US Mobile Video Uptake

#IN1005040MMT #IN1004670MBS March, 2011 Gerry Kaufhold Principal Analyst, In-Stat gkaufhold@in-stat.com +1.480.609.4537
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What Future TV Looks Like

SIX VECTORS of Growth a LOT of Moving Parts
Technology moving to Ultra High Definition and Mobile Delivery Systems connecting inside and outside the home Audience Fragmentation by Age Group and Income Content needs to be re-purposed to flow to all segments Advertising needs to be available in real time, and interactive Business Models need to adjust to maintain profitability

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Network-Based TV Content Next Steps

Converged Upstream IP Network
Home Gateway

Managed InHome Unified Net In-Home Broadcast Network

PC

Connections to TV Devices
Gaming Console HDTV

Set Top box

In-Home data Net

Broadband modem

Apple TV/Other STBs Digital Media Players/ Recorders

This system supports Voice over IP (VoIP) and two-way video conferencing, as well as widgets to share connections, content and services with others
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Network-Based TV Content for Mobile

Converged Upstream IP Network Mobile Devices: Cellular Handsets In-Band Mobile Data & Streaming Smart Phones Netbooks Notebooks Mobile Internet Devices Mobile Devices (Kindle) In-vehicle Entertainment Portable Devices: iPods, iPads, iTouch, MP3 PNDs, Portable Games Other Portable Devices
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Content from a particular endusers authorized services Overlay Mobile Data & Streaming Additional Content from specialized mobile services or from the Mobile Internet
Source: In-Stat, 6/09

The Mobile Devices

In-Stat has a forecast for each of the red dots! And a quarterly device tracker.

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Worldwide Phenomenon
Japans ISDB-T Latin Americas ISBVD-T US ATSC Mobile DTV Analog TV in China, India, Latin America

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Worldwide Mobile TV Viewers and Subs

450 400
Source: In-Stat 2/11 www.In-Stat.com 8

US Mobile DTV Gains Momentum

Open Mobile Video Coalition
Up to 600 Local TV stations on-air by 2011 Top 50 DMAs, 98 of top 100 DMAs

Mobile Content Venture (MCV) Mobile DTV Forum Mobile500 Alliance

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US Mobile DTV Coverage Plans

http://www.omvc.org/_assets/images/OMVC-Coverage-Map.jpg
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US Market Set To Take Off

Mobile PC-TV Devices TVZen Wi-Fi Hot Spot with Tuner Emerging Smartphones with Tuners In-Vehicle Systems with Mobile Tuners Local TV Station Promoting Mobile Services on-air, on-line, and mobile
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US Shipments of Tuner Devices

Up to 16 million tuner-equipped devices expected to ship during 2014
North America Digital Mobile Tuner Shipments (000s) Average Selling Price (US$) Annual Value (US$ M) Annual Growth Rate Source: In-Stat, 3/2011 2009 110 $4.00 $0.4 2010 150 $3.80 $0.6 29.5% 2011 1,200 $3.42 $4.1 620.0% 2012 3,500 $2.98 $10.4 153.8% 2013 10,000 $2.53 $25.3 142.9% 2014 16,000 $2.28 $36.4 44.0%

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Mobile Tuner Devices in Use

Up to THIRTY MILLION devices equipped with Mobile TV Tuners by 2014!
North America Digital Mobile Tuner Shipments (000s) Annual Growth Rate Accumulated Total (000s) Annual Growth Rate Source: In-Stat, 2/11 2010 150 150 2011 1,200 700.0% 1,350 800.0% 2012 3,500 191.7% 4,850 259.3% 2013 10,000 185.7% 14,850 206.2% 2014 16,000 60.0% 30,850 107.7%

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Related In-Stat Research

Worldwide Cellular and Broadcast Mobile TV , IN1004670MBS, July, 2010 http://www.in-stat.com/catalog/wcatalogue.asp?id=294#IN1004670MBS World Mobile Silicon TV Tuners in Eight Regions, IN1005040MMT, November, 2010 http://www.in-stat.com/catalog/wcatalogue.asp?id=294#IN1005040MMT Future Cellphones: Current User Preferences Drive Future Handset Designs, IN1004741MCM January, 2011 http://www.in-stat.com/catalog/wcatalogue.asp?id=231#IN1004741MCM China's CMMB Market Update: Subsidies from China Mobile Activate the CMMB Market, IN1004840CCM, June, 2010 http://www.instat.com/catalog/Ccatalogue.asp?id=212#IN0904402CM

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Contact In-Stat
Gerry Kaufhold, Principal Analyst Email: gkaufhold@in-stat.com Voice: 480-483-4537

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