

India’s TV market is changing fast as new players and new technologies
come on board. Direct-to-home (DTH) companies were the first to stake a claim
and are aggressively building on their early success. In 2009 we have seen
telcos (fixed and mobile) enter the fray. Low PC and fixed-line penetration
combined with sluggish fixed broadband growth means the TV is becoming the
main digital gateway into Indian homes, with suppliers developing interactive
and T-commerce services on top. Mobile operators Bharti and Radiance are
combining both DTH and IPTV platforms for their digital TV rollout, giving
them a significant scale advantage over BSNL and MTNL. Their strong execution
abilities and stronger mobile presence means they will leverage this advantage
quickly.
Executive summary
In a nutshell
Ovum view
Key findings
TV as
multimedia gateway: a prime opportunity
Growth scorecard: TV and mobile =
good; broadband and PC = could do better
Digital cable: significant
opportunities but growth will be slower
BSNL and MTNL: catching up with
DTH will be a marathon, not a sprint
Bharti and Reliance: first-mover
triple-play advantage
A pure-play IPTV strategy faces unfavourable odds
India’s TV and broadband market landscape
TV market
overview
Cable: complexity and fragmentation holding back development
Terrestrial TV: a last mover
Changes to TV regulation
A better deal
for consumers
2008: a watershed year for IPTV
Broadband: more
wireless than wired
TV growth proves resilient as DTH drives the market
Market development
TV and mobile’s mass-market appeal
Using TV as a digital gateway
Early days for IPTV
IPTV players:
competing on interactivity
DTH players are moving ahead with their own
services
IPTV pricing: no land-grab, but matching the market
Pricing
has stabilised but IPTV players must match the market
Smart mobile:
platform-agnostic
List of Tables
Table 1: Dish
TV: subscriber growth and market share, 2007-09
Table 2: Sales of
consumer desktops and notebooks 2007-09
Table 3: Example pricing
from DTH/CATV/IPTV providers, September 2009
List of Figures
Figure 1: Key telecoms and TV indicators (000s),
1Q09
Figure 2: Broadband connections forecast (000s), 2010-14
Figure 3: Key DTH players, subscribers (000s) and market share, July 2009