A HUGE OPPORTUNITY FOR STREAMERS: ASIA
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WEEK #39 ∙ SEPTEMBER 2020
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A HUGE OPPORTUNITY FOR STREAMERS: ASIA #WEEK 39 ∙ SEPTEMBER 2020
STREAMING TIME - ASIA VS WORLDWIDE H1 2019 vs H1 2020
53%
60%
61%
56%
58% 49%
40% 20%
Global
0%
FEB
MAR
APR
63%
Asia
12% JAN
Online video revenue in Asia Pacific increased by 24% in 2019, according to Media Partners Asia. 15 online video operators, including global & local players, gathered almost 70% of sector revenues in 2019.
Q2 2019 vs Q2 2020
81%
80%
2%
-5%
MAY
JUN
Source: Conviva
VIDEO CONSUMPTION IS ASIA LIVE VS ON-DEMAND
By 2024, APAC’s seven largest clusters will be China, Japan, Australia & New Zealand, India, Korea, Taiwan and Indonesia. The APAC market share for Australia & New Zealand, India, Japan and Korea will edge up from 34% in 2019 to 37% by 2024.
566%
2020 All Asia Central Asia
2019
Easternl Asia South-Eastern Asia South Asia West Asia
47%
VOD
44%
LIVE
56%
53%
VS 104%
89% 43%
10% 20%
7%
4%
-9% -39%
44%
28% 38%
4% -4% -7% -34%
-11%
Total Minutes
Minutes \ Play
1%
1%
92%
18%
-40%
Total Minutes
Minutes \ Play
Source: Conviva
ASIA SVOD SUBSCRIBERS BY PLATFORM IN 2025
LEADING VIDEO PLATFORMS BY REVENUE
(by millions)
4.5
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2019 Revenue (US$ bil.)
4.0 Others 47,340
3.5 3.0
Disney+ 15,469
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2.5
Other China 33,916
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Apple TV+ 2,140 Amazon 23,644
2.0
iQiyi 100,672
1.5 1.0
Netflix 34,286
0.5 0
YouTube
iQiyi
Tencent Youku Video
Byte Dance
Netflix Amazon Hotstar
Hulu Japan
dTV
Stan
Niconico Foxtel Now / Kayo
Viu
Wavve
India* 24,737 Youku Tudou 34,993
Tencent 99,595
Source: Media Partners Asia Source: Digital TV Research
SVOD ARPU ASIA VS WORLDWIDE
ASIA SVOD FORECAST BY 2025 (by millions) 500,000 450,000
25.00
400,000 350,000
21.43
22.12
22.62
22.92
23.08
23.15
23.20
23.27
ARPU SVOD Worldwide
300,000 20.00
250,000 200,000 U$D
150,000 100,000
15.00
50,000 0 Others Australia South Korea Japan India China
ARPU SVOD Asia 2019 10,030 9,475 9,443 18,170 21,437 198,643
Source: Digital TV Research
2020 14,787 12,570 13,507 23,253 37,006 225,737
2025 38,440 17,972 25,220 40,034 66,354 278,916
10.00
5.00
8.34
8.45
8.61
2017
2018
2019
Source: Statista
8.83
9.07
9.27
9.44
9.59
2020
2021
2022
2023
2024
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