IPTV INFIDES Research & Consulting 1

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1 IPTV INFIDES Research & Consulting 1

2 - - I. IPTV IPTV 3 2. IPTV IPTV IPTV.8 II. IPTV IPTV SWOT : IPTV...14 < 1 > IPTV ( : ). 3 < 2> IPTV ( : ).. 4 < 3> ( : ) < 4> IPTV < 1> 2004~2010 IPTV ( : )..4 < 2> IPTV ( : ).5 < 3> 2005~2010 IPTV ( : )...6 < 4> TV...7 < 5> IPTV SWOT...12 < 6> IPTV < 7> IPTV

3 I. IPTV 1. IPTV DSL HDTV, IPTV IPTV,, Infonetics Research IPTV , , ,890 < 1 > IPTV ( : ) 65 8,000 6,890 [ : Infonetics Research, ] Gartner IPTV. Gartner IPTV (CAGR) 72.8% 320 4,

4 < 2 > 2004~2010 IPTV ( : ) CAGR % 139.4% 102.5% 108.1% 85.5% 46.7% 34.5% [ : Gartner, ] Gartner IPTV , IPTV. Infonetics Research IPTV , , EU DSL TV IPTV. IPTV < 2 > IPTV ( : ) [ : MRG, ] 4

5 < 2> IPTV ( : ) E 2006E 2007E 2008E 874,310 1,856,300 3, ,156,800 9,662, , ,277 2,350,680 4,594,533 7,541, , ,800 2,215,800 4,349,800 7,504,800 1,225 13,700 71, , ,000 1,942,113 3,782,077 8,154,780 15,351,133 25,344,438 [ : MRG, ] IPTV,. IPTV, IPTV, TV,,. Ovum 2. IPTV 2.1. IPTV IPTV TV Gartner ,000 IPTV , ,068,

6 2010 TV IPTV 0.2% 8.6%. IPTV 1,000 < 3 > 2005~2010 IPTV ( : ) CAGR IPTV ,867 3,752 6,550 10, % TV IPTV 0.2% 0.5% 1.6% 3.1% 5.3% 8.6% [ : Gartner, ] TV 9,510, (SureWest, SaskTel, MTS, Aliant, Telus, BCE) FTTH/DSL IPTV, 1996 TV 2 Verizon 2005 FTTH Fios TV IPTV, IPTV 24%. Verizon, /4 7 6

7 < 4 > TV VOD TV TV [ : Infides ] 1 Comcast TV,, TPS(Triple Play Service), TimeWarner Cable, Cox Communication AT&T 5,000 IPTV U-Verse IPTV AT&T Motorola ~ ,900 IPTV.,,, 200 HDTV,, IPTV VOD PC,, TV IPTV, 7

8 2.2. IPTV VoIP, PVR IP, Microsoft(MS), Motorola, Intel,, IPTV. Microsoft MS IPTV. MS SBC, Verizon, BellSouth, BT Deutsche Telekom IPTV. MS TV HD, TV, (DVR), VOD. MS Cisco, Motorola, Phillips, Tatung SoC(System-on-a-chip) Microsoft TV IPTV Edition. SoC IPTV IPTV Lucent Lucent,, IPTV MiViewTV. IPTV,, DRM, /, OSS/BSS,,, IM,,, Intel, Texas Instruments Intel, Texas Instruments Viiv, DSP DaVivchi 8

9 Motorola Motorola HDTV VOD DVR IPTV,. Motorola 1 Verizon IP Sientific Atlanta. 9

10 II. IPTV 1. IPTV 4 FTA IPTV VOD. IPTV IPTV IPTV IPTV, IPTV IDC % ,200. IP IPTV (, ) < 3 > ( : ) [ : IDC] 10

11 (PVR), HD 8 NDS (CAS)., LG HD,, IP, PVR IP H.264 IPTV MS,. IPTV SPR,. IPTV, IPTV. PC TV IPTV IPTV IPTV KT IPTV INN. INN ABC, BBC, NHK, KBS, IPTV KT IPTV 11

12 2. SWOT < 5> IPTV SWOT Strength Weakness - IPTV - - Opportunity - IPTV - IPTV Threat - - [ : Infides Research&Consulting] 12

13 3. : IPTV, 3.1.,,,, 1, 5, ( ) 1( ), 3 < 6> IPTV IPTV [ : Infides Research&Consulting] 13

14 3.2. IPTV ( ),,, 4, 1 5, ( ) 1( ), 3, < 7> IPTV IPTV [ : Infides Research & Consulting]

15 4. IPTV IP -, 100,,., IPTV 2~3 VoIP,,. TPS QPS(Quadruple Play Service) IPTV IPTV 15

16 . PC OS. - KT IPTV, IPTV IPTV. YouTube, Myspace.com PC PC TV IPTV.. VOD, PVR IPTV,. 16

. SBC Verizon Competition Overview SBC Verizon AT&T MCI < 1> SBC Verizon SBC Verizon AT&T SBC AT&T SBC 13 MCI 356, 13, 12 13 51 Cingular Wireless 60%

SBC Verizon IPTV. SBC Verizon. SBC IPTV. Verizon IPTV 2005 12 MindBranch Asia Pacific Co. Ltd . SBC Verizon Competition Overview SBC Verizon AT&T MCI < 1> SBC Verizon SBC Verizon AT&T SBC AT&T SBC 13 MCI