ccbn cable digital tv operator international summit march ... · finecomm, kpn trials in china...

CCBN Cable Digital TV Operator International Summit

March 21, 2014

Beijing

Rob Gelphman VP, Marketing and Member Relations

[email protected]

www.mocalliance.org

The Connected Home

Chinese Homes

Introduction

Who we are: •  International industry technology standard consortium •  Established: January 2004 •  53 members from the global pay TV ecosystem •  148 certified products

What we do:

•  MoCA technology enables the distribution of multiple streams of high definition (HD) video and data over existing, in-home coaxial cabling.

•  We make wireless better.

Home Network Environment

Challenge •  Consumers want HD content on multiple screens, anytime and

anywhere. •  Urgent need for disruption-free HD video delivery •  Which networking technology is most cost-effective?

•  Wireless and powerline technologies are ubiquitous but prone to interference.

•  Coaxial cabling is built for video but is not available in every room.

Opportunity •  Provide seamless home network using existing wireless and wired

technologies and mediums to accommodate all devices and applications.

1% 2%

21%

22% 54%

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2011 2012 2013 2014 2015 2016

Video Will Dominate Internet Traffic

Source: Cisco VNI 2012. One Exabyte (EB) = 1 Billion GB

Consumer Internet Traffic Forecast 2011–2016 By 2016

• Internet Video Streaming, Downloads and Video Calling CAGR = 54% • 76% traffic is on fixed network • Home networking is the key for in-home video distribution

4x

EB p

er M

onth

Internet Video File Sharing

Web/Other Data Online Gaming

Voice Communications Video Communications

Bandwidth Consuming Applications

China: Cable Pay TV Subscribers

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Pay

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Europe

China: HD Subscribers

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Pay

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Europe

Items 2013 2014 2015 2016

Nationwide Paid TV subscriber 25,256.5 26,518.0 27,698.0 28,817.0

Nationwide Cable TV subscriber 22,400.0 23,250.0 24,088.0 24,907.0

Nationwide Cable Digital TV subscriber 16,102.6 17,850.0 19,280.0 20,480.0

Nationwide Cable Digital Penetration 71.9% 76.8% 80.0% 82.2%

Nationwide Cable HDTV subscriber 2,908.8 4,400.0 5,950.0 7,400.0

Nationwide Cable HDTV penetration 12.99% 18.92% 24.70% 29.71%

China: Cable Digital TV & IPTV

Units: Ten Thousand Households

Source: Guideline Research, Feb. 2014

China: 2013-2016 Cable Digital TV & IPTV Development Trends

2000

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2013 2014E 2015E 2016E

Nationwide cable digital TV subscriber Nationwide IPTV subscriber


China: 2013-2016 Cable Digital TV Development Trend


22,400 23,250

24,088 24,907

16,103

17,850

19,280 20,480 71.90%

76.80% 80.00% 82.20%

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2013 2014E 2015E 2016E

Cable TV subscriber Cable Digital TV subscriber Cable Digital Penetration

Operator

2013 2014 2015

Cable TV Household

Cable HDTV Household

HDTV Penetration

Cable TV Household


HDTV Penetration

Cable TV Household


HDTV Penetration

Jiangsu Broadcasting TV Network Corporation Ltd.

1,997.0 166.3 8.3% 2,092.0 240.0 11.5% 2,120.0 350.0 16.5%

Shandong Broadcast & TV Network Co. Ltd.

1,920.0 202.0 10.5% 1,950.0 280.0 14.4% 1,980.0 380.0 19.2%

Sichuan Broadcast & TV Network Ltd.

1,350.0 96.8 7.2% 1,439.0 180.0 12.5% 1,490.0 300.0 20.1%

Guangdong Province Broadcast & TV Network Ltd.

1,200.0 187.9 15.7% 1,220.0 295.0 24.2% 1,320.0 400.0 30.3%

Hebei Province Broadcast & TV Information Network Ltd.

840.0 50.0 6.0% 855.0 150.0 17.5% 870.0 260.0 29.9%

China: Top Five Cable Operators

Units: Millions Households


Connected Entertainment Devices

Standard Value Proposition Drawbacks

Wireless (Wi-Fi®)

Mobility Only solution for portable devices

Reliability (QoS) is a challenge Prone to interference. Shared medium Not designed for video.

Powerline (HomePlug®)

Ubiquity of outlets & ease of use Only proven technology over power line

Prone to interference. Qality of wiring could affect performance

Coax (MoCA)

Shielded medium. Works over any existing coax. Not prone to hacking or interference with other devices Originally designed for video Proven performance & reliability leader

Dependent on coaxial outlet penetration and wiring scheme in the home.

Cat 5/6 (Ethernet)

Attaches directly to device Extremely high performance Known and accepted worldwide standard

Not an existing wire. New installation. New wire required every time when upgrading specification. The same as and possibly more costly to install than coax.

The Connected Home

Mobility, ubiquity, ease of use and reliability.

Need a wire for HD video and whole home coverage. No single solution.

nVoy™ (IEEE P1905.1)

Engineering standard that unites all technologies. Firmware download that identifies and connects existing technologies and devices in network.

No significant drawbacks.

The Connected Home Narrative

Harmonize the Hybrid Home Network

ETHERNET

1905.1/ nVoy™ Technology

MAC/PHY 802.11

MAC/PHY 1901

MAC/PHY 802.3

MAC/PHY MoCA

Comcast Connected Home

Verizon FiOS Connected Home

Cox Whole Home Video Network

DirecTV Connected Home

1H13 Home Networking Device Revenue Up 6%

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CY11 CY12 CY13 CY14 CY15 CY16 CY17

Rev

enue

(US

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illio

ns)

Worldwide Home Networking Device Revenue

Broadband Routers Residential Gateways HomePlug Powerline Adapters MoCA Coax-Ethernet Adapters STB MoCA ONT HPNA/G.hn Adapters

•  Home networking device revenue totaled $5.4B in 1H13, up 6% from 2H12

•  Revenue for STBs with MoCA grew 23%.

•  Revenue for MoCA adapters grew 108%.

•  2012-2017:

•  $18.8 billion (CAGR of 13.8%)

•  318 million units shipped (CAGR of 6.3 %)

Source: Infonetics Research Oct 2013

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Home Networking Device Revenue by Region

North America EMEA Asia Pacific CALA

•  North America; 43% of worldwide home networking revenue in 1H13 revenue

•  EMEA: 27%

•  APAC: 22%

•  CALA: 7%


North America is The Home Networking Leader

Wi-Fi Routers Dominate; MoCA Routers Grow

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CY11 CY12 CY13 CY14 CY15 CY16 CY17 U

nits

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WiFi w/MoCA WiFi w/HomePlug WiFi w/HPNA/G.hn

•  Wi-Fi broadband routers made up 98% of total broadband router revenue in first half of 2013

•  99.5% of all routers will support some radio technology by 2017.

•  WiFi with MoCA units will be 7% of all routers by 2017.


Worldwide WiFi Broadband Router by Home Networking Type (Units)

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Worldwide MoCA STB Revenue

•  1H13 revenue increased 23% to $1.1B, units increased 13% to over 7.0 million


Cable, Satellite Providers Beginning MoCA STB Upgrade Cycle

Rev

enue

(US

$ M

illio

ns)

MoCA Trials and Deployments

Trials in Europe: Liberty Global/UPC, Telenor, Ziggo, Zon, FineComm, KPN

Trials in China

Trials in Canada: Rogers, Shaw, Cogeco, Videotron U.S.: Comcast, Cox, DIRECTV, DISH Network, Time Warner Cable, and Verizon, among others Trials in Latin America: DIRECTV, DISH Network Net in Brazil CableVision in Argentina MegaCable in Mexico

Trials in South Africa: MultiChoice

Summary

•  The home network is a blend of wireless and wired technologies.

•  Need a wire for reliable delivery of HD content and data.

•  Coax is the best medium for video. •  MoCA is the technology standard over

coax.

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