In-Dustry Update: China's IPTV Market: Hot, but Needs Time to Burn

SUMMARY

China's IPTV market has changed dramatically since the frenetic days of early 2005. The market, in fact, seemed dormant from late 2005 to 1H06. This was not the case, however, as telcos and content providers are moving forward slowly but steadily. In-Stat believes that time is the only thing needed for China's IPTV market to take off.

This report analyzes the dynamics of China's IPTV ecosystem and provides a detailed explanation of how critical policy and technology factors are influencing IPTV deployment around the country. The report also puts specific emphasis on China's telecom carriers' up-to-date improvement on IPTV with regard to strategy, business model, service exploration, and network upgrading.

In-Stat projects that China's IPTV market will go through a gradual but solid increase from 2006 to 2010, and in this report, provides forecasts on IPTV subscriber numbers and revenue scale during the forecast period. ,

TABLE OF CONTENTS

• Introduction to Update
• Dynamics in China's IPTV Ecosystem
  • Update on Licensing Issue
  • Changes in IPTV Industry's Ecosystem
  • Impacts from Codec Standard
  • Competition with P2P
• IPTV Deployment in China
  • Telecom Carriers' IPTV Strategy
  • Network Upgrades
  • Service Exploitation
  • Changes in the Business Model
• Forecasts 2006-2010
  • Market Revenue and Subscriber Forecast

List of Tables

• Table 1. China's Main IPTV Solution Providers and Their Customers, 2006
• Table 2. Broadband Access + IPTV (with Single Path) Package Monthly Rate and Annual Rate in 2006 (US$)
• Table 3. Broadband Access + IPTV (with Dual Path) Package Monthly Rate and Annual Rate in 2006 (US$)
• Table 4. Pure IPTV Package Monthly Rate and Annual Rate in 2006 (US$)
• Table 5. China's Main IPTV Service Providers and Their Subscribers by 2006 (Units in Thousands)
• Table 6. IPTV System Building Status in Various Areas Around China by 2006 (Scale in Thousands of Lines)
• Table 7. IPTV Subscriber Forecast, 2005-2010 (in Thousands)
• Table 8. Annual Average Revenue per Subscriber Forecast, 2005-2010 (US$)
• Table 9. STB Installed-Base Forecast, 2005-2010 (in Thousands)

List of Figures

• Figure 1. Responsibility Allocation Between SMG and Shanghai Telecom in IPTV Cooperation
• Figure 2. Annual Subscription Revenue Forecast, 2005-2010 (US$ in Thousands, and %)