IPTV Subscribers Growing to 92.8 Million in 2012
May 2008
According to newly updated research in MRG’s IPTV Global Forecast: 2008 to 2012 (April 2008) report, based on most recently verified subscriber and revenue growth data, shows IPTV subscribers growing from 24.4 million to 92.8 million from 2008-2012. As a result, Service Provider revenue will total US$37.1 billion by 2012, with CapEx growing to US$5.5 billion.
MRG publishes the only bi-annual IPTV Global Forecast Report based on information gathered from over 600 IPTV Operators worldwide in over 70 countries. After conducting research and forecasting for the next five years, MRG confirms that the increased revenues of Telcos and IPTV Operators remain in positive financial territory, and are not negatively impacted by the global turmoil in the credit, oil and housing sectors.
Europe Leads Subs Through 2012
On the subscriber side, Europe’s subscriber size in 2012 will remain dominant, Asia's subscriber base will nearly equal Europe's in 2012, followed by North America.
By breaking down CapEx revenues into 7 sub-sectors (Access, Video-Headends, VOD, Set-top Boxes, Middleware, CP/DRM, and System Integration) and into 4 regions, the forecast makes it easy for hardware/software suppliers to develop strategies, and refine marketing plans and partnerships around the best growth opportunities for their companies. By also breaking out expenditures of the top 75-80% of the IPTV Operators in each region, based on prevailing prices for each region, the report makes it easier to anticipate revenues and strategies for each of the top Operators in all 28 sub-sectors.
M&A Likely to Increase
The report also reviews Mergers and Acquisition activity. "While the IPTV industry will continue on its M&A path toward consolidation in certain subsectors, such as DRM and Middleware," states MRG President, Gary Schultz, "there is no question that the IPTV industry will see unique new mergers and partnerships in the next 3 years."
For more information please visit www.mrgco.com/iptv/gf0408.html.
Source: MRG, Inc., May 2008 IPTV Bulletin
Conexant Selling Assets to NXP and CopperGate
May 2008
Semiconductor company, NXP, has acquired the set-top box operations from Conexant for about US$145 million. NXP will acquire the Conexant’s Broadband Media Processing division which provides solutions for Satellite, Cable, Terrestrial, and IPTV set-top box applications. When the transaction is completed, NXP’s existing set-top box and digital TV operations will be combined with Conexant’s business.
According to a company rep, Conexant will no longer be in the STB business following the close of the transaction. However, the company will retain access to all of its intellectual property that its Broadband Media Processing business developed. With respect to IPTV, it will still play in that area with broadband access solutions (xDSL and PON).
Additionally, CopperGate is purchasing the HomePlug AV powerline technology from Conexant for an undisclosed sum. CopperGate acquired all relevant powerline technology, silicon products, patents, licenses, and personnel. CopperGate said that adding powerline to coax and phone lines gives Operators more choice and flexibility.
Source: MRG, Inc., May 2008 IPTV Bulletin
Bell Aliant Chooses Corinex for Home Networking
May 2008
In January 2008, MRG released a report on IPTV Home Networking Strategies, in which it analyzed average install times worldwide for both large and small IPTV Operators. One of the findings was that use of powerline and Wi-Fi, was helping cut install times sometimes up to 80% – a finding that received lots of media attention, given the high costs of home installation resources. This issue covers two relevant home networking events by Bell Aliant and by CopperGate – both of which reflect sharp increased interest in use of powerline technologies to save on
home CPE installation costs.
Bell Aliant has chosen Corinex’s “AnyWire” networking technology for its Aliant TV service. The companies said that it helps to provide a quicker set up which reduces overall IPTV installation time.
Aliant TV, which launched in 2005, offers customers over 60 channels at CA$29 per month for the first 12 months.
Source: MRG, Inc., May 2008 IPTV Bulletin
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