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世界の有料TVサービス市場:2018年〜2023年の動向と予測

Pay-TV Services Worldwide: Trends and Forecasts 2018-2023

発行 Analysys Mason 商品コード 617179
出版日 ページ情報 英文 28 Slides
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=108.97円で換算しております。
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世界の有料TVサービス市場:2018年〜2023年の動向と予測 Pay-TV Services Worldwide: Trends and Forecasts 2018-2023
出版日: 2019年05月21日 ページ情報: 英文 28 Slides
概要

当レポートでは、世界の有料TVサービス市場について調査分析し、有料TVの世帯数・サービス、プレミアムOTTビデオユーザー数とその小売り収益 (支出)・ユーザー当たり平均支出 (ASPU) の予測、有料TVプラットフォーム別の予測、地域別の予測、市場動向や促進要因の概要など、体系的な情報を提供しています。

世界の予測と地域の比較

  • 世界:先進アジア太平洋は引き続きIPTVおよびオペレーターOTT普及率が最も高い
  • 世界:従来型の有料TV小売り収益は2017年がピーク、しかし既存プロバイダーは自身のオペレーターOTTサービスにより収益下落を相殺
  • 世界:IPイネーブルメントは有料TVコネクティビティおよび小売り収益成長を促進 - 2023年までにIPTVおよびオペレーターOTTは有料TV接続の44%を構成
  • 世界:従来型の有料TV普及率は、「コードカッター」の影響が続くため、北米を除くすべての地域で上昇

地域の動向

  • 西欧:有料TVプロバイダーの総小売り収益は、オペレーターOTtサービスに促進され、2018年の368億米ドルから2023年の409億米ドルへ拡大する見込み
  • 中欧・東欧:従来型の有料TVが依然として2018年から2023年間の収益成長の大部分を構成、しかしオペレーターOTT収益が急速に成長
  • 中東・北アフリカ:従来型の有料TVおよびオペレーター配信のOTtサービスの収益が引き続き成長、しかしこれはASPUを犠牲に
  • サハラ以南のアフリカ:全体的な有料TV小売り収益は、DTHおよび有料DTTの普及拡大に促進され、2018年の22億米ドルから2023年の31億米ドルへ増加
  • 新興のアジア太平洋地域:有料TV小売り収益の成長は2018年から2023年にかけて安定、しかしこれはOTTではなく従来型の有料TV技術に促進されるもの
  • 先進のアジア太平洋地域:従来型の有料TV小売り収益成長は2020年以降に停止し、将来の収益成長はオペレーターOTTサービスに促進される
  • 北米:従来型の有料TV小売り収益は2018年から2023年の間に177億米ドルまで下落、オペレーターOTT収益の成長はこれを部分的に相殺するに過ぎない
  • ラテンアメリカ:2015年と2016年の不況に続く景気回復はコネクティビティと小売り収益のある程度の成長をもたらす、ほか

予測手法と前提条件

著者とAnalysys Masonについて

目次

"Pay-TV providers' total global retail revenue will increase by 3% between 2018 and 2023, driven by OTT services."

Retail revenue from video services offered by pay-TV players will grow from USD222 billion to USD230 billion between 2018 and 2023. OTT and IPTV will be the two drivers of this revenue growth, and cable and satellite revenue will decline considerably.

This report provides:

  • forecasts for the number of pay-TV households and services, the number of premium OTT video users, their retail revenue (spend) and average spend per user (ASPU)
  • forecasts split by pay-TV platform: cable (analogue and digital), IPTV, pay DTT, satellite and operator OTT
  • forecasts for eight regions.

Geographical coverage

Regions modelled

  • Western Europe
  • Central and Eastern Europe
  • Middle East and North Africa
  • Sub-Saharan Africa
  • Emerging Asia-Pacific
  • Developed Asia-Pacific
  • North America
  • Latin America

Table of Contents

  • 7. Worldwide forecasts and regional comparison
  • 8. Worldwide: developed Asia Pacific will continue to be the most advanced region in terms of both IPTV and operator OTT penetration
  • 9. Worldwide: traditional pay TV retail revenue peaked in 2017, but established providers will offset the revenue decline with their own operator OTT services
  • 10. Worldwide: IP enablement will drive pay TV connectivity and retail revenue growth; IPTV and operator OTT will account for 44% of pay TV connections by 2023
  • 11. Worldwide: traditional pay TV penetration will grow across all regions except North America, as the effect of 'cord cutters' will continue
  • 12. Regional trends
  • 13. Western Europe: the total retail revenue for pay TV providers will grow from USD36.8 billion in 2018 to USD40.9 billion in 2023, driven by operator OTT services
  • 14. Western Europe: the number of traditional pay TV connections will be stable; connectivity growth will be driven by traditional players' own OTT service launches
  • 15. Western Europe: the penetration of operator OTT services will vary widely from country to country depending on individual pay TV provider's strategies
  • 16. Central and Eastern Europe: traditional pay TV will still account for the majority of revenue growth between 2018 and 2023, but operator OTT revenue will grow rapidly
  • 17. Central and Eastern Europe: the number of pay TV and operator OTT connections will grow rapidly between 2018 and 2023; most of this will be from operator OTT
  • 18. Central and Eastern Europe: standalone operator OTT services are becoming more commonplace, leading to steady growth in operator OTT household penetration
  • 19. Middle East and North Africa: revenue for traditional pay TV and operator delivered OTT services will continue to grow in MENA, but this will be at the expense of ASPU
  • 20. Middle East and North Africa: the IPTV share of traditional pay TV users will grow from 26% in 2018 to 41% by 2023
  • 21. Middle East and North Africa: the total pay TV retail revenue will grow with a CAGR of 2.5%, but low disposable income and piracy will limit further revenue growth
  • 22. Sub Saharan Africa: the total pay TV retail revenue will grow from USD2.2 billion in 2018 to USD3.1 billion in 2023, driven by the increased take up of DTH and pay DTT
  • 23. Sub Saharan Africa: the number of traditional pay TV subscriptions will grow quickly, particularly for the three companies that dominate the market
  • 24. Sub Saharan Africa: IPTV and OTT services from traditional pay TV players are developing slowly because the telecoms infrastructure in the region is limited
  • 25. Emerging Asia Pacific: pay TV retail revenue growth will be strong between 2018 and 2023, but much of this will be driven by traditional pay TV technologies, not OTT
  • 26. Emerging Asia Pacific: customers will migrate away from cable and satellite and will move towards IPTV; first time subscribers will primarily take IP services
  • 27. Emerging Asia Pacific: household penetration of paid OTT services from operators and pay TV providers in EMAP (excluding China) will only grow to 2.5% by 2023
  • 28. Developed Asia Pacific: traditional pay TV retail revenue growth will stop from 2020 onwards; future revenue growth will be driven by operator OTT services
  • 29. Developed Asia Pacific: pay TV providers will counterbalance the decline in the number of cable and satellite subscriptions by gaining IPTV and OTT users
  • 30. Developed Asia Pacific: the traditional pay TV market is saturated across most of the region, causing pay TV providers to focus on IP enabled services
  • 31. North America: traditional pay TV retail revenue will fall by USD17.7 billion between 2018 and 2023; growth in operator OTT revenue will only partly counterbalance this
  • 32. North America: operator OTT connection growth will offset traditional pay TV connection losses after 2019, but the total retail revenue will decline as a result
  • 33. North America: the take up of operator OTT will grow significantly as pay TV players across the region launch their own services
  • 34. Latin America: economic recovery following recessions in 2015 and 2016 will result in some growth in connectivity and retail revenue across the region
  • 35. Latin America: cable and satellite will remain the two main technologies in use, but the number of IPTV connections will grow the most during the forecast period
  • 36. Latin America: operator OTT retail revenue will form only a small portion of operators' and other pay TV providers' total retail revenue
  • 37. Forecast methodology and assumptions
  • 38. Our spend forecasts focus on the direct flow of money between consumers and OTT video providers
  • 39. How we classify OTT video services in this forecast
  • 40. Further definitions
  • 41. About the authors and Analysys Mason
  • 42. About the authors
  • 43. Analysys Mason's consulting and research are uniquely positioned
  • 44. Research from Analysys Mason
  • 45. Consulting from Analysys Mason

List of figures

  • Figure 1: IPTV share of traditional pay TV connections and the number of operator OTT users as a percentage of the number of households, worldwide by region, 2023
  • Figure 2: Traditional pay TV and OTT retail revenue for operators and pay TV providers, worldwide, 2015 2023
  • Figure 3: Pay TV retail revenue and CAGR by service type, worldwide, 2018 2023
  • Figure 4: Pay TV connections and CAGR by service type, worldwide, 2018 2023
  • Figure 5: Pay TV connections and ASPU by access technology, worldwide, 2015 2023
  • Figure 6: The number of traditional pay TV connections as a percentage of the number of households, by region, 2015 2023
  • Figure 7: The number of operator OTT users as a percentage of the number of households, by region, 2015 2023
  • Figure 8: Traditional pay TV and OTT retail revenue for operators and pay TV providers, WE, 2015 2023
  • Figure 9: Pay TV retail revenue and CAGR by service type, WE, 2018 2023
  • Figure 10: Pay TV connections and CAGR by service type, WE, 2018 2023
  • Figure 11: Pay TV connections and ASPU by access technology, WE, 2015 2023
  • Figure 12a: The number of operator OTT users as a percentage of the number of households, WE, 2015 2023
  • Figure 12b: The number of operator OTT users as a percentage of the number of households, WE, 2015 2023
  • Figure 13: Traditional pay TV and OTT retail revenue for operators and pay TV providers, CEE, 2015 2023
  • Figure 14: Pay TV retail revenue and CAGR by service type, CEE, 2018 2023
  • Figure 15: Pay TV connections and CAGR by service type, CEE, 2018 2023
  • Figure 16: Pay TV connections and ASPU by access technology, CEE, 2015 2023
  • Figure 17a: The number of operator OTT users as a percentage of the number of households, CEE, 2015 2023
  • Figure 17b: The number of operator OTT users as a percentage of the number of households, CEE, 2015 2023
  • Figure 18: Traditional pay TV and OTT retail revenue for operators and pay TV providers, MENA, 2015 2023
  • Figure 19: Pay TV retail revenue and CAGR by service type, MENA, 2018 2023
  • Figure 20: Pay TV connections and CAGR by service type, MENA, 2018 2023
  • Figure 21: Pay TV connections and ASPU by access technology, MENA, 2015 2023
  • Figure 22: The number of traditional pay TV connections as a percentage of the number of households, MENA, 2015 2023
  • Figure 23: The number of operator OTT users as a percentage of the number of households, MENA, 2015 2023
  • Figure 24: Traditional pay TV and OTT retail revenue for operators and pay TV providers, SSA, 2015 2023
  • Figure 25: Pay TV retail revenue and CAGR by service type, SSA, 2018 2023
  • Figure 26: Pay TV connections and CAGR by service type, SSA, 2018 2023
  • Figure 27: Pay TV connections and ASPU by access technology, SSA, 2015 2023
  • Figure 28: Pay TV connections and operator OTT users by access technology, SSA, 2015 2023
  • Figure 29: Traditional pay TV and OTT retail revenue for operators and pay TV providers, EMAP, 2015 2023
  • Figure 30: Pay TV retail revenue and CAGR by service type, EMAP, 2018 2023
  • Figure 31: Pay TV connections and CAGR by service type, EMAP, 2018 2023
  • Figure 32: Pay TV connections and ASPU by access technology, EMAP, 2015 2023
  • Figure 33: The number of traditional pay TV connections as a percentage of the number of households, EMAP, 2015 2023
  • Figure 34: The number of operator OTT users as a percentage of the number of households, EMAP, 2015 2023
  • Figure 35: Traditional pay TV and OTT retail revenue for operators and pay TV providers, DVAP, 2015 2023
  • Figure 36: Pay TV retail revenue and CAGR by service type, DVAP, 2018 2023
  • Figure 37: Pay TV connections and CAGR by service type, DVAP, 2018 2023
  • Figure 38: Pay TV connections and ASPU by access technology, DVAP, 2015 2023
  • Figure 39: The number of traditional pay TV connections as a percentage of the number of households, DVAP, 2015 2023
  • Figure 40: The number of operator OTT users as a percentage of the number of households, DVAP, 2015 2023
  • Figure 41: Traditional pay TV and OTT retail revenue for operators and pay TV providers, NA, 2015 2023
  • Figure 42: Pay TV retail revenue and CAGR by service type, NA, 2018 2023
  • Figure 43: Pay TV connections and CAGR by service type, NA, 2018 2023
  • Figure 44: Pay TV connections and ASPU by access technology, NA, 2015 2023
  • Figure 45: The number of traditional pay TV connections as a percentage of the number of households, NA, 2015 2023
  • Figure 46: The number of operator OTT users as a percentage of the number of households, NA, 2015 2023
  • Figure 47: Traditional pay TV and OTT retail revenue for operators and pay TV providers, LATAM, 2015 2023
  • Figure 48: Pay TV retail revenue and CAGR by service type, LATAM, 2018 2023
  • Figure 49: Pay TV connections and CAGR by service type, LATAM, 2018 2023
  • Figure 50: Pay TV connections and ASPU by access technology, LATAM, 2015 2023
  • Figure 51: Pay TV and operator OTT household penetration by access technology, LATAM, 2015 2023
  • Figure 52: Scope of our spend forecasts
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