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Broadband TV and Video
Market Report, June 2003, 2000  €


Description

Market panorama, players and opportunities for the audiovisual offer on ADSL Panorama of broadband audiovisual projects and offers on ADSL around the world UK, Canada, Japan, Italy, USA, FranceAnalysis of players’ strategies Content providers, telecom operators, TV channels, platform operators, ISPs, software producers and providersAnalysis of the main applications - VOD, FTA and pay-TV, other (video games, special events…) - possible business modelsThe challenges - competitor or complement for cable and satellite, and for DTT and iTV ? - how to obtain content (regulation, secondary market, syndication, fresh programmes…) - business models: what body of offers seems most likely to amortise equipment investments ? - what major technological factors, when will they be available, at what cost? PresentationAn analysis of all video offers (streaming, VOD, TV channels) available via PC and TV set.
• Stakes and prospects associated with key technological developments- impact of greater compression and of broadband’s increasing ubiquity - challenges involved in content protection
• Emblematic commercial broadband audiovisual offers around the world - a wide range of offers and projects, with still uncertain results - the stakes involved for players from the media, telecom, internet and software sectors
• The central question of profitability - what are the viable business models ? - which conditions are indispensable for achieving profitability?


Sommaire
 
1/ Lessons of the past

• Difficulties encountered by WebTV and video over IP

• Limited development of VOD and PPV

• The digital pay-TV experience and the disappointments of interactive TV

2/ Development of key technologies

• Evolution of broadband in Europe over the past 5 years (ADSL and cable)

• Progress made in compression: will MPEG-2 suffice? what availability of MPEG- 4 ?

• Impact of DVD’s success ?

• Content protection technologies:

DRM (Digital Rights Management)

access control battling the threat of piracy: PVR/burner combination and using DivX for downloading

• Which terminals and which home networks?

3/ Audiovisual offers on broadband

Case studies: audiovisual on broadband around the world

• UK: KIT (Kingston Communications), HomeChoice (VideoNetworks)

• Canada: Max (SaskTel)

• Japan: BB CableTV (Softbank)

• Italy: Fastweb TV (e.Biscom)

• Spain: Imagenio (Telefónica)

• USA: Goldpass (RealNetworks), Movielink (association of 5 major studios), Qwest Choice TV (Qwest), Intertainer, Platinum Yahoo!

• France: DreamTV (TF1)

For each of the offers studied:

project’s instigator

project’s state of development

geographical coverage

technical partners and reception terminal

presentation of the commercial offer

partnerships with content providers

business model

future developments

strategic positioning

technical data

Typology of the offers

• renewal of services over IP: Yahoo, RealNetworks to PC (cable, ADSL…)

• VOD on cable with SVOD (Subscription VOD)

• ADSL, VDSL, FTTH: moving toward “true broadband” on TV ?

Analysis of the offering

• consumption modes: PC, television, downloading or immediate consumption

• TV channel distribution: competitor for or complement to cable, satellite and DTT?

• programmes on demand and related issues: what content for what services? a key issue: obtaining distribution rights

• video offer: complement or driving force, particularly with respect to triple play bundles

Analysis of business models and profitability

• comparative analysis of the different sources of revenue

• economy of the offers available primarily via PC

• economy of TV-based offers

• prospects for profitability for an ADSL/FTTH offer: costs and earnings analysis

4/ player strategies and challenges for each category

For TV channels and the studios

• opportunities to increase the content’s value via a new distribution network?

Telcos and ISPs

• a complementary source of revenues?

Equipment manufacturers

• telecoms: development of new markets associated with broadband access? (DSLAM, network equipment for video...)

• consumer electronics: prospects for growth of the set-top box market?

Software publishers: Microsoft, Real Networks

• control of the video software market

• a new source of revenues tied to content distribution?

Content publishers and portals

• increasing the value of their offer?

5/ Future stakes and conclusions

Does broadband enable paid distribution of video, given the way it is currently developing ?

TV on ADSL: a new distribution network or a new medium? an opportunity for the emergence of new video works ?

Broadcasting TV, VOD, new interactive services: do these services, separately or combined, open the way to profitability ?

New outlet for pay-TV or niche market ?
Sociétés Citées

Cliquez sur les sociétés qui vous intéressent pour obtenir une liste des études où elles sont citées
Platinum Yahoo! Max
Fastweb TV Intertainer
DreamTV BB CableTV
Movielink Qwest Choice TV
KIT Imagenio
Goldpass HomeChoice

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