表紙
市場調查報告書
商品編碼
336710

全球OTT市場預測 2022年:固定與行動網際網路

World OTT Markets - Dataset & Report: Data & Forecasts up to 2023

出版日期: | 出版商: IDATE DigiWorld | 英文 | 商品交期: 最快1-2個工作天內

價格
  • 全貌
  • 簡介
  • 目錄
簡介

本報告提供OTT服務市場上全球及地區/國家層級的市場規模資料庫,提供各服務(搜尋、社群、行動、視訊、電子商務、行動電子商務、通訊、雲端、數位內容、線上遊戲)的經營模式,及主要企業等相關分析。

第1章 摘要整理

第2章 市場分析

  • 每個用戶的網際網路服務收入與廣告市場密切相關
  • 從行動到收益的整體轉移:Facebook佔有領導先地位
  • 廣告:Google與Facebook佔市場的50%,行動市場的66%
  • GAFAM和BAT是全球最大的OTT企業

第3章 主要網路動向

  • 網際網路巨頭通常會採取併購來實現多元化
  • OTT服務物聯網(IoT)越發多樣化
  • 人工智慧(AI)逐漸成為OTT巨頭的下一個心戰場
  • 機器人開發往垂直產業依賴

第4章 對網路企業的矚目:GAFAM & BAT

  • Facebook、Google & Baidu:對廣告的依存度有不同演化
  • Apple & Microsoft:大部分銷售額乃透過核心業務
  • Facebook & Tencent:持有不同收益模式的社群媒體領導者
  • Amazon與電子商務巨頭的雲端戰爭可能性

圖表列表

數據範圍

  • 地區範圍
    • 歐洲
    • 北美
    • 拉丁美洲
    • 亞太地區
    • 中東與非洲

指標:國別

  • 存取指標
  • 線上廣告收益
  • 社群網路
  • 行動
  • OTT隨選視訊
  • OTT通訊
  • 雲端
  • 電子商務
  • 線上遊戲
  • 人口

調查地區與企業

  • 地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
  • EU5國與歐洲
    • 法國
    • 德國
    • 義大利
    • 俄羅斯
    • 西班牙
    • 瑞士
    • 土耳其
    • 英國
  • 拉丁美洲
    • 巴西
  • 中東與非洲
    • 南美
  • 北美
    • 加拿大
    • 美國
  • 世界
  • 主要企業
    • Alibaba
    • Amazon
    • Apple
    • Baidu
    • Facebook
    • Google
    • Microsoft
    • Tencent
目錄
Product Code: M19140BA

Summary

This yearly observatory - report and dataset - provides a comprehensive worldwide and regional/country level market value database covering all principal OTT services for the period of 2013 to 2023.

Markets covered:

  • Internet access and usage: Search - social - mobile - video - OTT communication - cloud - digital contents - E-commerce - online gaming

These markets are also dissected from a business model angle, to include both paid revenues and advertising revenues from search and display formats.

The total telco services market is also provided as a means of comparison with the OTT services market

7 regions and 10 countries covered:

  • World, Europe, EU5, Asia-Pacific, Middle East & Africa, North America, Latin America
  • China, France, Germany, India, Italy, Japan, South Korea, Spain, United Kingdom, USA

Focus on the principal Internet players: Alibaba, Amazon, Apple, Baidu, Facebook, Google, Microsoft, Tencent, including their revenues and platform strategies.

Main OTT market trends and dynamics are also provided, including the key players, competition levels and IDATE DigiWorld's perspectives and outlook.

DataSet Scope

Indicators by country

Access indicators

  • Internet subscribers (millions)
  • Fixed Internet users (millions)
  • Mobile subscribers (millions)
  • Mobile Internet users (millions)

Online advertising revenues

  • Online advertising revenues (million EUR)
  • Display revenues (million EUR)
  • - of which programmatic revenues (million EUR)
  • Search revenues (million EUR)
  • Other online advertising revenues (million EUR)

Social Networks

  • Total social networks revenues (million EUR)
  • Social networks paid revenues (million EUR)
  • Social networks advertising revenues (million EUR)

Mobile

  • Total mobile revenues (million EUR)
  • Paid mobile application revenues (million EUR)
  • Mobile advertising revenues (million EUR)

OTT on demand video

  • Total OTT on demand video revenues (million EUR)
  • OTT video paid revenues (million EUR)
  • OTT video advertising revenues (million EUR)

OTT communication

  • OTT communication revenues (million EUR)

Cloud

  • Cloud revenues (million EUR)

E-commerce

  • E-commerce revenues (million EUR)
  • - of which M-commerce revenues (million EUR)

Online gaming

  • Online gaming revenues (million EUR)

Population

Geographic area

Asia-Pacific

  • China
  • India
  • Japan
  • South Korea

EU5

Europe

  • France
  • Germany
  • Italy
  • Spain
  • United Kingdom

Latin America Middle East & Africa

North America

  • United States

World

Players

  • Alibaba
  • Amazon
  • Apple
  • Baidu
  • Facebook
  • Google
  • Microsoft
  • Tencent

Table of Contents

1. ExecutiveSummary

  • 1.1. World OTT market to surpass 1 trillion EUR by
  • 1.2. Mobile and public cloud have become to the OTT market's main growth drivers
  • 1.3. Diversification of major OTTs (GAFAM version)
  • 1.4. Major OTTs' diversification (BAT version)
  • 1.5. Some OTT services are more reliant on personal data than others

2. Market Analysis and Key Internet Trends

  • 2.1. Per-user Internet service revenues strongly linked to the advertising market
  • 2.2. Overall shift to revenues from mobile; Facebook taking the lead
  • 2.3. Advertising duopoly: Google & Facebook
  • 2.4. GAFAM and BAT are the world's largest OTT companies
  • 2.5. Internet giants commonly use mergers & acquisitions to diversify

3. Focus on Internet players: GAFAM & BAT

  • 3.1. Alphabet continue to its diversification strategy, to become a digital conglomerate
  • 3.2. Facebook looking for new driver to boost the advertising revenues
  • 3.3. Amazon -Low or negative net income despite strong revenue
  • 3.4. Apple -Mobile device sales dominate revenues, digital content is the fastest-growing business

4. Focus on Internet players: GAFAM & BAT

  • 4.1. Facebook, Google & Baidu - Dependence onadvertising evolving differently
  • 4.2. Apple & Microsoft - Majority of sales through their core business
  • 4.3. Facebook & Tencent- Social media leaders with different revenue patterns
  • 4.4. Amazon & Alibaba - E-commerce giants in a potential cloud war

5. Online search

  • 5.1. Online search will maintain steady growth and drive advertising revenues
  • 5.2. Google dominates the global search market, but not all regions

6. Cloud

  • 6.1. Cloud market enjoys robust and continuous growth, and is the main OTT revenue driver
  • 6.2. Some big names battling for top spot, leaving the rest behind

7. Communication

  • 7.1. Communication services will grow, but revenue generation moderate
  • 7.2. Most leading messaging apps becoming user-centric platforms

8. E-Commerce

  • 8.1. E-commerce will continue to grow, aided by m-commerce growth
  • 8.2. Localisation particularly important in e-commerce

9. Social media

  • 9.1. Social media will continue to see diversified models depending on region
  • 9.2. Facebook reigns supreme, with some local variants

10. OTT video

  • 10.1 OTT video to continue its US-lead growth
  • 10.2. A small handful of players dominate the OTT market

11. Mobile applications

  • 11.1. Paid mobile apps dominated by APAC revenue generation
  • 11.2. Free and in-app models dominate the popular apps

12. Online advertising

  • 12.1. Online advertising to grow, driven by the US and expansion into mobile
  • 12.2. Advertising duopoly: Google & Facebook own 50% of the market, over 66% of mobile

About IDATE DigiWorld

Tables & Figures

  • Figure 1: World OTT services market, 2015-20237
  • Figure 2: Breakdown of OTT paid service revenues, 2019 and 20237
  • Figure 3: Breakdown of ad-funded service revenues, 2019 and 20237
  • Figure 4: OTT markets in 2023, by segment8
  • Figure 5: Major OTTs are diversifying into various services9
  • Figure 6: BAT are diversifying into various services10
  • Figure 7: Mapping of personal data usage according to players and markets11
  • Figure 8: OTT leaders' estimated annual per-user Internet service revenue, worldwide, 2014 - 201813
  • Figure 9: Percentage of OTT leaders' total revenue generated by mobile services, 2014- 201814
  • Figure 10: Player shares of online advertising revenue, 201815
  • Figure 11: Player shares of mobile advertising revenue, 201815
  • Figure 12: Top 10OTT companies worldwide by market capitalisation, May 201916
  • Figure 13: Number of GAFAM acquisitions, 2007- 201717
  • Figure 14: Major OTT mergers & acquisitions in 2016 and 201717
  • Figure 15: Google's total and ad revenue breakdown, 2014-201819
  • Figure 16: Google activities (Search, YouTube), 2017-201819
  • Figure 17: Other Bets activities (Google car, fibrehome automation), 2017-201819
  • Figure 18: Facebook's total and ads revenue breakdown, 2014-201820
  • Figure 19: Breakdown of advertising revenue between fixed and mobile, 2014-201820
  • Figure 20: Amazon net sales breakdown 2014-201821
  • Figure 21: Amazon net income and net operating cash-flow, 2014-201821
  • Figure 22: Breakdown of net sales of Apple products, 2014-201822
  • Figure 23: Apple net sales and net income, 2014-201822
  • Figure 24: Ad revenue and its share of total revenue for Google, Facebook and Baidu, 2015-201824
  • Figure 25: Breakdown of net sales for Apple and Microsoft, 2015-201825
  • Figure 26: Breakdown of Facebook revenue, 2015-201826
  • Figure 27: Breakdown of Tencent revenue, and revenue growth by sector, 2015-201826
  • Figure 28: Amazon and Alibaba's cloud revenues and their growth , 2015-201827
  • Figure 29: Revenue breakdown and e-commerce's share of total revenue for Amazon and Alibaba, 2015-201827
  • Figure 30: Search advertising revenues worldwide and regional breakdown, 2014-202329
  • Figure 31: Global online advertising revenues breakdown in terms of advertising formats, 2014-202329
  • Figure 32: Global availability of Google search30
  • Figure 33: Global and select countries' search engine market shares, based on searches conducted30
  • Figure 34: Share of Google in selected countries30
  • Figure 35: Cloud revenues worldwide and regional breakdown, 2014-202332
  • Figure 36: Cloud storage services deployed company-wide33
  • Figure 37: Breakdown of public cloud market share, 201833
  • Figure 38: OTT communication revenues worldwide and regional breakdown, 2014-202335
  • Figure 39: Messaging/chat/VoIP services' active user numbers36
  • Figure 40: Comparaison of features amongst the dominant messaging apps 36
  • Figure 41: E-commercerevenues worldwide and regional breakdown, 2014-202338
  • Figure 42: M-commerce revenues and their share of e-commerce revenue, 2014-202338
  • Figure 43: Leading e-commerce platforms worldwide based on net sales39
  • Figure 44: Top e-commerce platforms in selected countries worldwide39
  • Figure 45: Total e-Commerce revenue forecast, 2018 & 202339
  • Figure 46: Social media revenues worldwide and regional breakdown, 2014-202341
  • Figure 47: Breakdown of social media revenue, paid vs. advertising, 202341
  • Figure 48: World Map of Social Networks, leaders and runners-up42
  • Figure 49: Social media platforms' monthly active users - January201942
  • Figure 50: OTT video revenues worldwide and regional breakdown, 2015-202344
  • Figure 51: OTT video revenue breakdown, paid vs. advertising, 202344
  • Figure 52: Top SVOD players' market share in 2018 in a selection of countries45
  • Figure 53: Subscriber growth for the top OTT players in the US between 2013 and 201845
  • Figure 54: Paid mobile apps revenues worldwide and regional breakdown, 2014-202347
  • Figure 55: Paid mobile apps annual revenue per mobile Internet user, 2014-202347
  • Figure 56: Leading smartphone apps based on audience size in the US, May 201948
  • Figure 57: Worldwide mobile App Store revenue format breakdown, 2010-202048
  • Figure 58: Online advertising revenues worldwide and regional breakdown, 2015-202350
  • Figure 59: Mobile advertising revenues worldwide and as a share of online advertising revenues, 2015-202350
  • Figure 60: Player shares of online advertising revenue, 201851
  • Figure 61: Player shares of mobile advertising revenue, 201851