1 INTRODUCTION 1.1 KEY TAKE-AWAYS 1.2 REPORT DESCRIPTION 1.3 MARKETS COVERED 1.4 STAKEHOLDERS 1.5 RESEARCH METHODOLOGY
2 SUMMARY
3 MARKET OVERVIEW 3.1 EVOLUTION OF TELEVISION 3.1.1 PICTORIAL REPRESENTATION 3.1.2 INTRODUCTION OF INTERNET TO TV 3.1.3 OVERVIEW OF GLOBAL TV MARKET 3.2 OVERVIEW OF SMART TV INDUSTRY 3.3 OVERVIEW OF CONNECTED DEVICES MARKET, 2010 16 3.4 INDUSTRY LIFE CYCLE 3.5 VALUE CHAIN ANALYSIS 3.5.1 CONTENT CREATORS 3.5.2 AGGREGATORS 3.5.3 DISTRIBUTORS 3.5.4 INTEGRATOR 3.6 MARKET DYNAMICS 3.6.1 MARKET DRIVERS 3.6.1.1 Expected high demand in future 3.6.1.2 Industry leaders investing high on technology 3.6.1.3 Industry leaders joining together 3.6.1.4 Growing pool of internet users 3.6.2 MARKET RESTRAINTS 3.6.2.1 Fear, uncertainty, and doubt of customer 3.6.2.2 TV vs PC 3.6.3 OPPORTUNITIES 3.6.3.1 Wide open Western Europe, U.S. & China markets 3.6.3.2 Technology shift from internet TV to smart TV 3.6.3.3 Opening advertising platform 3.7 ACCESSORIES MARKET ANALYSIS FOR SMART TV 3.7.1 KEYPADS 3.7.1.1 Comparison matrix 3.7.2 3D GLASSES 3.7.2.1 Comparison matrix 3.7.3 GAMING DEVICES/PLAY STATIONS 3.7.3.1 Comparison matrix 3.7.4 TV CAMERA 3.7.4.1 Comparison matrix 3.7.5 WIRELESS LAN ADAPTOR 3.7.5.1 Comparison matrix 3.8 MARKET SHARE ANALYSIS 3.8.1 MARKET SHARE OF KEY PLAYERS IN SMART TV MARKET 3.9 WINNING IMPERATIVE 3.1 BURNING ISSUE 3.11 PATENT ANALYSIS
4 CRITICAL CAPABILITIES OF SMART TV 4.1 CRITICAL CAPABILITIES 4.1.1 NORMAL TV BROADCASTING 4.1.2 INTERNET CONNECTABLE & WEB BROWSING 4.1.3 ONLINE VIDEO 4.1.4 SOCIAL NETWORKING 4.1.5 VIDEO ON DEMAND(VOD) 4.1.6 PROGRAM RECORDING 4.1.7 ONLINE MOVIES & MUSIC 4.1.8 BUILT IN APPLICATIONS WITH ABILITY FOR ENHANCEMENT 4.2 USE CASES
5 SMART TV PLATFORMS DEVELOPED, BY TV VENDORS 5.1 PLATFORMS 5.1.1 LG NETCAST 5.1.2 PANASONIC VIERA CAST 5.1.3 PHILIPS NETTV 5.1.4 SAMSUNG SMART TV 5.1.5 SHARP AQUOS NET+ 5.1.6 TOSHIBA PLACES 5.2 COMPARISON MATRIX
6 MIDDLEWARE PROVIDERS FOR TV SETS 6.1 MIDDLEWARE PROVIDERS 6.1.1 GOOGLE TV 6.1.2 APPLE TV 6.1.3 YAHOO CONNECTED TV 6.1.4 BOXEE 6.1.5 HYBRID BROADCAST BROADBAND TV (HBBTV) 6.1.6 MEDIAROOM 6.1.7 MEEGO 6.1.8 TRU2WAY 6.1.9 TVBLOB 6.1.10 XBMC MEDIA CENTER 6.2 COMPARISON MATRIX
7 SMART TV MARKET 7.1 BY APPLICATION 7.1.1 HOME ENTERTAINMENT 7.1.2 OFFICE PURPOSE 7.1.3 EDUCATIONAL PURPOSE 7.2 BY PRODUCTS 7.2.1 TV VENDOR PLATFORM 7.2.2 APPLICATIONS 7.3 BY TECHNOLOGY 7.3.1 OPERATING SYSTEM 7.3.2 INTERFACE DESIGN 7.4 BY GEOGRAPHY 7.4.1 NORTH AMERICA 7.4.2 EUROPE 7.4.3 APAC 7.4.4 REST OF THE WORLD (ROW) 7.5 SPECIAL COVERAGE 7.5.1 POLAND 7.5.2 JAPAN 7.5.3 KOREA
8 COMPETITIVE LANDSCAPE 8.1 KEY GROWTH STRATEGIES 8.2 MERGERS & ACQUISITIONS 8.3 NEW PRODUCT DEVELOPMENT & RESEARCH 8.4 AGREEMENTS & COLLABORATIONS 8.5 EXPANSION 8.6 INVESTMENT 8.7 OTHERS
9 COMPANY PROFILES 9.1 AS TV VENDORS 9.1.1 LG ELECTRONICS 9.1.1.1 Overview 9.1.1.2 Product & services 9.1.1.3 Financials 9.1.1.4 Strategy 9.1.1.5 Developments 9.1.2 PANASONIC 9.1.2.1 Overview 9.1.2.2 Products & services 9.1.2.3 Financials 9.1.2.4 Strategy 9.1.2.5 Developments 9.1.3 PHILIPS 9.1.3.1 Overview 9.1.3.2 Products & services 9.1.3.3 Financials 9.1.3.4 Strategy 9.1.3.5 Developments 9.1.4 SAMSUNG 9.1.4.1 Overview 9.1.4.2 Products & services 9.1.4.3 Financials 9.1.4.4 Strategy 9.1.4.5 Developments 9.1.5 SONY 9.1.5.1 Overview 9.1.5.2 Products & services 9.1.5.3 Financials 9.1.5.4 Strategy 9.1.5.5 Developments 9.1.6 SHARP 9.1.6.1 Overview 9.1.6.2 Products & services 9.1.6.3 Financials 9.1.6.4 Strategy 9.1.6.5 Developments 9.1.7 TOSHIBA 9.1.7.1 Overview 9.1.7.2 Products & services 9.1.7.3 Financials 9.1.7.4 Strategy 9.1.7.5 Developments 9.1.8 LOGITECH 9.1.8.1 Overview 9.1.8.2 Products & services 9.1.8.3 Financials 9.1.8.4 Strategy 9.1.8.5 Developments 9.1.9 HAIER 9.1.9.1 Overview 9.1.9.2 Products & services 9.1.9.3 Financials 9.1.9.4 Strategy 9.1.9.5 Developments 9.1.10 NYXIO TECHNOLOGIES 9.1.10.1 Overview 9.1.10.2 Products & services 9.1.10.3 Strategy 9.1.10.4 Developments 9.1.11 ONIDA (MIRC ELECTRONICS LTD) 9.1.11.1 Overview 9.1.11.2 Products & services 9.1.11.3 Financials 9.1.11.4 Strategy 9.1.11.5 Developments 9.1.12 VIDEOCON 9.1.12.1 Overview 9.1.12.2 Products & services 9.1.12.3 Financials 9.1.12.4 Strategy 9.1.12.5 Developments 9.2 BY MIDDLEWARE PROVIDER 9.2.1 BOXEE INC. 9.2.1.1 Overview 9.2.1.2 Products & services 9.2.1.3 Strategy 9.2.1.4 Developments 9.2.2 GOOGLE 9.2.2.1 Overview 9.2.2.2 Products & services 9.2.2.3 Financials 9.2.2.4 Strategy 9.2.2.5 Developments 9.2.3 INTEL 9.2.3.1 Overview 9.2.3.2 Products & services 9.2.3.3 Financials 9.2.3.4 Strategy 9.2.3.5 Developments 9.2.4 MICROSOFT 9.2.4.1 Overview 9.2.4.2 Products & services 9.2.4.3 Financials 9.2.4.4 Strategy 9.2.4.5 Developments 9.2.5 APPLE 9.2.5.1 Overview 9.2.5.2 Products & services 9.2.5.3 Financials 9.2.5.4 Strategy 9.2.5.5 Developments 9.2.6 AMD 9.2.6.1 Overview 9.2.6.2 Products & services 9.2.6.3 Financials 9.2.6.4 Strategy 9.2.6.5 Developments 9.2.7 CABLE LABS 9.2.7.1 Overview 9.2.7.2 Products & services 9.2.7.3 Financials 9.2.7.4 Strategy 9.2.7.5 Developments 9.2.8 TELE SYSTEM ELECTRONICS 9.2.8.1 Overview 9.2.8.2 Products $ services 9.2.8.3 Financials 9.2.8.4 Strategy 9.2.8.5 Developments 9.2.9 YAHOO 9.2.9.1 Overview 9.2.9.2 Products & services 9.2.9.3 Financials 9.2.9.4 Strategy 9.2.9.5 Developments
APPENDIX ? SMART TV VS IPTV ? U.S. PATENTS ? EUROPE PATENTS ? JAPAN PATENTS
LIST OF TABLES
TABLE 1 SMART TV MARKET VOLUME, BY GEOGRAPHY, 2009 2016 (MILLION UNITS) TABLE 2 INTERNET EVOLUTION IN TV TABLE 3 GLOBAL TV MARKET VOLUME, BY TECHNOLOGY, 2009 2016 (MILLION UNITS) TABLE 4 GLOBAL TV SHIPMENT ANALOG VS DIGITAL (%) TABLE 5 GLOBAL TV SHIPMENT ANALOG VS DIGITAL (MILLION UNITS) TABLE 6 GLOBAL TV REVENUE, BY VALUE, 2010 2016 ($BILLION) TABLE 7 TV REVENUE MARKET SHARE, BY GEOGRAPHY, 2010 2016 (%) TABLE 8 GLOBAL SMART TV MARKET, BY VOLUME, 2010 2016 (MILLION UNITS) TABLE 9 GLOBAL SMART TV MARKET, BY VALUE ($MILLION) TABLE 10 GLOBAL SMART TV MARKET AVERAGE UNIT PRICE, 2009 2016 ($) TABLE 11 GLOBAL TV SET CONNECTED TO INTERNET, 2010 2016 (MILLION UNITS) TABLE 12 GLOBAL TV SET CONNECTED TO INTERNET Y-O-Y GROWTH (%) TABLE 13 GLOBAL CONNECTED DEVICES SOLD ANNUALLY, 2010 2016 (MILLION UNITS) TABLE 14 GLOBAL CONNECTED DEVICES SOLD ANNUALLY Y-O-Y GROWTH, 2010 2016 TABLE 15 % OF ONLINE POPULATION AS CONTENT CREATORS, 2011 TABLE 16 GLOBAL SHIPMENT FORECAST OF IETV AND IE STB, 2009 2016 (MILLION UNITS) TABLE 17 GLOBAL SHIPMENT FORECAST OF IETV AND IE STB Y-O-Y GROWTH (%) TABLE 18 STB UNIT SHIPMENT SHARE COMPARISON, 2011 2016 (%) TABLE 19 STB UNIT SHIPMENT SHARE COMPARISON, 2011 2016 (MILLION UNITS) TABLE 20 GLOBAL STB MARKET SHARE, 2011 (%) TABLE 21 GLOBAL STB MARKET TOP PLAYERS, BY REVENUE ($BILLION) TABLE 22 INTERNET USERS, BY GEOGRAPHY, 2009 2011 (MILLION) TABLE 23 INTERNET USER SHARE, BY GEOGRAPHY, 2009 2011 (%) TABLE 24 INTERNET USERS, BY GEOGRAPHY, 2009 2011 (MILLION) TABLE 25 GLOBAL TOP 10 COUNTRIES BY INTERNET USERS, 2011 (MILLION) TABLE 26 CHINA TV MARKET TREND, 2010 2016 (MILLION UNITS) TABLE 27 CHINA TV SHIPMENT Y-O-Y GROWTH, 2010 2016 TABLE 28 CHINA SMART TV SHIPMENT Y-O-Y GROWTH TABLE 29 EUROPE: SMART TV MARKET VOLUME, BY GEOGRAPHY, 2009 2016 (MILLION UNITS) TABLE 30 EUROPE: SMART TV MARKET VALUE, BY GEOGRAPHY, 2009 2016 ($BILLION) TABLE 31 NORTH AMERICA: SMART TV MARKET, BY VOLUME, 2009 2016 (MILLION UNITS) TABLE 32 GLOBAL IPTV SUBSCRIBER FORECAST, 2010 2016 (MILLION) TABLE 33 GLOBAL IPTV SERVICE, BY REVENUE, 2010 2016 ($BILLION) TABLE 34 GLOBAL ONLINE ADVERTISEMENT REVENUE FORECAST, 2010 2016 ($BILLION) TABLE 35 TOP 3 DOMINANT TERRITORIES FOR ONLINE ADVERTISING REVENUE, 2010 2016 (%) TABLE 36 TOP 5 ONLINE AD SELLING COMPANIES IN U.S., 2010 2016 (%) TABLE 37 IETV VS 3D TVS GLOBAL SHIPMENT, 2010 2016 (MILLION UNITS) TABLE 38 GLOBAL GAMING SPEND, 2011 2016 ($BILLION) TABLE 39 GLOBAL GAMING HARDWARE MARKET, 2011 2016 ($BILLION) TABLE 40 GLOBAL GAMING SOFTWARE MARKET, 2011 2016 ($BILLION) TABLE 41 GLOBAL ONLINE GAMING MARKET, 2011 2016 ($BILLION) TABLE 42 GLOBAL FLAT PANEL TV BRAND RANKINGS, BY REVENUE SHARE (%) TABLE 43 GLOBAL FLAT PANEL TV BRAND SHIPMENT UNITS, 2010 TABLE 44 GLOBAL TV BRANDS IN SMART TV, 2010 TABLE 45 PATENT BY TV TECHNOLOGY TYPE, 2006 2011 TABLE 46 PATENT ANALYSIS, BY GEOGRAPHY, 2006 2011 TABLE 47 YEAR-WISE PATENT TABLE 48 COMPANY WISE PATENT ANALYSIS TABLE 49 TOP SMART TV APPLICATION COMPARISON TABLE 50 U.S. & EUROPE: CONSUMER SMART TV VIEWING BEHAVIOR, 2011 TABLE 51 SAMSUNG SMART TV APPS CATEGORY TABLE 52 PANASONIC SMART TV APPS CATEGORY TABLE 53 NORTH AMERICA VS ROW IPTV SUBSCRIBER, 2010 2016 (MILLION) TABLE 54 NORTH AMERICA VS ROW IPTV SERVICES, BY REVENUE (%) TABLE 55 EUROPE VS ROW IPTV SUBSCRIBERS, 2010 2016 (MILLION) TABLE 56 EUROPE VS ROW IPTV SERVICES, BY REVENUE, 2010 2016 (BILLION) TABLE 57 EUROPE: TOP 10 COUNTRIES, BY INTERNET USERS-2011 (MILLION) TABLE 58 APAC & JAPAN VS ROW IPTV SUBSCRIBERS, 2010 2016 (MILLION) TABLE 59 APAC & JAPAN VS ROW IPTV SERVICES, BY REVENUE, 2010 2016 (BILLION) TABLE 60 ASIA: TOP 10 COUNTRIES, BY INTERNET USERS-2011 (MILLION) TABLE 61 TOTAL ROW SMART TV MARKET, 2009 2016 (MILLION UNITS) TABLE 62 ROW VS OTHERS IPTV SUBSCRIBERS, 2010 2016 (MILLION) TABLE 63 ROW VS OTHERS IPTV SERVICES, BY REVENUE, 2010 2016 ($BILLION) TABLE 64 POLAND: SMART TV MARKET (MILLION UNITS) TABLE 65 POLAND: SMART TV MARKET, BY VALUE, 2010 2016 ($MILLION) TABLE 66 JAPAN: SMART TV MARKET, BY VOLUME, 2010 2016 (MILLION UNITS) TABLE 67 JAPAN: SMART TV MARKET, BY VALUE, 2009 2016 ($MILLION) TABLE 68 KOREA: SMART TV MARKET, 2010 2016 (MILLION UNITS) TABLE 69 KOREA: SMART TV MARKET, BY VALUE, 2010 2016 ($BILLION)
LIST OF FIGURES
FIGURE 1 EVOLUTION OF TELEVISION FIGURE 2 GLOBAL TV MARKET, 2009 2016 FIGURE 3 GLOBAL TV SHIPMENT, ANALOG VS DIGITAL, 2011 2016 FIGURE 4 GLOBAL TV SHIPMENT ANALOG VS DIGITAL (MILLION UNITS) FIGURE 5 GLOBAL TV REVENUE, BY VALUE, 2010 2016 ($BILLION) FIGURE 6 GLOBAL TV REVENUE MARKET SHARE, BY GEOGRAPHY, 2011 2016 FIGURE 7 GLOBAL SMART TV MARKET, 2009 2016 FIGURE 8 SMART TV MARKET VOLUME, BY GEOGRAPHY, 2009 2016 ($MILLION) FIGURE 9 FUTURE OF SMART TV FIGURE 10 GLOBAL TV SETS CONNECTED TO INTERNET, 2010 2016 (MILLION UNITS) FIGURE 11 GLOBAL CONNECTED DEVICES SOLD ANNUALLY, 2010 2016 (MILLION UNITS) FIGURE 12 GRAPHICAL COMPARISON OF GLOBAL CONNECTED DEVICES SOLD ANNUALLY, 2010 2016 (MILLION UNITS) FIGURE 13 REGIONAL MARKET LIFE CYCLE 2011 FIGURE 14 SMART TV VALUE CHAIN FIGURE 15 REVENUE CYCLE OF SMART TV VALUE CHAIN FIGURE 16 APPLICATIONS ROAD MAP FIGURE 17 % OF ONLINE POPULATION AS CONTENT CREATORS, 2011 FIGURE 18 CONTENT ECO SYSTEM AND CONSUMER CONFUSION FIGURE 19 CONTENT PROVIDER NETWORK FIGURE 20 GLOBAL SHIPMENT FORECAST OF IETV AND IE STB, 2009 2016 (MILLION UNITS) FIGURE 21 STB UNIT SHIPMENT SHARE COMPARISON, 2011 2016 (%) FIGURE 22 GLOBAL STB MARKET SHARE, 2011 FIGURE 23 GLOBAL STB MARKET TOP PLAYERS, BY REVENUE, 2009 2011 ($BILLION) FIGURE 24 DRIVER IMPACT ANALYSIS FIGURE 25 SMART TV MARKET FORECAST, 2009 2016 FIGURE 26 GLOBAL INTERNET USERS, 2009 2011 (MILLION) FIGURE 27 GLOBAL INTERNET USERS SHARE, 2009 2011 (%) FIGURE 28 GLOBAL INTERNET USERS FORECAST, 2009 2016 (MILLION) FIGURE 29 GLOBAL TOP 10 COUNTRIES BY INTERNET USERS, 2011 FIGURE 30 RESTRAINTS IMPACT ANALYSIS FIGURE 31 OPPORTUNITY IMPACT ANALYSIS FIGURE 32 CHINA TV MARKET TREND, 2010 2016 (MILLION UNITS) FIGURE 33 CHINA TV MARKET TREND - LINE GRAPH, 2010 2016 (MILLION UNITS) FIGURE 34 EUROPE: SMART TV MARKET VOLUME, BY GEOGRAPHY, 2009 2016 (MILLION UNITS) FIGURE 35 GLOBAL IPTV SUBSCRIBER FORECAST, 2010 2016 (MILLION) FIGURE 36 GLOBAL IPTV SERVICE, BY REVENUE, 2011 2016 ($BILLION) FIGURE 37 GLOBAL ONLINE ADVERTISEMENT REVENUE FORECAST, 2010 2016 ($BILLION) FIGURE 38 IETV VS 3D TVS GLOBAL SHIPMENT, 2010 2016 (MILLION UNITS) FIGURE 39 GLOBAL GAMING SPEND, 2011 2016 ($BILLION) FIGURE 40 GLOBAL GAMING MARKET, BY VALUE, 2011 2016 ($BILLION) FIGURE 41 GLOBAL SPENDING MARKET SHARE ON GAMING, 2011 & 2016 FIGURE 42 GLOBAL FLAT PANEL TV BRAND SHIPMENTS, 2010 FIGURE 43 PATENT BY TV TECHNOLOGY, 2006 2011 FIGURE 44 PATENT ANALYSIS, BY GEOGRAPHY, 2006 2011 FIGURE 45 YEAR WISE PATENT FIGURE 46 COMPANY WISE PATENTS FIGURE 47 GOOGLE TV & ITS PARTNERS FIGURE 48 ACCESS OF GOOGLE CONTENT FIGURE 49 GOOGLE TV ECOSYSTEM FIGURE 50 U.S. & EUROPE: CONSUMER SMART TV VIEWING BEHAVIOR, 2011 FIGURE 51 SAMSUNG SMART TV APPS CATEGORY FIGURE 52 PANASONIC SMART TV APPS CATEGORY FIGURE 53 TOP 10 GLOBAL SMART TV APPLICATIONS FIGURE 54 GLOBAL TV MARKET, BY TECHNOLOGY FIGURE 55 NORTH AMERICA: SMART TV MARKET BY VOLUME, 2009 2016 (MILLION UNITS) FIGURE 56 NORTH AMERICA VS ROW IPTV SUBSCRIBER, 2011 & 2016 FIGURE 57 NORTH AMERICA VS ROW IPTV SERVICES, BY REVENUE, 2011 2016 FIGURE 58 EUROPE: SMART TV MARKET, BY VOLUME, 2009 2016 (MILLION UNITS) FIGURE 59 EUROPE VS ROW IPTV SUBSCRIBER, 2011 2016 FIGURE 60 EUROPE VS ROW IPTV SERVICES, BY REVENUE, 2011 & 2016 FIGURE 61 EUROPE: TOP 10 COUNTRIES, BY INTERNET USERS-2011 (MILLION) FIGURE 62 APAC: SMART TV MARKET, 2009 2016 (MILLION UNITS) FIGURE 63 APAC & JAPAN VS ROW IPTV SUBSCRIBERS, 2011 2016 FIGURE 64 APAC & JAPAN VS ROW IPTV SERVICES, BY REVENUE, 2011 & 2016 FIGURE 65 ASIA:TOP 10 COUNTRIES, BY INTERNET USERS-2011 (MILLION) FIGURE 66 TOTAL ROW SMART TV MARKET, 2009 2016 (MILLION UNITS) FIGURE 67 ROW VS OTHERS IPTV SUBSCRIBER, 2011 2016 FIGURE 68 ROW VS OTHERS IPTV SERVICES, BY REVENUE (%), 2011 & 2016 FIGURE 69 JAPAN: SMART TV MARKET, BY VOLUME, 2009 2016 (MILLION UNITS) FIGURE 70 KEY GROWTH STRATEGY FIGURE 71 YEAR WISE KEY GROWTH STRATEGIES |