SVOD（订阅视频点播）服务的全球市场：增长机会

蓬勃发展的 SVOD 市场具有巨大的增长潜力。 2021年，全球SVOD市场规模将产生873亿美元的收入，比2020年增长24.5%。 2021 年的增长将主要由付费用户的增加、一流节目的收购和可用平台的渗透推动。

本报告研究了全球 SVOD（订阅视频点播）服务市场，并提供了市场概况、战略障碍、增长机会等。

内容

战略要务

• 为什么增长越来越难？
• 战略要务
• 三大战略要务对 SVOD（订阅视频点播）行业的影响
• 增长机会加速增长管道引擎

增长机会分析

• 分析范围
• 作为 VOD 生态系统一部分的 SVOD 市场
• SVOD 作为 OTT 市场的一部分
• 主要竞争对手
• 成长指数
• 驱动程序
• 约束因素
• 预测假设
• 收入和安装许可预测
• 净新许可证的预测
• 按地区划分的收入率
• 收入和已安装许可的预测分析
• 按地区划分的收入分析
• 价格趋势分析
• 竞争环境
• 收入分成
• 共享已安装的付费许可
• 分析收入分成和已安装的付费许可

增长机会

• 增长机会
• 增长机会 1：拥抱互动体验
• 增长机会 2：将 SVOD 和 AVOD 结合起来，向对价格敏感的客户扩展
• 增长机会 3：整合技术进步以防止流媒体盗版
• 增长机会 4：捆绑多个 SVOD 服务以避免流媒体战争中的零和博弈
• 增长机会 5：通过提供多样化的服务为客户增加价值
• 增长机会 6：通过製作本地内容来增加需求
• 增长机会 7：采用开放式缓存技术提高流媒体质量
• 增长机会 8：使用忠诚度计划减少订户流失
• 增长机会 9：推动智能电视和流媒体棒市场的增长
• 增长机会 10：寻求与运营商的战略合作伙伴关係

附录：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