IPTV is good, everyone knows it! The number of IPTV users reached a record 315 million households, which is estimated to be the peak of IPTV, exceeding the historical peak of 270 million households set by cable TV in 2017. Now there are only about 100 million cable TV households left. The terrestrial digital wireless broadcasting DTMB developed by the radio and television bureaus of provinces, municipalities and autonomous regions should still have more than 100 million users. The terrestrial analog wireless broadcasting has been stopped, and 700MHz has been given up for 5G. The "Huhutong" live broadcast satellite DVB/S of the Wireless Bureau of the State Administration of Radio, Film and Television still has more than 100 million users. These 200 million households could not be replaced by cable TV in the past, and cannot be replaced by IPTV now. It is a public welfare poverty alleviation service covering the vast mountainous villages, towns and urban-rural fringe areas.
How many IPTV users will remain in the future? Every generation has its own product, and each one is popular for three to five years. No one is forever, and the same is true for IPTV. A mature company is one that plans ahead of time, and only some immature executives will rest on their laurels. I feel like I am the best in the world and no one can beat me! After the peak, it's downhill. The three major operators have 455 million households with fixed broadband, and there are more than 400 million smart TVs in 500 million households. In theory, these 400 million smart TVs can connect to WiFi to access the Internet without the need for any cable TV set-top box or IPTV set-top box. This is a huge force impacting IPTV. IPTV's inherent shortcomings The main reason why cable TV was torn to pieces by IPTV in three years was that it was fragmented and each of them fought on its own. How could 31 provinces, municipalities, autonomous regions and more than 1,000 radio and television network companies resist the charge of the three major operators and three armies? Zhou Chu killed the evil dragon, but he himself became a new evil dragon. The same is true for IPTV, which is divided into three major operators, and the local provincial companies are responsible for operation. Although it is better than the more than 1,000 radio and television network companies, there are still 93 provincial companies in the country. All SPCP cooperation has to be negotiated with 93 provincial companies one by one, which is totally without the convenience and speed of the previous "Mobile Dream Network" with one-stop access and full network service. IPTV should be like the national network of radio and television networks, and have a "national IPTV" to deal with all kinds of SPCPs in a unified manner, even if the three major operators each have a "national IPTV" It will save a lot of travel and public relations expenses to talk to three people rather than 93 people. Can IPTV service be independent? At present, IPTV is still a gift, as an adjunct to broadband, and has not yet become a separate business. In the annual reports of operators, only the number of 4G and 5G users, the number of wired broadband users and the number of IPTV users are disclosed for personal mobile phones, home broadband and large-screen TVs. In addition to the protection fees that operators' IPTV must pay to the local provincial, municipal, and autonomous region radio and television stations' new media broadcast control platform, no, delete the broadcast control service fees, can IPTV generate higher ARPU, such as value-added service fees, on-demand revenue, advertising, and e-commerce GMV? The final question is, do these revenues belong to the local provincial companies of the three major operators, or to the new media broadcast control companies of the local provincial radio and television stations? The key point is that all server and CDN costs, as well as IPTV set-top box costs, are borne by the local provincial companies of the three major operators. Moreover, how many IPTV users to develop and how to develop IPTV users are also the business of the local provincial companies of the three major operators. The new media broadcast control company of the local provincial radio and television station is just relying on luck and waiting for something good to happen. This is embarrassing... |
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