SVOD（サブスクリプションビデオオンデマンド）サービスの世界市場：成長機会

活況を呈するSVOD市場は、計り知れない成長の可能性を秘めています。2021年、世界のSVODの市場規模は873億米ドルの収益を上げ、2020年比で24.5%増加しました。2021年の成長の主な要因は、有料会員数の増加、一流番組の獲得、利用可能なプラットフォームの普及です。

当レポートでは、世界のSVOD（サブスクリプションビデオオンデマンド）サービス市場について調査し、市場の概要とともに、戦略的インペラティブ、成長機会などを提供しています。

目次

戦略的インペラティブ

• 成長がますます困難になるのはなぜか
• 戦略的インペラティブ
• SVOD（サブスクリプションビデオオンデマンド）業界に対する上位3つの戦略的インペラティブの影響
• 成長機会が成長パイプラインエンジンを加速させる

成長機会分析

• 分析範囲
• VODエコシステムの一部としてのSVOD市場
• OTT市場の一部としてのSVOD
• 主な競合企業
• 成長指標
• 促進要因
• 抑制要因
• 予測の前提条件
• 収益とインストール済みライセンスの予測
• 純新規ライセンス数の予測
• 地域別収益率
• 収益とインストール済みライセンスの予測分析
• 地域別収益分析
• 価格動向分析
• 競合環境
• 収益シェア
• インストール済み有料ライセンスの共有
• 収益シェアとインストール済み有料ライセンスの分析

成長機会

• 成長機会
• 成長機会1：インタラクティブな体験を受け入れる
• 成長機会2：SVODとAVODを組み合わせて、価格に敏感な顧客への拡大を可能にする
• 成長機会3：ストリーミングの著作権侵害を防止するために技術の進歩を統合
• 成長機会4：複数のSVODサービスをバンドルして、ストリーミング戦争でのゼロサムゲームを回避
• 成長機会5：提供するサービスを多様化して顧客に付加価値を与える
• 成長機会6：ローカルコンテンツを制作して需要を高める
• 成長機会7：オープンキャッシング技術を採用してストリーミングの品質を向上
• 成長機会8：ロイヤルティプログラムを利用して加入者離れを減らす
• 成長機会9：スマートTVおよびストリーミングスティック市場の成長を促進する
• 成長機会10：通信事業者との戦略的パートナーシップを模索する

付録：追加情報

次のステップ

COVID-19 Pandemic Marks a New Era for SVOD as Both Market Demand and Competition Intensify

This study covers the global market for SVOD services that go over the top (OTT), meaning that providers distribute them directly to customers over a public internet connection. The study excludes other means of delivering on-demand content, such as satellite services or internet protocol TV (IPTV).

The booming SVOD market presents immense growth potential. In 2021, the global SVOD market earned revenues of $87.30 billion, an increase of 24.5% over 2020.

Growth in 2021 was mainly attributed to an increase in paid subscriptions (led by the creation of original content), acquisition of top-tier programming, and the proliferation of platforms available.

The COVID-19 pandemic has catalyzed the SVOD market since 2020. Both revenues and paid licenses increased at extraordinary rates, leading to more companies entering the market and numerous new offerings in the space.

While SVOD companies covered in the study can offer advertising-based video on demand (AVOD) or transactional video on demand (TVOD) services as part of their portfolio, pure AVOD or TVOD participants are excluded from the research.

This research does not provide individual regional forecasts for SVOD services, but Frost & Sullivan does provide 2020 versus 2021 revenue market splits by region, including North America; Europe, the Middle East and Africa (EMEA); Asia-Pacific (APAC); and Latin America. The study period is 2019-2028.

Primary and secondary information, in conjunction with internal information databases, underpin the market analysis, observations, and conclusions.

Research Highlights:

Even though COVID-19 no longer has the same effect as it did initially, the SVOD market has plenty of room to expand. Three main factors will drive market growth, in terms of revenues and paid licenses:

• Younger generations prefer VOD services rather than pay TV because they are cheaper and offer the flexibility to watch content at any place and time.

• More people will have access to ever faster internet connections and smart devices in upcoming years, boosting the total addressable market for SVOD services.

• Penetration of SVOD services into regions such as Latin America or Africa remains limited but will continue developing.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Global Subscription Video on Demand (SVOD) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• SVOD Market as Part of the VOD Ecosystem*
• SVOD as Part of the OTT Market*
• Key Competitors
• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Assumptions
• Revenue and Installed Licenses Forecast
• Net New Licenses Forecast
• Percent Revenue by Region
• Revenue and Installed Licenses Forecast Analysis
• Revenue and Installed Licenses Forecast Analysis (continued)
• Revenue Analysis by Region
• Pricing Trends Analysis
• Competitive Environment
• Revenue Share
• Installed Paid Licenses Share
• Revenue Share and Installed Paid Licenses Analysis
• Revenue Share and Installed Paid Licenses Analysis (continued)

Growth Opportunity Universe

• Growth Opportunities
• Growth Opportunity 1: Embrace Interactive Experiences
• Growth Opportunity 1: Embrace Interactive Experiences (continued)
• Growth Opportunity 2: Combine SVOD and AVOD to Enable Expansion among Price-sensitive Customers
• Growth Opportunity 2: Combine SVOD and AVOD to Enable Expansion among Price-sensitive Customers (continued)
• Growth Opportunity 3: Integrate Technological Advancements to Prevent Streaming Piracy
• Growth Opportunity 3: Integrate Technological Advancements to Prevent Streaming Piracy (continued)
• Growth Opportunity 4: Bundle Multiple SVOD Services to Avoid a Zero-Sum Game in the Streaming War
• Growth Opportunity 4: Bundle Multiple SVOD Services to Avoid a Zero-sum Game in the Streaming War (continued)
• Growth Opportunity 5: Diversify Service Offerings to Add Value for the Customer
• Growth Opportunity 5: Diversify Service Offerings to Add Value for the Customer (continued)
• Growth Opportunity 6: Produce Local Content to Boost Demand
• Growth Opportunity 6: Produce Local Content to Boost Demand (continued)
• Growth Opportunity 7: Embrace Open Caching Technology to Improve Streaming Quality
• Growth Opportunity 7: Embrace Open Caching Technology to Improve Streaming Quality (continued)
• Growth Opportunity 8: Utilize Loyalty Programs to Reduce Subscriber Churn
• Growth Opportunity 8: Utilize Loyalty Programs to Reduce Subscriber Churn (continued)
• Growth Opportunity 9: Encourage Growth in the Smart TV and Streaming Stick Markets
• Growth Opportunity 9: Encourage Growth in the Smart TV and Streaming Stick Markets (continued)
• Growth Opportunity 10: Seek out Strategic Partnerships with Telcos
• Growth Opportunity 10: Seek out Strategic Partnerships with Telcos (continued)

Appendix: Additional Information

• Providers included in "Others" in the SVOD Revenue and Installed Paid Licenses Share Section

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer