Transcript Ways to deploy

漫談有線電視數位化
全球趨勢
Jimmy Chen, 10-30-2013
Agenda
1.
2.
3.
Customer Demands
Ways to deploy
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
Is that all?
1. Morgan Stanley Research May, 2011 2. Tech Blog Daily 3. Motorola Media Engagement Barometer
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
4
PURE OTT Volume yet has to pick up
WW Service Revenues:
Informa Telecoms & Media
2012
2017
10BUSD 75% US
37BUSD
before we get excited…
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
More transactions
Advertising prevails
6
Agenda
1.
2.
3.
Customer Demands
Ways to deploy
Cable Technology Trends
3 Related Game Changers in Digital TV
8
Deliver
Consume
Experience
Consumer
Devices
Network
Trend
BLESSINGS
OF THE CLOUD
2nd SCREEN
INVERSION
UEX
QUANTUM LEAP
Trends & their effects…
Deliver
Derived Effects
Cloud Live TV
Connected TV
Devices
Consume
Tablets & Co rule
Experience
Discovery =
New battlefield
9
Security mess
CAS-like model
PayTV as app
Fragmentation
Consumer
Network
Trend
GW = mainstream
Hare & tortoise
New $ anchor?
UEX Displacement
From gimmick
to ecosystem
Contextual link
Reliable flexibility
Internet velocity
B’cast reliability
Addressability?
Trends & their effects…
Deliver
Derived Effects
Cloud Live TV
Connected TV
Devices
Consume
Tablets & Co rule
Experience
Discovery =
New battlefield
10
Security mess
CAS-like model
PayTV as app
Fragmentation
Consumer
Network
Trend
GW = mainstream
Hare & tortoise
New $ anchor?
UEX Displacement
From gimmick
to ecosystem
Contextual link
Reliable flexibility
Internet velocity
B’cast reliability
Addressability?
The World is not Black & White…
CLOUD-o-METER
Infrastructure
Optimizers
Mgt
Plane
Control
Plane
CAS.CLOUD
11
Hybrid pragmatics
Multiscreen
TV Anywhere
OTT based
Ondemand
Long tail
channels
Die Hard
cloud-o-philes
All channels
Pure OTT Players
30M subs
3M subs
Sustained growth
H’wood endorsement
Some new entries
Some non entries
Launched
Oct 2012
12
?
?
TELCOs & Cable MSOs
As much a must as multiscreen
Converged on-net & off-net
approach
From OTT to ITM (*)…
(*) In The Middle
13
Die Hard Broadcasters
Launching as we speak
Volumes yet have to pick
up
Old dogs, new tricks…
14
Content protection is becoming very complex
DVB
TV
DVB
STB
Hybrid STB
MultiScreen
WWW
DRM
Connected TV
SLING
Gateway
PVR
LIVE
OTT
CAS TV
15
Agenda
1.
2.
3.
Customer Demands
Ways to deploy
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)
•
•
17
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 ?)
謝謝
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