European and US digital TV, 2006 - 2012 (Review Report)

Introduction

This Review Report addresses the digital TV marketplace in the US and Western Europe. As analogue switch off looms and new entrants make strong moves into the sector, it is essential for players across the value chain to have an understanding of market trends, dynamics and industry developments. This report addresses the evolving market place and provides forecasts split by region and platform.

Scope

• Outlines market level trends split by national markets in Western Europe as well as highlighting developments in the US.
• Provides in-depth analysis on developments for each of the different TV platforms including cable, satellite, DTT and IPTV.
• Addresses current strategies, such as service bundling, that players are employing to boost their competitive positions.

• Highlights

  current technological developments, including HD and PVR penetration, that is set to transform the digital TV sector.

Highlights

Digital cable is expected to illustrate significant growth particularly as analogue cable is switched to digital services. By 2012 there will be an estimated 69 million digital cable households with a CAGR of 8.4% from 2006 in the US and Western Europe.

Content producers are beginning to push content through proprietary or partnered online portals, such as the BBC's recent strategic move to deliver content via YouTube. This puts rising pressure on traditional aggregators to boost the attractiveness of their service offerings in order to acquire and retain customers.

Datamonitor expects that moving towards MPEG-4/H.264 AVC systems will promote the entrance of additional competitors into the IPTV market. Smaller European Internet service providers (ISPs) in particular are expected to utilize the efficiencies of the coding standard to create IPTV services.

Reasons to Purchase

• Gain insight into market growth split by platform, service operator and region.
• Gain insight into initiatives and strategies employed by service operators to remain competitive.
• Understand PVR and HD adoption across Western Europe and the US.

• Overview
• Catalyst
• Summary
• Methodology
• Executive Summary
  • Introduction
  • European and US digital TV markets, 2006 - 2012 (Market Focus)
  • Driving the transition to digital television, 2006 - 2012 (Strategy Focus)
  • Technologies transforming the digital TV sector, 2006 - 2012 (Technology Focus)
  • European and US digital TV households, 2006 - 2012 (Databook)
  • PVRs and HD in Europe and the US, 2006 - 2012 (Databook)
  • European and US digital TV markets, 2006 - 2012 (market focus)
  • Summary
  • Consumer demand drives the adoption of digital television
  • Demand for quality content and interactive services grows
  • Consumers are faced with multiple methods to obtain digital broadcast content
  • Non traditional players boost competition in the video aggregation market
  • Regulatory challenges arise with the current entertainment environment
  • Strong growth set for digital television services across the globe
  • Cable and satellite players will continue to hold dominant positions
  • Western European cable services illustrate high growth with satellite remaining steady
  • Free satellite services expected to take-off in the UK
  • Digital cable and satellite in the US illustrates measured growth
  • Co-branding helps satellite operators offer additional services
  • Europe will have significantly higher IPTV subscriber base than the US
  • France expected to remain as IPTV market leader
  • IPTV set for strong growth in US despite a small subscriber base
  • DTT set for explosive growth in Europe and sluggish uptake in the US
  • DTT service deployed across Europe in time for analogue switch-off
  • Spain, Italy, the UK and Germany expected to have the largest DTT subscriber base
  • US DTT usage expected to remain relatively low
  • Broadcasting industry set for heavy consolidation to boost economies of scale
  • European cable sector involved in heavy consolidation, private investment and re-branding
  • NTL:Telewest re-brands as Virgin Media in the United Kingdom
  • Dutch cable market faces considerable M&A activity
  • Cable sector in Belgium moves from fragmentation to amalgamation
  • Acquisition activity continues in the US cable market
  • Private capital continues to flow into the US and European Cable Markets
  • Driving the transition to digital television, 2006 - 2012 (Strategy Focus)
  • Summary
  • Consumers move away from traditional entertainment sources
  • Broadband penetration creates both opportunities and challenges for traditional video aggregators
  • Consumers are increasingly attracted to alternative online entertainment channels
  • True platform agnostic multi play services are expected on the horizon
  • Content producers exploit new channels for distribution to expand audience reach
  • Broadcasters and content producers give strong investment to new channels
  • Online aggregators put the pressure on cable and satellite operators
  • Joost announces strategic partnerships with content producers
  • Non-traditional competitors enter into the sector through whitelabel services
  • Apple makes a strong entrance into the video distribution sector through iTunes and Apple TV
  • New distribution channels transform traditional advertising models
  • Mobile TV services are expected to be a viable method to expand audience reach
  • Bundling, consumer intelligence and enhanced content to boost competitive advantage
  • Service bundling is essential for survival in an competitive market
  • BSkyB's triple play service appears to have paid-off
  • US cable companies continue to deploy VoIP services
  • Inuk Networks and Freewire is expected to make a strong entrance into the UK triple play market
  • Consumer intelligence across the entire product portfolio will prove a key differentiator
  • Enhanced content services remain critical to retain and attract customer bases
  • Video on demand systems gain considerable traction
  • High definition content will continue to be a key differentiator
  • Broadcasters boost operational efficiencies through infrastructure rationalization
  • Technologies transforming the digital TV sector, 2006 - 2012 (technology Focus)
  • Summary
  • HD services on the rise in both Western Europe and the US
  • HD becomes an essential service for differentiation in a competitive market
  • Moving towards MPEG-4 advanced video compression for HD to boost efficiency
  • MPEG-4 to reduce barriers to entry into the IPTV and HD markets
  • HD in the US is set for significant growth
  • DirecTV begins to have strong push for HD content
  • HD begins to make notable traction in Western Europe
  • Free-to-air service provision of HD begins to illustrate potential in France
  • Difficulties remain for FTA HD services in the United Kingdom
  • PVRs continue its strong uptake across the US and Western Europe
  • Putting consumers in control through PVR
  • Lease versus purchase models for PVRs
  • PVR adoption in full swing in the US
  • TiVo announces Amazon and mobile partnerships to reduce churn
  • PVR's are set for steady growth in Western Europe
  • BSkyB set to continue to have largest PVR service footprint in Western Europe
  • User experience and personalization expected to prove as a key service differentiator
  • Unified brand experience through consistency in the user experience
  • Service personalization will prove particularly attractive to boost differentiation
  • Competitive advantage through efficient digital workflows and service orientation
  • Broadcasters digitize workflows to enhance content management efficiencies
  • Cable operators aim to generate system value through efficient OSS/BSS
  • Creating value through effective customer assurance systems
  • Service orientation to help reduce operational expenditure
• European And Us Digital Tv Households, 2006 - 2012 (Databook)
  • Introduction
  • Austria digital TV adoption, 2006 - 2012
  • Belgium digital TV adoption, 2006 - 2012
  • Denmark digital TV adoption, 2006 - 2012
  • Finland digital TV adoption, 2006 - 2012
  • France digital TV adoption, 2006 - 2012
  • Germany digital TV adoption, 2006 - 2012
  • Italy digital TV adoption, 2006 - 2012
  • Netherlands digital TV adoption, 2006 - 2012
  • Norway digital TV adoption, 2006 - 2012
  • Portugal digital TV adoption, 2006 - 2012
  • Spain digital TV adoption, 2006 - 2012
  • Sweden digital TV adoption, 2006 - 2012
  • Switzerland digital TV adoption, 2006 - 2012
  • United Kingdom digital TV adoption, 2006 - 2012
  • US digital TV adoption, 2006 - 2012
  • PVRs and HD in Europe and the US, 2006 - 2012 (Databook)
  • Introduction
  • Austria HD and PVR adoption, 2006 - 2012
  • Belgium HD and PVR adoption, 2006 - 2012
  • Denmark HD and PVR adoption, 2006 - 2012
  • Finland HD and PVR adoption, 2006 - 2012
  • France HD and PVR adoption, 2006 - 2012
  • Germany HD and PVR adoption, 2006 - 2012
  • Italy HD and PVR adoption, 2006 - 2012
  • Netherlands HD and PVR adoption, 2006 - 2012
  • Norway HD and PVR adoption, 2006 - 2012
  • Portugal HD and PVR adoption, 2006 - 2012
  • Spain HD and PVR adoption, 2006 - 2012
  • Sweden HD and PVR adoption, 2006 - 2012
  • Switzerland HD and PVR adoption, 2006 - 2012
  • United Kingdom HD and PVR adoption, 2006 - 2012
  • United States HD and PVR adoption, 2006 - 2012
• Appendix
  • Definitions
  • Methodology
  • Further reading
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer
• List of Tables
  • Table 1: Austria digital TV adoption, 2006 - 2012
  • Table 2: Austria digital TV adoption company breakdown, 2006 - 2012
  • Table 3: Belgium digital TV adoption, 2006 - 2012
  • Table 4: Belgium digital TV adoption company breakdown, 2006 - 2012
  • Table 5: Denmark digital TV adoption, 2006 - 2012
  • Table 6: Denmark digital TV adoption company breakdown, 2006 - 2012
  • Table 7: Finland digital TV adoption, 2006 - 2012
  • Table 8: Finland digital TV adoption company breakdown, 2006 - 2012
  • Table 9: France digital TV adoption, 2006 - 2012
  • Table 10: France digital TV adoption company breakdown, 2006 - 2012
  • Table 11: Germany digital TV adoption, 2006 - 2012
  • Table 12: Germany digital TV adoption company breakdown, 2006 - 2012
  • Table 13: Italy digital TV adoption, 2006 - 2012
  • Table 14: Italy digital TV adoption company breakdown, 2006 - 2012
  • Table 15: Netherlands digital TV adoption, 2006 - 2012
  • Table 16: Netherlands digital TV adoption company breakdown, 2006 - 2012
  • Table 17: Norway digital TV adoption, 2006 - 2012
  • Table 18: Norway digital TV adoption company breakdown, 2006 - 2012
  • Table 19: Portugal digital TV adoption, 2006 - 2012
  • Table 20: Portugal digital TV adoption company breakdown, 2006 - 2012
  • Table 21: Spain digital TV adoption, 2006 - 2012
  • Table 22: Spain digital TV adoption company breakdown, 2006 - 2012
  • Table 23: Sweden digital TV adoption, 2006 - 2012
  • Table 24: Sweden digital TV adoption company breakdown, 2006 - 2012
  • Table 25: Switzerland digital TV adoption, 2006 - 2012
  • Table 26: Switzerland digital TV adoption company breakdown, 2006 - 2012
  • Table 27: United Kingdom digital TV adoption, 2006 - 2012
  • Table 28: United Kingdom digital TV company breakdown, 2006 - 2012
  • Table 29: US digital TV adoption, 2006 - 2012
  • Table 30: US digital TV adoption company breakdown, 2006 - 2012
  • Table 31: Austria HD and PVR adoption, 2006 - 2012
  • Table 32: Belgium HD and PVR adoption, 2006 - 2012
  • Table 33: Denmark HD and PVR adoption, 2006 - 2012
  • Table 34: Finland HD and PVR adoption, 2006 - 2012
  • Table 35: France HD and PVR adoption, 2006 - 2012
  • Table 36: Germany HD and PVR adoption, 2006 - 2012
  • Table 37: Italy HD and PVR adoption, 2006 - 2012
  • Table 38: Netherlands HD and PVR adoption, 2006 - 2012
  • Table 39: Norway HD and PVR adoption, 2006 - 2012
  • Table 40: Portugal HD and PVR adoption, 2006 - 2012
  • Table 41: Spain HD and PVR adoption, 2006 - 2012
  • Table 42: Sweden HD and PVR adoption, 2006 - 2012
  • Table 43: Switzerland HD and PVR adoption, 2006 - 2012
  • Table 44: United Kingdom HD and PVR adoption, 2006 - 2012
  • Table 45: United States HD and PVR adoption, 2006 - 2012
• List of Figures
  • Figure 1: The current communications service ecosystem
  • Figure 2: US and Western Europe digital TV service growth, 2006 - 2012
  • Figure 3: Western Europe cable and satellite forecast, 2006 - 2012
  • Figure 4: US cable and satellite growth, 2006 - 2012
  • Figure 5: European IPTV households and CAGR, 2012
  • Figure 6: European DVB-T deployment, 2006
  • Figure 7: DTT Households in Europe, 2012
  • Figure 8: Proportion of IT budget invested into new distribution channels, 2007
  • Figure 9: Mobile Broadcast TV subscriber forecasts, 2006 - 2012
  • Figure 10: Broadcasters IT budget priorities, 2007
  • Figure 11: High definition households in the US, 2006 - 2012
  • Figure 12: HD households in Western Europe with CAGR, 2012
  • Figure 13: US PVR households, 2006 - 2012
  • Figure 14: PVR households in Western Europe with CAGR, 2012
  • Figure 15: Austria digital TV adoption, 2006 - 2012
  • Figure 16: Belgium digital TV adoption, 2006 - 2012
  • Figure 17: Denmark digital TV adoption, 2006 - 2012
  • Figure 18: Finland digital TV adoption, 2006 - 2012
  • Figure 19: France digital TV adoption, 2006 - 2012
  • Figure 20: Germany digital TV adoption, 2006 - 2012
  • Figure 21: Italy digital TV adoption, 2006 - 2012
  • Figure 22: Netherlands digital TV adoption, 2006 - 2012
  • Figure 23: Norway digital TV adoption, 2006 - 2012
  • Figure 24: Portugal digital TV adoption, 2006 - 2012
  • Figure 25: Spain digital TV adoption, 2006 - 2012
  • Figure 26: Sweden digital TV adoption, 2006 - 2012
  • Figure 27: Switzerland digital TV adoption, 2006 - 2012
  • Figure 28: United Kingdom digital TV adoption, 2006 - 2012
  • Figure 29: US digital TV adoption, 2006 - 2012
  • Figure 30: Austria HD and PVR adoption, 2006 - 2012
  • Figure 31: Belgium HD and PVR adoption, 2006 - 2012
  • Figure 32: Denmark HD and PVR adoption, 2006 - 2012
  • Figure 33: Finland HD and PVR adoption, 2006 - 2012
  • Figure 34: France HD and PVR adoption, 2006 - 2012
  • Figure 35: Germany HD and PVR adoption, 2006 - 2012
  • Figure 36: Italy HD and PVR adoption, 2006 - 2012
  • Figure 37: Netherlands HD and PVR adoption, 2006 - 2012
  • Figure 38: Norway HD and PVR adoption, 2006 - 2012
  • Figure 39: Portugal HD and PVR adoption, 2006 - 2012
  • Figure 40: Spain HD and PVR adoption, 2006 - 2012
  • Figure 41: Sweden HD and PVR adoption, 2006 - 2012
  • Figure 42: Switzerland HD and PVR adoption, 2006 - 2012
  • Figure 43: United Kingdom HD and PVR adoption, 2006 - 2012
  • Figure 44: United States HD and PVR adoption, 2006 - 2012