Published by: MRG, Inc.
February 2003
# of Pages: 210
Price: US $3,995.00
TABLE OF CONTENTS
1 EXECUTIVE SUMMARY
2 THE OPPORTUNITY FOR IP VIDEO
2.1 INCUMBENT VIDEO SERVICES
2.1.1 Cable Service Providers
2.1.2 Direct Broadcast Satellite Providers
2.2 IP VIDEO TECHNOLOGY OVERVIEW
2.2.1 Scalability
2.3 MARKET DRIVERS
2.3.1 IP Video in North America and Europe
2.3.2 IP Video in Asia
2.4 NEW VIDEO SERVICE PROVIDER (VSP) STRATEGIES
2.4.1 Service Bundling
2.4.2 New Services
2.4.3 IP Video-Based Commerce and Advertising
2.5 IP VIDEO OPPORTUNITY
3 IP VIDEO TECHNOLOGIES REVIEW
3.1 ACCESS TECHNOLOGIES
3.1.1 VDSL Technology
3.1.2 ADSL Technology
3.1.3 Fast Ethernet
3.1.4 Fiber Optic Technologies
3.1.5 Current Trends in Access Technologies
3.2 VIDEO COMPRESSION TECHNOLOGIES
3.3 IMPACT OF DSL AND VIDEO COMPRESSION TECHNOLOGY
IMPROVEMENTS
3.4 IP VIDEO SET-TOP BOXES
3.5 IP VIDEO HEADEND SYSTEMS
3.6 VIDEO ON DEMAND (VOD) SERVERS
3.7 MIDDLEWARE
3.8 CONTENT
3.9 KEY TECHNOLOGY TRENDS AND OPPORTUNITIES
4 THE BUSINESS CASE FOR IP VIDEO
4.1 THE BUSINESS CASE FOR SMALL TELEPHONE COMPANIES
4.2 THE BUSINESS CASE FOR LARGE INCUMBENT TELEPHONE
COMPANIES
4.3 BUSINESS RESULTS FROM IP VIDEO SERVICE DEPLOYMENTS
(U.S.)
5 THE GLOBAL OUTLOOK FOR IP VIDEO
5.1 IP VIDEO IN ASIA
5.1.1 Japan
5.1.2 Taiwan
5.1.3 China
5.1.4 South Korea
5.1.5 Other Asian Countries
5.2 IP VIDEO IN EUROPE
5.2.1 France, Germany, and the UK
5.2.2 Italy and Spain
5.2.3 Scandinavian Countries
5.2.4 Other Countries
5.3 IP VIDEO IN NORTH AMERICA
5.3.1 U.S. Independent Telephone Companies
5.3.2 Canadian Telephone Companies
5.3.3 Large U.S. Incumbent Telephone Companies
5.4 IP VIDEO IN THE REST OF THE WORLD
6 GLOBAL IP VIDEO MARKET FORECAST
6.1 GLOBAL FORECAST
6.1.1 DSL Subscriber Forecast
6.1.2 IP Video Subscriber Forecast
6.1.3 System Forecast
6.1.4 Access Systems
6.1.5 Set-top Boxes
6.1.6 IP Video Headend Systems
6.1.7 IP VOD Servers
6.1.8 Middleware
6.2 ASIAN IP VIDEO MARKET FORECAST
6.2.1 DSL Subscriber Forecast
6.2.2 IP Video Subscriber Forecast
6.2.3 Systems Revenue
6.3 EUROPEAN IP VIDEO MARKET FORECAST
6.3.1 DSL Subscriber Forecast
6.3.2 IP Video Subscriber Forecast
6.3.3 Systems Revenue
6.4 NORTH AMERICAN IP VIDEO MARKET FORECAST
6.4.1 DSL Subscriber Forecast
6.4.2 IP Video Subscriber Forecast
6.4.3 Systems Revenue
6.5 REST OF THE WORLD IP VIDEO MARKET FORECAST
6.5.1 DSL Subscriber Forecast
6.5.2 IP Video Subscriber Forecast
6.5.3 Systems Revenue
7 THE IP VIDEO HOSPITALITY AND MDU MARKET
7.1 THE OPPORTUNITY
7.1.1 Incumbent Services
7.1.2 Market Drivers
7.2 TECHNOLOGY OVERVIEW
7.2.1 Networking Technologies
7.2.2 Video Technologies
7.3 OUTLOOK
7.4 FORECAST
8 FUTURE TRENDS AND DRIVERS
8.1 TECHNOLOGY TRENDS AND DRIVERS
8.2 CONTENT TRENDS AND DRIVERS
8.3 MARKET TRENDS AND DRIVERS
9 OPPORTUNITIES, RISKS, AND RECOMMENDATIONS
9.1 OPPORTUNITIES
9.2 RISKS
9.3 RECOMMENDATIONS
9.3.1 Service Providers
9.3.2 Access System Manufacturers
9.3.3 Video System Manufacturers and Software Providers
9.3.4 Content Providers
9.3.5 Hospitality Service Providers
9.3.6 Investors
APPENDIX I: SERVICE PROVIDER PROFILES
ALL WEST COMMUNICATIONS, INC.
CHIBARDUN TELEPHONE COOPERATIVE, INC
DELHI TELEPHONE COMPANY
IOWA NETWORK SERVICES, INC.
KINGSTON COMMUNICATIONS PLC
MTS COMMUNICATIONS, INC.
PAUL BUNYAN TELEPHONE COOPERATIVE
QWEST COMMUNICATIONS
SASKATCHEWAN TELECOMMUNICATIONS (SASKTEL)
SBC COMMUNICATIONS, INC.
TWIN VALLEY TELEPHONE
VERNON TELEPHONE COOPERATIVE
APPENDIX II: IP VIDEO ACCESS SYSTEMS
ADVANCED FIBRE COMMUNICATIONS, INC.
ALCATEL
Telecom Italia
Telekom Austria
Telefónica
NEC ELUMINANT TECHNOLOGIES, INC
INOVIA TELECOMS, LTD.
LUCENT TECHNOLOGIES
NEXT LEVEL COMMUNICATIONS
OCCAM NETWORKS
APPENDIX III: IP VIDEO SET-TOP BOXES
KREATEL COMMUNICATIONS AB
PACE MICRO TECHNOLOGY PLC
PRISMIQ, INC.
THOMSON MULTIMEDIA
APPENDIX IV: IP VIDEO HEADEND SYSTEMS
ENVIVIO, INC.
MINERVA NETWORKS
OPTIBASE, LTD.
VIDEOTELE.COM, INC.,
APPENDIX V: IP VIDEO ON DEMAND (VOD) SERVERS
KASENNA, INC.
NCUBE CORPORATION
THIRDSPACE/CONCURRENT
APPENDIX VI: IP VIDEO MIDDLEWARE
MYRIO CORPORATION
NDS GROUP PLC
ORCA INTERACTIVE
TIVELLA INC.
YES TELEVISION
APPENDIX VII: IP VIDEO CONTENT PROVIDERS
CINEMANOW, INC.
Content
Technology
Distribution
DIGITAL MEDIA CENTERS
Headend In The Sky (HITS)
NATIONAL CABLE TELEVISION COOPERATIVE
THE WEATHER CHANNEL
APPENDIX VIII: HOSPITALITY SERVICE PROVIDERS
ARESCOM INC.
NXTV, INC.
SPARK INTERACTIVE CORPORATION
THALES BROADCAST & MULTIMEDIA
TABLE OF FIGURES
Figure 1.1: Global IP Video Subscriber Forecast
Figure 1.2: Global IP Video Service Revenue
Figure 1.3: Global IP Video Systems and Software Revenue
Forecast
Figure 2.1: IP Video Network Architectur
Figure 3.1: DSL Deployment Strategies
Figure 3.2: Effect of Technology Improvements on IP
Video
Figure 4.1: Proportional Investment IP Video System
Figure 4.2: Breakeven Point for IP Video Services
Figure 6.1: Global DSL Subscriber Forecast
Figure 6.2: Global IP Video Subscriber Forecast
Figure 6.3: Global IP Video Service Revenue Forecast
Figure 6.4: Global Revenue Forecast f or IP Video
Systems
Figure 6.5: Global Revenue Forecast for IP Video Access
Systems
Figure 6.6: Global Revenue Forecast for Set-top Boxes
Figure 6.7: Global Revenue Forecast for IP Video Headend
System
Figure 6.8: Global Revenue Forecast for IP VOD Servers
Figure 6.9: Global Revenue Forecast for IP Video Middleware
Products
Figure 6.10: Asian Forecast for DSL Subscribers
Figure 6.11: Asian IP Video Subscriber Forecast
Figure 6.12: Asian Revenue Forecast for IP Video Systems
Figure 6.13: European DSL Subscriber Forecast
Figure 6.14: European IP Video Subscriber Forecast
Figure 6.15: European IP Video Systems Revenue Forecast
Figure 6.16: North American DSL Subscriber Forecast
Figure 6.17: North American IP Video Subscriber Forecast
Figure 6.18: North American IP Video System Revenue
Forecast
Figure 6.19: Rest of World DSL Subscriber Forecast
Figure 6.20: Rest of World IP Subscriber Forecast
Figure 6.21: Rest of World IP Video System Revenue
Forecast
Figure 7.1: Forecast for Hospitality Connections in
the IP Video Market
Figure 7.2: Hospitality Market Revenue Forecast for
IP Video
TABLE OF TABLES
Table 3.1: IP Video Copper Access Technologies
Table 4.1: IP Video Breakeven Points for IP Video
Table 4.2: U.S. IP Video Deployment Experience
Table 5.1: The Top Six U.S. Independent Telephone
Companies
Table 5.2: The U.S. Independent Telephone Companies
Table 5.3: U.S. Large Incumbent Telephone Companies
Table I.1: All West Communications’ Digital Video
Service Deployment
Table I.2: All West Communications’ Video and
DSL Packages
Table I.3: All West Communications’ Digital video
Partners
Table I.4: Chibardun Telephone’s Digital Video
Services
Table I.5: Chibardun Telephone’s Digital Video
Service Packages
Table I.6: Delhi Telephone’s IP Video and ADSL
Service Packages
Table I.7: Delhi Telephone’s IP Video and ADSL
Services
Table I.8: Delhi Telephone’s IP Video Partners
Table I.9: Iowa Network Services’ IP Video Services
Table I.10: Iowa Network Services IP Video Partners
Table I.11: Kingston Interactive Television Service
Offering
Table I.12: Kingston Communications IP Video Equipment
Suppliers
Table I.13: MTS Communications IP Video Service Deployments
Table I.14: Manitoba Telecom’s Broadband Video
Technology Partners
Table I.15: Paul Bunyan Telephone’s IP Video
Service Packages
Table I.16: Qwest’s IP Video Deployments
Table I.17: SaskTel IP Video Service Packages
Table I.18: SaskTel’s IP Video Partnerships
Table I.19: Twin Valley Telephone’s IP Video
Services
Table I.20: Twin Valley Telephone’s IP Video
Partners
Table I.21: Vernon Telephone’s IP Video Services
Table I.22: Vernon Telephone’s IP Video Partners
Table II.1: Advanced Fibre Communications’ IP
Video Products
Table II.2: Advanced Fibre Communications’ Video
Deployments
Table II.3: Alcatel’s DSL products
Table II.4: Alcatel’s IP Video Trials
Table II.5: Alcatel’s IP Video Trial Partners.
Table II.6: NEC Eluminant’s PON Products
Table II.7: Inovia’s IP Video Products
Table II.8: Inovia’s IP Video Deployments
Table II.9: Inovia’s IP Video Partnerships
Table II.10: Lucent’s IP Video Products
Table II.11: Lucent’s IP Video Deployments
Table II.12: Lucent’s IP Video Partnerships
Table II.13: Next Level’s Access Products
Table II.14: Next Level’s Service Provider Customers
Table II.15: Next Level’s Partnerships
Table II.16: Occam Network’s Video Products
Table II.17: Occam Network’s Video Application
Partners
Table III.1: Kreatel’s IP Video Set-top Box Products
Table III.2: Kreatel’s IP Video Deployments
Table III.3: Kreatel’s IP Video System Interoperability
Table III.4: Pace Micro’s IP Video Set-top Boxes
Table III.5: Pace Micro’s IP VSP Deployments
Table III.6: Pace Micro’s IP Video Partnerships
Table III.7: Prismiq’s IP Video Set-top Box Products
Table III.8: Specifications of the Prismiq MediaPlayer
Table III.9: Thomson’s IP Video Products
Table III.10: Thomson’s IP Video Deployments
Table III.11: Thomson’s IP Video Partnerships
Table IV.1: Envivio’s MPEG-4 Products
Table IV.2: Envivio’s MPEG-4 Partnerships
Table IV.3: Minerva Networks Product Offerings
Table IV.4: Deployment of Minerva Network Systems
Table IV.5: Minerva’s Partnerships
Table IV.6: Optibase’s IP Video Headend Products
Table IV.7: Optibase’s IP Video Partners
Table IV.8: VideoTele.com’s IP Video Headend
Products
Table IV.9: VideoTele.com’s IP Video Deployments
Table IV.10: VideoTele.com’s IP Video Partners
Table V.1: Kasenna’s Products
Table V.2: Deployment of Systems including Kasenna’s
Software
Table V.3: Kasenna’s Partnering Relationships
Table V.4: nCUBE’s IP Video Partners
Table V.5: Thirdspace’s IP Video Products
Table V.6: Thirdspace’s Service Provider Deployments
Table V.7: Thirdspace’s IP Video Partners
Table VI.1: Myrio’s IP Video Products
Table VI.2: Myrio’s Commercial IP Video Deployments
Table VI.3: Myrio’s IP Video Partnerships
Table VI.4: NDS’ IP Video Products
Table VI.5: NDS IP Video Commercial Deployments
Table VI.6: NDS IP Video Partners
Table VI.7: Orca Interactive’s IP Video Products
Table VI.8: Orca Interactive’s IP Video Deployments
Table VI.9: Orca Interactive’s Partnerships
Table VI.10: Tivella’s IP Video Middleware Products
Table VI.11: Tivella’s IP Video Deployments
Table VI.12: Tivella’s IP Video Partners
Table VI.13: Yes Television’s IP Video Products
Table VI.14: Yes Television’s IP Video Deployments
Table VI.15: Yes Television IP Video’s Partners
Table VII.1 CinemaNow’s IP Video Products
Table VIII.1: Arescom’s IP Video Hospitality
Products
Table VIII.2: Arescom’s Hotel Deployments
Table VIII.3: NXTV’s IP Video Hospitality Products
Table VIII.4: NXTV’s IP Video Hospitality Deployments
Table VIII.5: Spark Interactive’s IP Video Products
Table VIII.6: Spark Interactive’s Service Deployments
Table VIII.7: Spark Interactive’s Integration
Partners
Table VIII.8: Thales’ IP Video Products
Table VIII.9: Thales’ Deployments of IP Video
Table VIII.10: Thales’ IP Video Partners
Report
Description
Press Release #1 (February
10, 2003)
Press Release #2 (February
25, 2003)
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