IPTV 2006 11 INFIDES Research & Consulting 1
- - I. IPTV....3 1. IPTV 3 2. IPTV 5 2.1. IPTV...5 2.2. IPTV.8 II. IPTV 10 1. IPTV 10 2. SWOT...12 3. : 13 3.1....13 3.2.... 13 4. IPTV...14 < 1 > IPTV ( : ). 3 < 2> IPTV ( : ).. 4 < 3> ( : )... 10 < 4> IPTV....14 < 1> 2004~2010 IPTV ( : )..4 < 2> IPTV ( : ).5 < 3> 2005~2010 IPTV ( : )...6 < 4> 2005 9 TV...7 < 5> IPTV SWOT...12 < 6> IPTV.......13 < 7> IPTV....14 2
I. IPTV 1. IPTV DSL HDTV, IPTV IPTV,, Infonetics Research IPTV 2005 6 65 8,000 2009 5,370 2005 6,890 < 1 > IPTV ( : ) 65 8,000 6,890 [ : Infonetics Research, 2006 10 ] Gartner IPTV. Gartner 2006 2010 IPTV (CAGR) 72.8% 320 4,880. 2006 2007 2 3
< 2 > 2004~2010 IPTV ( : ) 2005 2006 2007 2008 2009 2010 CAGR 3.2 6.4 13.3 24.7 36.3 48.8 72.8% 139.4% 102.5% 108.1% 85.5% 46.7% 34.5% [ : Gartner, 2006 8 ] Gartner IPTV 2006 8 7,200 2010 132 IPTV. Infonetics Research IPTV 2005 3 7,100 2009 68, EU DSL TV IPTV. IPTV < 2 > IPTV ( : ) [ : MRG, 2005 10 ] 4
< 2> IPTV ( : ) 2004 2005E 2006E 2007E 2008E 874,310 1,856,300 3,517300 6,156,800 9,662,800 504,078 970,277 2,350,680 4,594,533 7,541,838 562,500 941,800 2,215,800 4,349,800 7,504,800 1,225 13,700 71,000 250,000 635,000 1,942,113 3,782,077 8,154,780 15,351,133 25,344,438 [ : MRG, 2005 10 ] IPTV,. IPTV, IPTV, TV,,. Ovum 2. IPTV 2.1. IPTV IPTV TV Gartner 2005 26 3,000 IPTV 2006 3 62 3,000. 2008 6 375 2010 1,068, 2005 5
2010 TV IPTV 0.2% 8.6%. IPTV 1,000 < 3 > 2005~2010 IPTV ( : ) 2005 2006 2007 2008 2009 2010 CAGR IPTV 263 623 1,867 3,752 6,550 10,684 109.8% TV IPTV 0.2% 0.5% 1.6% 3.1% 5.3% 8.6% [ : Gartner, 2006 7 ] 2006 7 TV 9,510, (SureWest, SaskTel, MTS, Aliant, Telus, BCE) FTTH/DSL IPTV, 1996 TV 2 Verizon 2005 FTTH 2005 9 Fios TV IPTV, 2006 5 IPTV 24%. Verizon, 2006 1/4 7 6
< 4 > 2005 9 TV VOD 97 12.95 180 600 39.95 48 120 38 TV TV 155 46 [ : Infides ] 1 Comcast 2006 3 TV,, TPS(Triple Play Service), TimeWarner Cable, Cox Communication 2006 2006 61 AT&T 5,000 IPTV U-Verse IPTV AT&T Motorola 11. 2006 15~20 2008 49 1,900 IPTV.,,, 200 HDTV,, IPTV VOD PC,, TV IPTV, 7
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
Motorola Motorola HDTV VOD DVR IPTV,. Motorola 1 Verizon IP Sientific Atlanta. 9
II. IPTV 1. IPTV 4 FTA IPTV VOD. IPTV IPTV IPTV IPTV, IPTV IDC 2002 2007 12.9% 2007 5,200. IP IPTV 2003 50 2007 520 (, ) < 3 > ( : ) [ : IDC] 10
(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
2. SWOT < 5> IPTV SWOT Strength - - - Weakness - IPTV - - Opportunity - IPTV - IPTV Threat - - [ : Infides Research&Consulting] 12
3. : IPTV, 3.1.,,,, 1, 5, 1 5. 5( ) 1( ), 3 < 6> IPTV 0.3 4 1.2 0.3 4 1.2 IPTV 0.2 3 0.6 0.2 3 0.6 1.0-3.6 [ : Infides Research&Consulting] 13
3.2. IPTV ( ),,, 4, 1 5, 1 5. 5( ) 1( ), 3, < 7> IPTV 0.1 3 0.3 0.3 4 1.2 IPTV 0.3 4 1.2 0.1 3 0.3 1.0-3.0 [ : Infides Research & Consulting] 3.6 3.0 14
4. IPTV IP -, 100,,., IPTV 2~3 VoIP,,. TPS QPS(Quadruple Play Service) IPTV IPTV 15
. PC OS. - KT IPTV, IPTV IPTV. YouTube, Myspace.com PC PC TV IPTV.. VOD, PVR IPTV,. 16