: Simplified broadcast TV to mobile value chain
• Figure 5.22: Mobile subscribers including pre-pay, 2006-2012
• Figure 5.23: Expandable screen on a mobile phone
• Figure 5.24: Regional comparison of mobile broadcast TV subscribers, 2006 - 2012
• Figure 5.25: Mobile broadcast TV subscribers in North America, 2006 - 2012
• Figure 5.26: Mobile broadcast TV subscribers in Europe, 2006 - 2012
• Figure 5.27: European mobile broadcast subscribers by country, 2012
• Figure 5.28: Mobile broadcast TV subscribers Asia-Pac, 2006 - 2012
• Figure 5.29: Major Asia-Pac markets comparison for mobile broadcast TV subscribers , 2006 - 2012
• Figure 5.30: Mobile TV usage pattern
• Figure 5.31: Finnish trial sample distribution by age group

• Table 1.1: European broadband penetration by household, 2006-2010
• Table 2.2: Digital TV uptake comparison: Europe vs. the US, 2005-2010
• Table 2.3: Digital TV market development comparison, 2005-2010
• Table 2.4: Digital TV households in Europe by platform, 2005-2010
• Table 2.5: Digital TV households in the US by platform, 2005-2010
• Table 3.6: The most common HDTV display formats
• Table 5.7: Mobile broadcast TV subscribers in North America, 2006-2012
• Table 5.8: Mobile broadcast TV subscribers in Europe, 2006 - 2012
• Table 5.9: Mobile broadcast TV subscribers Asia-Pac, 2006 - 2012