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市場調査レポート

有料TV・OTTビデオの中東・北アフリカ (MENA) 市場 - 動向と予測:2019年~2024年

Pay TV and OTT Video in the Middle East and North Africa: Trends and Forecasts 2019-2024

発行 Analysys Mason 商品コード 923877
出版日 ページ情報 英文 17 Slides
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=108.53円で換算しております。
有料TV・OTTビデオの中東・北アフリカ (MENA) 市場 - 動向と予測:2019年~2024年 Pay TV and OTT Video in the Middle East and North Africa: Trends and Forecasts 2019-2024
出版日: 2020年02月04日 ページ情報: 英文 17 Slides
概要

有料TVプロバイダー・オペレーターが提供するTV・ビデオサービスの小売収益は、2019年~2024年の間に7%増加すると予測されています。

当レポートでは、中東・北アフリカ (MENA) の有料TV・OTTビデオ市場について調査分析し、市場の予測、予測の内訳、国別の予測も含めて、体系的な情報を提供しています。

エグゼクティブサマリー

地域の動向

  • 地理的範囲:すべての国で収益増加が見込まれる
  • 平均支出の大幅な減少は、加入者の増加によって相殺される;オペレーターOTTは、ビデオの総額の増加に貢献する
  • 小売収益の増加の大部分はSVoDサービスによる;ASPUは、その他のサービスにバンドルされている長期無料トライアルの多用で減少する
  • 衛星は、直面する莫大な競争上の課題を考慮し、十分に公平に評価される;IPTVは、予測期間中に接続数が最も増加する
  • SVoDサービスは、引き続き最も人気のあるOTTビデオ形式である;無料トライアルとバンドルサービスによって、市場は大きく歪む

国別の動向

  • エジプト:IPTVは、違法コピー対策が有料TVの違法な代替手段の入手可能性に限定的な影響を与え始めるため、有料TV市場に新たな生命を吹き込む
  • エジプト:手頃な価格や高速データの欠如などの障壁に対処することで、OTTビデオの利用が拡大し始める
  • オマーン:2024年までに、OmantelのIPTVサービスが従来型の有料TV接続数の半分以上を占める
  • オマーン:市場はSVoD中心;Netflixは最も人気のあるプロバイダーだが、地元サービスの利用が拡大する
  • カタール:Ooredooのコンテンツパートナーシップは、Ooredooの優位性を維持するのに役立つ
  • カタール:OTTビデオサービスは、主に従来型の有料TVサービスに追加されるため、コンテンツの差別化が重要
  • サウジアラビア:beIN Sportsの禁止の影響はまだ残っている;その結果、ASPUはより遅い成長軌道にある
  • サウジアラビア:OTTビデオサービス市場におけるオペレーターの役割は、引き続き重要になる
  • UAE:従来型の有料TVのサブスクリプション数は、主に無料のOTTサービスがバンドルされているため、引き続き安定している
  • UAE:OTTビデオ市場は急速に成長しているが、通信と有料TVサービスにバンドルされている無料トライアルの延長により大きく歪んでいる

予測手法と前提条件

著者・Analysys Masonについて

目次

"Satellite has faired well considering the immense competitive challenges it faces, but IPTV will have the strongest growth in connections over the forecast period."

Retail revenue for TV and video services delivered by pay-TV providers and operators will grow by 7% between 2019 and 2024; this is a notable achievement given the decline in ASPU. This report provides an outlook on pay-TV and OTT video take-up and revenue in the Middle East and North Africa (MENA).

This report provides:

  • forecasts for the number of pay-TV households and services, 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; operator OTT and third-party OTT are split by category of OTT video service - linear channels, linear events, TVoD (rental), TVoD (ownership) and SVoD
  • forecasts for five individual countries and the Middle East and Africa as a whole.

Geographical coverage and key metrics:

Geographical coverageKey metrics

  Regions modelled

  • Middle East and North Africa (MENA)

  Countries modelled
individually

  • Egypt (NEW)
  • Oman
  • Qatar
  • Saudi Arabia
  • UAE
  • Pay-TV households and connections
  • OTT video users
  • Retail revenue (spend)
  • ASPU

  Pay TV is split by the following access technologies:

  • cable (analogue and digital, CATV)
  • IPTV
  • pay digital terrestrial TV (DTT)
  • satellite (DTH)
  • operator OTT
  • third-party (non-operator) OTT

   

  OTT video is split as follows:

  • linear - channels (paid-for and free)
  • linear - events
  • TVoD (rental and ownership)
  • SVoD (paid-for and free)

Table of Contents

  • 6. Executive summary
  • 7. The retail revenue for pay-TV providers and operators will grow at a CAGR of 1.4% between 2019 and 2024
  • 8. Satellite providers in the region will struggle to maintain the value of their services between 2019 and 2024
  • 9. Regional trends
  • 10. Geographical coverage: we anticipate revenue growth in all countries
  • 11. Significant erosion of the average spend will be counterbalanced by subscriber additions; operator OTT will contribute to an increase in the overall value of video
  • 12. The majority of retail revenue growth will come from SVoD services; ASPU will fall thanks to the heavy use of long free trials that are bundled with other services
  • 13. Satellite has faired well considering the immense competitive challenges it faces; IPTV will have the strongest growth in connections over the forecast period
  • 14. SVoD services will continue to be the most-popular form of OTT video in MENA; the market is significantly distorted by free trials and bundled services
  • 15. Country-level trends
  • 16. Egypt: IPTV will inject new life into the pay-TV market as anti-piracy initiatives start to have a limited effect on the availability of illegal alternatives to pay TV
  • 17. Egypt: OTT video take-up will begin to grow as barriers such as affordability and lack of high-speed data are tackled
  • 18. Oman: Omantel's IPTV service will account for just over half of all traditionalpay-TV connections in MENA by 2024
  • 19. Oman: the market is very SVoD-centric; Netflix is the most-popular provider, but the take-up of homegrown services will grow
  • 20. Qatar: Ooredoo's content partnerships will help it to maintain its dominance
  • 21. Qatar: OTT video services are primarily additive to traditional pay-TV services, meaning that content differentiation is key
  • 22. Saudi Arabia: the effects of the beIN Sports ban are still being felt; ASPU is on a slower growth trajectory as a result
  • 23. Saudi Arabia: operators' role in the OTT video services market will continue to become more important during the forecast period
  • 24. UAE: the number of traditional pay-TV subscriptions will remain stable, primarily due to the bundling of free OTT services alongside them
  • 25. UAE: the OTT video market is growing rapidly but significantly distorted by extended free trials that are bundled with telecoms and pay-TV services
  • 26. Forecast methodology and assumptions
  • 27. Our spend forecasts focus on the direct flow of money between consumers and OTT video providers
  • 28. How we classify OTT video services in this forecast
  • 29. Further definitions
  • 30. About the authors and Analysys Mason
  • 31. About the authors
  • 32. Analysys Mason's consulting and research are uniquely positioned
  • 33. Research from Analysys Mason
  • 34. Consulting from Analysys Mason

List of Figures

  • Figure 1: Traditional pay-TV and OTT retail revenue and ASPU, MENA, 2016--2024
  • Figure 2: Pay-TV and OTT video retail revenue growth by service type, MENA, 2019--2024
  • Figure 3: Contribution of traditional pay TV and OTT video to the total change in retail revenue in MENA, 2019--2024
  • Figure 4: Household penetration of pay TV and the population penetration of operator OTT by country, MENA, 2024
  • Figure 5: Traditional pay-TV and OTT retail revenue for operators and pay-TV providers, MENA, 2016--2024
  • Figure 6: Pay-TV spend and CAGRs by service type, MENA, 2019--2024
  • Figure 7: Pay-TV connections and CAGRs by service type, MENA, 2019--2024
  • Figure 8: OTT video retail revenue by service type and blended ASPU, MENA, 2016--2024
  • Figure 9: OTT video users and growth rates by service type, MENA, 2019--2024
  • Figure 10: OTT video spend and growth rates by service type, MENA, 2019--2024
  • Figure 11: Pay-TV connections and ASPU by access technology, MENA, 2016--2024
  • Figure 12: OTT video users by business model, MENA, 2016--2024
  • Figure 13: Pay-TV connections and OTT video users by access technology, Egypt, 2016--2024
  • Figure 14: Retail revenue by OTT video service type, and ASPU, Egypt, 2016--2024
  • Figure 15: Number of users by service type, Egypt, 2016--2024
  • Figure 16: Pay-TV connections and OTT video users by access technology, Oman, 2016--2024
  • Figure 17: Retail revenue by OTT video service type, and ASPU, Oman, 2016--2024
  • Figure 18: Number of users by service type, Oman, 2016--2024
  • Figure 19: Pay-TV connections and OTT video users by access technology, Qatar, 2016--2024
  • Figure 20: Retail revenue by OTT video service type, and ASPU, Qatar, 2016--2024
  • Figure 21: Number of users by service type, Qatar, 2016--2024
  • Figure 22: Pay-TV connections and OTT video users by access technology, Saudi Arabia, 2016--2024
  • Figure 23: Retail revenue by OTT video service type, and ASPU, Saudi Arabia, 2016--2024
  • Figure 24: Number of users by service type, Saudi Arabia, 2016--2024
  • Figure 25: Pay-TV connections and OTT video users by access technology, UAE, 2016--2024
  • Figure 26: Retail revenue by OTT video service type, and ASPU, UAE, 2016--2024
  • Figure 27: Number of users by service type, UAE, 2016--2024
  • Figure 28: Scope of our spend forecasts