Investing in Mobile TV

Table of Contents

1. Executive Summary

• 1.1Introduction
• 1.2Global Regulation
• 1.3Mobile TV Technologies
• 1.4Market Strategies
• 1.5Business Case Scenarios
• 1.6Mobile TV Market Forecast
• 1.7Conclusions & Recommendations

2. Mobile TV Regulation

• 2.1Introduction
• 2.2Europe
• 2.3North America
• 2.4Asia-Pacific
• 2.5Digital Dividend

3. Technology Strategies

• 3.1Overview
• 3.23G and WiMAX Technologies
• 3.3Broadcast Technologies
• 3.4Satellite Technologies
• 3.5Selecting a Mobile TV Technology

4. Mobile Operator Strategies

• 4.1Overview
• 4.23G Strategies
• 4.3Terrestrial Broadcast Strategies
• 4.4Satellite Only Strategies
• 4.5Hybrid Strategies

5. Content Strategies

• 5.2Mobile TV Broadcast Networks
• 5.3Content Producers

6. Business Case Scenarios

• 6.1Mobile TV Value Chain
• 6.2Business Case for 3G Mobile TV Services
• 6.3Business Case for Broadcast Mobile TV Services
• 6.4Choosing a Mobile TV Technology
• 6.5Business Case for Content Producers
• 6.6Business Case for Advertisers
• 6.7Business Case Assumptions

7. Market Forecast

• 7.1Forecast Methodology
• 7.2Global Forecast
• 7.3Asia Pacific
• 7.4Western Europe
• 7.5North America
• 7.6Rest of the World

8. Mobile TV Winners and Losers

• 8.1Overview
• 8.2Mobile Operators
• 8.3Mobile TV Broadcast Networks
• 8.4Mobile TV Satellite Networks
• 8.5Content Producers
• 8.6Advertisers

9. Appendix I: Companies in this Report

10. Appendix II: Glossary

11. Vendor Profiles

• 11.13Vision
• 11.2Alcatel
• 11.3DiBcom
• 11.4Ericsson
• 11.5Harris Corporation
• 11.6IPWireless
• 11.7LogicaCMG
• 11.8mBlox
• 11.9Nokia
• 11.10Nortel
• 11.11Thomson
• 11.12UDCast

Table of Figures

• Figure 1-1: Mobile TV Subscribers by Network
• Figure 1-2: Broadcast Mobile TV Subscribers by Region
• Figure 1-3: Broadcast Mobile TV Service Revenue by Region
• Figure 3-1: RAI' s DVB-H Broadcast Network Architecture
• Figure 3-2: Unicast versus Broadcast
• Figure 4-1: Mobile Operator TV Service Strategies
• Figure 4-2: Korea Telecom
• Figure 5-1: Interactivity and Groups Adds Value
• Figure 6-1: Mobile TV Value Chain
• Figure 6-2: Subscribers Required for Breakeven for 3G Mobile TV at 5 Years
• Figure 6-3: Penetration Rates Require for Breakeven at 5 Years
• Figure 6-4: Cost per Subscriber for 3G Mobile TV at 5 Years
• Figure 6-5: Metro Area Breakeven Points for Mobile TV Broadcast Networks
• Figure 6-6: U.S. National Breakeven Points for Mobile TV Broadcast Networks
• Figure 6-7: Penetration Rates Required at Breakeven
• Figure 6-8: Scalability vs. Investment in Mobile TV Networks
• Figure 6-9: Five Year Mobile TV Network Costs
• Figure 7-1: Mobile TV Introduction Timeline
• Figure 7-2: Mobile TV Subscribers Unicast/Multicast versus Broadcast
• Figure 7-3: Mobile TV Subscribers by Region
• Figure 7-4: Mobile TV Subscribers, Terrestrial versus Satellite
• Figure 7-5: Broadcast Mobile TV Subscribers by Technology
• Figure 7-6: Unicast/Multicast Mobile TV Subscribers in Asia-Pacific, by Country
• Figure 7-7: Broadcast Mobile TV Subscribers in Asia-Pacific, by Country
• Figure 7-8: Broadcast Mobile TV Subscribers in Asia-Pacific, by Technology
• Figure 7-9: Unicast/Multicast Mobile TV Subscribers in Western Europe, by Country
• Figure 7-10: Broadcast Mobile TV Subscribers in Western Europe, by Country
• Figure 7-11: Broadcast Mobile TV Subscribers in Western Europe, by Technology
• Figure 7-12: Unicast/Multicast Mobile TV Subscribers in North America, by Country
• Figure 7-13: Broadcast Mobile TV Subscribers in North America, by Country
• Figure 7-14: Broadcast Mobile TV Subscribers in North America, by Technology
• Figure 7-15: Unicast/Multicast Mobile TV Subscribers in RoW, by Region
• Figure 7-16: Broadcast Mobile TV Subscribers in RoW, by Region
• Figure 7-17: Broadcast Mobile TV Subscribers in RoW, by Technology
• Figure 8-1: Cumulative Net Revenue to Mobile TV Operators
• Figure 8-2: Mobile TV Content Provider Revenue
• Figure 11-1: Alcatel Mobile TV Concept
• Figure 11-2: MBMS Architecture
• Figure 11-3: Nokia Mobile TV Approach
• Figure 11-4: Nokia N92 Mobile TV Device
• Figure 11-5: Rich Media Vision from Nortel

Table of Tables

• Table 1-1: Analog TV Switch off
• Table 1-2: Mobile TV Technologies
• Table 1-3: Mobile TV Services
• Table 2-1: Analog TV Switch off
• Table 3-1: 2G, 3G and WiMAX Technologies
• Table 3-2: Mobile TV Broadcast Spectrum Options
• Table 3-3: Broadcast Mobile TV Services and Trials
• Table 4-1: 3G Mobile TV Services
• Table 4-2: Terrestrial Broadcast Only Mobile TV Services
• Table 4-3: Satellite Only Based Mobile TV Services
• Table 4-4: TU Media' s Demographic Details
• Table 4-5: Service Providers Offering 3G and Terrestrial Broadcast Mobile TV
• Table 5-1: Mobile TV Broadcast Networks
• Table 6-1: Business Case Assumptions for 3G and WiMAX Technologies
• Table 6-2: Business Case Assumptions for Broadcast Technologies
• Table 9-1: Companies Consulted for this Report
• Table 11-1: Vendors Interviewed for this report

Annex

All of the charts that are included in Section 5 and Section 6: WiMAX Fixed Market Forecast is also included in the spreadsheet Annex that accompanies this report. In addition there are a number of charts that are not included in the report but that may provide additional clarity to this market.

The Annex includes the following worksheets:

• Global Charts
• Global Tables
• Asia-Pacific Charts
  • Country forecasts for Australia, China, India, Japan, Korea and Taiwan.
• Asia-Pacific Tables
  • Country forecasts for Australia, China, India, Japan, Korea and Taiwan.
• Western-Europe Charts
  • Country forecasts for France, Germany, Italy, Spain and the UK.
• Western Europe Tables
  • Country forecasts for France, Germany, Italy, Spain and the UK.
• North America Charts
  • Country forecasts for Canada and the USA.
• North America Tables
  • Country forecasts for Canada and the USA.
• ROW Charts
  • Regional forecasts for Eastern Europe, Latin America and Middle East & Africa.
• ROW Tables
• Business Case Assumptions
• Business Case Charts