Gabla csa telco-form_08.06.11
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Gabla csa telco-form_08.06.11 Gabla csa telco-form_08.06.11 Presentation Transcript

  • Décembre 2008 DEP – Pierre PETILLAULT, Didier GUILLOUX, Bernard CELLI – 20/10/2006 Mobile Connected TVs: Economic and Regulatory Consequences for Media Players? Telecom & Media 2.0 – Moscow Wednesday, June 8th 2011Emmanuel GABLAMember of the BoardConseil Supérieur de l’Audiovisuel
  • Agenda 1 – Mobile Connected TVs Specificities 1 – Mobile Connected TVs Specificities 2 – Consequences of the Development of Mobile Connected TVs on the 2 – Consequences of the Development of Mobile Connected TVs on the Players of the Value Chain Players of the Value Chain 3 – Regulatory Issues 3 – Regulatory Issues -2-
  • Fixed Connected TV TV set directly connected to the Internet through an Ethernet port TV set connected to a box, which is itself connected to the internet. E.g.: Wii, PlayStation, Apple TV, Fetch TV, Roku… ANTENNE RATEAU OUTSIDE ANTENNA ETHERNET PORT (DTT DECODEUR INCLUDED) PORT ETHERNET PORT PERITEL (OR HDMI) PORT TV INTERNET DECODEUR MODEM - Cable - ADSL TELEPHONE OU - Satellite - Cable CABLE PLUG - ADSL Internet is just one more source of media content on TV sets There are closed environments (access to a few applications only) and open environments (access to the whole internet) -3-
  • Mobile Connected TVs Most smartphones and tablets are already connected to the internet Few ways to receive media contents on mobile devices: DVB T or DVB H WIFI Antenna Antenna DVB-T is mostly not available on mobile devices ; DVB-H as so far a very small footprint (in France: no launch scheduled on the short term) Consequence: Internet is the main source of media content on mobile connected TVs Closed environments seem easier to set up -4-
  • Projected fixed Connected TVs Sales in France 120% ~8 M ~7 M 100% 100% 90% ~7,5 M TV sets sold in ~7,5 M TV sets sold in 80% 2009 including 450 000 ~5 M 2009 including 450 000 Connected TVs Connected TVs 60% 60% ~4 M 45% 40% 23% 0,5 M 20% 6% 0% 2009 2010 2011 2012 2013 2014 Source: NPA, Simavelec By 2013-2014, most TV sets sold in France will be connectable. With a 75% broadband internet penetration rate, most of them should be -5- connected.
  • Projected mobile Connected TVs (tablets) Sales in France Projected tablet sales in France: 5 4,7 M 4,5 4 3,5 3 2,8 M 2,5 2 1,3 M 1,5 1 0,4 M 0,5 0 2010 2011 2012 2013 Source: Estimations Deloitte These tablets will actually be connected to the internet (contrary to connectable TV sets which will not be necessarily connected) The growth of connected TVs might be in mobile connected TVs -6-
  • What Impact of Mobile Connected Tv on Usage? Ability to receive media content everywhere; Ability to receive media content everywhere; Main features Main features Access to audiovisual content available on the internet; Access to audiovisual content available on the internet; Access to applications adapted for smaller screen. Access to applications adapted for smaller screen. Quantity, nature and quality of audiovisual contents Quantity, nature and quality of audiovisual contents available on the internet; available on the internet; Key Factors of Success Key Factors of Success Ease of use: user interface ergonomics; Ease of use: user interface ergonomics; Minimal quality of service on mobile internet networks; Minimal quality of service on mobile internet networks; Ability to interact with fixed equipments. Ability to interact with fixed equipments. -7-
  • Agenda 1 – Connected TVs Market 1 – Connected TVs Market 2 – Consequences of the Development of Connected TVs on the 2 – Consequences of the Development of Connected TVs on the Players of the Value Chain Players of the Value Chain 3 – Regulatory Issues 3 – Regulatory Issues -8-
  • Impact on Media Players 1/3 R: RISKS O: OPPORTUNITIES O: The ability to receive media content on mobile device O: The ability to receive media content on mobile device could contribute to boost sales could contribute to boost sales Mobile equipments Mobile equipments manufacturers manufacturers Mobile Connected TVs allow equipments Mobile Connected TVs allow equipments manufacturers to climb up the value chain by selling manufacturers to climb up the value chain by selling services services R: The TV distribution function might be by-passed: there is R: The TV distribution function might be by-passed: there is TV distributors TV distributors no more need for a cable operator or a satellite distributor no more need for a cable operator or a satellite distributor R: The mobile network might be saturated R: The mobile network might be saturated Mobile Operators // Mobile Operators ISPs ISPs O: They become key to access audiovisual contents on the O: They become key to access audiovisual contents on the internet and may be able to filter/select content internet and may be able to filter/select content -9-
  • Impact on Media Players 2/3 R: RISKS O: OPPORTUNITIES O: Development of new services better suited for end users O: Development of new services better suited for end users Free-to-air Free-to-air (My TF1): for instance using interactivity; (My TF1): for instance using interactivity; channels channels They can be received in mobility without supporting They can be received in mobility without supporting additional costs (contrary to what happens with DVBH) additional costs (contrary to what happens with DVBH) R: More competition with non linear services R: More competition with non linear services Decrease in revenues from TV distributors Decrease in revenues from TV distributors Pay TV channels Pay TV channels O: Self-distribution and creation of bundles of services linked O: Self-distribution and creation of bundles of services linked with the channels (ODAVMS) + access to mobile services with the channels (ODAVMS) + access to mobile services R: Competition with internet players (You Tube, R: Competition with internet players (You Tube, On demand On demand DailyMotion…) DailyMotion…) audiovisual media audiovisual media service (ODAVMS) service (ODAVMS) O: Direct access to end users without the intermediary of a O: Direct access to end users without the intermediary of a providers (VoD) providers (VoD) TV distributor; on demand services seem better adapter TV distributor; on demand services seem better adapter to a mobile environment to a mobile environment - 10 -
  • Impact on Media Players 3/3 R: RISKS O: OPPORTUNITIES R: Increase in regulatory obligations: control of contents, R: Increase in regulatory obligations: control of contents, Internet Content Internet Content contribution to the production… if they become widespread; contribution to the production… if they become widespread; Providers (You Providers (You Value sharing with mobile network operators Value sharing with mobile network operators Tube, Daily Tube, Daily Motion…) Motion…) O: Access to mobility: consquently increase in advertising O: Access to mobility: consquently increase in advertising revenues revenues R: Possible modification of current economic balance R: Possible modification of current economic balance (paid by TV channels, rights territoriality…); (paid by TV channels, rights territoriality…); Risks on the financing of national and European Risks on the financing of national and European Broadcasting Broadcasting productions in France productions in France Rights Holders Rights Holders O: Direct access to mobile end users is made possible (no O: Direct access to mobile end users is made possible (no channel needed) channel needed) O: Might be able to address new niche market O: Might be able to address new niche market Advertisers Advertisers thanks to mobility thanks to mobility - 11 -
  • Consequences for end users R: RISKS O: OPPORTUNITIES R: Decrease in the quality of programs (proliferation vs. R: Decrease in the quality of programs (proliferation vs. quality) and in the quality of service (speed, freezing…) quality) and in the quality of service (speed, freezing…) Possible increase in mobile internet access price (in case Possible increase in mobile internet access price (in case networks are saturated) networks are saturated) Exclusive deals between mobile equipments Exclusive deals between mobile equipments manufacturers and content providers might reduce the manufacturers and content providers might reduce the customers choice customers choice End Users End Users Closed environments (like ITunes) might increase prices Closed environments (like ITunes) might increase prices for end users for end users O: Everywhere access to a larger number of media O: Everywhere access to a larger number of media services, especially non-linear ones available on the services, especially non-linear ones available on the internet internet « a la carte » access and billing is possible « a la carte » access and billing is possible - 12 -
  • Agenda 1 – Connected TVs Market 1 – Connected TVs Market 2 – Consequences of the Development of Connected TVs on the 2 – Consequences of the Development of Connected TVs on the Players of the Value Chain Players of the Value Chain 3 – Regulatory Issues 3 – Regulatory Issues - 13 -
  • Regulatory Issues Raised by Mobile CTVs 1/2 Several levels of obligations: Several levels of obligations: - Linear channels; - Linear channels; - ODAVMS; - ODAVMS; Facts Facts - Other services available on the internet. - Other services available on the internet. With mobile connected TVs, all content come from the internet, and is With mobile connected TVs, all content come from the internet, and is consequently not regulated by current media regulators. consequently not regulated by current media regulators. Risk of distortion of competition: incumbent editors are challenged by Risk of distortion of competition: incumbent editors are challenged by new entrants, which are sometimes powerful (i-tunes, You Tube) and new entrants, which are sometimes powerful (i-tunes, You Tube) and established abroad. This would lead to a transfer of value from established abroad. This would lead to a transfer of value from regulated players to non-regulated players. regulated players to non-regulated players. Risks Risks Risk of bypass of current rules, which would make them inefficient. A Risk of bypass of current rules, which would make them inefficient. A TV show will be forbidden before 10 pm on fixed TVs, not on mobile… TV show will be forbidden before 10 pm on fixed TVs, not on mobile… Risk on the financing of national and European production: the Risk on the financing of national and European production: the regulation guaranties investments in national and Europeans works. regulation guaranties investments in national and Europeans works. This risk, identified with fixed CTv, will be amplified by mobile CTv. This risk, identified with fixed CTv, will be amplified by mobile CTv. - 14 -
  • Regulatory Issues Raised by Connected TVs 2/2 Do we need the same regulatory treatment for audiovisual Do we need the same regulatory treatment for audiovisual media contents and for internet content? media contents and for internet content? If a regulatory balance should be looked for, what would be the If a regulatory balance should be looked for, what would be the rationales for leveled rules? rationales for leveled rules? Contents Contents What rules should be maintained in an Internet environment What rules should be maintained in an Internet environment regulation regulation characterized by diversity and low entry barriers? characterized by diversity and low entry barriers? - childhood protection? - childhood protection? - data protection? :: key in a mobile environment - data protection? key in a mobile environment - New ways of financing French and European works? - New ways of financing French and European works? How do regulators deal with exclusive deals between mobile How do regulators deal with exclusive deals between mobile equipment manufacturers and content providers? equipment manufacturers and content providers? Competition Issues Competition Issues Are closed environments acceptable from a public policy Are closed environments acceptable from a public policy perspective? perspective? Is the distinction between mobile TV rights and fixed TV rights Is the distinction between mobile TV rights and fixed TV rights TV Rights Issues TV Rights Issues still applicable when end users will want to switch between fixed still applicable when end users will want to switch between fixed and mobile devices? and mobile devices? - 15 -