OTT remediation effect IPTV has re-entered the fast lane?

On April 17, 2015, the Ministry of Industry and Information Technology announced the economic operation of the communications industry in the first quarter of 2015. The data show that, as of the first quarter of 2015, China's "triple play" business has been steadily progressing, with a net increase of 2.666 million IPTV subscribers, with a total of 36.302 million. According to the data released by the Ministry of Industry and Information Technology before the end of 2014, there were 33.636 million IPTV subscribers in China, which means that the growth rate of IPTV subscribers in the first quarter of 2015 reached 8%.

It should be noted that in 2013 and 2014, the annual growth of IPTV subscribers was only 5 million, and the growth rate also fell to about 20%. Regardless of the absolute scale growth or the growth rate, the first quarter of 2015 is an eye-catching piece of data, which is significant for the IPTV industry.

Perhaps another piece of data is more illustrative of the problem. In the first quarter of 2015, the number of Internet broadband access users of the three basic telecommunications companies increased by 1.371 million, reaching a total of 204 million. In other words, the growth of IPTV subscribers in the first quarter of the three telecom operators has exceeded the growth of broadband subscribers. Although there is a reason for the increase in bandwidth, it is probably related to the IPTV industry environment.

Although it is too early to determine from the data for the first quarter of 2015 that IPTV is re-entering the fast lane, there are indications from various sources that IPTV does have a tendency to re-develop:

1. The biggest reason is that since the beginning of last year, the General Administration of Shipping began the most severe OTT control in history. From the beginning of the OTT in 2012, the biggest victim is not cable, but IPTV. This round of rectification directly returns IPTV to everyone’s perspective. It is understood that telecom operators in many places originally hooked up with Internet TV licensees to take the OTT, but in this wave of control, they had to return to IPTV, at least IPTV+OTT. Pure OTT is no longer blatant even if there are telecom operators in some places.

2. IPTV moves from pilot to nationwide. Although many places do not take “IPTV can only be run in pilot areas” as a matter of course, at least they have given local radio and TV stations an excuse to justify the fact that they can cry out for two complaints and three complaints. But since the end of last year, IPTV has begun to spread across the country. Tian Jin, deputy director general of the State Administration of Administration, also put forward at the IPTV construction management symposium: to further strengthen the construction of the supervision platform, prepare for the promotion of the integration of the three networks nationwide, and actively promote the strategic upgrading of the media construction of the radio and television and take the road of integrated development. The expansion of the scope will undoubtedly bring more potential users to IPTV.

3. The contradiction between the total IPTV broadcast control platform, the total broadcast control platform and the secondary broadcast control platform has gradually been resolved, or the respective spheres of influence have gradually become balanced. We no longer consider the circle of cities, but the development of users. Now.

4. The impact of bandwidth upgrades under the broadband China strategy. According to statistics from the Ministry of Industry and Information Technology, the share of broadband users above 8M in China has increased from 24% at the beginning of 2014 to 46% in March 2015, while the proportion of fiber access users has increased from 23% to 38%, which is a rapid increase. The bandwidth of more than 8M means that there is not much problem in watching carrier-grade HD video, which undoubtedly greatly increases the attractiveness of IPTV. It can be imagined that as the bandwidth is further upgraded, the network infrastructure for IPTV development will be more solid.

5. The influence of telecom operators' strategic paths. In the past few years, telecoms have been engaged in 3G and 4G construction, and there has been much less strategic investment in IPTV. Telecoms in many places even began to independently cost-calculate IPTV services. Instead of just using IPTV as a strategic means to develop broadband users, a large part of the reason is that telecommunications money is used for network construction. Although telecommunication's 4G network construction is still proceeding on a large scale, what is the driving force of 4G networks, apart from video or video? In particular, zooming into the telecommunications overall business matrix to see, everyone is now arguing for "livingroom entrance" and "home Internet portal", and video is certainly the core component of the business matrix, which is actually the feedback of Internet + TV in telecommunications. Such as Yueme, with TV.

It must be said that from the perspective of the streaming video industry, IPTV is currently available to enable industry chain participants to earn money. This time, IPTV shows a good momentum of growth. Is it the industry's return to overheated OTT?


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