寬頻電視平台策略&發展藍圖:廣播媒體、網路、MSO、電信、CE之整合相關調查 是由出版商Fuji-Keizai U.S.A., Inc.在2006年02月所出版的。
這份英文市場調查報告書包含140 PAGES 價格從美金998起跳。
iPOD的暢銷(全球市場共賣出4200萬台)帶動的寬頻行動娛樂平台氣勢已直逼電視視聽娛樂。同時,廣告收入在2005年與廣播1.5%、新聞3.5%的低成長相比,在網路上竟創造了24%的驚人成長率,預計在2006 年將創下29%的成長率。
專門於資訊科技、生物科技、奈米科技3大領域市場調查、顧問服務的美國市調公司Fuji-Keizai U.S.A., Inc. (總公司:New York City),針對寬頻電視平台策略及發展藍圖進行調查分析及預測,並出版報告書 "Broadband TV Platform Strategies & Roadmaps Survey of Media, Internet, MSO, Telecom, CE Players"。
本報告書內容包括:任何時候都可以自由選擇的寬頻電視平台的策略及今後發展藍圖的調查分析結果。結果綱要摘記如下:
※本報告書可購買日文版。購買時,請選擇本頁下方價格訊息處的"Japanese Version" 。
單元1:媒體的寬頻平台電視策略
- 主要媒體的寬頻平台電視策略概要
- 各家媒體企業的寬頻平台電視策略詳細介紹
- 共同調查項目
- 整體策略(合縱連橫、利用技術、廣告收費及用戶收費)
- 免費動畫新聞
- 會員制動畫新聞
- 付費節目的下載
- P2P配信
- 隨選即看的串流影音
- 行動電視
- 可下載的節目
- In2電視頻道
- 市場規模預測(估計用戶人數)
- 2005年∼2008年的發展情境(銷售金額預測)
- ABC/Disney
- NBC Universal (NBCU)
- CBS
- Fox
- CNN
- UPN
- Warner Brothers
- New York Times
- AP(Associated Press)
- 媒體寬頻平台電視策略的優勢及劣勢
- 消費者的接受度
- 研究員所做媒體網路策略及電視未來發展相關分析
單元2:消費性產品及服務市場
- 電視節目視聽選擇相關新崛起產品: 概要
- 行動設備領域
- 數位錄製產品領域
- 市場規模
- 今後發展趨勢及方向
單元3: MSO(CA電視)與RBOC(IP電視)的競爭
- MSO(CA電視)與RBOC(IP電視)的競爭: 背景及影響因素
- MSO及RBOC的競爭摘要(比較表)
- MSO及RBOS的策略性武器
- MSO及RBOC的技術優勢比較
- MSO具優勢的領域及商機
- RBOC具優勢的領域及商機
- IP電視: 不只用於RBOC
- 從用戶的觀點看MSO及RBOC的比較
- 用戶比較: MSO對RBOC
- FiOS 電視服務的可利用性
- 從三合一服務到四合一服務的策略情境:
- VOD趨勢及未來發展方向
- 視頻轉換器及DVR策略
- MSO及RBOC的媒體策略
- RBOC的策略
- MSO的策略及挑戰
- MSO因應I電視的行動方案
- 套餐點菜內容
單元4: 電視未來發展的巨大變化
- 巨大變化的摘要
- 收入來源的巨大變化 - 市場、技術、商機
- 媒體產業
- 變動用戶費用模式―VOD
- 以廣播&電信整合為目標的媒體企業的發展藍圖
- 以廣播&電信整合為目標的電視網路的發展藍圖
- 廣告產業
- 串流影片內告
- 收費電視節目搜尋
- DVR廣告
- VOD「in-content」廣告
- 電信/寬頻・整合的發展藍圖
- 服務提供產業
- 以電信/電視廣播整合為目標的服務提供企業的發展藍圖
- 網路產業
- 消費者用終端產品製造產業
圖表
Abstract
Every major U.S. media company is rapidly adjusting to changes that are
altering entrenched TV viewing habits. The battle over the future of TV
watching is being fueled by three primary factors: 1) sluggish advertising
trends that are changing TV economics; 2) changing demographics; and 3) impact
of technologies that shift control of the TV schedule away from media
companies and to the consumer.
TV ad revenues are in decline, impacting overall broadcast income. The slide
could become permanent. CBS Television Network forecasts ad spending on the
four big TV networks (CBS, NBC, ABC, Fox) will grow by 1.5% in 2005. Likewise,
newspaper advertising is way off also; although it increased by 3.5% in 2005,
growth is forecast downward to 2.4% in 2006. By contrast, Internet advertising
increased at double-digit rates in 2005 - by various estimates from 15% to 30%
- and it is projected to increase between 22% to 37% in 2006.
Clearly, the growth patterns favor Internet advertising. The declines in
once-reliable TV and newspaper ad revenues are partly the result of the
erosion of the young adult demographic between the ages of 18-49 that
advertisers pay a premium to reach. TV viewership among this group is down by
one-third since 1993 as more consumers in this key demographic turn to options
other than the living-room TV for getting news and entertainment. These
alternative sources of news and entertainment include Internet blogs and
podcasts that allow a more personalized, selectable experience, as well as
video games and DVDs that grab mind-share.
Change in Revenue Source - Market, Technology and Business Opportunities
TV is a 75-year old "killer application." It is one of the most accepted
applications in the world. Yet the long-accepted concepts of how TV networks
work are starting to change. "Time shifted" TV viewing and portability trends
are starting the unbundling of TV programming. As always, change usually
brings two things in equal measure: uncertainty and opportunity. The
opportunity comes from various new economic models for TV, one or more of
which will be applied. Uncertainty means that it is difficult to identify
which of the new business models will be winners and which will fail.
Media Industry
Media companies include TV news and entertainment broadcasters and news
publishers. The dominant way to make money today on their TV or news
programming is to sell advertising against shows (preferring high-rated shows
over low-rated ones) or/and to sell reruns and DVDs. Newspapers, too, sell ads
against their core editorial product. In the digital marketplace, selling ads
isn' t the only way to make money. The introduction of new technology platforms
and video-on-demand distribution will make it easier for the media to sell
directly to consumers without always having to go through cable and satellite
TV operators.
Service Provider Industry
Media companies are largely dependent on cable and satellite TV operators,
cellular network operators and other digital gatekeepers, like ISPs, all of
whom distribute their programming. Cable operators and telephone companies in
particular will battle for "quadruple play" bundles of TV entertainment,
voice, broadband and/or mobile services, all on one bill. MSOs are at a
disadvantage in terms of capabilities for mobile TV services, but are quickly
moving ahead with a wireless strategy. RBOCs are moving along in their TV
initiatives. It may ultimately be less expensive, and faster, for cable
operators to develop the capability to offer wireless phone services than it
is for phone companies to sell TV. Nonetheless, no one underestimates the RBOC
threat to cable TV.
Net Industry
Internet companies want also to be providers of Internet TV services. Video
content plays a large role in web portals, which have paved the way for online
video ads by standardizing the video players on their sites. Strong Internet
companies, notably Yahoo, Google and AOL, are now making video search and
search aggregation and programming a priority, because they believe it is an
area they can effectively compete and make money in. End-User Terminal
Products Maker Industry The PC, consumer electronics (CE) and TV industries
are, at last, collaborating and converging. Through 2006/07, PC industry
players will be launching new products designed to become service platforms
for ensuring that there' ll be much more Internet access into television sets
and TV access in PC and CE devices.
Table of Contents
Section 1: Media' s Net Strategy
- 1.1 The Background and Influencing Factors (why media giants must intrude
on the Net business)
- 1.2 Major Media' s Net Strategy: Summary
- 1.3 Major Media' s Net Strategy: In Detail
- 1.3.1 ABC/Disney
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- ABC/Disney iPod-Downloadable Programming (at launch)
- Market Size (estimated # of subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.3.2 NBC Universal (NBCU)
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- NBCU iPod-Downloadable Programming (at launch)
- Market Size (estimated # subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.3.3 CBS
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- CBS Downloadable TV Shows and Distribution Platform (at launch)
- Market Size (estimated # subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.3.4 FOX (News Corp.)
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- Fox Downloadable TV Shows and Distribution Platforms (at launch)
- Market Size (estimated # of subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.3.5 CNN
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- CNN Pipeline: Paid News Service Tiers
- Market Size (estimated # of subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.3.6 UPN
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- Market Size (estimated # of subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.3.7 Warner Bros. (WB)
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- WB' s In2TV TV Channels (planned at launch)
- Market Size (estimated # of subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.3.8 New York Times (NYT)
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- Regular Free Streaming Videos at NYTimes.com
- Market Size (estimated # of subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.3.9 AP (Associated Press)
- Overall Strategy (alliances, technology used, advertising vs.
subscriber fees)
- AP Video News Network Packages
- Market size (estimated # of subscribers)
- Scenario 2005-2008 (including revenue projection)
- 1.4 Media' s Net Strategy Advantages (Strong Points) and Weaknesses
- Summary: Comparison of Company-by-Company Net Strategies
- 1.5 Consumers' Acceptance
- 1.6 Researcher' s Analysis of the Media' s Net Strategy and Future of TV
- Revenue Model Analysis
- Business Strategy Analysis
Section 2: End-User Products and Services Market
- 2.1 Emerging Products with TV Viewing Option: Summary
- 2.2 Segment: Portable Devices
- A. CELL PHONES
- 1. Market Overview
- 1.1 Market Structure and End-User Terminal Positioning
- Sprint TV Content Partners and Packages
- Summary: U.S. Cellular Operators with 3G Mobile TV Services
- 1.2 Major Players
- 1.3 Service Market
- 1.4 Consumer' s Acceptance and Its Reason
- B. PDAs
- 1. Market Overview
- 1.1 Market Structure and End-User Terminal Positioning
- 1.2 Major Players
- 1.3 Service Market
- 1.4 Consumer' s Acceptance and Its Reason
- C. PORTABLE MEDIA PLAYERS
- 1. Market Overview
- 1.1 Market Structure and End-User Terminal Positioning
- 1.2 Major Players
- 1.3 Service Market
- 1.4 Consumer' s Acceptance and Its Reason
- 2.3 Segment: Digital Recorders
- A. DVRs
- 1. Market Overview
- 1.1 Market Structure and End-User' Terminal Positioning
- 1.2 Major Players
- 1.3 Service Market
- 1.4 Consumer' s Acceptance and Its Reason
- B. MEDIA PCs
- 1. Market Overview
- 1.1 Market Structure and End-User' Terminal Positioning
- 1.2 Major Players
- Announced Content Partners for Intel Viiv Systems
- 1.3 Service Market
- 1.4 Consumer' s Acceptance and Its Reason
- 2.4 Market Size Forecasts
- A. Segment: Portables
- 1. Cellular Phone Market Size (Worldwide)
- Cellular Phone Market Size (U.S.)
- 1.1 Cell Phone Service Market Size (U.S.)
- 2. PDA Market Size (U.S.)
- 2.1 PDA Service Market Size (U.S.)
- 3. Portable Video Player Market Size (U.S.)
- 3.1 Portable Video Download Service Market (U.S.)
- B. Segment: Digital Recorders
- 1. DVR Market Size (U.S.)
- 1.1 DVR Service Market Size Forecast (U.S.)
- 2. Media PC Market Size (U.S.)
- 2. Media PC Market Size (U.S.)
- 2.1 Service Market Size Forecast (U.S.)
- 2.5 Future Trends and Directions
- 1. Products Development and Service Development
- 1.1 Needs
- 1.2 New Developments
Section 3: The War (Battles) between MSO (CATV) & RBOC (IPTV)
- 3.1 The War: The background and influencing factors
- 3.2 The War Summary
- 3.3 MSO & RBOC Strategic Weapons
- 3.4 Technology Advantage in Comparison between MSO and RBOC
- MSO Advantage and Opportunities
- RBOC Advantage and Opportunities
- Summary of Major RBOC IPTV Technologies
- IPTV: Not Just for RBOCs
- 3.5 Subscriber Advantage in Comparison between MSO and RBOC
- Subscriber Comparison: MSOs vs. RBOCs
- FiOS TV Service Availability
- 3.6 Triple Play to Quadra Play Strategy: Scenario 2006-2008
- 2006: Wireless Makes Quad Play
- Merged Wireless-VoIP Services
- RBOC IPTV Opportunity
- 3.7 VOD Trends and Future
- Cable VOD to PC
- Ad-supported VOD
- RBOC VOD Opportunity
- 3.8 Set-top with DVR Strategy
- MSO Strategy 117
- RBOC Strategy
- 3.9 Media' s Strategy for MSO and RBOC
- RBOC Strategy
- MSO Strategy and Challenges
- MSO ITV Efforts
- A La Carte Content Bundles
Section 4: The Future of TV, Its Big Change
- 4.1 Big Change Summary
- 4.2 Big Change in Revenue Source - Market, Technology, Business
Opportunities
- 4.2.1 Media Industry
- Variable Pricing Models for VOD
- Media Roadmap for Broadcast/Telecom Convergence
- Telecom/Broadcast Convergence: ABC and CBS Content
- 4.2.2 Advertising Industry
- In-stream Advertising
- Paid TV search
- DVR advertising
- VOD "in-content" advertising
- 4.2.3 Service Provider Industry
- Service Provider Roadmap for Telecom/Broadcast Convergence
- 4.2.4 Net Industry
- 4.2.5 End-User Terminal Products Maker Industry
LIST OF TABLES
- 1. Major Media' s Net Strategy: Summary
- 2. ABC/Disney Alliance
- 3. ABC/Disney iPod-Downloadable Programming (at launch)
- 4. ABC' s iPod Video Revenue Projection
- 5. NBC Universal (NBCU) Alliance
- 6. NBCU iPod-Downloadable Programming (at launch)
- 7. NBC' s iPod Video Revenue Projection
- 8. CBS Alliance
- 9. CBS Downloadable TV Shows and Distribution Platform (at launch)
- 10. CBS Revenue Projection from Online Video Advertising and User Paid
Downloads
- 11. FOX (News Corp.) Alliance
- 12. Fox Downloadable TV Shows and Distribution Platforms (at launch)
- 13. Fox' s VOD Revenue Projection
- 14. CNN Alliance
- 15. CNN Pipeline: Paid News Service Tiers
- 16. CNN Online/TV Advertising Revenue Projection
- 17. CNN Pipeline Subscriber Revenue Projection
- 18. UPN Alliance
- 19. Warner Bros. Alliance
- 20. WB' s In2TV TV Channels (planned at launch)
- 21. New York Times (NYT)
- 22. Regular Free Streaming Videos at NYTimes.com
- 23. NYT TimesSelect Subscriber Revenue Projection
- 24. AP (Associated Press) Alliance
- 25. AP Video News Network Packages
- 26. U.S. Online Video Advertising Projections (Conservative Estimate)
- 27. AP Online Video Advertising: Revenue Projection
- 28. Summary: Comparison of Company-by-Company Net Strategies
- 29. Consumers' Acceptance Viewpoint
- 30. Emerging Products with TV Viewing Option: Summary
- 31. Cell Phones Sprint TV Content Partners and Packages
- 32. Cell Phones Summary: U.S. Cellular Operators with 3G Mobile TV Services
- 33. Cell Phones Major Players
- 34. Cell Phones Service Market
- 35. Cell Phones Consumer' s Acceptance and Its Reason
- 36. PDAs Major Players
- 37. PSAs Service Market
- 38. PDAs Consumer' s Acceptance and Its Reason
- 39. Portable Media Players
- 40. Portable Media Major Players
- 41. Portable Media Service Market
- 42. Portable Media Consumer' s Acceptance and Its Reason
- 43. DVDs Major Players
- 44. DVDs Service Market
- 45. DVDs Consumer' s Acceptance and Its Reason
- 46. Media PCs Major Players
- 47. Media PCs Announced Content Partners for Intel Viiv Systems
- 48. Media PCs Service Market
- 49. Media PCs Consumer' s Acceptance and Its Reason
- 50. Cellular Phone Market size (Worldwide)
- 51. Cellular Phone Market Size (U.S.)
- 52. Cell Phone Service Market Size (U.S.)
- 53. PDA Market Size (U.S.)
- 54. PDA Service Market Size (U.S.)
- 55. Portable Video Player Market Size (U.S.)
- 56. Portable Video Download Service Market (U.S.)
- 57. DVR Market Size (U.S.)
- 58. DVR Service Market Size Forecast (U.S.)
- 59. Media PC Market Size (U.S.)
- 60. Service Market Size Forecast (U.S.)
- 61. New Developments
- 62. The War Summary
- 63. Summary of Major RBOC IPTV Technologies
- 64. Subscriber Comparison: MSOs vs. RBOCs
- 65. FiOS TV Service Availability
- 66. MSO ITV Efforts
- 67. Future TV Big Change Summary
- 68. Variable Pricing Models for VOD
- 69. Media Roadmap for Broadcast/Telecom Convergence
- 70. Content Roadmaps for Telecom/Broadcast Convergence: Major TV Networks
- 71. Advertising Roadmap for Telecom/Broadcast Convergence
- 72. Service Provider Roadmap for Telecom/Broadcast Convergence
- 73. Net Industry Telecom/Broadcast Convergence Roadmap
- 74. Computer Industry Telecom/Broadcast Convergence Roadmap