J son & Partners Consulting presents the results of IPTV Russian market research by the end of 2012 and forecast of its development until 2017

Transcription

1 J son & Partners Consulting presents the results of IPTV Russian market research by the end of 2012 and forecast of its development until 2017 Current state and structure of the Russian IPTV services market J'son & Partners Consulting evaluates subscriber base of IPTV in Russia as around 2,54 mln.subscribers, at the end of As a result, the penetration of IPTV rate at the end of the period was around 4,7% of the total number of households in Russia. Figure 1. Subscriber base and penetration rate of IPTV service on the Russian market, mn households, Source: J'son & Partners Consulting, data of operators Service penetration in the Federal Districts The Far East Federal District is the leader among the 8 Federal Districts, where the penetration rate of the service achieved 10% in 2012, and the total number of household connections was 237 thousands. 1

2 Figure 2. Service penetration rate in the Federal Districts of the Russian Federation, 2012 Source: J'son & Partners Consulting, data of operators Key market players The key market players at the end of 2012 are Rostelecom, Vimpelcom and MTS with 55%, 35% and 6% shares accordingly. Figure 3. Russian IPTV market structure by the leading operators, 2012 Source: J'son & Partners Consulting, data of operators 2

3 Demand on IPTV services analysis Figure 4. Awareness and interest of the potential IPTV services users, 2012 I know, I m interested 69% I don t know, but I m interested 26% I don t know, don t plan to purchase 5% Source: J'son & Partners Consulting The awareness rate of the potential IPTV service users is 74%, among the interviewed respondents that do not use the service at the moment, but most of them (69%) are potentially interested in this technology and 5% are not interested. It is worth to mention, the rate of interest in IPTV service is much higher rather than the awareness rate (95% vs 74%). The most interest share belong to the Recording of the aired TV programs and Screen menu Figure 5. The Interest of potential users in IPTV services,

4 Source: J'son & Partners Consulting Current state and the development dynamics of the adjacent markets in Russia Pay TV According to J'son & Partners Consulting, around 31,9 mln.subscribers have used Pay TV services at the end of 2012, that is 7% higher rate rather than in the 1 st H, 2012 and 11% in The total share of the large holdings and the regional companies are more than 78% of the total Pay TV market in Russia, that for 3 p.p. less than in Broadband access Broadband access in Internet market in the physical terms at the end of 2012 was 26,4 mln,households (the penetration rate was 48%). The annual growth rate of the market was 18%. Drivers and barriers of Russian IPTV services market development Development drivers Development barriers - Growth of penetration rate of BA - Wide range of interactive services such as video on demand, virtual cinema hall, etc. - Packages Double play, Triple play Double play TV and internet access from the same operator Triple play TV, telephony and Internet access from the same operator - High quality of sound and picture (HD channels) - IPTV is limited by BA base - Very high cost of set-top box that needs for IPTV connection - Strong competitiveness from cable and satellite TVs that leads to the income loss due to the low service tariffs and high cost content - High level of penetration of satellite and cable TV One of the main IPTV advantage is the availability to combine the interactive and non-interactive content, and the opportunity for the high quality air of content in regions where the Internet speed is limited. Nevertheless, despite the equal amount of drivers and barriers, IPTV market in Russia is overstepped for the last 3 years all other TV technologies by the growth rate. Forecasts for the development of the Russian market of IPTV services by 2017 According to J son & Partners Consulting the subscriber base of IPTV will be not less than 3,4 mln. at the end of In comparison with 2012, the penetration rate of IPTV in 2017 can be twice more, it means almost 10% of the Russian population will use this technology. 4

5 Figure 6. Subscribers base and penetration rate forecast of IPTV service, mn households, Source: J'son & Partners Consulting 5

6 The full results of the PayTV market research in Russia, at the end of 2012 are presented in the Report: Atlas of Pay TV in Russia, end of 2012 (160 p.) Content 1. Introduction 2. Pay TV services classification 2.1. Methodology of J son & Partners Consulting for calculation of subscribers base (until 2012) 2.2. The explanation for changes in the methodology of J son & Partners Consulting 3. Methodology of J son & Partners Consulting for calculation of subscribers base (since 2012 года) 4. Russian market of Pay TV 4.1. Quantitative market indicators, : by subscriber base, market structure by technologies The description of the biggest Pay TV market operators 4.3. Profiles of the biggest Pay TV market operators, Profiles of the biggest cable TV market operators, Profiles of the biggest satellite TV market operators, Profiles of the biggest IPTV market operators, Market deals overview in regions: the main M&A deals, Russian IPTV market, 2010, 2011, 1Н Broadband access in Internet market as the key driver of IPTV 5.2. Current state, volume, dynamics and tendencies of development of the Russian IPTV market 5.3. The number of subscribers, coverage and penetration rate of IPTV Central Federal District North West Federal District South Federal District North Caucasus Federal District Privolzhsky Federal District Ural Federal District Siberian Federal District Far East Federal District 5.4. Drivers and barriers for development of IPTV in Russia 5.5. Cost of services 5.6. Key market players, subscriber base in physical and monetary terms, market share, ARPU rate 5.7. Key market players tariff policy 5.8. Development of IPTV services plan of large operators 6. Russian market of TV sales, Evaluation the demand for IPTV services 7.1. Determination the rate of awareness of the potential users of IPTV services 7.2. Determination the interest in services 7.3. Determination of price expectations of potential users of IPTV services 8. Tendencies and Pay TV market development forecast by technologies, : structure and market volume in physical and monetary terms, rate of penetration, ARPU 8.1. Cable TV market development forecast in Russia 8.2. Satellite TV market development forecast in Russia 8.3. IPTV market development forecast in Russia 9. Conclusion List of pictures Pic. 1. Federal districts shares on PayTV by subscriber s base, 2012 Pic. 2. JSC Rostelecom reorganization in April, Pic. 3. Subscribers base and penetration rate of broadband access services, Pic. 4. Volume of broadband access services market, Pic. 5. Russian market structure of Pay TV by technologies, 1H2012, 2012 Pic. 6. Subscribers base of IPTV dynamics, Pic. 7. The overview of the Russian IPTV market, Pic. 8. Subscribers base and rate of penetration of IPTV services,

7 Pic. 9. Federal districts share on IPTV market by subscribers base, 2012 Pic. 10. Subscribers base and penetration rate of IPTV services in Central Federal District, Pic. 11. Subscribers base and penetration rate of IPTV services in North West Federal District, Pic. 12. Subscribers base and penetration rate of IPTV services in South Federal District, Pic. 13. Subscribers base and penetration rate of IPTV services in North Caucasus Federal District, Pic. 14. Subscribers base and penetration rate of IPTV services in Privolzhsky Federal District, Pic. 15. Subscribers base and penetration rate of IPTV services in Ural Federal District, Pic. 16. Subscribers base and penetration rate of IPTV services in Siberian Federal District, Pic. 17. Subscribers base and penetration rate of IPTV services in Far East Federal District, Pic. 18. Subscribers base of the key IPTV market players IPTV Pic. 19. ARPU of the key IPTV market players, 2012 Pic. 20. Number of TVs per house, 2012 Pic. 21. Russian TV market structure in physical terms, thsd. pcs., 1Н2009 1Н2012 Pic. 22. Russian TV market structure in money value, bln.rub, 1Н2009-1Н2012 Pic. 23. Average price of TVs of different manufactures, thousand, RUB, 1Н2009 1Н2012 Pic. 24. Awareness and interest of potential customers to use the service of IPTV, 2012 Pic. 25. Awareness and interest of potential customers to use the service functions of IPTV by largest Russian cities, 2012 Pic. 26 The interest of potential customers to use the service functions of IPTV, 2012 Pic. 27. Awareness and interest of potential customers to use the service functions of IPTV, 2012 Pic. 28. Price expectations of the potential IPTV users, 2012 Pic. 29. The allowable monthly charge of IPTV services for potential users, 2012 Pic. 30. The allowable charge for the additional HD-channels for potential users, 2012 Pic. 24. Forecast of subscribers base and rate of penetration of cable TV in Russia, Pic. 25. Forecast of income and ARPU of cable TV market in Russia, Pic. 26. Forecast of subscribers base and rate of penetration of satellite TV in Russia, Pic. 27. Forecast of income and ARPU of satellite TV in Russia, Pic. 28. Forecast of subscribers base and rate of penetration of IPTV in Russia, Pic. 29. Forecast of income and ARPU of IPTV market in Russia, List of Tables Table 1. The current growth dynamics of subscribers base of Pay TV in Russia by technologies, mln. SH, Table 2. The current growth dynamics of subscribers base of Pay TV in Russia by Federal Districts (FD), mln. SH, Table 3. List of Pay TV trademarks and its shareholders in Russia Table 4. The key market players of Pay TV market in Russia, H2012 Table 5. The main M&A deals of Pay TV market in Russia, Table 6. Drivers and barriers for development of IPTV in Russia Table 7. Description and cost of Rostelecom s equipment Table 8. Vimpelcom s set-top boxes functions Table 9. Description and cost of MTS equipment Table 10. The availability of interactive services of the biggest IPTV operators Table 11. Key IPTV market players in Russia, Table 12. Rostelecom s basic and additional packages, 2012 Table 13. Vimpelcom s basic and additional packages, 2012 Table 14. MTS basic and additional packages, 2012, 2012 The newsletter was prepared by the J'son & Partners Consulting Company. We exert every effort to provide actual and forecasting data representing the situation in full and available at the time of the publication of the material. J'son & Partners Consulting reserves the right of revising the data after publication of some new official information by individual players. CONTACT FOR MORE INFORMATION: Pavel Yermolich Commercial Director Pavel@json.ru 7