漫談有線電視數位化 全球趨勢 Jimmy Chen,

Agenda 1.Customer Demands 2.Ways to deploy 3.Cable Technology Trends

Consumers Want TV To Be Where They Are Tablet adoption exploding: 16M units 2010 to 258M units in Video Apps are among the most popular: HBO Go jumps to Top 10 list hours after release 2 Consumers want flexibility to watch TV on any screen: 65% would pay extra for TV on Tablet/PC 3 1. Morgan Stanley Research May, Tech Blog Daily 3. Motorola Media Engagement Barometer Is that all? 3

Actually, TVs get bigger & better even faster than they get smarter... 4K TVs are available today, 4K tablets in 2014… Gradually rejuvenating the e2e infrastructure 4K TVs are available today, 4K tablets in 2014… Gradually rejuvenating the e2e infrastructure 4

WW Service Revenues: BUSD 75% US BUSD before we get excite d… Informa Telecoms & Media PURE OTT Volume yet has to pick up No double digit share for pure OTT for 5Y PayTV resilient to OTT substitution (…partly by incorporating it) 5

Heading for payTV-ish revenue mix Advertising prevails More transactions 6

Agenda 1.Customer Demands 2.Ways to deploy 3.Cable Technology Trends

3 Related Game Changers in Digital TV Trend Network Devices Consumer Deliver Consume Experience BLESSINGS OF THE CLOUD 2nd SCREEN INVERSION UEX QUANTUM LEAP 8

Trends & their effects… Trend Network Devices Consumer Deliver Consume Experience Derived Effects Cloud Live TV Security mess CAS-like model Connected TV Fragmentation PayTV as app Tablets & Co rule UEX Displacement From gimmick to ecosystem Contextual link Addressability? Discovery = New battlefield Reliable flexibility Internet velocity B’cast reliability GW = mainstream Hare & tortoise New $ anchor? 9

Trends & their effects… Trend Network Devices Consumer Deliver Consume Experience Derived Effects Cloud Live TV Security mess CAS-like model Connected TV Fragmentation PayTV as app Tablets & Co rule UEX Displacement From gimmick to ecosystem Contextual link Addressability? Discovery = New battlefield Reliable flexibility Internet velocity B’cast reliability GW = mainstream Hare & tortoise New $ anchor? 10

The World is not Black & White… Infrastructure Optimizers Hybrid pragmatics Die Hard cloud-o-philes Die Hard cloud-o-philes Mgt Plane Control Plane Control Plane Multi- screen TV Anywhere Multi- screen TV Anywhere Long tail channels OTT based On- demand OTT based On- demand All channels CAS.CLOUD CLOUD-o-METER 11

Pure OTT Players 30M subs 3M subs Launched Oct 2012 Sustained growthH’wood endorsement Some new entries ? ? Some non entries 12

TELCOs & Cable MSOs From OTT to ITM (*)… (*) In The Middle Converged on-net & off-net approach As much a must as multiscreen 13

Die Hard Broadcasters Launching as we speak Volumes yet have to pick up Old dogs, new tricks… 14

Content protection is becoming very complex DVB WWW STB Hybrid STB TV CAS TV DVB DRM Connected TV PVR LIVE OTT MultiScreen Gateway SLING 15

Agenda 1.Customer Demands 2.Ways to deploy 3.Cable Technology Trends

Cable : technological trends – All going IP…one day Today : each service gets its own RF channels : “silos” Analog Digital Video (Broadcast) : traditional QAM Narrowcast : QAM with “SDV processsing/multiplexing” VOD : QAM with “VOD processsing/multiplexing” HSD (Internet, OTT) : DOCSIS QAM  Difficult service allocation (broadcast and OTT for example) With CCAP (Convergent Cable Access Platform) : Any service on any QAM CCAP = CMAP + CESAR standards Very dense QAM, lower power consumption Flexibility to mix anything : data filling the space given by video in capped VBR mode Progressively (and probably slowly), all services can migrate to IP (DOCSIS) : “Cable IPTV” Cable operators can migrate progressively to a full IP, FTTH/GPON based Node Split, FTTLA, RFoG CCAP to give more flexibility between silos (broadcast, narrow cast SDV, traditionnal VOD, Internet, OTT) Full CCAP with all services converging to IP : long term > 5 years (10 years ?) 17

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