Radio and TV sticks hit the network box is for cable TV broadband business

what is this concept? According to the 2010 census, there are about 450 million households in the country. Out of the 500 million televisions sold, 230 million households have installed cable television. By the end of 2015, the digitization of cable television will be completed, and cable TV users will achieve 250 million households, another 200 million households are covered by terrestrial wireless and direct broadcast stars. This is the highest peak of cable TV, and it is also the home broadband ceiling, the reason is very simple, cable TV coaxial cable can not pull in, where the telecommunications operator's optical fiber is more unlikely to go in.

In other words, the fixed broadband penetration rate has reached 80%. This is of course the statistical base for households that can install fixed cable broadband. Cable television, terrestrial wireless TV and direct broadcast satellites together constitute a broadcast television transmission network, which basically covers all households in the country. Fixed wired broadband will also become one of the ways of home infotainment along with mobile broadband.

In the United States on the east coast of the Pacific, broadband users also exceed 80 million, becoming the first entertainment needs of the family, while there are only 40 million cable TVs and satellite television has only 30 million, and Internet video subscribers based on personal ID are more than 100 million households. More and more people choose cheaper and cheaper online video, then CORD-CUTTING, stop expensive cable TV.

In the next 3-5 years, broadband users in mainland China will also reach 250 million households, that is, households that can install fixed-line broadband, and will have broadband in their households. With IPTV and Internet TV bundled with broadband, they will enter the home one after another. The share must also fall from the peak, and users are diverted, as in the newspapers and radio, which once had a fascinating and declining experience. However, cable TV will still be the largest share, down to 60-70%, or about 150 million, and another 100 million will be split between IPTV and OTT.

In homes with broadband and cable TV at home, cable TV is often easier to stop than broadband. Which cable TV operator can do to maintain the company's share and development? Of course, there are too many questions, concerns, and disdain for the development of broadcasting and TV broadband. This is only a result, not a reason. In a difficult competitive environment, broadcasting and TV broadband has also reached 11 million, an increase from 7 million in 2013. 50% by the end of 2015, should exceed 15 million households.

In front of cable TV operators, there are three major telecom operators, followed by Dr. Peng, Founder and other resident broadband network operators. Together they fight to steal 50 million households with cable television at home, and have not yet installed broadband. Of course, 200 million have been installed. In a broadband home, the network speed is lower than 10M, which still accounts for 10%. That is, not all people need high bandwidth. High bandwidth means high costs. It is hard to fight bandwidth quality and route access. Telecommunications, but in terms of content bundling and low-cost strategies, these 20 million low-speed broadband homes can be dishes of cable TV operators.

50 million + 20 million = 70 million, and the loss of one hundred million yuan in cable TV. If it can steal 70 million broadband users on broadband, it will be a huge good news for cable TV operators, with 150 million cable TV subscribers. If 70 million subscribers use their own broadband at the same time, the cross-network multi-screen strategy of cable TV operators will be further extended and consolidated, and the “Smart Digital TV” integrated with cable TV services and broadband services will be launched. The user's need for watching TV can also meet the user's Internet access needs.

The application store that comes with the "Smart DTV All-in-One" can download, install or delete various applications, online video, games, education, shopping, entertainment, etc. The TV will also be multi-functionalized, allowing more young people to Play computer, play cell phone, and start playing TV. Some program channels of TV stations will also be APP-enabled. In addition to broadcast live broadcasts on the ground wireless, live broadcast, and cable TV, they will also be broadcast on the Internet to meet the networking requirements of smart TVs, mobile phones, PADs, and PCs. .

If the cable TV share is expected to continue declining, if broadband has become the just-needed for middle-income and high-income families, then whether the broadband service of cable TV operators is a product or a strategy, whether it is tangled in income and profits, or whether it will be retained at all costs. user? Of course, this paper does not discuss the mechanism and incentives of cable TV operators. It only analyzes the normal choices of a normal company from the business and product levels.