发布时间：2008.2

摘要

Advanced satellite channel modulation and video compression technologies offer a quantum leap in efficiency that fuels structural changes in satellite-delivered entertainment and connectivity across a wide range of scenarios. Applications that benefit from advanced modulation and/or video compression range from satellite HDTV distribution and contribution, to professional applications, to satellite broadband, to the emergence of new "HITS" platforms, content "push" and satellite backhaul.

DVB-S2 modulation and MPEG4 AVC (H.264) video compression have been widely accepted as the prevalent standardized means to optimize satellite links in video broadcast and point-to-multipoint networks. However, despite wide industry acceptance and validated bandwidth savings, questions remain as to what speed will these technologies be deployed, where and how for the relevant scenarios. Depending on application-specific considerations, including installed base of legacy components, network scale and new competing delivery models, the business case of deploying MPEG4 and/or DVB-S2 systems against matured MPEG2 and/or DVB-S can be challenged. Factors affecting migration include higher costs of advanced set top boxes outweighing space segment savings, region-specific satellite footprint characteristics preventing efficiencies from features like advanced code modulation (ACM) from realizing their full potential, local regulatory and completive issues discouraging the emergence of new cable/telco distribution platforms, and collective switching costs deterring or discouraging system migration.

The drivers and specific contextual considerations for each of the sub-sectors where advanced coding and modulation apply imply varying degrees of adoption speed and tipping points for hardware suppliers, operators and service providers to take into account when planning deployments in both greenfield and replacement scenarios. HDTV is clearly a strong driver toward the adoption of both DVB-S2 and MPEG4 in some key markets, and the leadership position that companies like DirecTV, BSkyB and EchoStar have taken on HDTV as an ARPU enhancer against cable VOD has helped accelerate a virtuous cycle in hardware development that stretches from semiconductor companies to equipment vendors.

Future proofing considerations of these technologies also become vital in the context of fast changing technology and increased diversity of network environments with new ways to access media. This NSR report analyzes the characteristics of each application, regional market considerations and trends to identify greenfield deployments and migration schedules for the implementation of DVB-S2 and MPEG4 satellite-based networks and systems.

Questions Answered in this Report Include:
What are the drivers and deterrents for each segment of the DVB-S2 and MPEG4 AVC business?
Which segments of the market and which regions are most likely to benefit from new MPEG4 and DVB-S2 implementations?
Which segments of the market and which regions are most likely to lead in system replacements?
Which regions are most likely to lead and benefit from new MPEG4/DVB-S2 distribution models?
What are the expected "tipping points" toward accelerating implementations and migrations?
How future-proof are DVB-S2 and MPEG4 AVC in the context of an increasing diversity of media access?
What are the migration considerations when switching from MPEG2 and/or DVB-S to MPEG4 and/or DVB-S2?
How long are migration processes expected to take based on application, regulatory and competitive regional considerations?
Who are the key hardware players, and what are the solutions offered?
Who are the leading service players, and what are the services offered?
What are the expected schedules for equipment/units deployments (hubs/headends and end units) for DVB-S2 and MPEG4 AVC implementations, based on application and in each regional market?
This Report Should Be Purchased By:
Satellite and Video Equipment Vendors
Systems Integrators
Established and New DTH Operators
Satellite Service Providers and Operators
Cable MSOs and Telcos Looking to Deploy Advanced HITS Platforms
Satellite Broadband Service Providers
Regulators Encouraging TV Digitization
Any Other Companies Affected by the Implementation of Either DVB-S2 or MPEG4 AVC Systems
In addition, all clients of the MPEG4 and DVB-S2 report are entitled to a FREE half-day of consulting with a Northern Sky Research analyst. This time can be used to review report findings, interpret market forecasts and determine how the report information applies to your company's business model.

目录及图表

1. Executive Summary
   1.1 Scope
   1.2 Forecast Methodology
   1.3 DVB-S2 and MPEG-4 AVC (H.264) Technology and Market Trends
   1.4 Implementation Projections

2. Market Overview
   2.1 Report Overview and Primary Trends
   2.2 Advanced Compression and Modulation
     2.2.1 Advanced Video Compression: MPEG-4 Advanced Video Coding (AVC)/H.264
     2.2.2 DVB Second-Generation Satellite Channel Coding: DVB-S2 LDPC
   2.3 MPEG-4/DVB-S2 Combos and their Empowering Factor
   2.4 Moore's Law and Future Proofing Considerations
   2.5 Forecast Methodology & Assumptions
     2.5.1 Forecast Methodology
     2.5.2 End Unit Shipments Forecast Methodology
     2.5.3 Definition of Rating Elements
     2.5.4 Revenue Forecast
     2.5.5 Forecast Model Assumptions

3. Analysis
   3.1 Service Scenarios
     3.1.1 DTH and Free-to-Air Broadcasting for SD and HDTV
     3.1.2 Professional TV Contribution and Newsgathering
     3.1.3 "Headend in the Sky" (HITS) B2B Distribution
     3.1.4 Single-Site Satellite Broadband
     3.1.5 Enterprise-Class Satellite Broadband
     3.1.6 Multipoint Internet Trunking and Application Backhaul
     3.1.7 "Push" and Live Content Delivery
     3.1.8 Primary Distribution
   3.2 DVB-S2 and MPEG-4 Relevant Hardware Components
     3.2.1 Video Encoder
     3.2.2 Professional Integrated Receiver-Decoder (IRD)
     3.2.3 Edge Processors (Transmodulation, Transcoding, Transrating)
     3.2.4 Satellite Modulator
     3.2.5 Satellite Demodulator / DVB Receiver
     3.2.6 Satellite Modem
     3.2.7 Consumer Satellite Set-Top Box
     3.2.8 Satellite Broadband Indoor Unit (IDU)
     3.2.9 Edge Receiver and Media Gateway
   3.3 Services-to-Components Association Matrix
   3.4 Description of Sample DVB-S2/H.264 Implementations
     3.4.1 DTH HDTV: DirecTV
     3.4.2 Satellite Free-to-Air HDTV: BBC
     3.4.3 Professional TV Contribution and Newsgathering: DC-Sat.Net
     3.4.4 IP "Headend in the Sky" (HITS): SES IP-Prime
     3.4.5 Cable HITS: WWIL
     3.4.6 Hybrid Cable HITS and DTH: Red Intercable
     3.4.7 Single-Site Satellite Broadband: Bentley Walker
     3.4.8 Multipoint Internet Trunking: Intelsat DVB-ITS
     3.4.9 "Push" of Audio-Visual Content: Access Integrated Technologies
   3.5 Migration Collective Switching Costs
   3.6 Licensing
   3.7 Role of HDTV and New B2B Delivery Models

4. Market and Technology Trends
   4.1 HDTV as Catalyst for MPEG-4/DVB-S2
   4.2 Trends in Direct to Home (DTH)
     4.2.1 The Cable / Telco Threat
     4.2.2 The Set Top Box Lifecycle and the DVR Paradigm
     4.2.3 The OPEX-CAPEX Trade-off: Satellite Capacity vs. Set Top Box Costs
     4.2.4 Migration Strategies and the Role of HDTV and Premium Services
     4.2.5 Greenfield DTH Operators
   4.3 Emerging Advanced Super Headend Systems
     4.3.1 IPTV HITS
     4.3.2 Cable HITS
   4.4 Trends in Satellite Broadband and IP Trunking
     4.4.1 Reality Check on DVB-S2 Adaptive Code Modulation (ACM)
     4.4.2 ACM Compatibility with DVB-RCS and Other Broadband Satellite Systems
     4.4.3 VCM and Trends in Internet Trunking and Application Backhaul
   4.5 Trends in Content Delivery: The Storage Factor
   4.6 Trends in Contribution and SNG
   4.7 Regional Economic Differences
   4.8 Technology Trends
     4.8.1 Lifecycles and Future Proofing of DVB-S2 / MPEG-4 AVC
     4.8.2 DVB-S2 Efficiency and Flexibility
     4.8.3 Adaptive Code Modulation (ACM) and Variable Code Modulation (VCM)
     4.8.4 MPEG-4 AVC Compression Efficiency Roadmap
     4.8.5 Scaleable Video Coding (SVC) Extension and Compatibility with AVC
     4.8.6 Semiconductors: Processing and Storage Trends

5. Regional Analysis and Implementation Schedules
   5.1 Global Summary
   5.2 Global Hardware Demand Forecast
     5.2.1 DTH and FTA Distribution
     5.2.2 Satellite Broadband and IP Trunking
     5.2.3 HITS
     5.2.4 Video Distribution and Contribution
     5.2.5 Digital Media Distribution
   5.3 North America
     5.3.1 Key Trends
     5.3.2 Key Players
     5.3.3 Service Specific Implementation Schedules
   5.4 Latin America
     5.4.1 Key Trends and Players
     5.4.2 Service Specific Implementation Schedules
   5.5 Europe
     5.5.1 Key Trends
     5.5.2 Key Players
     5.5.3 Service Specific Implementation Schedules
   5.6 Asia
     5.6.1 Key Trends and Players
     5.6.3 Service Specific Implementation Schedules
   5.7 Africa & Middle East
     5.7.1 Key Trends and Players
     5.7.2 Service Specific Implementation Schedules

 
- top -
 
 
List Of Exhibits
Chapter 2
Ex. 2.1  Service-Related Hardware
Ex. 2.2  HDTV Forecast Methodology
Ex. 2.3  DTH Forecast Methodology
Ex. 2.4  Satellite Broadband and IP Trunking Forecast Methodology
Ex. 2.5  HITS Forecast Methodology
Ex. 2.6  Video Distribution and Contribution Forecast Methodology
Ex. 2.7  Digital Media Distribution Forecast Methodology
Ex. 2.8  Rating Elements Description
Ex. 2.9  Growth Factor Calculations
Ex. 2.10  Assumed End Unit Prices
Ex. 2.11  Switching Factors
 
 
 
Chapter 3 
Ex. 3.1  Video Broadcast Scenarios
Ex. 3.2  The Satellite IP Multicast Advantage
Ex. 3.3  Sample Vendor List for DVB-S2 and MPEG-4 Hardware
Ex. 3.4  Service-Component Association Matrix
Ex. 3.5  DirecTV HD and SD Multi-Standard Platform
Ex. 3.6  SES IP Prime IPTV HITS
Ex. 3.7  WWIL Cable HITS
Ex. 3.8  Red Intercable Dual Cable HITS / DTH Platform
Ex. 3.9  Intelsat DVB Internet Trunking Platform
Ex. 3.10  Access IT Digital Cinema DVB-S2 Platform
Ex. 3.11  MPEG-4 AVC License Parts
Ex. 3.12  Market for Video Chipsets
 
 
 
Chapter 4 
Ex. 4.1  Yearly Satellite/STB Cost Comparison- MPEG-2/DVB-S vs. MPEG-4/DVB-S2
Ex. 4.2  DVB-S2 ACM and VCM
Ex. 4.3  DVB-S2 Performance Curves
Ex. 4.4  DVB-S2 ACM
Ex. 4.5  MPEG-4 AVC HD Efficiency Roadmap
Ex. 4.6  Scaleable Video Codec
 
 
 
Chapter 5 
Ex. 5.1  Global End Unit Shipments
Ex. 5.2  Global End Unit Shipments Chart
Ex. 5.3  Global End Unit Revenues
Ex. 5.4  Global End Unit Revenues Chart
Ex. 5.5  Global DTH and Satellite FTA- End Unit Shipments
Ex. 5.6  Global DTH and Satellite FTA- End Unit Shipments Chart
Ex. 5.7  Global DTH and Satellite FTA- End Unit Revenues
Ex. 5.8  Global DTH and Satellite FTA- End Unit Revenues Chart
Ex. 5.9  Global Satellite Broadband / IP Trunking End Unit Shipments
Ex. 5.10  Global Satellite Broadband / IP Trunking End Unit Shipments Chart
Ex. 5.11  Global Satellite Broadband / IP Trunking End Unit Revenues
Ex. 5.12  Global Satellite Broadband / IP Trunking End Unit Revenues Chart
Ex. 5.13  Global HITS End Unit Shipments
Ex. 5.14  Global HITS End Unit Shipments Chart
Ex. 5.15  Global HITS End Unit Revenues
Ex. 5.16  Global HITS End Unit Revenues Chart
Ex. 5.17  Global Video Distribution / Contribution Shipments
Ex. 5.18  Global Video Distribution and Contribution Shipments Chart
Ex. 5.19  Global Video Distribution / Contribution Revenues
Ex. 5.20  Global Video Distribution / Contribution Revenues Chart
Ex. 5.21  Global Digital Media Distribution Shipments
Ex. 5.22  Global Digital Media Distribution Shipments Chart
Ex. 5.23  Global Digital Media Distribution Revenues
Ex. 5.24  Global Digital Media Distribution Revenues Chart
Ex. 5.25  North America- Total DVB-S2/MPEG-4 End Unit Market
Ex. 5.26  North America DTH and Satellite FTA- End Unit Shipments and Revenues
Ex. 5.27  North America Satellite Broadband and IP Trunking- End Unit Shipments and Revenues
Ex. 5.28  North America HITS- End Unit Shipments and Revenues
Ex. 5.29  North America Video Distribution / Contribution- End Unit Shipments and Revenues
Ex. 5.30  North America Digital Media Distribution- End Unit Shipments and Revenues
Ex. 5.31  Latin America - Total DVB-S2/MPEG-4 End Unit Market
Ex. 5.32  Latin America DTH and Satellite FTA- End Unit Shipments and Revenues
Ex. 5.33  Latin America Satellite Broadband and IP Trunking- End Unit Shipments and Revenues
Ex. 5.34  Latin America HITS- End Unit Shipments and Revenues
Ex. 5.35  Latin America Video Distribution / Contribution- End Unit Shipments and Revenues
Ex. 5.36  Europe - Total DVB-S2/MPEG-4 End Unit Market
Ex. 5.37  Europe DTH and Satellite FTA- End Unit Shipments and Revenues
Ex. 5.38  Europe Satellite Broadband and IP Trunking- End Unit Shipments and Revenues
Ex. 5.39  Europe HITS- End Unit Shipments and Revenues
Ex. 5.40  Europe Video Distribution / Contribution- End Unit Shipments and Revenues
Ex. 5.41  Europe Digital Media Distribution- End Unit Shipments and Revenues
Ex. 5.42  Asia - Total DVB-S2/MPEG-4 End Unit Market
Ex. 5.43  Asia DTH and Satellite FTA- End Unit Shipments and Revenues
Ex. 5.44  Asia Satellite Broadband and IP Trunking- End Unit Shipments and Revenues
Ex. 5.45  Asia HITS- End Unit Shipments and Revenues
Ex. 5.46  Asia Video Distribution / Contribution- End Unit Shipments and Revenues
Ex. 5.47  Asia Digital Media Distribution- End Unit Shipments and Revenues
Ex. 5.48  Africa and Middle East - Total DVB-S2/MPEG-4 End Unit Market
Ex. 5.49  Africa and Middle East DTH and Satellite FTA- End Unit Shipments and Revenues
Ex. 5.50  Africa and Middle East Satellite Broadband and IP Trunking- End Unit Shipments and Revenues                                                                                                            
Ex. 5.51  Africa and Middle East HITS- End Unit Shipments and Revenues
Ex. 5.52  Africa and Middle East Video Distribution / Contribution- End Unit Shipments and Revenues
Ex. 5.53  Africa and Middle East Digital Media Distribution- End Unit Shipments and Revenues