Infonetics Research Report Highlights: IPTV and SWITCHED DIGITAL VIDEO
Wednesday, July 8, 2009
Video on-demand server revenue tripling by 2013
Market highlights follow from Infonetics Research's quarterly IPTV and Switched Digital Video Equipment, Services, and Subscribers market share and forecast report.
ANALYST NOTE
"All eyes are focused on video on-demand and streaming content servers as more and more programming moves to on-demand. VoD is rapidly becoming EoD (everything on-demand) as operators beef up their streaming server capacity to support not only HD VoD, but network and RS-DVR services, targeted advertising, and start-over services, all of which will become standard features for video providers. These changes will lead revenue for VoD and streaming content servers to triple between 2008 and 2013," said Jeff Heynen, Infonetics Research's Directing Analyst for Broadband and Video.
IPTV AND SWITCHED DIGITAL VIDEO EQUIPMENT MARKET HIGHLIGHTS
- Service providers and cable operators paused spending on Internet protocol television (IPTV) and switched digital video (SDV) equipment in 1Q09, pushing worldwide sales down 11% sequentially to $1.0 billion
- The pause in spending was caused mainly by macroeconomic conditions and a slowdown in U-Verse IPTV rollouts at AT&T and in SDV rollouts at Comcast
- The only world region to see growth in IPTV and SDV revenue in 1Q09 was Central and Latin America
- Year-over-year (from 1Q08 to 1Q09), worldwide vendor revenue for all IPTV and SDV equipment segments are in positive territory, from holding steady (IP video encoders) to explosive growth (universal edge QAMs)
- The overall market is expected to grow at a healthy pace over the next 4 quarters as service providers roll out new IPTV networks or expand existing networks and cable MSOs introduce switched video capabilities into their digital TV networks
- VoD servers are quickly transforming from solid-state based, centralized devices connected to a master storage library, to cheaper, flash-based memory in a switched architecture, led by BigBand, Cisco, Motorola, and Verivue
- The number of pure and hybrid IPTV subscribers more than doubled in 2008 to 26 million worldwide, and is expected to surge to about 155 million by 2013
- IP set-top box (IP STB) vendor revenue is forecast to grow at an average of 14% annually between 2008 and 2013
- By 2013, telco service providers are expected to derive about $56 billion worldwide from IPTV services offered (not including mobile IPTV services)
REPORT SYNOPSIS
Infonetics’ quarterly IPTV and switched digital video report provides worldwide and regional market share, market size, analysis, and forecasts through 2013 for telco and cable IPTV and SDV equipment. Equipment tracked includes pure and hybrid IP set-top boxes, integrated digital headend platforms, VoD and streaming content servers, HD and SD IP video encoders, IPTV middleware and content delivery platforms, video content protection software, and universal edge QAMs. The report also tracks IPTV and cable switched digital video service provider service revenue and subscribers, and includes subscriber pivot tables.
Infonetics’ IPTV and SDV report tracks ADB, Alcatel-Lucent, ANT, ARRIS, BitBand, Celrun, Cisco, Concurrent, Dasan Networks, Edgeware, Envivio, Espial, Harmonic, Huawei, Microsoft, Motorola, Netgem, Nokia Siemens, OptiBase, Pace, Sagem, SeaChange, Sumitomo, Tandberg TV, Thomson, Tilgin, UTStarcom, Yuxing, and others.
Clients: To view the analyst telebriefing for this report, go to View Event Recordings on the Infonetics WebEX conference call site, and locate IPTV and Switched Digital Video Equipment, Services, and Subscribers, 1Q09 edition.
|
Silicon Valley 
http://www.twitter.com/infonetics