Worldwide Market for Enterprise-Class Multiformat Transcoders
In the last decade, video content has become more and more prevalent on the Internet and through mobile video services. Unlike the broadcast market, there are many different codec and containers used to deliver content over these unmanaged networks. Multiformat transcoding products were developed to take content in one format and output it in another oftentimes at varying resolutions and bit rate profiles.
The market for multiformat transcoders will continue to grow as the move to upload video content on the Internet continues to gain momentum. Multiscreen TV delivery services (TV Everywhere) are in their infancy. Over the next several years, top-tier pay-TV service providers will invest in multiformat transcoding equipment in order to provide these services to their subscribers.
The report contains descriptions of the multiformat transcoder vendors, their products, partners, and customers. Worldwide five-year revenue forecasts are provided for live and file-based multiformat transcoders by region.
Broadcast integrated receiver decoders (IRDs) are often at the other end of the video transmission from the encoder to receive and decode the audio/video stream, which is then output for further processing. There are two segments of broadcast IRDs: contribution and distribution, both of which are discussed in the report. Vendors of IRDs may offer products for both segments or only one, which is discussed in the vendor profile section.
The report provides five-year forecasts for ASPs, unit shipments, and revenues for IRDs in each segment by compression type: HD MPEG-2, HD H.264, SD MPEG-2, and SD H.264. These are further broken down by region: Americas, Asia, Europe, and Mid-East/Africa.
The Market Opportunity for Ultra-High Definition Video
Ultra-High Definition (UHD) video includes 4K (3840 x 2160 pixels) and 8K (7680 x 4320 pixels) resolution. This is significantly higher than today’s 1080p HD resolution. UHD will first be seen in the cinema. Then when the broadcast infrastructure is in place and consumers purchase new UHD TV sets they will be able to see UHD programs at home. This report identifies the elements that are required for UHD programming to be seen and the time frame for its market development. A description of the UHD value chain including content creation, cinema distribution, broadcast and in-home technologies enables the reader to understand the various elements that must come together before UHD TV becomes a mainstream technology. The report includes 15 year forecasts by region and worldwide for UHDTV units, ASPs, and manufacturers' revenue for both 4K and 8K resolution.
Advertising is undergoing fundamental changes. Traditional TV programming delivers a repeatable audience that advertisers can plan their ad campaigns around. But consumers are consuming more content as Ad-supported Video-on-Demand (VOD). The current growth of Ad-supported online video services has drawn great interest. However, audiences on the Internet may not be repeatable. The Pay-TV industry has developed a comprehensive approach for VOD that accesses subscriber information and can deliver ads to very specific, and repeatable, demographic groups. During the next five years the Pay-TV approaches, tied to popular TV shows, videos, movies and music content, will come into their own, and eventually represent a larger advertising opportunity than the online VOD services. The Pay-TV services will then extend what they’ve learned to online TV Everywhere services. Because the Pay-TV services deliver qualified audiences, we expect them to be able to negotiate higher Cost per Thousand (CPM) fees than the online services.
All Ad-supported Video-on-Demand services will experience revenue growth. By 2013, we expect that the advertising value for online video services will be US$1.9 Billion, and value of the Pay-TV services will be nearly US$2.9 Billion.
Global Interactive Program Guides and Content Discovery
TV-oriented Electronic Program Guides (EPGs) and Interactive Program Guides (IPGs) are slowly being replaced by new Content and Service Discovery Guides (CSDGs) that can “discover” content from the Internet, or from in-home networks. ROVI, which has acquired Gemstar-TV guide, Mediabolic, Muze, and All Music Group, has an early lead for providing “discovery” of content and services across all available sources. As standards begin to define the interfaces, opportunities will be created for a wide range of entrants. Findings include:
1. Three revenue segments: one-time licensing fees, recurring fees to update guide data, and advertising.
2. Europe will be a key growth market for all types of Guides.
3. Personal content that resides on in-home networks makes the Digital Living Network Alliance (DLNA) much more important.
4. The market is holding its own in spite of the current economic situation.
5. ROVI is focusing on content description data bases as a key differentiator.
Recurring fees will grow to US$ 850 million, representing 63% of the total value by 2013. One-time licensing fees will be nearly US$ 500 million, accounting for about 37% of the total worldwide value.
Content Providers have been working on an “Internet learning curve” for the past decade. They can’t permit an entity, such as Apple, to be the control point for their content. Content companies are using their in-house engineering and software capabilities to figure out how to manage their digital assets, and working with trusted partners to create approaches that give them increased control, lower the cost of operation, and widen their revenue possibilities. The key solutions run in Data Centers, and connect using Content Delivery Networks (CDNs).
Traditional Subscription-TV services are deploying new approaches, like RS-DVR, StartOver, and Catch UP TV. TV Anywhere permits a subscriber to access their authorized Content from a PC when they are not at home. Mobile services will permit subscribers to “tap into” their at-home storage devices.
Completely new opportunities will arise for “Outside-the-Home” services that provide premium Content in public venues. Fiber-to-the-Home and DOCSIS 3.0 technologies may create high-dollar Pay-per-View opportunities.
We expect the worldwide value of CDNs to grow from about US$ 1.25 Billion during 2008, up to about US$ 2.5 Billion in 2013. It's going to be a bumpy ride.
This report discusses the market and drivers for multiple segments of the real-time broadcast MPEG encoder market, including contribution, distribution, and redistribution to the home. These encoders are used to compress video streams before transmission. This report also looks at future technologies making their way into the encoder market, such as 1080p/60, SVC, and 4:2:2. The five-year unit, ASP, and revenue forecasts are segmented by compression scheme, MPEG-2 and H.264, with further segmenting into HD and SD, and by region. Vendor market share is provided for a few top vendors.
This report includes the following: -Forecasts for encoder shipments, ASPs, and revenues for mobile contribution, fixed contribution, distribution, and cable, satellite, mobile, terrestrial, and telco redistribution segments. Each segment is further divided by HD MPEG-2, SD MPEG-2, HD H.264, and SD H.264 encoders, each broken out into four regions: Americas, Asia/Pacific, Europe, and Mid-East/Africa. -Top 5 encoder vendor market shares
This research report tracks the development of the worldwide telco TV market, and examines its evolution to personalized ads, multi-screen, and web-based services. The report provides updated product and revenue forecasts for headend equipment segments, including broadcast content processing, on-demand, content security, and middleware. These forecasts are presented by geographic region and headend size.
The report also discusses the need to migrate telco TV functions from a centralized headend to an architecture where quality of service (QoS)-related functions and storage of selected content are distributed to the edge and access networks. Finally the report examines the challenges presented by new technology, supporting subscriber data management, service and network convergence and the integration of web-based services.
Worldwide Mobile Video Infrastructure: The Buildout Continues
There are multiple ways of delivering video content to mobile devices including: -Internet access from a mobile device using a cellular data service -Cellular In-Band video services that deliver video to the cellphone receiver in a mobile device -Broadcast Out-of-Band video services that require a secondary receiver added to a mobile device, also called Broadcast Overlay Networks -“Synch and Go” capability which enables the transfer of video content to storage in a mobile device -Wi-Fi and WiMAX
Some of these require mobile video-specific infrastructure, such as broadcast out-of-band video services and cellular in-band video services, while others, like Internet access and terrestrial broadcast TV, utilize infrastructure in place for other video services. We will focus on the first two in this report.
We look at the demand for mobile specific broadcast transmission equipment and mobile video headend equipment. We discuss the demand for transmission equipment by region while separating mobile video headends into encoders, IP encapsulators, multimedia gateways, and streaming servers. Five-year forecasts are provided for transmission equipment, by region, and by high-power, medium-power, low-power, gap filler, and enhanced ATSC sites. Worldwide five-year forecasts are provided for mobile video headend components, IRDs, encoders, IP encapsulators, multimedia gateways, and streaming servers.
The recent court ruling about Cablevision System's network DVR service has breathed new life into the development of network DVR services. While more litigation is likely, this report examines the potential impact of the court decision and network DVR services on cable TV operators, telco TV operators, equipment providers, and content providers.
TV Advertising is being impacted by the Internet and by mobile services that provide highly personalized content delivery. Traditional TV programs deliver the most repeatable audiences. Subscription TV Networks are adding new, more finely targeted TV channels.
Some of the findings in this report are: -Traditional TV programming provides an excellent mechanism for delivering Addressable Advertising. -The infrastructures for TV program delivery are complex, and intertwined. They present advertisers with a wide range of choices that overlap, duplicate, or have exclusivity. -Advertising buyers understand the complex nature of the US media delivery industry. It will take them time to adapt to new hardware-based opportunities that seem so promising. -Nationwide Broadcast Networks and Subscription TV Networks will continue to be the best delivery vehicles for mass market TV advertising. -Advertising that targets identifiable ethnic, cultural, language or special-interest audiences will see above-average growth rates through 2012. -Geographic advertising is expected to grow to about 30% of US TV ad spending. The Cable TV industry's Project Canoe initiative will help drive this trend forward. -Hardware-Based Addressable Advertising solutions already exist on the Internet, and solutions based on Set Top Box addressability will be growing on a market-by-market basis.
A Reporter's Primer on US DTV Transition With Links
On February 17, 2009, nearly 1,600 full-power TV stations in the United States will turn off their analog transmissions. This epochal event will have many far-reaching effects on the entire television market. This primer presents "talking points" and contact information to permit reporters to quickly get up to speed on a wide variety of issues related to the DTV transition.
PLEASE INCLUDE THESE WEB URLs in your articles: FCC official DTV transition web site: http://www.dtv.gov Broadcast Industry consumer information: http://www.dtvtransition.org
In-Stat performed a consumer survey in late 2007 with over 1,200 respondents. They were over age 18, had a broadband Internet connection to their home, and a TV set. We asked them to rate their level of awareness of the DTV transition. Younger females had simply not yet heard of the DTV transition, most males had heard of it. Only 50 to 54-year-old males showed high awareness and are making plans. You can use this data to target your articles to appeal to the audiences of your publication.
TEN constituencies have a stake in the DTV Transition: -US Congress, FCC, and NTIA -US Full Power Broadcasters -US Low Power Broadcasters -US Consumers Who Currently Use an Antenna -US Consumers Who Currently Get Subscription TV -US Major Cable TV Companies -US Smaller Cable TV Companies -US Direct-to-Home Satellite Companies -US TelcoTV (IPTV) Companies -Consumer Electronics Manufacturers
The Revolution WILL be Televised—Directly to Your Handheld!
This presentation is a re-enactment of the keynote speech given by In-Stat analyst Gerry Kaufhold at ARC International’s ConfigCon Silicon Valley 2007. It includes slides along with an audio recording of analyst commentary.
The presentation explores how low-power, high-performance semiconductors are creating a revolution that brings high-quality video, audio, music and information directly into users’ hands and how the user experience of today’s portable market is quickly outpacing what traditional service providers can deliver. It also debunks the widespread notion that consumers have to wait for the broadcast TV networks and movie studios to get “on board” with electronic delivery before the market will really blossom. Forecasts for WiFi “hotspots”, WiMAX devices, and four categories of portable devices are included.
Responding to the Competitive HD Threat: How Cable Can Add More HD to its Arsenal
Presentation that provides in-depth discussion about the competition that is heating up for Cable TV as they respond to Satellite TV services with 100+ High Definition TV program streams, and TelcoTV (IPTV) services advertising 20, 30 and up to 100 Megabits/second High Speed Data services.
Cable TV operators have an asset with fixed bandwidth, the "final mile" coaxial cable infrastructure. Switched Digital Video, along with advanced video processing, extend the capabilities of that "final mile" asset, and can keep Cable TV operators competitive into the foreseeable future.
Switched Digital Video (SDV) technologies provide an excellent long-term approach that can help Cable operators to succeed over the long run. Top line findings include: -Cable TV can increase HDTV, data, and VOD -Switched Digital Video can be a "magic bullet" -Key vendors are all making investments to bring Switched Digital Video technologies forward
The market for Switched Digital Video equipment, software, and services is expected to grow from about US$ 165 million during 2008, up to more than US$1 billion in 2012. Initial deployments will create a strong market for upgrades, which will become dominant in 2012.
This report is the first to offer a complete "bottoms up" market model, estimating the annual costs for new and upgraded Switched Digital Video installations, the number of large, medium, and small headends expected to use SDV, and the annual value of the SDV market in four geographic regions.
North America will be the dominant region. Key growth opportunities will arise in Asia, Europe, and the ROW countries. The strategic key to success will be winning early deployments, because follow-on upgrades will be lucrative. World-class professional services, staff training, and the ability to remotely monitor and repair SDV installations will be the winning formula.
Cable TV operators, equipment vendors, TelcoTV (IPTV) operators, and satellite services should all purchase this report, because they need to see how the market will develop.
