Worldwide Market

IP TV Business Case and Global Forecast - 2004 to 2007
February 2004     $3,995.00 (Japanese or English Version)
Volume 1: 220 pages Volume 2: 120 pages Total 340 pages


These (2004) reports build upon MRGs IP/Broadband Video Business Case and Global Forecast (Published in 2003). These new reports describe the new technology trends, including fiber to the premise and MPEG-4, and the emergence of significant new deployments as of early 2004.

The reports also update the business case and forecast based on the significant price declines and the increased interest form carriers worldwide.

Table of Contents - Volume I

1. Executive Summary

2. Opportunity for IP TV
  2.1 The Competitive Video Market
  2.2 Fiber and High Definition will Drive New IP TV Technologies
  2.3 IP TV Mass Deployments have Started
      2.3.1 Asia is Taking the Lead
      2.3.2 Europe is Active
      2.3.3 The Small Telcos are Leading the Way in North America
      2.3.4 Limited Activity in the Rest of the World
  2.4 Sophisticated New IP TV Service Strategies
      2.4.1 Implementing Full Service Strategies
      2.4.2 Innovative Pricing and Promotion Strategies
  2.5 The IP TV Opportunity is Real

3. New Developments in IP TV Technology
  3.1 Access Technologies
      3.1.1 ADSL2+ will Enhance ADSL IP TV Services
      3.1.2 VDSL Technology Still Addressing Standardization Issues
      3.1.3 Fiber to the MDUs is Important in Many Markets
      3.1.4 BPON FTTP Technology being Adopted in the U.S.
      3.1.5 Gigabit PON will be Significant in Asia
      3.1.6 DSL will Continue to Dominate IP TV
  3.2 Advances in Video Compression Enabling IP TV
      3.2.1 MPEG-2 is Now a Mature Technology
      3.2.2 MPEG-4 is Needed for High Definition
      3.2.3 Microsoft is Making a Major Push with Windows Media 9
      3.2.4 Future Direction of Codec Technology is toward Low Bit Rate Encoding
  3.3 Key Technology Trends and Opportunities

4. The Strong Business Case for IP TV
  4.1 The Business Case of IP TV over DSL has Improved
  4.2 IP TV over Fiber has an Attractive Business Case
  4.3 The Actual Results from IP TV Deployments are Positive
      4.3.1 IP TV has Accelerated Profitability at FastWeb
  4.4 PCCW Expects that IP TV will Bring Strong Positive Results

5. Global Outlook for IP TV
  5.1 Asia is Leading the IP TV Market
      5.1.1 Dramatic IP TV Introduction in Hong Kong
      5.1.2 Continuing Progress in Japan
      5.1.3 IP TV in South Korea has been Limited by Regulation
      5.1.4 IP TV Delayed in Taiwan
      5.1.5 Activities in Other Asian Countries
  5.2 Robust IP TV Activities in Europe
      5.2.1 FastWeb is Showing the Way in Italy
      5.2.2 France Telecom Aggressive IP TV Rollout
      5.2.3 IP TV Paused in Spain
      5.2.4 Germany and the UK Taking It Slow
      5.2.5 Other Western European Countries Active
      5.2.6 IP TV Activities Starting in Eastern Europe
  5.3 Canada and the Small Independents Leading in North America
      5.3.1 Canadian Telephone Companies Adopting IP TV
      5.3.2 Small U.S. Independent Telcos Leading the Way
      5.3.3 Large U.S. Incumbents will not Adopt IP TV
  5.4 IP TV Emerging in the Rest of the World

6. Global IP TV Market Forecast Holding Steady
  6.1 Global Forecast Shows Strong Growth
      6.1.1 Global DSL Forecast is much Improved
      6.1.2 IP TV Subscriber Forecast Remains Strong
      6.1.3 Global System Revenue Forecast
      6.1.4 Access System Revenue Forecast
      6.1.5 Global Set-top Box Revenue Forecast
      6.1.6 Global IP Video Headend Revenue Forecast
      6.1.7 Global IP VOD Servers Revenue Forecast
      6.1.8 Global IP TV Middleware Revenue Forecast
  6.2 IP TV Market Forecast for Asia
      6.2.1 DSL Subscriber Forecast for Asia
      6.2.2 IP TV Subscriber Forecast for Asia
      6.2.3 IP TV System Revenue for Asia
  6.3 IP TV Market Forecast for Europe
      6.3.1 DSL Subscriber Forecast for Europe
      6.3.2 IP TV Subscriber Forecast for Europe
      6.3.3 IP TV System Revenue in Europe
  6.4 IP TV Market Forecast for North America
      6.4.1 DSL Subscriber Forecast for North America
      6.4.2 IP TV Subscriber Forecast for North America
      6.4.3 IP TV System Revenue for North America
  6.5 IP TV Market Forecast for the Rest of the World
      6.5.1 DSL Subscriber Forecast for the Rest of the World
      6.5.2 IP TV Subscriber Forecast for the Rest of the World
      6.5.3 IP TV System Revenue for the Rest of the World

7. Future Trends & Drivers

8. Opportunities, Risks & Recommendations

9. Appendices (Supplier & Telco Profiles)

Table of Contents - Volume II

1. IP Video Technologies Review
  1.1 Access Technologies
      1.1.1 VDSL Technology
      1.1.2 ADSL Technology
      1.1.3 Fast Ethernet
      1.1.4 Fiber Optic Technologies
      1.1.5 Current Trends in Access Technologies
  1.2 Video Compression Technologies
  1.3 Impact of DSL and Video Compression Technology Improvements
  1.4 IP Video Set-Top Boxes
  1.5 IP Video Headend Systems
  1.6 Video-on-Demand (VOD) Servers
  1.7 Middleware
  1.8 Content
  1.9 Key Technology Trends and Opportunities

Appendix I: Service Provider Profiles

  All West Communications, Inc
  Chibardun Telephone Cooperative
  Delhi Telephone Company
  Iowa Network Services
  Kingston Communications
  MTS Communications
  Paul Bunyan Telephone Cooperative
  Qwest Communications
  Saskatchewan Telecommunications (SASKTEL)
  SBC Communications
  Twin Valley Telephone
  Vernon Telephone Cooperative

Appendix II: IP Video Access Systems

  Advanced Fibre Communications
  Alcatel
  Telecom Italia
  Telekom Austria
  Telef nica
  NEC Eluminant Technologies
  Inovia Telecoms Ltd.
  Lucent Technologies
  Next Level Communications
  Occam Networks

Appendix III: IP Video Set-Top Boxes

  Kreatel Communications AB
  Pace Micro Technology PLC
  Prismiq
  Thomson Multimedia

Appendix IV: IP Video Headend Systems

  Envivio
  Minerva Networks
  Optibase
  Videotele.com

Appendix V: IP Video-on-Demand (VOD) Servers

  Kasenna
  nCube Corporation
  ThirdSpace/Concurrent

Appendix VI: IP Video Middleware

  Myrio Corporation
  NDS Group PLC
  Orca Interactive
  Tivella Inc.
  YES Television

Appendix VII: IP Video Content Providers

  CinemaNow

Appendix VIII: Digital Media Centers

  Headend In The Sky (HITS)
  National Cable Television Cooperative
  The Weather Channel

Tables (Abbreviated List)

  Table - IP Video Copper Access Technologies
  Table - All West Communications Digital Video Service Deployment
  Table - All West Communications Video and DSL Packages
  Table - All West Communications Digital Video Partners
  Table - Cibardun Telephone s Digital Video Services
  Table - Cibardun Telephone s Digital Video Service Packages
  Table - Delhi Telephone s IP Video and ADSL Service Packages
  Table - Delhi Telephone s IP Video and ADSL Services
  Table - Delhi Telephone s IP Video Partners
  Table - Iowa Network Services IP Video Services
  Table - Iowa Network Services IP Video Partners
  Table - Kingston Interactive Television Service Offering
  Table - Kingston Communications IP Video Equipment Suppliers
  Table - MTS Communications IP Video Service Deployments
  Table - Manitoba Telecom s Broadband Video Technology Partners
  Table - Paul Bunyan Telephone s IP Video Service Packages
  Table - Qwest s IP Video Deployments
  Table - SaskTel IP Video Service Packages
  Table - SaskTel s IP Video Partnerships
  Table - Twin Valley Telephone s IP Video Services
  Table - Twin Valley Telephone s IP Video Partners
  Table - Vernon Telephone s IP Video Services
  Table - Vernon Telephone s IP Video Partners
  Table - Advanced Fibre Communications IP Video Products
  Table - Advanced Fibre Communications Video Deployments
  Table - Alcatel s DSL Products
  Table - Alcatel s IP Video Trials
  Table - Alcatel s IP Video Trial Partners
  Table - NEC Eluminant s PON Products
  Table - Inovia s IP Video Products
  Table - Inovia s IP Video Products Deployments
  Table - Inovia s IP Video Products Partnerships
  Table - Lucent s IP Video Products
  Table - Lucent s IP Video Deployments
  Table - Lucent s IP Video Partnerships
  Table - Next Level s Access Products
  Table - Next Level s Service Provider Customers
  Table - Next Level s Partnerships
  Table - Occam Network s Video Products
  Table - Kreatel s IP Video Set-top Box Products
  Table - Kreatel s IP Video Deployments
  Table - Kreatel s IP Video System Interoperability
  Table - Pace Micro s IP Video Set-top Boxes
  Table - Pace Micro s IP VSP Deployments
  Table - Prismiq s IP Video Set-top Box Products
  Table - Specifications of the Prismiq MediaPlayer
  Table - Thomson s IP Video Products
  Table - Thomson s IP Video Deployments
  Table - Envivio s MPEG-4 Products
  Table - Envivio s MPEG-4 Partnerships
  Table - Minerva Networks Product Offerings
  Table - Deployment of Minerva Network Systems
  Table - Optibase s IP Video Headend Products
  Table - Optibase s IP Video Partners
  Table - VideoTele.com s IP Video Headend Products
  Table - VideoTele.com s IP Video Deployments
  Table - Kasenna s Products
  Table - Deployment of Systems including Kasenna s Software
  Table - Kasenna s Partnering Relationships
  Table - nCUBE s IP Video Partners
  Table - Thirdspace s IP Video Products
  Table - Thirdspace s Service Provider Deploymen
  Table - Thirdspace s IP Video Partners
  Table - Myrio s IP Video Products
  Table - Myrio s Commercial IP Video Deployments
  Table - NDS IP Video Products
  Table - NDS IP Video Commercial Deployments
  Table - Orca Interactive s IP Video Products
  Table - Orca Interactive s IP Video Deployments
  Table - Tivella s IP Video Deployments
  Table - Tivella s IP Video Partners
  Table - Yes Television s IP Video Products
  Table - Yes Television s IP Video Deployments
  Table - Yes Television s IP Video Partners
  Table - CinemaNow s IP Video Products

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