发布时间：2008.8

摘要

This study examines the recent changes in TV markets from the perspective of satellite as a broadcasting network in national television markets, together with the strategies of channels and the TV packages broadcast and the challenges facing satellite operators. It also provides five-year market forecasts on the satellite capacity available for supplying these services. 
 Key Questions
 
• How is demand from channels evolving in terms of their content distribution?

• Is analogue switch-off a potential threat for satellite?

• Will TV channels choose between the different networks for broadcasting their content?

• Where can satellite further expand in the TV broadcasting market?

• What market positions hold the greatest long-term potential for satellite? 

目录及图表

1 - Shift in demand for broadcasting services

1.1 Development of HDTV
• High Definition as a new broadcasting standard?

1.2 New market entrants
• Emergence of new TV channels and packages
• New types of customers: telecom operators

1.3 Changes in TV channel solutions
• More pre-recorded video (catch up TV, VOD, etc.)
• Greater interactivity
• Developing online solutions 

2 - Numerous technologies set their sights on TV broadcasting

Broadcasting networks’ strengths and weaknesses: DTT, cable, ADSL, satellite, fibre

• Coverage
• Network capacity
• Digitisation and evolution towards a bundled offering (digitisation of cable, terrestrial analogue switch-off)
• Economic efficiency (cost structure) 

3 - Target markets with contrasting characteristics

Mapping and segmentation: Europe and North Africa

• Network coverage
• Development of digital TV
• Development of pay TV
• Commercial dynamics and state of competition 

4 - Different market outlooks for satellite

Five-year forecasts based on the expected rise in the number of channels and video services broadcast, and incorporating the changing conditions for broadcasting (progress in compression, developments in high definition, etc.)

4.1 Relevant markets for satellite

4.2 Satellite operator strategies in the DTH market
• Scarcity of orbital positions
• Dominance of the Eutelsat/SES duopoly

4.3 Market outlook for satellite
Five-year forecasts by geographical zone:
• Rise in the number of channels
• Rise in the number of DTH satellite transponders 

5 - What are the long-term market positions for satellite?

5.1 Possible strategic choices for a satellite operator
• Key TV broadcasting technology
• Need for a shift to triple play
• Refocusing on premium HD solutions
• Repositioning on the contribution market

5.2 Relevant strategic choices by geographical zone