Transcript Triple Play
User-Centric Triple-Play : a New TV experience, an Industry Transformation IDATE, November 23, 2005 All rights reserved © 2005, Alcatel What has happened since 2001 1. Broadband has become mass market 2. TV over ADSL: a reality (IPTV) Broadband density (subscribers par 100 inhabitants) Poland Italy Germany Spain 3. New internet competition: Total UE-25 France UK Sweden 0,0% 5,0% 10,0% 2001 15,0% 20,0% 25,0% 2005 Source: IDATE, 2005 Presentation | Date | Page 2 All rights reserved © 2005, Alcatel The next steps for the industry Services Transformation An explosion of new services incl: A new TV experience Network Transformation IP broadband network to enable: • Service differentiation • Radical cost reengineering Business Transformation From Service Providers to Content Distributors From Box Vendors to Solutions Vendors, to Network and Services Integrators Presentation | Date | Page 3 All rights reserved © 2005, Alcatel Services Transformation: a NEW TV EXPERIENCE Presentation | Date | Page 4 All rights reserved © 2005, Alcatel A new TV experience at home Better TV Personal TV Community TV Performance High-quality Towards HDTV “my content @ my time“ finally made simple “view together” community-specific content Presentation | Date | Page 5 All rights reserved © 2005, Alcatel Personal TV: proven growing demand (example of the US) “My content” “My time” VOD in US DVR in the US US households (millions) US households (millions) 30 12,0 25 10,0 20 8,0 15 6,0 4,0 10 2,0 5 0,0 2001 0 2002 2003 2004 2005 Source : Forrester, technographics Presentation | Date | Page 6 2002 2003 Self-installed 2004 Satellite 2005 Cable Source : Forrester, technographics All rights reserved © 2005, Alcatel Communicate Community TV: the next step View together and interact with my community Produce my content Make it available for my community to watch Today’s TV Viewer Presentation | Date | Page 7 Community-specific content All rights reserved © 2005, Alcatel Market opportunities for the content and the telecom industries TV to keep me COMPANY TV to RELAX «Follow the flow» Better TV During daytime activities Presence > contents TV to ESCAPE Floating concentration, zapping « Light » programs TV to SHARE Attitude Towards TV: Selective Personal TV Community TV Concentration, captivation Chosen programs Emotion exchange > contents Chosen programs Source: Alcatel research, France, Germany, Italy, Spain Sept 05 Presentation | Date | Page 8 All rights reserved © 2005, Alcatel Towards mobile TV: demand for entertainment on the go TV on the go TV at home Remote PVR programming 3G Discovery (Short-form music & video) DVB-H+ Access to home video libraries Presentation | Date | Page 9 Immersion (Long-form video) All rights reserved © 2005, Alcatel DVB-H+: combining satellite and 3G Broadcast with satellite & repeaters: Same high-quality signal for all users 18 channels everywhere 54 channels when repeaters Unlimited number of users National coverage Typ. 18 channels Unicast with 3G: One signal per user Unlimited number of channels Limited number of users Combination of both: transparent to the user unlimited offer, everywhere Urban coverage Typ. 18+36 channels Presentation | Date | Page 10 All rights reserved © 2005, Alcatel Network Transformation Presentation | Date | Page 11 All rights reserved © 2005, Alcatel The IP broadband network: the engine for new TV experience Better TV experience Personal TV experience Community TV experience Towards 100Mbits Guaranteed QoS Unicast Video libraries IP search Single IP flow for entertainment and communications User-Centric Triple-Play Presentation | Date | Page 12 All rights reserved © 2005, Alcatel The new book of rules for user-centric triple play networks: Broadband, IP, Secure Bandwidth scaling Continuous service availability Subscriber management & quality of service (QoS) Network security Operational excellence Presentation | Date | Page 13 All rights reserved © 2005, Alcatel Going for transformation Two imperatives: Differentiated Services Cost reengineering Two approaches: Progressive Radical Presentation | Date | Page 14 All rights reserved © 2005, Alcatel Alcatel leading partner for triple-play networking Headend/ Encoders Consumer Environment Universal Broadband Access 1. See track 2. Wallpaper 3. Buy Ring tone 4. Buy MP3 Eco-system of CPE partners Presentation | Date | Page 15 Leade r Service Aware Edge & Data Aware Transport Leade r Content and Services Video Server Application Server Open Service Delivery Eco-system of Alcatel & partners’ applications All rights reserved © 2005, Alcatel Business Transformation: Presentation | Date | Page 16 All rights reserved © 2005, Alcatel Alcatel partner for triple-play network transformation Services Integration Headend/ Encoders Consumer Environment Universal Broadband Access 1. See track 2. Wallpaper 3. Buy Ring tone 4. Buy MP3 Service Aware Edge & Data Aware Transport Content and Services Video Server Application Server Open Service Delivery Network Integration Presentation | Date | Page 17 All rights reserved © 2005, Alcatel New partnerships with vendors: value shifting Benefits for Service Providers Vendors’ new role Services Integration Faster to mass-market Attention on marketing & content Network Integration Best-of-Breed Solutions Presentation | Date | Page 18 Capabilities required Eco-System BSS/OSS integration Interoperability Testing Service Assurance Service Aware IP Broadband Access Microsoft IPTV edition All rights reserved © 2005, Alcatel Towards major network transformation… Alcatel and SBC: $ 1,7 Bn Project Lightspeed, October 2004 Presentation | Date | Page 19 All rights reserved © 2005, Alcatel Towards major network transformation.. Alcatel and Ya.com: Octobre 05 Presentation | Date | Page 20 All rights reserved © 2005, Alcatel Towards major network transformation… Alcatel and Telstra: € 2,18 Bn November 2005 Presentation | Date | Page 21 All rights reserved © 2005, Alcatel The new TV, the new opportunity Presentation | Date | Page 22 All rights reserved © 2005, Alcatel www.alcatel.com Presentation | Date | Page 23 All rights reserved © 2005, Alcatel