Ronan de Renesse, head of mobile media research at Screen Digest, delivered a presentation on mobile TV trends on 24 March 2010, at IPTV World Forum in London. The presentation draws particular attention to the future of mobile broadcast technologies in light of a struggling mobile TV market. The slides are available for download for Mobile Intelligence subscribers.

1. Mobile Broadcast Technology Beyond the
Delivery of Mobile TV
Ronan de Renesse – 24 March 2010

2. We cover media, globally
Cinema TV and Video
DVD/Blu-Ray Music
User-Generated Content
Television
Smartphone OS and handsets
TV Technology
Apps and Games
Broadband
Advertising
Games Mobile Broadband
Advertising VC funding and M&A
Mobile Etc…

3. Europe pictures gloom future for mobile broadbcast
Europe's position in global mobile TV market
35
30
25
20
15
10
5
0
2006 2007 2008 2009 2010 2011 2012 2013
Revenues (%) Subscribers (%)

4. Free-to-air rules but where is the money?
Mobile TV users by technology* (m)
200
180
160
140
Users (m)
120
100
80
60
40
20
0
2006 2007 2008 2009 2010 2011 2012 2013
DVB-H DVB-T T-DMB S-DMB CMMB
MediaFLO ATSC M/H Analog ISDB-T
*Only includes Europe, North America, China, India, South-Korea and Japan

5. 2010 Football World Cup: The Last Stand?
South Africa, Ghana, Kenya, Morocco, Namibia and
Nigeria have all deployed a mobile broadcast TV
network and are heavily relying on the Football
World Cup to boost uptake.
ISDB-T and Analog TV handsets are shipping in
large numbers to South America. Telegent Systems
sold over 50 million Analog TV chipsets since mid-
2007 and registered for the filling of a $250 million
IPO in November 2009.
Nokia launched a DVB-H/DVB-T compatible
handset called the Nokia 5330 Mobile TV Edition in
November 2009.
TDF and Alcatel-Lucent are running DVB-H and
DVB-SH trials in France hoping it will encourage
mobile operators to adopt mobile broadcast TV
before the start of the Football World Cup.

6. Mobile broadcast vendors should target areas of growth
Mobile Internet & Smartphones
Mobile broadband
Cross-platform VoD and App Stores
Mobile data revenues by type* (€bn)
120
100
80
60
40
20
0
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Music Games Video App Store Mobile Broadband Data access and others
*Only includes Europe, North America, China, India, South-Korea and Japan

7. The mobile data opportunity
According to Ericsson, data traffic globally grew 280% during each of
the last two years, and is forecast to double annually over the next
five years. Mobile data as surpassed voice traffic in December 2009
at 140,000 Terabytes per month.
Mobile data addressable market
250 1.4
Smartphone shipments
1.2
3G subscribers (bn)
200
1.0
150 0.8
(m)
100 0.6
0.4
50
0.2
0 0.0
2006 2007 2008 2009 2010 2011 2012 2013
Smartphone shipments (m) 3G subscriptions (bn)

8. Off-loading 3G networks
Femtocells and WiFi compatible handsets offload some of the traffic
onto private fixed broadband connections, reducing mobile operators
operating costs. However, this option becomes less relevant outside
the home or office environment.
Mobile broadcast technologies such as MediaFLO and DVB-H have
the ability to divert this traffic onto an entirely separate network
infrastructure and spectrum with operating costs which are
uncorrelated to the number of active users.
When the data traffic carried over 3G networks will eventually reach
a critical level, mobile broadcast will eventually be understood as a
cost-effective alternative.

9. The mobile VoD opportunity
Push VOD over mobile Europe - Mobile video revenues
(€bn)
broadcast TV networks TV
ARPU can be increased and 3G 1.2
capacity saved by offloading the 1.0
delivery of the most popular
videos, for example top 0.8
YouTube and catch-up videos, 0.6
over broadcast.
0.4
0.2
0.0 2005
2006
2007
2008
2009
2010
2011
2012
2013
TV VoD

10. Multiscreen delivery over mobile broadband/broadcast
Global mobile broadband
connections* (m)
80
70
60
50
40
30
20
10
0
2006
2007
2008
2009
2010
2011
2012
2013
*Only includes Europe, North America, China,
India, South-Korea and Japan

11. Thank you
ronan.derenesse@screendigest.com
Ronan_SD