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

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.



Report 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.


[Studien Infos ausblenden]

Overview 1
Catalyst 1
Summary 1
Methodology 1
Executive Summary 2
Introduction 2
European and US digital TV markets, 2006 - 2012 (Market Focus) 2
Driving the transition to digital television, 2006 - 2012 (Strategy Focus) 2
Technologies transforming the digital TV sector, 2006 - 2012 (Technology Focus) 2
European and US digital TV households, 2006 - 2012 (Databook) 3
PVRs and HD in Europe and the US, 2006 - 2012 (Databook) 3
Table of figures 5
Table of tables 6
European and US digital TV markets, 2006 - 2012 (market focus) 6
Summary 6
Consumer demand drives the adoption of digital television 6
Demand for quality content and interactive services grows 7
Consumers are faced with multiple methods to obtain digital broadcast content 7
Non traditional players boost competition in the video aggregation market 8
Regulatory challenges arise with the current entertainment environment 9
Strong growth set for digital television services across the globe 9
Cable and satellite players will continue to hold dominant positions 10
Western European cable services illustrate high growth with satellite remaining steady 10
Free satellite services expected to take-off in the UK 11
Digital cable and satellite in the US illustrates measured growth 12
Co-branding helps satellite operators offer additional services 13
Europe will have significantly higher IPTV subscriber base than the US 13
France expected to remain as IPTV market leader 13
IPTV set for strong growth in US despite a small subscriber base 14
DTT set for explosive growth in Europe and sluggish uptake in the US 15
DTT service deployed across Europe in time for analogue switch-off 15
Spain, Italy, the UK and Germany expected to have the largest DTT subscriber base 16
US DTT usage expected to remain relatively low 17
Broadcasting industry set for heavy consolidation to boost economies of scale 17
European cable sector involved in heavy consolidation, private investment and re-branding 17
NTL:Telewest re-brands as Virgin Media in the United Kingdom 18
Dutch cable market faces considerable M&A activity 18
Cable sector in Belgium moves from fragmentation to amalgamation 18
Acquisition activity continues in the US cable market 19
Private capital continues to flow into the US and European Cable Markets 19
Driving the transition to digital television, 2006 - 2012 (Strategy Focus) 20
Summary 20
Consumers move away from traditional entertainment sources 20
Broadband penetration creates both opportunities and challenges for traditional video aggregators 20
Consumers are increasingly attracted to alternative online entertainment channels 21
True platform agnostic multi play services are expected on the horizon 21
Content producers exploit new channels for distribution to expand audience reach 22
Broadcasters and content producers give strong investment to new channels 22
Online aggregators put the pressure on cable and satellite operators 23
Joost announces strategic partnerships with content producers 24
Non-traditional competitors enter into the sector through whitelabel services 24
Apple makes a strong entrance into the video distribution sector through iTunes and Apple TV 24
New distribution channels transform traditional advertising models 25
Mobile TV services are expected to be a viable method to expand audience reach 26
Bundling, consumer intelligence and enhanced content to boost competitive advantage 26
Service bundling is essential for survival in an competitive market 27
BSkyB's triple play service appears to have paid-off 27
US cable companies continue to deploy VoIP services 27
Inuk Networks and Freewire is expected to make a strong entrance into the UK triple play market 27
Consumer intelligence across the entire product portfolio will prove a key differentiator 28
Enhanced content services remain critical to retain and attract customer bases 28
Video on demand systems gain considerable traction 28
High definition content will continue to be a key differentiator 29
Broadcasters boost operational efficiencies through infrastructure rationalization 30
Technologies transforming the digital TV sector, 2006 - 2012 (technology Focus) 32
Summary 32
HD services on the rise in both Western Europe and the US 32
HD becomes an essential service for differentiation in a competitive market 33
Moving towards MPEG-4 advanced video compression for HD to boost efficiency 33
MPEG-4 to reduce barriers to entry into the IPTV and HD markets 33
HD in the US is set for significant growth 34
DirecTV begins to have strong push for HD content 34
HD begins to make notable traction in Western Europe 35
Free-to-air service provision of HD begins to illustrate potential in France 36
Difficulties remain for FTA HD services in the United Kingdom 36
PVRs continue its strong uptake across the US and Western Europe 36
Putting consumers in control through PVR 36
Lease versus purchase models for PVRs 37
PVR adoption in full swing in the US 37
TiVo announces Amazon and mobile partnerships to reduce churn 38
PVR's are set for steady growth in Western Europe 39
BSkyB set to continue to have largest PVR service footprint in Western Europe 39
User experience and personalization expected to prove as a key service differentiator 40
Unified brand experience through consistency in the user experience 40
Service personalization will prove particularly attractive to boost differentiation 40
Competitive advantage through efficient digital workflows and service orientation 41
Broadcasters digitize workflows to enhance content management efficiencies 41
Cable operators aim to generate system value through efficient OSS/BSS 41
Creating value through effective customer assurance systems 41
Service orientation to help reduce operational expenditure 42
EUROPEAN AND US DIGITAL TV HOUSEHOLDS, 2006 - 2012 (Databook) 43
Introduction 43
Austria digital TV adoption, 2006 - 2012 44
Belgium digital TV adoption, 2006 - 2012 46
Denmark digital TV adoption, 2006 - 2012 48
Finland digital TV adoption, 2006 - 2012 50
France digital TV adoption, 2006 - 2012 52
Germany digital TV adoption, 2006 - 2012 54
Italy digital TV adoption, 2006 - 2012 56
Netherlands digital TV adoption, 2006 - 2012 58
Norway digital TV adoption, 2006 - 2012 60
Portugal digital TV adoption, 2006 - 2012 62
Spain digital TV adoption, 2006 - 2012 64
Sweden digital TV adoption, 2006 - 2012 66
Switzerland digital TV adoption, 2006 - 2012 68
United Kingdom digital TV adoption, 2006 - 2012 70
US digital TV adoption, 2006 - 2012 72
PVRs and HD in Europe and the US, 2006 - 2012 (Databook) 74
Introduction 74
Austria HD and PVR adoption, 2006 - 2012 75
Belgium HD and PVR adoption, 2006 - 2012 76
Denmark HD and PVR adoption, 2006 - 2012 77
Finland HD and PVR adoption, 2006 - 2012 78
France HD and PVR adoption, 2006 - 2012 79
Germany HD and PVR adoption, 2006 - 2012 80
Italy HD and PVR adoption, 2006 - 2012 81
Netherlands HD and PVR adoption, 2006 - 2012 82
Norway HD and PVR adoption, 2006 - 2012 83
Portugal HD and PVR adoption, 2006 - 2012 84
Spain HD and PVR adoption, 2006 - 2012 85
Sweden HD and PVR adoption, 2006 - 2012 86
Switzerland HD and PVR adoption, 2006 - 2012 87
United Kingdom HD and PVR adoption, 2006 - 2012 88
United States HD and PVR adoption, 2006 - 2012 89
APPENDIX 90
Definitions 90
Methodology 92
Further reading 92
Ask the analyst 92
Datamonitor consulting 92
Disclaimer 92

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Table 1: Austria digital TV adoption, 2006 - 2012 44
Table 2: Austria digital TV adoption company breakdown, 2006 - 2012 45
Table 3: Belgium digital TV adoption, 2006 - 2012 46
Table 4: Belgium digital TV adoption company breakdown, 2006 - 2012 47
Table 5: Denmark digital TV adoption, 2006 - 2012 48
Table 6: Denmark digital TV adoption company breakdown, 2006 - 2012 49
Table 7: Finland digital TV adoption, 2006 - 2012 50
Table 8: Finland digital TV adoption company breakdown, 2006 - 2012 51
Table 9: France digital TV adoption, 2006 - 2012 52
Table 10: France digital TV adoption company breakdown, 2006 - 2012 53
Table 11: Germany digital TV adoption, 2006 - 2012 54
Table 12: Germany digital TV adoption company breakdown, 2006 - 2012 55
Table 13: Italy digital TV adoption, 2006 - 2012 56
Table 14: Italy digital TV adoption company breakdown, 2006 - 2012 57
Table 15: Netherlands digital TV adoption, 2006 - 2012 58
Table 16: Netherlands digital TV adoption company breakdown, 2006 - 2012 59
Table 17: Norway digital TV adoption, 2006 - 2012 60
Table 18: Norway digital TV adoption company breakdown, 2006 - 2012 61
Table 19: Portugal digital TV adoption, 2006 - 2012 62
Table 20: Portugal digital TV adoption company breakdown, 2006 - 2012 63
Table 21: Spain digital TV adoption, 2006 - 2012 64
Table 22: Spain digital TV adoption company breakdown, 2006 - 2012 65
Table 23: Sweden digital TV adoption, 2006 - 2012 66
Table 24: Sweden digital TV adoption company breakdown, 2006 - 2012 67
Table 25: Switzerland digital TV adoption, 2006 - 2012 68
Table 26: Switzerland digital TV adoption company breakdown, 2006 - 2012 69
Table 27: United Kingdom digital TV adoption, 2006 - 2012 70
Table 28: United Kingdom digital TV company breakdown, 2006 - 2012 71
Table 29: US digital TV adoption, 2006 - 2012 72
Table 30: US digital TV adoption company breakdown, 2006 - 2012 73
Table 31: Austria HD and PVR adoption, 2006 - 2012 75
Table 32: Belgium HD and PVR adoption, 2006 - 2012 76
Table 33: Denmark HD and PVR adoption, 2006 - 2012 77
Table 34: Finland HD and PVR adoption, 2006 - 2012 78
Table 35: France HD and PVR adoption, 2006 - 2012 79
Table 36: Germany HD and PVR adoption, 2006 - 2012 80
Table 37: Italy HD and PVR adoption, 2006 - 2012 81
Table 38: Netherlands HD and PVR adoption, 2006 - 2012 82
Table 39: Norway HD and PVR adoption, 2006 - 2012 83
Table 40: Portugal HD and PVR adoption, 2006 - 2012 84
Table 41: Spain HD and PVR adoption, 2006 - 2012 85
Table 42: Sweden HD and PVR adoption, 2006 - 2012 86
Table 43: Switzerland HD and PVR adoption, 2006 - 2012 87
Table 44: United Kingdom HD and PVR adoption, 2006 - 2012 88
Table 45: United States HD and PVR adoption, 2006 - 2012 89


Figure 1: The current communications service ecosystem 7
Figure 2: US and Western Europe digital TV service growth, 2006 - 2012 9
Figure 3: Western Europe cable and satellite forecast, 2006 - 2012 11
Figure 4: US cable and satellite growth, 2006 - 2012 12
Figure 5: European IPTV households and CAGR, 2012 13
Figure 6: European DVB-T deployment, 2006 15
Figure 7: DTT Households in Europe, 2012 16
Figure 8: Proportion of IT budget invested into new distribution channels, 2007 23
Figure 9: Mobile Broadcast TV subscriber forecasts, 2006 - 2012 26
Figure 10: Broadcasters IT budget priorities, 2007 30
Figure 11: High definition households in the US, 2006 - 2012 34
Figure 12: HD households in Western Europe with CAGR, 2012 35
Figure 13: US PVR households, 2006 - 2012 38
Figure 14: PVR households in Western Europe with CAGR, 2012 39
Figure 15: Austria digital TV adoption, 2006 - 2012 44
Figure 16: Belgium digital TV adoption, 2006 - 2012 46
Figure 17: Denmark digital TV adoption, 2006 - 2012 48
Figure 18: Finland digital TV adoption, 2006 - 2012 50
Figure 19: France digital TV adoption, 2006 - 2012 52
Figure 20: Germany digital TV adoption, 2006 - 2012 54
Figure 21: Italy digital TV adoption, 2006 - 2012 56
Figure 22: Netherlands digital TV adoption, 2006 - 2012 58
Figure 23: Norway digital TV adoption, 2006 - 2012 60
Figure 24: Portugal digital TV adoption, 2006 - 2012 62
Figure 25: Spain digital TV adoption, 2006 - 2012 64
Figure 26: Sweden digital TV adoption, 2006 - 2012 66
Figure 27: Switzerland digital TV adoption, 2006 - 2012 68
Figure 28: United Kingdom digital TV adoption, 2006 - 2012 70
Figure 29: US digital TV adoption, 2006 - 2012 72
Figure 30: Austria HD and PVR adoption, 2006 - 2012 75
Figure 31: Belgium HD and PVR adoption, 2006 - 2012 76
Figure 32: Denmark HD and PVR adoption, 2006 - 2012 77
Figure 33: Finland HD and PVR adoption, 2006 - 2012 78
Figure 34: France HD and PVR adoption, 2006 - 2012 79
Figure 35: Germany HD and PVR adoption, 2006 - 2012 80
Figure 36: Italy HD and PVR adoption, 2006 - 2012 81
Figure 37: Netherlands HD and PVR adoption, 2006 - 2012 82
Figure 38: Norway HD and PVR adoption, 2006 - 2012 83
Figure 39: Portugal HD and PVR adoption, 2006 - 2012 84
Figure 40: Spain HD and PVR adoption, 2006 - 2012 85
Figure 41: Sweden HD and PVR adoption, 2006 - 2012 86
Figure 42: Switzerland HD and PVR adoption, 2006 - 2012 87
Figure 43: United Kingdom HD and PVR adoption, 2006 - 2012 88
Figure 44: United States HD and PVR adoption, 2006 - 2012 89

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