IPTV Global Forecast -2006 to 2010

• The current and planned deployments of IPTV services by large carriers in Europe.
• The current and planned IPTV deployments by competitive and smaller carriers in Europe.
• The current state of IPTV deployments at AT&T, BellSouth, and Verizon in the U.S.
• The initiation of IPTV trials in China and India that indicate very large future IPTV deployments.
• The success of a number of early IPTV deployments in Canada, Europe, and Asia.

1 Executive Summary

2 Global Outlook for IPTV

2.1 Europe Continuing to Move Forward

2.1.1 France Is Very Competitive

2.1.2 Telecom Italia Enters Italian Market

2.1.3 Benelux Countries

2.1.4 IPTV Starting in Germany and the UK

2.1.5 Other Western European Countries

2.1.6 IPTV Progressing in Eastern Europe

2.2 Japan Taiwan, and Hong Kong Driving Asia

2.2.1 IPTV Will Dominate in Hong Kong

2.2.2 Taiwan Starting to Move Foreward

2.2.3 Japan Seeing Real Growth

2.2.4 Korea Starting IPTV Services

2.2.5 China Trailing in Mass

2.2.6 IPTV Starting in India

2.2.7 Activities in Other Asian Countries

2.3 The Major U.S. Incumbents Pushing IPTV

2.3.1 Large U.S. Incumbents are Starting IPTV Activities

2.3.2 Canadian Telcos Adopting IPTV

2.3.3 Smalll U.S. Independent Telcos Continuing their Advance

2.4 IPTV Emerging in the Rest of the World

3 Global IPTV Market Forecast

3.1 Methodology

3.1.1 DSL Forecast

3.1.2 IPTV Subscribers and Revenue

3.1.3 Access System Revenue

3.1.4 Video Headend System Revenue

3.1.5 Video-On-Demand Servers

3.1.6 Set-top Box Revenue

3.1.7 Middleware Software Revenue

3.1.8 Content Protection/Digital Rights Management Software Revenue

3.1.9 System Integration and Professional Services Revenue

3.2 Global Forecast Shows Strong Growth

3.2.1 Global DSL Forecast Shows a Big Increase

3.2.2 IPTV Subscriber Forecast Remains Firm

3.2.3 Global System Revenue Forecast

3.2.4 Global Access System Revenue Forecast

3.2.5 Global Set-top Box Revenue Forecast

3.2.6 Global IPTV Headend Revenue Forecast

3.2.7 Global IP Video-On-Demand Revenue Forecast

3.2.8 Global IPTV Middleware Revenue Forecast

3.2.9 Global IPTV Content Protection Revenue Forecast

3.2.10 Global IPTV System Integration Revenue Forecast

3.3 IPTV Market Forecast for Europe

3.3.1 DSL Subscriber Forecast for Europe

3.3.2 IPTV Subscriber Forecast for Europe

3.3.3 IPTV System Revenue for Europe

3.4 IPTV Market Forecast for Asia

3.4.1 DSL Subscriber Forecast for Asia

3.4.2 IPTV Subscriber Forecast for Asia

3.4.3 IPTV System Revenue for Asia

3.5 IPTV Market Forecast for North America

3.5.1 DSL Subscribers for North America

3.5.2 IPTV Subscriber Forecast for North America

3.5.3 IPTV System Revenue for North America

3.6 IPTV Market Forecast for the Rest of the World

3.6.1 DSL Subscriber Forecast for the Rest of the World

3.6.2 IPTV Subscriber Forecast for the Rest of the World

3.6.3 IPTV System Revenue for the Rest of the World

4 Opportunities, Risks, and Recommendations

4.1 Opportunities

4.2 Risks

4.3 Recommendations

Table of Figures

Figure 1-1: Global IPTV Subscriber Forecast

Figure 1-2: Global IPTV Service Revenue Forecast

Figure 1-3: Global IPTV System Revenue Forecast

Figure 2-1: Projected Microsoft Market Share

Figure 3-1: Global DSL Subscriber Forecast

Figure 3-2: Global IPTV Subscriber Forecast

Figure 3-3: Global IPTV Service Revenue Forecast

Figure 3-4: Global IPTV System Revenue Forecast

Figure 3-5: Global IPTV Access System Revenue Forecast

Figure 3-6: Global Forecast for IPTV Set-top Boxes

Figure 3-7: Global Forecast for IPTV Set-top Boxes by Technology

Figure 3-8: Global IPTV Video Headend Revenue

Figure 3-9: Global IPTV Video Headend Revenue by Technology

Figure 3-10: Global IPTV Video-On-Demand Server Revenue

Figure 3-11: Global IPTV Middleware Revenue Forecast

Figure 3-12: Global IPTV Content Protection Forecast

Figure 3-13: Global System Integration and Professional Services Revenue

Figure 3-14: DSL Subscriber Forecast for Europe

Figure 3-15: IPTV Subscriber Forecast for Europe

Figure 3-16: IPTV Subscriber Revenue Forecast for Europe

Figure 3-17: IPTV System Revenue Forecast for Europe

Figure 3-18: Asian DSL Subscriber Market

Figure 3-19: Asian IPTV Subscriber Forecast

Figure 3-20: Asian IPTV Subscriber Revenue

Figure 3-21: IPTV System Revenue for Asia

Figure 3-22: DSL Subscribers Forecast for North America

Figure 3-23: IPTV Subscriber Forecast for North America

Figure 3-24: IPTV Subscriber Revenue Forecast for North America

Figure 3-25: IPTV System Revenue for North America

Figure 3-26: DSL Subscriber Forecast for the Rest of the World

Figure 3-27: IPTV Subscriber Forecast for the Rest of the World

Figure 3-28: IPTV System Revenue for the Rest of the World

Table of Tables

Table 2-1: Global IPTV Service Providers

Table 3-1: IPTV Service Subscriber Monthly Pricing Assumptions

Table 3-2: IPTV Access System Per Port Pricing Assumptions

Table 3-3: IPTV Video System Per Encoder Pricing Assumptions

Table 3-4: Video-On-Demand Per Stream Pricing Assumptions

Table 3-5: Set-top Box Pricing Assumptions

Table 3-6: Set-tp Boxes Per Home

Table 3-7: Middleware Pricing Assumptions

Table 3-8: Content Protection/Digital Rights Management Price Per Subscriber

Table 3-9: System Integration/Professional Services Rates

Table 3-10: Leading Service Providers Globally

Table 3-11: Global Service Provider IPTV System Spending: 2006-2009

Table 3-12: Leading Service Providers in Europe

Table 3-13: Service Provder IPTV System Spending in Europe: 2006-2010

Table 3-14: Leading Service Providers in Asia

Table 3-15: Service Provider IPTV System Spending in Asia: 2006-2010

Table 3-16: Leading Service Providers in North America

Table 3-17: Sevice Provider IPTV System Spending in North America: 2005-2009