目次
このレポートは、OTTやビデオオンデマンド、モバイル動画サービスなどのテレビ/動画関連市場を調査し、2020年までのテレビ市場を予測しています。
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Drawing on a wide selection of publications on new generation TV services, this report deepens our forward-looking analysis of tomorrow’s video markets. Starting with a scenario-based approach, IDATE offers readers its own figure-backed scenario of choice for 2020, along with an in-depth analysis of the way value will be newly distributed between the different TV industry players: producers, networks and distributors/broadcasters.
Key Questions
- What weight will each of the TV distribution networks have in the equation? Will DTT and satellite remain relevant?
- What degree of competition between live TV and new services? Will Netflix make it in Europe?
- What impact will the Internet have on TV’s revenue models? What are the key sources of new growth?
- What impact will the Internet have on programme production? Can Europe’s production industry hold its own against American studios?
- What changes will we see in the value chain? Can the networks compete with Amazon and iTunes?
> Market data 2010-2020 for each of the countries examined:
- Japan, USA, France, Germany, Italy, Spain, the UK,
Database
Data & Forecasts 2010-2020
TV Data
- TV households
- Managed broadcast-only networks HH
- Managed two-way networks HH
- Broadband HH
- Active connected TV HH
- 3G/4G subscribers
Time spent per Avarege Individual
Fixed managed networks
- Linear TV
- Premium on demand services
Fixed OTT
- Premium on demand services
- Short clips
Of which connected TV
- Premium on demand services
- Short clips
Mobile
- Premium on demand services
- Short clips
Total time spent
- Linear TV
- Premium on demand
- Short clips
Pay Services Take-up
- Linear Pay-TV subscribers
- Monthly ARPU linear pay-TV
- SVOD services subscribers
- Monthly ARPU SVOD
- Managed VOD purchase per eligible HH per month
- OTT VOD purchase per eligible HH per month
- Mobile pay services subscribers (m)
- Monthly ARPU Mobile SVOD
- VOD purchase per 3G subscriber per month
The Advertising Market
Fixed managed networks
- Linear TV
- Premium on demand services
Fixed OTT
- Premium on demand services
- Short clips
Of which connected TV
- Premium on demand services
- Short clips
Mobile
- Premium on demand services
- Short clips
Total time spent
- Linear TV
- Premium on demand
- Short clips
Pay Services Market
Fixed Managed networks
- Linear Pay-TV
- SVOD
- VOD
Fixed OTT
- SVOD
- VOD
Of which Connected TV
- SVOD
- VOD
Mobile
- SVOD
- VOD
Total Pay-TV services market
- Linear Pay-TV
- SVOD
- VOD
Total Video Market
- Fixed managed networks market
- Fixed OTT market
Of which connected TV market
- Mobile video market
Total video market
TOP
Deliverable 1
Executive Summary (PDF - 20 pages)
Deliverable 2
Report (Powerpoint - 90 slides)
A. Introduction
1.Summary
2. Methodology
3. 2010: Current state of affairs
- The open Web
- Managed networks and live services
- The new TV services market
B. Key Factors & Uncertainities
4. 2020: Competition between distribution channels
- Access: managed networks vs. the open Web
- Devices: connected TVs
- Growing trend: cord-cutting
- Conclusion: new configurations for accessing video content
5. 2020: Changes in the video offering and their affect on consumption habits
- A time of major growth for TV networks’ solutions
- A broad and diverse online selection
- Internet changing viewing habits
- Live TV audience stagnating
- Conclusion: live TV vs. video consumption
6. 2020: Revenue models being re-examined
- Pay-TV the main source of growth
- Fragmented TV audience and shrinking ad revenue
- Online video destroying advertising value
- Do paid online models have a future?
- Piracy anticipating market needs
- Conclusion: a sustainable online model
7. 2020: New programme distribution windows
- Network programming evolving
- Live TV streams under assault
- More and more distribution windows
- Major imbalance in production financing
- Conclusion: the new distribution sequence
8. 2020: A revamped value chain
- Competition over distribution
- Ad brokering: highly coveted by new entrants
- Conclusion: broadcasters’ role being weakened
C. Scenarios & Strategies
9. 2020: Long-term outlook
- Scenario 1: “Managed networks win the day”
- Scenario 2: “Advertising goes OTT”
- Scenario 3: “Cord-cutting”
10. 2020: The IDATE scenario
- Based on the three extreme scenarios...
- ... IDATE offers its scenario of choice
11. 2020: Value sharing
- Changes in how value is shared in the advertising market
- Changes in how value is shared in the pay-TV market
- Conclusion: TV network growth being shaped by how the online industry evolves
Deliverable 3
Database (Excel)
- TV Data
- Average viewing time
- Advertising market
- Paid services take-up
- Paid services market
