Telecom Lead India: Huawei, Motorola, Cisco, ZTE, and
Concurrent hold more than 2/3 of the global video and streaming content server
market.
Global video infrastructure market, including IPTV, cable
and satellite video infrastructure, will grow 9 percent in 2012, to over $875
million.
Much of the future growth in the video infrastructure
market will come from MPEG-4 HD encoders.
China is on pace to outspend all regions on VOD and
streaming content server gear as operators including China Telecom and China
Unicom add VOD streams.
Jeff Heynen, directing analyst for broadband access and
video at Infonetics Research, said 2012 will be a watershed year for TV Everywhere
services, as operators across the globe closely watch Comcast, Cablevision and
Time Warner Cable to see if adding these services will have a positive impact
on subscriber churn and revenue.
TV Everywhere and other multi-screen video initiatives
are fundamentally changing the TV business model, with apps streaming live TV
to iPads, and telcos and cable companies offering home automation, security,
and video conferencing to subscribers in an effort to make the TV the hub of
the digital home.
Demand for digital, HD, and premium video content and
services will continue to drive revenue growth in the VOD and encoder market,
but the set-top box market won’t fare as well: despite increasing demand,
overall STB revenue is expected to decline starting in 2013, due to falling
ASPs.
Infonetics expects the number of IPTV subscribers to more
than double from 2012 to 2016, when it will hit 168 million worldwide, with the
majority in Asia and Europe
