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A summary on the emerging Mobile DTV market opportunity and how PC OEMs and technology vendors can tap into it.
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The Mobile Digital TV Opportunity Opportunity
Nick SargologosFebruary, 2010
Mobile Digital TV - Basics
n Transition to digital TV has opened 19.2 megabits of bandwidth for local TV broadcast operators
n Mobile DTV uses freed spectrum to transmit programming directly to mobile devicesØ A 416x240 Mobile DTV signal requires only 2-3 megabitsØ An HD signal requires 12-15 megabitsØ An SD signal takes 4-6 megabitsØ An SD signal takes 4-6 megabits
n Advances in MPEG2 encoding will allow more channels to fit into the same spectrum Ø Open Mobile Video Coalition (OMVC) is confident broadcasters will be able to offer an HD [channel] with a couple of SD multicasts and still have room to do two or three reasonable quality mobile broadcasts
n Enabling Mobile DTV broadcast to existing systems typically costs $75,000-$150,000 and takes 1 technician 1-2 hours
Emerging Opportunity of DTV on Mobile Platforms
n 35 Broadcast stations now operating, mobile TV available in 96 of top 100 US markets
n Extends marketers reach to highly attractive demographic segments
n Mobile TV extends viewing day to include morning and evening commute cycles, as well as mid-dayevening commute cycles, as well as mid-day
n MID and Netbook platforms have ideal combination of screen size, battery life and usage model for mobile TV
n Interactive TV functions supported via Wi-Fi, 3Gn Creation of user “Communities”n No clear leader has emerged in the area of mobile TV broadcast
Profit Pools – DTV Enabled Mobile Devices
n Hardware - $1B n Advertising - $1.8Bn Conditional Access content – $1.1B M-commerce – $1.6Bn M-commerce – $1.6B
n Entertainment (Hulu, MediaFLO) - $?*2010 estimates
Global DTV Broadcast Standards and Markets
2010 TV Tuner F’cast by region:2010 TV Tuner F’cast by region:DVB-T 200MATSC 90MISDB-T 51MDMB-T/H 24MMultiple STDs 35M
CMMB deployment in China may displace DMB-T/HMonitoring this trend
DTV Enablement Opportunity in Mobile Computing
$-
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
Mobile TV Tuner Revenue (Ks)
50,000
100,000
150,000
200,000
250,000
TV Tuners in Mobile Computing
$-2009 2010 2011 2012 2013
Mobile TV Tuner Revenue (Ks)
-2009 2010 2011 2012 2013
PC TV tuners (Ks) Handset TV tuners (Ks)
Source: Infonetics Q1,2009
Application Enablement by Device
Mobility +Location Awareness
Internet Access
Touch Screen
TV+Location Awareness Gaming
Social Networking E-Commerce
Streaming Movies
Fixed TV
ü ü
ü ü ü ü
ü Optimized
ü Capability
ü Limited
Game Console
ü ü ü ü
Laptop
ü+ ü ü+ ü ü ü ü
Netbook
ü+ ü ü+ ü ü ü ü
MID
ü+ ü ü ü+ ü ü ü ü
Smart Phone
ü+ ü ü ü+ ü ü ü ü
Tapping Into Mobile DTV Profit Pools
n Thank you for viewing this summary on the Emerging Opportunity for Mobile DTV!
n For the full presentation and detailed information on potential strategies and tactics on how to tap into the Mobile DTV opportunity:Mobile DTV opportunity:
Ø Contact Nick Sargologos at:n [email protected] 512-577-5603
