Text / Smart TV industry observation
If you ask which ministry is the most busy recently and you answer it as "the Central Discipline Inspection Commission," then obviously you have enough positive energy accumulated in your body. If you just put aside this positive energy aside, from a working efficiency perspective, The correct answer is none other than the non-SARFT: more than a month's time to send a document to the Internet TV market completely fainted; and with the Central Discipline Inspection Commission multi-faceted attack Kill Quartet rhythm is different, SARFT routine is to seize the licensee Hit to death, a wide range of high-frequency rehearsal scenes and the effect is quite some Tianma meteor boxer taste: super gorgeous, the effect is remarkable, where the punches devastated.
After this set of punches down, the result is naturally the Internet TV (hereinafter referred to as OTT) in the licensee and terminal equipment business immediately started an intense and orderly self-examination work, and actively stated that we must firmly implement the Executive Office Circular 181 Guidelines and routes, etc., at the same time also brought a by-product: Internet critics on this series of initiatives is even more interested, analysts have moved: radio and television to wash the ground, but also to the video site grateful , There is also clamoring for the dead box, ready for next year's Qingming to set-top boxes on the grave, of course, also have the opportunity to look at a dark "a set of large-screen ecosystem" manufacturers and "beautiful things about to happen" vendors ... Time manuscript flying, it is truly spectacular. When you enjoy numerous articles on major websites, you will gradually precipitate a question: These things that you analyze, which seem to be the first and foremost, take hold of the key points? The point is - why SVA do? - This is the core issue!
A great proletarian mentor once taught us: There is no love for no reason in this world, and no hate for no reason. (If the sentence sounds really dumb, then let's come to a popular version of "Leather." Pants trousers, must have some reason. "), As a positive department units, in a short time continuous sound, the purpose of the analysis we can be summarized as the following two main parts:
First, talk about politics and security
Internet analysts deducted to the SARFT is the first cap is the control of market-oriented behavior, but unfortunately this kind of widely sought after argument is a staunch false proposition: Who told you that China's broadcasting is the overall market-oriented business Is it? Television screens are special in that they have a distinctive direction and a long-standing credibility, so they first satisfy the need to act as the voice of the government and the main front for publicity, followed by the separation of production and broadcasting The market-oriented behavior gradually resolves the contradiction between the growing spiritual and cultural needs of the masses of people and the backward content supply. In the process of resolving this contradiction, with the continuous enrichment of the contents of television programs, as there is currently no content classification system in our country, Radio and television departments must assume responsibility for content control.
The assumption of responsibility is a veto over the top government officials in China (not surprisingly, think about the family planning policy), which has given rise to the long-standing thinking of SVA and TV: safety First - in order to do this, the surest way to do this is to include all possible foul acts in your own jurisdiction.
Second, defensive positions, plans development
In fact, a brief analysis of these years, radio and television rather Biequ: Before and his position similar to the Ministry of Posts and Telecommunications in a series of ministries to adjust the action, the moment has become not only wealthy and gas rough, and then began plotting plots of private residence - TV screen camp, once let the broadcasting department battered IPTV blooming is proof. Compared to the gradual penetration of telecommunications to radio and television, radio and television counterattack opportunities for the lack of patience: want to be a radio and television broadband but the cost of export bandwidth is still the telecommunications grabbed the neck at the same time, they are eyeing the upcoming 700M band . As the rise of Internet TV products in recent years, a short period of time to achieve a better coverage and activity rate, saw the opportunity for profit has come in front of such an industry how can easily let it go?
The purpose of this analysis is not to help radio and television washing, just want to dig deep "there is reasonable" behind the logic of radio and television behavior, at the same time to help you prepare for analysts to write down the core Tucao position ... ... In order to deepen our students Intuitive impression of the next, let's do a few Case Study, take a look at these negative materials is "Tucao unprofessional":
One: "the box is dead" theory.
"The box is dead," this is not a new thing, the basic every time the radio and television from the warehouse inside out of the No. 181 file will be repeatedly sold this argument, and each argument is almost the same, nothing more than content control is more stringent And do not let the box has a live broadcast and look back at the function, and so on and so the old tune rebound ...
But here I would like to say that control is just an important means to make the box a viable product. The core reason is that it solves the problem of the homogenization of boxes. I do not know if you have noticed that the majority of Internet TV boxes sold in the market are highly consistent in content. The reason is very simple: the video websites all over the place talk about cooperation and display their own content on different terminals. The other video site is also a sample according to prescription drugs, the same to find these terminals for cooperation, the final result is to see Launcher interface after the water a Metro child, the content is also very similar, almost do not find To the difference of place, and the content of the degree of differentiation directly led to the final competition will still go back to the price war, the user spent 299 or even 199 can buy a box, in addition to the cheap Differentiation, this product as a manufacturer you will expect users to use it for a long time? Coupled with the core content does not grasp the resources, but also in the follow-up content operators to make it a bright spot? Such products, and ultimately only lost his wife and soldier, selling the margins have been very low, do not say, have to run the user a few months put it put the shelved risk.
Second: "Radio and Television ban American drama" theory
Compared to the above box is dead, banned the United States to play this argument is basically a combination of alarmist and out of context, let us take a look at the original broadcast is how to say:
"Immediately start the rectification activities, the introduction of film and television dramas abroad, micro-film requirements must be offline within a week, both in the old box content or new box, no matter which version must be maintained and cleaned up. Integrated broadcast platform management, all content on the platform is responsible for the license. "
What is the meaning of this sentence is the first non-compliant content off the assembly line, all content required by the broadcast platform responsible for ah. How can we understand the radio and television set off the United States? Step back and say, do not forget CCTV but bought the Big Bang life's copyright, is it hard not even the green version of the life big bang let it read it? From any point of view it is unscientific ...
In addition, for those rumors that even holes in the air are not enough, such as "Internet TV set-top boxes are forbidden to be sold on the Internet," we do not discuss it.
After reading the unprofessional Tucao, then, this series of actions by radio and television really triggered the thinking what? Here we start with the first analysis of several aspects:
1. What is the impact on Internet hardware companies, especially the "big screen ecosystem" company and the "good things about to happen" company?
There are always people who are saying that this "one big screen ecosystem" has caused the stock to bottom down because of the suppression of radio and television. However, in fact, the analysis of the existing problems in the cooperation with the licensees is not different from that of other companies. Can own copyright content broadcast through the broadcast platform, only through this conclusion that the lower limit due to radio and television are inevitably not responsible, or do not casually put the problem at the head of the "policy."
And for the "good things about to happen" company, what seems like a good thing really happened, the radio and television turmoil is likely to be a good opportunity: a few months ago the circle rumored that the company and the future of television is about to set up a joint venture Company, named "second room" (Tianjin AIC site too difficult to use, failed to find), although this form of cooperation is not innovative, but very effective: on the one hand to consolidate the terminal manufacturers and licenses Business relations, the interests of both parties; the other hand, can make the copyright and CDN resources more controllable, according to the rational allocation of sales of end products, invest more money to buy copyrighted content and legal presentation.
2 video sites if you want to get used to the Internet TV market, the back of the road how to go? AirPlay / DLNA and aggregate projection to Dongle such ideas really promising it?
As mentioned in the previous analysis article, the video website may lose its content and the cooperative cooperation brought by CDN under the strict implementation of document No. 181 (refer to "Radio and Television Punch Licensee: Chishan Zhenhu"), in order to make its own Content still highlights the value. From a technical perspective, video sites have client-side advantages over handsets / pads that can cast videos from mobile clients onto television screens using technology such as DLNA or Airplay (or simply introduce something like The simple, low-cost way to use Dongle devices on Chromecast), to a certain extent, does solve the problem of content and experience, but it is important to note that the barriers to using such technologies are high, user awareness and education take time, and more Importantly, Yang's approach is still in the No. 181 file rubbing the ball, I believe in rough weather, there will not be a video site for the time being willing to take this risk.
3. Is it feasible to circumvent policy regulation if private set-top-box firmware is developed by so-called third-party teams?
Technically feasible, then from the business model point of view? Before there has been a rival between the two rival brands brush Rom and anti-brush Rom (here not to be named), I believe other vendors will also take note of this to be prepared to prevent others from ruining their own business Mode, then the rest of the way we all know very well. But still the phrase "technology against the administration is always a dead end," If we really want to have such a day, please grief, we can only say No zuo, no die.
Intelligent TV / STB industry independent observation team, focusing on triple play, mobile Internet, digital home and related upstream and downstream industries. Welcome to the WeChat public number for watching the smart TV industry. Search for "SmartTV_Observation" or "Smart TV Industry Watch" to add.