Thursday, September 22, 2005

Juniper: Global Mobile TV Subscriptions To Reach 65 Million by 2010

Juniper Research announced a new study on mobile TV that predicts the market for streamed or broadcast TV services is expected to reach 65 million worldwide by the end of 2010. Juniper forecasts that streamed services will "account for the majority of customers (56%) and revenues (51%)" with broadcast subscriptions and revenues overtaking streaming TV by 2012.

Dr Windsor Holden at Juniper said,

Except in Korea, where services were launched in May, broadcast TV via the mobile is very much at the drawing board. We still have a number of different standards jockeying for position. When a standard is finally selected, you have to find spectrum. When you have spectrum, you then have to build a dedicated network. While all the technological issues are being resolved, you have to put together a viable content package. And at the present time, we have no clearly defined value-chain: So who will provide the services? The broadcasters? The operators? An aggregator? Quite clearly a number of options are possible, but these need to be finalized prior to the licensing process.
Holden also noted that due to the high costs involved, it might take a while before the players recoup their investments. "In the US, for example, Qualcomm and Crown Castle have envisaged rollout costs alone of US$1.8bn between them: it’s unlikely that cumulative subscription revenues from the US will even reach the US$1bn mark until four years of commercial service," he said.

Other projections include:
  • Revenues from mobile TV subscriptions will rise from just US$136mn in 2005 to US$7.6bn in 2010
  • Broadcast TV services are expected to have been launched in 21 markets by 2010, with the largest number of users in Japan (8.68mn) and the US (7.97mn)
  • The most popular broadcast TV technology will be DVB-H, with 35% of users worldwide