Southeast Asia Video Streaming Deep Dive

The 20,000 Foot View: Video streaming services in Southeast Asia first appeared in 2015 and have evolved into the main video consumption platforms for local consumers. With a combined population of X, and a combined GDP of $X, Thailand, Malaysia and Indonesia represent sizeable and attractive growth markets for streaming services. The largest players by subscriptions are X, X and X. Streaming services are competing for growth through a mix of revenue models: subscription video on demand (SVOD), advertising video on demand (AVOD), and a hybrid of both. Global SVOD giants Netflix and Amazon Prime Video are both constrained by X in both X and X, allowing local incumbent services resilience and rich opportunities for the new direct to consumer (D2C) entrants coming to market in 2019/2020.

Key Findings

  • Asia Pacific experienced a X% increase in mobile broadband subscriptions, from X in 2014 to X in 2018
  • Europe had X mobile broadband subscriptions in 2018, a X from 2014 at X%
  • Asia Pacific’s mobile broadband subscription penetration rate grew from X% in 2014 to X% in 2018
  • Iflix Malaysia grew from X subscribers in 2016 to X in 2017
  • Viu Malaysia gained X subscribers during its launch in 2016 and increased its subscriber base by X% in 2017
  • Viu and iflix saw over X% growth in subscribers in the first year of their launches in Malaysia, Thailand and Indonesia, while Netflix only had a X% growth
  • Indonesia is forecasted to have X SVOD subscribers by end of 2023
  • By 2020, X will overtake Malaysia in number of SVOD subscribers by almost X
  • Indonesia will increase its SVOD revenue by X% from 2019 to 2023
  • Indonesia had a X% smartphone adoption in 2018, up from X% in 2016
  • Malaysia had an X% uptake in smartphone adoption from X% in 2016
  • Indonesia’s total TV advertising revenue increased by X% in 2018 to $X

Companies and brands mentioned in this report:  Advanced Service Info (AIS), Amazon Prime Video, Apple TV, BeIN, CJ ENM, Catcha Group, Catchplay, Dim Sum, Disney, Football Malaysia Limited Liability Partnership, GoPay, Grab, GrabBike, HOOQ, iflix, Indosat Ooredoo, JTBC, KBS, Klikfilm, Maxis, Netflix, PLDT Inc, Telekomsel, Uber, Viu

Charts: 7
Pages: 26
Words: 4,836

Includes Synopsis, PDF, Slides and Dataset