漫談有線電視數位化全球趨勢

Jimmy Chen, 10-30-2013

Agenda

1. Customer Demands2. Ways to deploy3. Cable Technology Trends

Consumers Want TV To Be Where They Are• Tablet adoption exploding: 16M

units 2010 to 258M units in 20131

• Video Apps are among the most popular: HBO Go jumps to Top 10 list hours after release2

• Consumers want flexibility to watch TV on any screen: 65% would pay extra for TV on Tablet/PC3

1. Morgan Stanley Research May, 2011 2. Tech Blog Daily 3. Motorola Media Engagement Barometer

Is that all?

3

Actually, TVs get bigger & better even faster than they get smarter...

4K TVs are available today, 4K tablets in 2014…

Gradually rejuvenating the e2e infrastructure

4K TVs are available today, 4K tablets in 2014…

Gradually rejuvenating the e2e infrastructure4

WW Service Revenues:

2012 10BUSD 75% US 2017 37BUSD before we get excited…

Informa Telecoms & Media

PURE OTT Volume yet has to pick up

No double digit share for pure OTT for 5Y

PayTV resilient to OTT substitution(…partly by incorporating it)

5

Heading for payTV-ish revenue mix

Advertising prevails

More transactions

6

Agenda

1. Customer Demands2. Ways to deploy3. Cable Technology Trends

3 Related Game Changers in Digital TV

Trend

Netw

or

kD

evic

es

Con

su

mer

Deliver

Con

su

me

Exp

eri

en

ce

BLESSINGS OF THE CLOUD

2nd SCREEN INVERSION

UEXQUANTUM LEAP

8

Trends & their effects…

Trend

Netw

or

kD

evic

es

Con

su

mer

Deliver

Con

su

me

Exp

eri

en

ce

Derived EffectsCloud Live TV Security mess

CAS-like model

Connected TV

Fragmentation

PayTV as app

Tablets & Co rule

UEX Displacement From gimmick to ecosystem

Contextual link

Addressability?

Discovery =New battlefield

Reliable flexibility Internet velocityB’cast reliability

GW = mainstreamHare & tortoiseNew $ anchor?

9

Trends & their effects…

Trend

Netw

or

kD

evic

es

Con

su

mer

Deliver

Con

su

me

Exp

eri

en

ce

Derived EffectsCloud Live TV Security mess

CAS-like model

Connected TV

Fragmentation

PayTV as app

Tablets & Co rule

UEX Displacement From gimmick to ecosystem

Contextual link

Addressability?

Discovery =New battlefield

Reliable flexibility Internet velocityB’cast reliability

GW = mainstreamHare & tortoiseNew $ anchor?

10

The World is not Black & White…

Infrastructure OptimizersInfrastructure Optimizers Hybrid pragmaticsHybrid pragmatics Die Hard

cloud-o-philesDie Hard

cloud-o-philes

Mgt PlaneMgt

Plane

Control

Plane

Control

Plane

Multi-screen

TV Anywhere

Multi-screen

TV Anywhere

Long tail channelsLong tail channels

OTT based

On-demand

OTT based

On-demand

All channelsAll channels

CAS.CLOUD

CLOUD-o-METERCLOUD-o-METER

11

Pure OTT Players

30M subs

3M subs

Launched Oct 2012

Sustained growth

H’wood endorsement

Some new entries

??

Some non entries

12

TELCOs & Cable MSOs

From OTT to ITM (*)…(*) In The Middle

Converged on-net & off-net approach

As much a must as multiscreen

13

Die Hard Broadcasters

Launching as we speakVolumes yet have to

pick up

Old dogs, new tricks…14

Content protection is becoming very complexDVB

WWW

STB

Hybrid STB

TV

CAS TV

DVB

DRM

Connected TVPVR

LIVE

OTT

MultiScreen

GatewaySLING

15

Agenda

1. Customer Demands2. Ways to deploy3. Cable Technology Trends

Cable : technological trends – All going IP…one day • Today : each service gets its own RF channels : “silos”

• Analog

• Digital Video (Broadcast) : traditional QAM

• Narrowcast : QAM with “SDV processsing/multiplexing”

• VOD : QAM with “VOD processsing/multiplexing”

• HSD (Internet, OTT) : DOCSIS QAM

Difficult service allocation (broadcast and OTT for example)

• With CCAP (Convergent Cable Access Platform) : Any service on any QAM

• CCAP = CMAP + CESAR standards

• Very dense QAM, lower power consumption

• Flexibility to mix anything : data filling the space given by video in capped VBR mode

• Progressively (and probably slowly), all services can migrate to IP (DOCSIS) : “Cable IPTV”

• Cable operators can migrate progressively to a full IP, FTTH/GPON based

• Node Split, FTTLA, RFoG

• CCAP to give more flexibility between silos (broadcast, narrow cast SDV, traditionnal VOD, Internet, OTT)

• Full CCAP with all services converging to IP : long term > 5 years (10 years ?)

17

Thank You

謝謝

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