印度电视产业市场前景及投资研究报告-培训课件外文版2024.6小米tcl创维康佳

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TRENDSTelevisionindustryinIndiaCHAPTER

01OverviewValueoftheTVindustryinIndiafrom2007to2023,withestimatesuntil2026(inbillionIndianrupees)ValueoftheTVindustryinIndia2007-2026900800700600796787766740720718709696685660594542.2474.95004003002001000417.2370.13292972572412112007

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20263Description:In2023,India'stelevisionindustrywasworthapproximately696billionIndianrupees.Itwasestimatedtoreach766billionIndianrupeesby2026,indicatingacompoundannualgrowthrateofaround3.2percent.Thevalueofthissectorofthemediaandentertainmentindustryhadtobereadjustedinaccordancewiththeeffectsofthecoronaviruspandemic.ReadmoreNote(s):India;2007to2023Source(s):EY;FICCIRevenueoftheTVindustryinIndiafrom2017to2023,withestimatesuntil2026,bysource(inbillionIndianrupees)RevenueofTVindustryinIndia2017-2023,bysourceSubscriptionAdvertising90080070060050040030020010003203303052513133083182972674684354344354073994103933922017201820192020202120222023202420264Description:India’sTVindustryearnedabout696billionIndianrupeesin2023withsubscriptionsandadvertisingrevenuesputtogether.Alargeshareofthiscamefromsubscriptionsthatamountedtoover399billionIndianrupeesduringthatyear.Althoughtheconsumptionofonlinecontentisontheriseinthecountry,televisionremainsjustascentralinIndianhouseholdswithover200millionTVhouseholdsinthecountryin2020.Infact,therateofpenetrationofpaidcableandsatellitetelevisionwas[...]ReadmoreNote(s):India;2017to2023Source(s):EY;FICCISubscriptionrevenueofthetelevisionindustryacrossIndiafromfinancialyear2017to2023,withestimatesuntil2026(inbillionIndianrupees)SubscriptionrevenueofTVindustryinIndia2017-20265004684354344354504003503002502001501005041040739939339202017201820192020202120222023202420265Description:ThetelevisionindustryacrossIndiamadeover399billionIndianrupeesthroughsubscriptionsin2023.Thisreflectedthedecliningtrendthatemergedasaresultofthecoronavirus(COVID-19)pandemic.Onthehand,theadvertisingrevenueoftelevisionindustrystoodat297billionIndiarupeesin2023.ReadmoreNote(s):India;2017to2023Source(s):EY;FICCITelevisionviewershipacrossIndiafrom2018to2023(inbillionAMAs)TelevisionviewershipinIndia2018-20232,0001,7311,8001,6001,4001,2001,0008001,6041,6141,5911,5081,47460040020002018201920202021202220236Description:TelevisionviewershipinIndiahasdeclinedsince2020,measuringanaverageminuteaudience(AMA)ofapproximately1.5trillionin2023.Thespikeinviewershipin2020wasattributedtothecoronaviruspandemicrestrictingpeopletotheirhomestherebyincreasingtelevisionviewing.Despitethedecreaseinviewershipin2023,televisioncontinuedtobethecountry'slargestmedia,reachingover500millionhouseholds.ReadmoreNote(s):India;2018to2023;2+Source(s):BARC;EY;FICCICHAPTER

02TVformatsBreakdownoftelevisionsubscriptionsinIndiafrom2019to2023,bytype(inmillions)ActivetelevisionsubscriptionsinIndia2019-2023,bytypeCable*DTH*HITS*FreeTV8075726870605040302010064625656555453454543403822222201920202021202220238Description:Theyear2023sawthecontinueddeclineofpaytelevisionsubscriptionsinIndia.AmongthethreetelevisionsegmentscategorizedunderpayTV,cabletelevisionreducedto62millionactivesubscriptions.Meanwhile,direct-to-homesawaslightdeclinewhileHITSsubscriptionremainedconsistent.ThedeclineinpayTVsubscriptionscanbeattributedtousersswitchingtofreeTVand/ordigitalstreaming,aswellasconnectedTVs.ReadmoreNote(s):India;2019

to2023;*Netoftemporarilysuspendedsubscribers.ReadmoreSource(s):EY;FICCI;TRAINumberofactivedirect-to-home(DTH)TVsubscribersinIndiafromDecember2018toJune2023(inmillions)NumberofDTHTVsubscribersinIndia2018-2023807060504030201009Description:Indiareportedlyhadover65millionactivesubscribersofdirect-to-homeorDTHpaytelevisionasofJune2023.ThiswasadecreasecomparedtoJuneofthepreviousyear.OfthefourDTHoperatorsinthecountry,TataSky,DishTV,andAirtelwerekeyplayersduringthesametimeperiod.ReadmoreNote(s):India;December2018toJune2023Source(s):TRAINumberofconnectedTVhouseholdsinIndiafrom2022to2023,withaprojectionfor2025(inmillions)ConnectedTVpenetrationIndia2022-20255045403545323025252015105020222023202510Description:Asof2023,thenumberofhouseholdsinIndiathatownedconnectedTVsetsamountedto32million.Anincreasefromthepreviousyear,thetrendwasprojectedtocontinueuntil2025.ConnectedTVorCTVreferstoatelevisionordevicedirectlyconnectedtotheinternetandcanstreamcontent,suchassmartTVs,streamingmediaplayerdevices,gamingconsoles,andinternet-enabledset-top-boxes.

ReadmoreNote(s):India;2022to2023Source(s):afaqs!;Website()CHAPTER

03ConsumptionLeadingtelevisionchannelsacrossIndiainweek14of2024,byweeklyviewership(in1,000s)LeadingTVchannelsinIndia2024,byweeklyviewershipTVviewershipinthousands1,000

1,50005002,0002,5003,000STARSports1HindiDangal2,600.172,464.312,310.372,219.942,092.11STARMaaSTARPlusSunTVSONYSABSTARPravahZeeTeluguGoldminesColors1,867.591,701.371,646.081,467.221,451.5512Description:IntheweekspanningMarch30toApril5,2024,STARSports1HindiremainedtheleadingtelevisionchannelinIndia,withaweeklyviewershipofover2.6millionaverageminuteaudience.ThefollowingtwopositionswereoccupiedbygeneralentertainmentchannelsinHindiandTelugu,namelyDangalandSTARMaa,withovertwomillionviewerseach.STARSports1HindiwasthesolesportschanneltofeatureamongthetoptelevisionchannelsinIndiaduringthatweek.ReadmoreNote(s):India;March30toApril5,2024;2yearsandolder;acrossurbanandruralareas.Source(s):BARCLeadingHindiTVnewschannelsinIndiaasofweek29in2023,byaverageminuteaudience(in1,000s)LeadingHindinewschannelsIndia2023,byaverageminuteaudienceAverageminuteaudienceinthousands30,000

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60,000010,00020,00070,00080,00090,000100,000News18TV9BharatvarshAajTak90,03076,72674,921IndiaTV73,847RepublicBharat67,96813Description:AsofJuly2023,themostviewedHindinewschannelinIndiawasNews18,ownedbyNetwork18,withaviewershipgrossingover90millionaverageminuteaudience(AMA).TheviewershipacrossallNews18channelsthatyeargrewsignificantly.ItwasfollowedbyTV9Bharatvarsh,ownedbytheTV9Network,withanAMAofmorethan76millionduringthesurveyedperiod.ReadmoreNote(s):India;July17to23,2023;15+Source(s):Adgully;BARCLeadingEnglishnewschannelsinIndiain2023,byviewershipshareLeadingEnglishnewschannelsIndia2023,byviewershipshare40%35.3%35%29.6%30%25%20%15%10%5%23.5%0%CNN-News18RepublicTVTImesNow14Description:In2023,CNN-News18wastheleadingnewschannelinEnglishoperatinginIndia,withaviewershipshareofover35percent.ItsurpassedTimesNow,whichdroppedtothirdplacewithaviewershipshareofover23percent.Eventssuchastheassemblyelectionsheldthatyearboostednewsviewershipinthecountry.ReadmoreNote(s):India;2023Source(s):BARC;LivemintLeadingHindiGECtelevisionchannelsacrossIndiainweek11of2023,byweeklyaverageminuteaudience(in1,000s)LeadingHindiGECTVchannelsinIndia2023,byweeklyAMAWeeklyAMAinthousands05001,0001,5002,0002,5003,000StarPlusDangal2,497.942,224.02GoldminesSonySAB1,796.161,609.7115Description:TheHindigeneralentertainmentchannelSTARPluswastheleadingchannelinthespecifiedcategorywithanaverageminuteaudienceofapproximately2.5billionintheweekbetweenMarch11andMarch23,2023.DangalandGoldminescamesecondandthirdrespectivelyinthatweek.ReadmoreNote(s):India;March11toMarch23,2023;acrossruralandurbanareasinHindiSpeakingMarkets.Source(s):BARC;Website()LeadingGECchannelsinthesouthmarketofIndiainweek11of2023,byweeklyaverageminuteaudience(in1000s)LeadingGECchannelsinsouthmarketIndia2023,byweeklyAMA3,0002,458.412,5002,0001,5001,0005002,364.781,620.751,436.891,254.290SunTVStarMaaZeeTeluguStarVijayZeeKannada16Description:TheTamil-languagetelevisionchannel,SunTV,wastheleadinggeneralentertainmentcontentchannelwithintheSouthernIndianmarketwithanaverageviewershipofovertwobillionbetweenMarch11andMarch23,2023.Thepaytelevisionchannelisownedbytheeponymously-namedSunNetwork.ThiswasfollowedcloselybytheTeluguchannel,StarMaa,ownedbyTheWaltDisneyCompanyIndia.ReadmoreNote(s):India;March11toMarch23,2023Source(s):BARC;Website()MostviewedfreeTVchannelsinIndiaasofNovember2023MostviewedfreeTVchannelsinIndia202330%27%25%25%20%15%10%5%19%0%Star/DisneychannelsSonychannelsZeechannels17/statistics/1460231/india-most-viewed-free-tv-channelsInasurveyontelevisionconsumptionhabitsconductedin2023,27percentoftherespondentsstatedthatStar/DisneychannelswerethemostviewedfreeTVchannelsinIndia.SonychannelsfollowedasthesecondmostviewedfreeTVchannels.

ReadmoreNote(s):India;November2023;4,044respondentsSource(s):GroupMCHAPTER

04AdvertisingTelevisionadvertisementvolumeacrossIndiafrom2021to2023(FCTinbillion)TelevisionadvertisementvolumeinIndia2021-20232.52.292.212.162.01.51.00.50.020212022202319/statistics/1177109/india-television-ad-volumeTelevisionadvertisementvolumesamountedto2.16billionFCTacrossIndiain2023.Thiswasadecreaseoftwopercentfromthepreviousyear.Televisionadvolumeshavesteadilydeclinedsince2021,owingtostiffcompetitionfromdigitalmedia.

ReadmoreNote(s):India;2021to2023Source(s):BARC;BestMediaInfoRevenuefromtelevisionadvertisementsacrossIndiafromfinancialyear2017to2023,withestimatesuntil2026(inbillionIndianrupees)TVadvertisingrevenueinIndia2017-202635033032031831330830529730025020015010050267251020172018201920202021202220232024*2026**20Description:TherevenuecollectedfromtelevisionadvertisementsacrossIndiaintheyear2023amountedto297billionIndianrupees.Thiswasadeclineby6.5percentattributedtothereducednumberofbrandsadvertisingonthemedium.Nationaltelevisionchannelssawaninepercentdropinadvolumes.However,forecastssuggestarecoveryinTVadvertising2024onwards.TelevisionadvertisingcontinuestoflourishPandemicaside,anextensivemassreachandreliability,televisioncontinuedto[...]

ReadmoreNote(s):India;2017to2023;*Estimate**ForecastNote:OneIndianrupeeisequalto0.012U.S.dollarsand0.011eurosasofMarch2024.ꢀPreviousreportshavebeenaccessedforhistoricaldata.

ReadmoreSource(s):EY;FICCILeadingtelevisiongenresinIndiain2023,byfreecommercialtime(inmillionseconds)LeadingTVgenresIndia2023,byFCTFreecommercialtimeinmillionseconds150

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300050100350400450500550OthersNews495222219TamilRegionalTeluguRegionalHindiMoviesBengaliRegionalKannadaRegionalMarathiRegionalMalayalamRegionalHindiSecondlineGECMusic185172153139116969078Info55Sports4321Description:In2023,newschannelsweretheleadinggenrefortelevisionadvertisinginIndia,withafreecommercialtime(FCT)of222millionseconds.ItwascloselyfollowedbytheTamilregionalgenre.Eachgenreaccountedfor10percentoftheoverallFCTfortelevisionthatyear.ReadmoreNote(s):India;2023Source(s):MadisonWorld;PitchTelevisionadspenddistributionacrossIndiain2023,byproductcategoryTVadspendshareinIndia2023,byproductcategoryAdspendshare0%5%10%15%20%25%30%35%40%45%50%FMCGE-commerce47%16%Others8%Automotive6%HouseholddurablesRealestateandhomeimprovementBanking,financialservicesandinsuranceTelecommunicationEducation4%4%4%3%2%Clothing,fashion,jewelryCorporate2%2%Retail1%1%Alcoholicbeverages22Description:FMCGcontinuedtoaccountforthehighestshareoftelevisionadvertisingspendinginIndiain2023,atabout47percent.Trailingsecond,thee-commercecategory'scontributiondecreasedbyfourpercentcomparedtothepreviousyear.E-commerceandeducationmadeupthetopthreethatyear.ReadmoreNote(s):India;2023Source(s):EY;FICCI;MadisonWorld;PitchLeadingadcategoriesontelevisioninIndiainthethirdquarterof2023,byadvolumeshareLeadingadcategoriesontelevisioninIndiaQ32023,byadvolumeshareShareofadvolume2%

3%0%1%4%5%6%7%7%8%ToiletsoapsToilet/floorcleanersWashingpowders/liquidsMilkbeverages4%3%3%3%3%3%3%Ecom-media/entertainment/socialmediaToothpastesShampoosBiscuitsTea2%2%Mosquitorepellents23/statistics/1457719/india-tv-ad-categories-by-ad-volume-shareInthethirdquarterof2023,toiletsoapsweretheleadingadvertisingcategoryontelevisioninIndia,whichaccountedforasevenpercentshareofadvolume.Thiswasfollowedbythetoilet/floorcleanerscategory,withfourpercentoftheadvolumeshare.ReadmoreNote(s):India;Q32023Source(s):TAMMediaResearchCHAPTER

05KeyplayersLeadingdirect-to-home(DTH)operatorsinIndiaasofJune2023,bysubscriptionmarketshareDistributionofthedirecttohome(DTH)marketinIndia2023,byoperator35%30%32.73%26.85%25%21.34%19.09%20%15%10%5%0%SunDirectTVDishTVBhartiTelemediaTataPlay25Description:TataPlay,acompanywithintheTataGroup,recordedthehighestshareintheDTHmarketinIndiaoverthefirsthalfof2023,withroughly33percent.TheoperatorwasaheadoftheBhartiTelemedia-ownedoperator,AirtelDigitalTV,duringthemeasuredtimeperiod.ContrarytothedecliningtrendofpayDTHsubscriptionsinthepreviousyears,DTHoperatorssecured250thousandnewsubscribersin2023.

ReadmoreNote(s):India;asof30September2022Source(s):TRAILeadingmediaandentertainmentcompaniesinIndiaasofApril2023,bynetsales(inbillionIndianrupees)LeadingIndianmediaandentertainmentcompanies2023,bynetsalesNetsalesinbillionIndianrupees30

400102050607080ZeeEntertainmentEnterprisesSunTVNetworkTV18Broadcast75.1135.0412.51TVTodayNetworkNxtdigital9.37.02ZeeMediaCorporationSitiNetworks6.546.14EntertainmentNetworkIndiaNDTV3.062.311.87Network1826Description:ZeeEntertainmentEnterprises,India'sleadingmediaandentertainmentcompanyintermsofnetsales,generated66billionIndianrupeesasofApril2023.SunTVNetworkandTV18Broadcastfollowedwithnetsalesamountingtoapproximately35billionrupeesand12billionrupeesrespectivelythatyear.ReadmoreNote(s):India;asonApril2023Source(s):MoneycontrolNetworthofZeeEntertainmentEnterprisesLimitedfromfinancialyear2018to2023(inbillionIndianrupees)ZeeEntertainment'snetworthFY2018-2023120100108.63107.22100.9593.4489.2480604020075.62FY2018FY2019FY2020FY2021FY2022FY202327Description:ThenetworthofZeeEntertainmentEnterprisesLimitedinthefinancialyear2023wasover107billionIndianrupees.Thevalueofthecompanyincreasedfromabout75billionrupeesinfiscalyear2018.ZeeisaIndia-basedglobalbroadcasterownedbytheEsselGroup.ReadmoreNote(s):India;FY2018toFY2023;consolidatedfigures.Source(s):ZeeEntertainmentEnterprisesRevenueofSunTVNetworkLimitedfromfinancialyear2011to2023(inbillionIndianrupees)RevenueofSunTVNetworkLtdFY2011-202340353036.6336.6135.0534.0431.1728.6225.5823.952522.4320.9619.23201510518.1717.570FY2011FY2012FY2013FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202328Description:SunTVNetworkLimitedreportedarevenueofover36billionIndianrupeesinthefinancialyear2023.Thiswasanincreasecomparedtothepreviousyearreflectingareturntopre-pandemiclevels.HeadquarteredinthesoutherncityofChennai,itisoneofAsia'slargestTVnetworks.ReadmoreNote(s):India;FY2011toFY2023Source(s):Website(suntv.in)RevenueofDishTVIndiafromfinancialyear2017to2023(inbillionIndianrupees)DishTVIndiaoperatingrevenueFY2017-2023706061.665040302010046.3435.5632.4930.1428.0322.62FY2017FY2018FY2019FY2020FY2021FY2022FY202329Description:DishTVIndiareportedanoperatingrevenueofover22billionIndianrupeesinthefinancialyear2023.It