The OTT box, which was devastated by the radio and television policy, once again took off after the promulgation of Circular 229. The OTT industry reshuffled its cards in January. Now people are most concerned about when the OTT box can “cloud openâ€.
We analyze the fate of the OTT box from the aspects of market size, number of brands, and licensees, and they have the following three characteristics:
First, November sales and sales of OTT boxes did not fall
According to AVC online monitoring data, the sales volume of OTT boxes in November was 591,000 units, which was a month-on-month increase of 21.7%; the sales volume was 140 million yuan, a year-on-year increase of 17.6%.
In September, sales of OTT boxes fell by 16.7% year-on-year due to the thermal shock caused by soaring sales of smart TVs. Sales volume fell by 18.3% month-on-month. In October, the news on the Internet about "Blasting the OTT box by radio and television" flew all over the air and at the end of the month. Department of the Supreme People's Court, the Supreme People's Procuratorate, the Ministry of Public Security, and the General Administration of Press, Publication, Radio, Film and Television issued a joint report No. 229, will focus on cracking down illegal television network receiving equipment illegal activities. However, this rectification is mainly to clean the sky of the OTT industry. Only the knock-off OTT brand has been hit hard. In November, the sales of the box have not been affected much.
Second, the decline in brands and models, only affect the cottage box
According to AVC online monitoring data, the number of OTT box brands in November was 119, a decrease of 1.7% from the previous quarter. Top20's brand sales accounted for 52.7% of the overall brand, and sales volume rose by 24.8% from the previous quarter.
Changes in the OTT box model from the week of November, due to the promulgation of the No. 229 document at the end of October, the number of models for 45 weeks (November 2-8) was 292, a decrease of 2% from the previous month; 46 weeks (9-15) The number of models was boosted by the promotion of the Double 11 E-commerce Promotion Festival. The number of models increased by 9.6% month-on-month. Afterwards, Alibaba responded to the radio and television policy. The number of models for the 47th week (16th to 22th) was 296, a decrease of 7.5% from the previous month. %, the number of models of 48 weeks (23-29) was 282, a decrease of 4.7%.
Third, OTT boxes use more than half of the number of Ali platform
According to AVC online monitoring data, Alibaba Group accounted for 49.7%, Android system boxes accounted for 48.8%, and other system boxes accounted for 1.5%. Licensing companies accounted for 61% of China’s share, while boxes with China’s license plate number and using Aliyun’s operating system accounted for 53.2%, so more than half of the boxes on the market use Huadian Aliyun platform. The sales volume of the Alibaba Cloud operating system box rose by 38.7%.
We analyze the fate of the OTT box from the aspects of market size, number of brands, and licensees, and they have the following three characteristics:
First, November sales and sales of OTT boxes did not fall
According to AVC online monitoring data, the sales volume of OTT boxes in November was 591,000 units, which was a month-on-month increase of 21.7%; the sales volume was 140 million yuan, a year-on-year increase of 17.6%.
In September, sales of OTT boxes fell by 16.7% year-on-year due to the thermal shock caused by soaring sales of smart TVs. Sales volume fell by 18.3% month-on-month. In October, the news on the Internet about "Blasting the OTT box by radio and television" flew all over the air and at the end of the month. Department of the Supreme People's Court, the Supreme People's Procuratorate, the Ministry of Public Security, and the General Administration of Press, Publication, Radio, Film and Television issued a joint report No. 229, will focus on cracking down illegal television network receiving equipment illegal activities. However, this rectification is mainly to clean the sky of the OTT industry. Only the knock-off OTT brand has been hit hard. In November, the sales of the box have not been affected much.
Second, the decline in brands and models, only affect the cottage box
According to AVC online monitoring data, the number of OTT box brands in November was 119, a decrease of 1.7% from the previous quarter. Top20's brand sales accounted for 52.7% of the overall brand, and sales volume rose by 24.8% from the previous quarter.
Changes in the OTT box model from the week of November, due to the promulgation of the No. 229 document at the end of October, the number of models for 45 weeks (November 2-8) was 292, a decrease of 2% from the previous month; 46 weeks (9-15) The number of models was boosted by the promotion of the Double 11 E-commerce Promotion Festival. The number of models increased by 9.6% month-on-month. Afterwards, Alibaba responded to the radio and television policy. The number of models for the 47th week (16th to 22th) was 296, a decrease of 7.5% from the previous month. %, the number of models of 48 weeks (23-29) was 282, a decrease of 4.7%.
Third, OTT boxes use more than half of the number of Ali platform
According to AVC online monitoring data, Alibaba Group accounted for 49.7%, Android system boxes accounted for 48.8%, and other system boxes accounted for 1.5%. Licensing companies accounted for 61% of China’s share, while boxes with China’s license plate number and using Aliyun’s operating system accounted for 53.2%, so more than half of the boxes on the market use Huadian Aliyun platform. The sales volume of the Alibaba Cloud operating system box rose by 38.7%.