通訊企業的電視用頭端裝置市場：急速竄起的行業

Abstract

Telco TV deployments have been a boon to headend equipment manufacturers, particularly those supplying compression equipment, since not only are new headends being built, but channels requiring additional equipment are continually being added.

Today's headends are mainly set up to process video for retransmission. The opportunity for ad insertion has yet to be realized; however, as subscriber numbers grow, telcos are expected to purchase equipment necessary for ad insertion. We also expect telcos to produce some content themselves in the future, particularly local content.

There has been consolidation among headend equipment suppliers. Earlier in 2006, Tandberg bought SkyStream in order to expand its product offering with a high-density headend system. This summer Cisco/Scientific Atlanta, Motorola, and Harmonic purchased Arroyo, Broadbus, and Entone, respectively, to add on-demand products to their portfolios. We expect the number of suppliers to continue to decline in 2007, owing to the exit of some suppliers and the acquisition of others.

In addition to forecasting the number of new headends built and upgraded annually, this report offers five-year worldwide revenue forecasts for broadcast content processing equipment, on-demand processing equipment, middleware, and content protection. All forecasts are divided by region: Americas, Asia, Europe, Middle-East, and Africa.

Table of Contents

• Executive Summary
• Introduction
• Pieces of a Telco TV Headend
• Newly Built Headends
  • Americas
  • Asia
  • Europe
• Middle-East and Africa
• Headend Upgrades
  • Ad Insertion
  • Content
• VOD Server
• Content Security
• Middleware
• Company Profiles
  • Alcatel
  • Cisco Systems
  • Harmonic
  • Harris Broadcast Communications
  • Huawei Technologies
    • Cascade
  • Lucent Technologies
  • Microsoft
  • Motorola
  • Nagravision
• NDS
  • Nortel Networks Corporation
    • Bitband
    • Irdeto
    • Kasenna
    • Minerva
    • Orca
  • Optibase
    • Terayon Communication Systems, Inc.
  • Siemens
    • C-COR, Incorporated
    • Juniper Networks
    • Myrio
    • Verimatrix
  • TANDBERG Television
  • Thomson/Grass Valley
  • Tut Systems
  • Widevine
  • Others
• Methodology
• Glossary
• Related In-Stat Reports
• Offices
• Summary

List of Tables

• Table 1. Number of Newly Built Headends in the Americas by Type of Headend
• Table 2. Cost of Newly Built Headends in the Americas by Type of Headend (US$)
• Table 3. Revenue from Newly Built Headends in the Americas by Type of Headend (US$)
• Table 4. Number of Newly Built Headends in Asia by Type of Headend
• Table 5. Cost of Newly Built Headends in Asia by Type of Headend (US$)
• Table 6. Revenue from Newly Built Headends in Asia by Type of Headend (US$)
• Table 7. Number of Newly Built Headends in Europe by Type of Headend
• Table 8. Cost of Newly Built Headends in Europe by Type of Headend (US$)
• Table 9. Revenue from Newly Built Headends in Europe by Type of Headend (US$)
• Table 10. Number of Newly Built Headends in Mid-East and Africa by Type of Headend
• Table 11. Cost of Newly Built Headends in the Mid-East and Africa by Type of Headend (US$)
• Table 12. Revenue from Newly Built Headends in the Mid-East and Africa by Type of Headend (US$)
• Table 13. Number of Headend Worldwide Upgraded Each Year by Type of Headend and by Region
• Table 14. Dollar Amount per Headend Upgraded by Type of Headend and by Region (US$)
• Table 15. Revenue for Headend Upgrades by Type of Headend and by Region (US$)
• Table 16. VOD Concurrency Rates by Region
• Table 17. Number of Streams Added to Serve New Subscribers by Region
• Table 18. Number of Streams Added to Serve Existing Subscribers by Region
• Table 19. Price per VOD Stream by Region (US$)
• Table 20. Total Worldwide On Demand Equipment Revenue by Region (US$)
• Table 21. Content Security Vendors and their Customers
• Table 22. Content Security Revenues per New Headend by Region and Type of Headend (US$)
• Table 23. Content Security Annual Maintenance and Support Fees per Subscriber by Region (US$)
• Table 24. Content Security License Fees per Set Top Box by Region (US$)
• Table 25. Total Worldwide Content Security Revenues from Telco TV by Region (US$)
• Table 26. Middleware Vendors, Customers, and Subscribers
• Table 27. Middleware License Fees per Set Top Box by Region (US$)
• Table 28. Middleware Revenues per New Headend by Region and Type of Headend (US$)
• Table 29. Middleware Annual Maintenance and Support Fees per Subscriber by Region (US$)
• Table 30. Total Worldwide Middleware Revenues from Telco TV by Region (US$)

List of Figures

• Figure 1. Telco TV Headend Revenue Opportunity (US$ in Millions)