Table of Contents
1 Executive Summary
2 Global Outlook for IP TV
2.1 Europe is Moving to the Front
2.1.1 FastWeb is still the Shining Star in Italy
2.1.2 Competition Heating up in France
2.1.3 Benelux Countries
2.1.4 IP TV Still Emerging in Spain
2.1.5 Germany and the UK Going Slow
2.1.6 Other Western European Countries
2.1.7 IP TV Progressing in Eastern Europe
2.2 Strong Prospects in Asia
2.2.1 IP TV is a Success Story in Hong Kong
2.2.2 Taiwan Hits a Speed Bump
2.2.3 Japan Starting Up
2.2.4 Unique Strategy in Korea
2.2.5 Activities in Other Asian Countries
2.3 IP TV Activities Starting in the Major U.S. Incumbents
2.3.1 Canadian Telcos Adopting IP TV
2.3.2 Small U.S. Independent Telcos Continuing their Advance
2.3.3 Large U.S. Incumbents are Starting IP TV Activities
2.4 IP TV Emerging in the Rest of the World
3 Global IP TV Market Forecast
3.1 Global Forecast Shows Strong Growth
3.1.1 Global DSL Forecast Continues Strong
3.1.2 IP TV Service Forecast Remains Firm
3.1.3 Global System Revenue Forecast
3.1.4 Global Access Systems Revenue Forecast
3.1.5 Global Set-top Box Revenue Forecast
3.1.6 Global IP TV Headend Revenue Forecast
3.1.7 Global IP Video On Demand Revenue Forecast
3.1.8 Global IP TV Middleware Revenue Forecast
3.1.9 Global IP TV Content Protection Revenue Forecast
3.2 IP TV Market Forecast for Asia
3.2.1 DSL Subscriber Forecast for Asia
3.2.2 IP TV Subscriber Forecast for Asia
3.2.3 IP TV System Revenue For Asia
3.3 IP TV Market Forecast for Europe
3.3.1 DSL Subscriber Forecast for Europe
3.3.2 IP TV Subscriber Forecast for Europe
3.3.3 IP TV System Revenue for Europe
3.4 IP TV Market Forecast for North America
3.4.1 DSL Subscribers for North America
3.4.2 IP TV Subscriber Forecast for North America
3.4.3 IP TV System Revenue for North America
3.5 IP TV Market Forecast for the Rest of the World
3.5.1 DSL Subscriber Forecast for the Rest of the World
3.5.2 IP TV Subscriber Forecast for the Rest of the World
3.5.3 IP TV System Revenue for the Rest of the World
4 Opportunities, Risks, and Recommendations
4.1 Opportunities
4.2 Risks
4.3 Recommendations
Table of Figures
FIGURE 1-1: GLOBAL IP TV FORECAST 6
FIGURE 1-2: GLOBAL IP TV SERVICE REVENUE FORECAST
FIGURE 1-3: GLOBAL IP TV SERVICE REVENUE FORECAST
FIGURE 3-1 GLOBAL DSL SUBSCRIBER FORECAST
FIGURE 3-2: GLOBAL IP TV SUBSCRIBER FORECAST
FIGURE 3-3: GLOBAL IP TV SERVICE REVENUE FORECAST
FIGURE 3-4: GLOBAL IP TV SYSTEM REVENUE FORECAST
FIGURE 3-5: GLOBAL IP TV ACCESS SYSTEM REVENUE
FIGURE 3-6: GLOBAL FORECAST FOR IP TV SET-TOP BOXES
FIGURE 3-7: GLOBAL IP TV VIDEO HEADEND REVENUE
FIGURE 3-8: GLOBAL IP TV VIDEO ON DEMAND SERVER REVENUE
FIGURE 3-9: GLOBAL IP TV MIDDLEWARE REVENUE FORECAST
FIGURE 3-10: GLOBAL IP TV CONTENT PROTECTION FORECAST
FIGURE 3-11: ASIAN DSL SUBSCRIBER MARKET
FIGURE 3-12: ASIAN IP TV SUBSCRIBER FORECAST
FIGURE 3-13: IP TV SYSTEM REVENUE FOR ASIA
FIGURE 3-14: DSL SUBSCRIBER FORECAST FOR EUROPE
FIGURE 3-15: IP TV SUBSCRIBER FORECAST FOR EUROPE
FIGURE 3-16: IP TV SYSTEM REVENUE FORECAST FOR EUROPE
FIGURE 3-17: DSL SUBSCRIBERS FORECAST FOR NORTH AMERICA
FIGURE 3-18: IP TV SUBSCRIBER FORECAST FOR NORTH AMERICA
FIGURE 3-19: IP TV SYSTEM REVENUE FOR NORTH AMERICA
FIGURE 3-20: DSL SUBSCRIBER FORECAST FOR THE REST OF THE
WORLD
FIGURE 3-21: IP TV SUBSCRIBER FORECAST FOR THE REST OF THE
WORLD
FIGURE 3-22: IP TV SYSTEM REVENUE FOR THE REST OF THE WORLD
Table of Tables
TABLE 2-1: GLOBAL IP TV SERVICE PROVIDERS
