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The number of Direct-to-Home (DTH) subscribers in Asia is set to nearly double between 2013 and 2018. This was one of the key findings of a major new report by Media Partners Asia (MPA). MPA predicts that DTH numbers in Asia will reach 110 million by 2018, up from 56.3 million in 2013. Interestingly, there will also be a strong drive to HD broadcasting in Asia over the next decade. HD DTH subscribers will grow from 10.4 million in 2013 to 37.3 million by 2023, driven by higher volumes in India and China in particular and steady growth in Japan, Korea and Southeast Asia, according to MPA. Longer-term, DTH’s share of the total pay-TV market will almost double to 24 percent as the DTH customer base reaches 150.4 million by 2023.
MPA has also released a separate report on the Indian DTH market titled “India DTH Market Overview – Key Dynamics & Future Outlook 2014.” In India, MPA forecasts that the active DTH subscriber base (i.e. paying customers only) will grow from 37 million in 2013 to 60 million by 2018, and 70 million in 2023. According to MPA, this implies a 39 percent share of the overall market by 2023, and a 56 percent share of the digital pay-TV market. MPA believes that ARPU growth in India will be partially limited as DTH expands nationally, with low-income homes coming into the mix, although we also see a greater contribution from high- ARPU HD subs. HD represented 6.9 percent of the total active DTH base in 2013; we expect this to grow to 16.1 percent by 2018, and to 20.1 percent by 2023. MPA sees total DTH ARPUs expanding from $4.0 per month in 2013 to $5.7 by 2018, according to the report.
In terms of overall market trends in Asia, Couto believes there could be some consolidation among DTH players in the region, which could reshape the DTH landscape over the course of the decade.
“[We could see] DTH IPOs and M&A in India and improving fundamentals amongst the top five players. We may also see consolidation and growth across Indonesia and more innovation and services at MNC, plus more competition to MNC from Trans Vision and Big TV in particular. We could also see better monetization and economics at Cignal in the Philippines. We could also see a real push on IPTV and OTT by Astro,” he said.
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MPA has also released a separate report on the Indian DTH market titled “India DTH Market Overview – Key Dynamics & Future Outlook 2014.” In India, MPA forecasts that the active DTH subscriber base (i.e. paying customers only) will grow from 37 million in 2013 to 60 million by 2018, and 70 million in 2023. According to MPA, this implies a 39 percent share of the overall market by 2023, and a 56 percent share of the digital pay-TV market. MPA believes that ARPU growth in India will be partially limited as DTH expands nationally, with low-income homes coming into the mix, although we also see a greater contribution from high- ARPU HD subs. HD represented 6.9 percent of the total active DTH base in 2013; we expect this to grow to 16.1 percent by 2018, and to 20.1 percent by 2023. MPA sees total DTH ARPUs expanding from $4.0 per month in 2013 to $5.7 by 2018, according to the report.
In terms of overall market trends in Asia, Couto believes there could be some consolidation among DTH players in the region, which could reshape the DTH landscape over the course of the decade.
“[We could see] DTH IPOs and M&A in India and improving fundamentals amongst the top five players. We may also see consolidation and growth across Indonesia and more innovation and services at MNC, plus more competition to MNC from Trans Vision and Big TV in particular. We could also see better monetization and economics at Cignal in the Philippines. We could also see a real push on IPTV and OTT by Astro,” he said.
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