SVOD（訂閱視頻點播）服務的全球市場：增長機會

蓬勃發展的 SVOD 市場具有巨大的增長潛力。 2021年，全球SVOD市場規模將產生873億美元的收入，比2020年增長24.5%。 2021 年的增長將主要由付費用戶的增加、一流節目的收購和可用平台的滲透推動。

本報告研究了全球 SVOD（訂閱視頻點播）服務市場，並提供了市場概況、戰略障礙、增長機會等。

內容

戰略要務

• 為什麼增長越來越難？
• 戰略要務
• 三大戰略要務對 SVOD（訂閱視頻點播）行業的影響
• 增長機會加速增長管道引擎

增長機會分析

• 分析範圍
• 作為 VOD 生態系統一部分的 SVOD 市場
• SVOD 作為 OTT 市場的一部分
• 主要競爭對手
• 成長指數
• 驅動程序
• 約束因素
• 預測假設
• 收入和安裝許可預測
• 淨新許可證的預測
• 按地區劃分的收入率
• 收入和已安裝許可的預測分析
• 按地區劃分的收入分析
• 價格趨勢分析
• 競爭環境
• 收入分成
• 共享已安裝的付費許可
• 分析收入分成和已安裝的付費許可

增長機會

• 增長機會
• 增長機會 1：擁抱互動體驗
• 增長機會 2：將 SVOD 和 AVOD 結合起來，向對價格敏感的客戶擴展
• 增長機會 3：整合技術進步以防止流媒體盜版
• 增長機會 4：捆綁多個 SVOD 服務以避免流媒體戰爭中的零和博弈
• 增長機會 5：通過提供多樣化的服務為客戶增加價值
• 增長機會 6：通過製作本地內容來增加需求
• 增長機會 7：採用開放式緩存技術提高流媒體質量
• 增長機會 8：使用忠誠度計劃減少訂戶流失
• 增長機會 9：推動智能電視和流媒體棒市場的增長
• 增長機會 10：尋求與運營商的戰略合作夥伴關係

附錄：附加信息

下一步

COVID-19 Pandemic Marks a New Era for SVOD as Both Market Demand and Competition Intensify

This study covers the global market for SVOD services that go over the top (OTT), meaning that providers distribute them directly to customers over a public internet connection. The study excludes other means of delivering on-demand content, such as satellite services or internet protocol TV (IPTV).

The booming SVOD market presents immense growth potential. In 2021, the global SVOD market earned revenues of $87.30 billion, an increase of 24.5% over 2020.

Growth in 2021 was mainly attributed to an increase in paid subscriptions (led by the creation of original content), acquisition of top-tier programming, and the proliferation of platforms available.

The COVID-19 pandemic has catalyzed the SVOD market since 2020. Both revenues and paid licenses increased at extraordinary rates, leading to more companies entering the market and numerous new offerings in the space.

While SVOD companies covered in the study can offer advertising-based video on demand (AVOD) or transactional video on demand (TVOD) services as part of their portfolio, pure AVOD or TVOD participants are excluded from the research.

This research does not provide individual regional forecasts for SVOD services, but Frost & Sullivan does provide 2020 versus 2021 revenue market splits by region, including North America; Europe, the Middle East and Africa (EMEA); Asia-Pacific (APAC); and Latin America. The study period is 2019-2028.

Primary and secondary information, in conjunction with internal information databases, underpin the market analysis, observations, and conclusions.

Research Highlights:

Even though COVID-19 no longer has the same effect as it did initially, the SVOD market has plenty of room to expand. Three main factors will drive market growth, in terms of revenues and paid licenses:

• Younger generations prefer VOD services rather than pay TV because they are cheaper and offer the flexibility to watch content at any place and time.

• More people will have access to ever faster internet connections and smart devices in upcoming years, boosting the total addressable market for SVOD services.

• Penetration of SVOD services into regions such as Latin America or Africa remains limited but will continue developing.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Global Subscription Video on Demand (SVOD) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• SVOD Market as Part of the VOD Ecosystem*
• SVOD as Part of the OTT Market*
• Key Competitors
• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Assumptions
• Revenue and Installed Licenses Forecast
• Net New Licenses Forecast
• Percent Revenue by Region
• Revenue and Installed Licenses Forecast Analysis
• Revenue and Installed Licenses Forecast Analysis (continued)
• Revenue Analysis by Region
• Pricing Trends Analysis
• Competitive Environment
• Revenue Share
• Installed Paid Licenses Share
• Revenue Share and Installed Paid Licenses Analysis
• Revenue Share and Installed Paid Licenses Analysis (continued)

Growth Opportunity Universe

• Growth Opportunities
• Growth Opportunity 1: Embrace Interactive Experiences
• Growth Opportunity 1: Embrace Interactive Experiences (continued)
• Growth Opportunity 2: Combine SVOD and AVOD to Enable Expansion among Price-sensitive Customers
• Growth Opportunity 2: Combine SVOD and AVOD to Enable Expansion among Price-sensitive Customers (continued)
• Growth Opportunity 3: Integrate Technological Advancements to Prevent Streaming Piracy
• Growth Opportunity 3: Integrate Technological Advancements to Prevent Streaming Piracy (continued)
• Growth Opportunity 4: Bundle Multiple SVOD Services to Avoid a Zero-Sum Game in the Streaming War
• Growth Opportunity 4: Bundle Multiple SVOD Services to Avoid a Zero-sum Game in the Streaming War (continued)
• Growth Opportunity 5: Diversify Service Offerings to Add Value for the Customer
• Growth Opportunity 5: Diversify Service Offerings to Add Value for the Customer (continued)
• Growth Opportunity 6: Produce Local Content to Boost Demand
• Growth Opportunity 6: Produce Local Content to Boost Demand (continued)
• Growth Opportunity 7: Embrace Open Caching Technology to Improve Streaming Quality
• Growth Opportunity 7: Embrace Open Caching Technology to Improve Streaming Quality (continued)
• Growth Opportunity 8: Utilize Loyalty Programs to Reduce Subscriber Churn
• Growth Opportunity 8: Utilize Loyalty Programs to Reduce Subscriber Churn (continued)
• Growth Opportunity 9: Encourage Growth in the Smart TV and Streaming Stick Markets
• Growth Opportunity 9: Encourage Growth in the Smart TV and Streaming Stick Markets (continued)
• Growth Opportunity 10: Seek out Strategic Partnerships with Telcos
• Growth Opportunity 10: Seek out Strategic Partnerships with Telcos (continued)

Appendix: Additional Information

• Providers included in "Others" in the SVOD Revenue and Installed Paid Licenses Share Section

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer