OTT CONTENTS 1 OTT 2 4 3

OTT

C ^{ONTENTS 1 OTT}

2

4

3

PART

OTT

OTT OTT OTT

1. Amazon

Amazon Prime Video Amazon Video Direct

2. LINE

LINE TV

3. KKBOX

KKBOX Prime

1 ^OTT

1. Amazon

Amazon Prime Video Amazon Video Direct

2. LINE

LINE TV

3. KKBOX

KKBOX Prime

1 ^OTT

1. MOD

2020 Netflix

2. OVO

OTT

AI Hybrid Recommender System (behavior)

(content)

1 ^OTT

Snapchat YouTube

OTT

frenemies

National Geographic Channel AR Aryzon VR

BBC VR

NFL 2014 VR

NBA 2016 VR

MLB Intel True VR VR

RMC (Ready Made Contents) UGC(User Generated Content) EGC(Editor-Generated Content)

OTT

NCC 2019

56.1%

16.7%

14.3%

^OTT 10.5%

2019 500

IPTV OTT

OTT

2019

OTT

1.

2.

3.

4.

YouTube

OTT

2020-2024

2018 2019E 2020F 2021F 2022F 2023F 2024F 2019- 2024CAGR

OTT 493 592 745 808 911 1,021 1,118 13.6%

1,815 1,942 2,052 2,168 2,270 2,383 2,489 5.1%

279 295 245 287 337 350 363 4.2%

( )

PwC 2020-2024,www.pwc.outlook.

OTT

2019

152

2020 PwC

OTT 13.6%

5.1%

4.2%

80%

OTT

2020-2024

Apple TV+

Disney+

IP

OTT

OTT

Netflix 0.5 0.75 1.25 1.5

OTT

APP

OTT

OTT OTT

OTT

OTT

PART

(TV program format)

Netflix

(Globalization)

(think locally, act globally) (Logloblization)

1

2

2

2

OTT

(Logloblization)

(Globalization) OTT

3 (TV program format)

PART

1 ^{( )}

2019 THEME REPORT 2018 2019 Netflix Amazon Prime

8.639 28% 1.892

OTT Disney AT&T OTT

Netflix OTT Netflix

PVOD PVOD

PVOD

PVOD OTT

1 ^{( )}

45.1%

2

atchPlay+

2019 HBO Asia

Iflix( )

Iflix 1.

2. Google billing ATM

3.

4.

Iflix

Iflix

2

Iflix( )

2

MIC AISP (2019)

PART

1

2020 2 12 (NCC)

2020 7 15 9 20

2020 8 18 OTT

1

NCC

2