방송통신결합서비스확산에따른시사점 방송통신결합서비스확산에따른시사점 * 1) (pure bundling), (mixed bundling), (tying),,,, 70%, TV, 09 KISDI 44%, (Lock-In),, (Switching Cost), *, (TEL) 02-570-4112 (e-mail) byjung@kisdi.re.kr 1
The Monthly Focus. A B, (SO) A B, (discount), A-B (tying) A B, (bundling) B IPTV IPTV. All-IP,, 2
방송통신결합서비스확산에따른시사점 DMB, TV, Wibro, IPTV M&A, Joint Venture,,, ( 98 ), ( 98~ 01 ) 02 04 ( ), 07 7 3
The Monthly Focus. TV 09 2,, TV 2.0 3.0%, 1.67 2.5%, Comcast VoIP+ TV+ TPS 1, 3 AT&T( SBC) 04 3 SBC Connection QPS, 05 SBC AT&T 07 1 Unity 1) FCC(2010. 3), Broadband Adoption & Use in America Results from an FCC Survey 4
방송통신결합서비스확산에따른시사점 Verizon 05 MCI( ), 08 ( ) M&A,,, TV(, IPTV) 09 10 + TV + QPS, 59~179 TV 5
The Monthly Focus Time Warner Cable 96 Road Runner, Road Runner, AOL, EarthLink, Big Net ISP 05 11 QPS Comcast, Sprint Nextel, Time Warner Cable, Cox Communications, Advance/Newhouse Communications, TV, DPS 60~132, TPS 70~150 Verizon 16~41.9%, Time Warner Cable DPS 5~10, TPS 15 6.7~19% TV () AT&T + $73~80 DPS 3M~12M +TV $67~132 TV U-family, U100~450 TPS +TV+VoIP $99~147 Verizon DPS (7.1M)+ $54.99 31.2% +IPTV(FiOS) $69.99 39.1% TPS (7.1M)++DirecTV $104.99 30% +VoIP+IPTV(FiOS) $89.99, 94.99 41.9, 38.7% Comcast DPS TV+ $79 TPS TV+ +VoIP $99~150.99 TV 80, 150, 200 Time TV+ $43.99~66.94 (768bps~10M) DPS Warner TV+VoIP() $69.94~102.89 DSP $5(6.7~11.1%) Cable TPS TV+ +VoIP() $63.94~106.89 TPS $15(11.1~19.0%) 6
방송통신결합서비스확산에따른시사점 TV Cross-Platform IPTV, TV TV VoIP Cross-Platform (customer care), PC, TV In-home. 09 6 KT 10 LG ( LG U+) 50% 2) (2009),, 09-22, 7
The Monthly Focus < 이동전화가입자중심 > < 초고속인터넷가입자중심 > TV TV,, VoIP 09 IPTV 09 6 KT 10 LGT,, IPTV, VoIP, 07 10%, 08 20%, 09 30% 25~35% () VoIP TV ( ) 33,750 2,800 4,600 15,900 24.6% 53.8% 14.4% 30.8% DPS TPS, TV 8
방송통신결합서비스확산에따른시사점 + DPS + +TV + +TV TPS + +TV 27.3% 26.9% 30.9% 31.2% 34.0% 3 22.7% 26.6% 26.8% TV2 37.0% 46.0% 49.3% 1 10% 5 50% (, ), 50% 10 6,, IPTV, VoIP, 50% SK 55 95, 70MB~200MB 55 95 m-voip KT LG U+ yo 10/13/16 (),, IPTV 4 2 ( 1 ) () 65,000/9,500/125,000,, 2, 3, 5 (,, TV) 9(9~16)/12(12~24) /15(15~30) 2, 50% 40% 23~44% 44~50% 9
The Monthly Focus,, IPTV, TV, VoIP 2~3 25~30%, 25% ARPU 08~09 5.6% 3.2% VoIP PSTN, IPTV,, 50%, 3 N, IDC, 10
방송통신결합서비스확산에따른시사점,,, A/S, 3, IP ISP, LLU( ) 11
The Monthly Focus 부록방송통신 / 경제통계정보 08 09 10 (: 2005=100, %) 4/4 1/4 2/4 3 4 5 6 3.3 0.02 0.9 0.04% 1.35% 0.3% 1.0% 2.5% 2.6% 10.3 0.5 5.7 10.6% 14.2% 9.3% 9.7% 17.3% 15.8% 4.5 8.3 4.9 13.7% 23.1% 7.5% 9.5% 29.0% 30.3% / 19.8 3.4 6.0 9.3% 10.4% 10.1% 9.9% 12.1% 9.1% 2.5 0.1 0.3 1.2% 0.2% 0.7% 2.3% 0.8% 1.0% 0.2 3.5 3.7 5.6% 2.3% 4.7% 6.0% 0.5% 0.3% 5.3 2.4 1.9 2.1% 0.6% 2.0% 0.8% 0.8% 0.5% 0.2 6.0 8.5 2.8% 4.6% 2.9% 1.4% 6.8% 8.7% (, %, ( ) ) 09. 6 09. 7 09.8 09. 9 09. 10 09. 11 09.12 10. 1 10. 2 10. 3 10. 4 10.5 10.6 21,124 20,905 20,750 20,554 20,395 20,241 20,090 19,979 19,884 19,803 19,739 19,693 19,622 8.2% 9.0% 9.6% 10.2% 10.8% 11.1% 9.2% 9.2% 9.0% 8.5% 8.1% 7.6% 7.1% 15,939 16,010 16,041 16,127 16,213 16,316 16,349 16,403 16,473 16,613 16,671 16,718 5.8% 6.1% 5.4% 5.6% 5.4% 5.6% 5.6% 5.7% 5.6% 5.8% 5.4% 5.3% 47,071 47,340 47,528 47,660 47,750 47,846 47,944 48,220 48,577 48,978 49,207 49,465 49,609 4.6% 5.2% 5.3% 5.3% 5.2% 5.2% 5.1% 5.3% 5.6% 5.9% 5.8% 5.7% 5.4% TV 2,318 (73) IPTV 1,687 (71) 2,379 (60) 1,789 (102) 2,434 (55) 1,850 (61) 2,491 (58) 1,988 (138) 2,551 (60) 2,098 (110) 2,620 (69) 2,233 (135) 2,670 (50) 2,372 (139) 2,721 (51) 2,422 (49) 2,778 (57) 2,499 (77) 2,857 (79) 2,577 (78) 2,942 (85) 2,674 (98) 3,017 (75) 2,790 (116) 12
방송통신결합서비스확산에따른시사점 2008 2009 2010 p (:, %) 11 12 p 2 3 4 5 6 p GDP 2.3 6.0(0.2) 0.2 7.8(1.8) 7.2(1.5) 1) 3.4 18.1 34.2 0.8 18.9 22.7 20.1 21.7 16.9 3.6 4.2 7.2 2.0 7.3 5.5 3.8 3.8 4.4 (FOB, ) 4,220 340 360 3,653 331 375 394 391 427 (CIF, ) 4,353 295 329 3,231 311 356 354 350 352 11.3 11.6 10.3 9.7 8.6 7.9 7.0 1.1 9.7 12.7 2.6 13.1 9.9 7.3 3.7 3.8 2) 103 103 102 101 101 101 103 2) 111 112 111 111 111 112 112 () 2,358 2,381 2,323 2,351 2,287 2,338 2,392 2,431 2,428 () 14.5 1.0 1.6 7.2 12.5 26.7 40.1 58.6 31.4 ( ) 3.2 3.3 3.5 3.6 4.9 4.1 3.8 3.2 3.5 2009 2010 (%) 12 2 3 4 5 6 7 KOSPI 1,682.77 1,594.58 1,692.85 1,741.56 1,641.25 1,698.29 1,759.33 3.6% KOSDAQ 513.57 507.03 515.74 523.75 489.42 489.98 481.45 1.7% KOSDAQ IT 852.69 840.08 851.72 879.68 828.95 826.22 809.19 2.1% 10,428.05 10,325.26 10,856.63 11,008.61 10,136.63 9,774.02 10,465.94 7.1% 2,269.15 2,238.26 2,397.96 2,461.19 2,257.04 2,109.24 2,254.70 6.9% / 1,166.45 1,157.08 1,137.64 1,117.11 1,163.11 1,212.33 1,207.30 0.4% / 1,300.81 1,281.72 1,255.84 1,195.31 1,265.23 1,333.59 1,377.67 3.3% ( 3 ) 4.24 4.19 3.94 3.77 3.70 3.75 3.88 0.13%p (Dubai) 75.5 73.6 77.3 83.6 76.8 74.1 72.6 2.0% 13