Unfortunately, music as a smart TV industry pattern change victims?

The State Administration of Press, Publication, Administration of Radio, Film and Television issued a notice requiring the immediate closure of Internet video terminal products in the illegal video software download channel, and also closed the Internet box and video client, and this can be said that for Internet TV integrated broadcast platform shot The most stringent regulation.

Since the news came out, LeTV (300104.SZ) plummeted 6.22% on the opening day but dropped even further after midday. Despite the subsequent opening of the daily limit, it still fell 9.75% and eventually closed at 36.28 yuan .

And insiders believe that this round of consolidation of the storm will give the smart TV industry chain content operators, licensees, local cable television, color TV manufacturers to bring some changes in the interests of the pattern. In the long run, the industry standard will certainly benefit the licensee and the color TV factory, while the non-standard Internet video content operators and cottage box factories will be subject to certain restrictions.

Beneficiary of the license

"In my opinion, if the state strictly controls the delivery of Internet content to the television terminal, then obviously it will benefit the license side." Wu Chunyong, the chief editor of the triple play network and executive editor of FusionNet, Reporter analysis said, "As long as the national management of the more stringent, then the more the licensee's right to increase the discourse."

Earlier, the State Administration of Radio, Film and Television successively gave CNTV (CCTV's), BesTV (600637.SH), China Media (000156.SZ), China Radio International, China National Radio, Hunan TV Station and Nanfang Media seven broadcasters Issued a license for Internet TV integrated broadcast control platform.

In June this year, the number of media, Blockbuster was SARFT's request to clean up the Internet video APP on the broadcast platform, showing that the licensee side has also been affected by the storm surge. "If the content broadcast control platform ineffective supervision, the SARFT will be canceled license." Wu Chunyong said that as the SARFT has no administrative enforcement power, this is already the most ruthless tricks.

"So, in a downwind situation, the licensee side do not self-satisfied now the industry standard mainly rely on government management, the licensee side with the industrial chain together to do something industrialized?" Wu Chunyong suggested.

As for music content providers such as LeTV, Sohu Video and Youku Tudou, Wu Chunyong also tends to be positive, but they export Internet content to the TV and need to work more closely with the licensees.

Music as shocked

"The enterprises that directly enter the TV from the Internet are the most affected." Wu Chunyong said that they cross-border content, from PCs and laptops to tablets, all use the usual routines to achieve "multi-screen interaction" of content and establish Brand. To PC, notebooks, mobile phone downloads, coupled with the TV download, to promote the brand and technology.

Now the policy is strict, once the contents of cross-border access to television, the original rules can not be used. Wu Chunyong said, so Internet companies will be transferred to television content, business models need to rethink.

"Cottage box factory will also be a great blow." Wu Chun-yong believes that regular, in line with the policy of the box factory did not have much impact.

LeTV has been emphasizing the "content + advertising + hardware + into" profit model. An industry veteran once told the reporter of the "First Financial Daily" that LeTV packaged and advertised the sales volume of mobile phones, computers, flat-panel TVs and television clients. Although there are only about 800,000 TV users, it can also get tens of millions of yuan Of the boot ads, which is even if there are millions of users of traditional color TV factory is also difficult to do.

Radio and television to rectify the storm, the outside world are concerned about the impact of the music TV profit model, music as the senior vice president Peng Gang told reporters yesterday: "Welcome to strengthen the management of radio and television to promote industry standard development, the impact is positive."

According to Liu Tongzhi, president of Skyworth's color TV business unit, the rectification by Radio and Television is in line with the "net-net" operation of the national Internet. In the long run, is conducive to the licensee, color TV 整机 plant, but also conducive to radio and television requirements, production, broadcasting the contents of the content of the operating company. The restrictions are jurisdictions, pornography, intellectual property infringement, dissemination of overseas content and other non-compliance behaviors.

The number of media outlets yesterday, China also responded that the company participated in the SARFT held on the strengthening of Internet TV management work conference, and will cooperate with the Executive Board and the relevant requirements and suggestions for rectification, the company also believes that the rectification It is of positive significance to standardize the Internet TV market and conducive to the long-term healthy and orderly development of the industry.

Good local radio and television

In the short term, due to fewer direct competitors, radio and television enterprises like Pearl River Digital and Guangdong Cable also benefitted greatly. "SARFT not only reorganized its licensees, but also halted OTT (Over The Top) look back function, making local cable shows back to see no competitors," said Wu Chunyong.

However, the paradox is that yesterday, Gehua Cable (600037.SH), Broadcasting Media (000917.SZ) and other local radio and television companies also fell. A veteran who is familiar with the OTT industry thinks: "This is not the most powerful regulation in history and does not exceed the scope of Document No. 181 of 2011."

Radio and television in Hunan Province, a person in charge told reporters: "Now the network information security, rebuilding the intellectual property system, the state attaches great importance, so one after another the introduction of measures, including the requirements of set-top boxes installed domestic TVOS systems."

"The Directorate General has been exploring both development and management methods .In the past, the introduction of foreign content copyright, approval management is strict.Now that the network television, without approval, through a variety of ways, the introduction of overseas programs, stop and then say there is no way The solution. "

The local head of radio and television that SARFT embarrassed: "too dead tube, for fear of affecting development.No matter, even if it does not involve politics, regardless of the balanced development of domestic TV content, intellectual property protection is not responsible." Ultimately To introduce more complete laws and regulations.

Some analysts believe that the SAR rectification storm is to delay the telecommunications competition. The person in charge of the above radio and television that the country has made it clear that radio and television content integration and regulatory platform for telecommunications to do the basis for transmission platform. However, telecommunications through the workaround, by the manufacturer, operator virtual operators, the contents of non-compliance gathered in the box, "do not call out will be out of control."