iJoy International 2021
23
iJoy International 2021 BRINGING JOY TO PARTNERS
Transcript of iJoy International 2021
iJoyInternational 2021BRINGING JOY TO PARTNERS
VIDEO INDUSTRY TRENDS- SOUTHEAST ASIA
March 2021
Private & confidential
STATE OF THE SEA VIDEO LANDSCAPE: TODAY & THE FUTURE
2015 2020 2025
36%
38%
26%
51%47%
2%
31%
31%
38%
Free-to-Air Revenue Pay-TV Revenue Online Video Revenue
US$8 bil. US$8 bil. US$11 bil.
Note: Southeast Asia includes Indonesia, Malaysia, Philippines, Singapore, Thailand & VietnamSource: Media Partners Asia
4
5
34
3.3
3.12.9
0.17
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21
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0.0
2.0
4.0
6.0
8.0
10.0
12.0
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Rev
enu
e (U
S$ b
il.)
TV Advertising TV Subscription AVOD
WHAT HAS GROWN? WHAT DRIVES FUTURE GROWTH?
CAGR (2020-25)
Overall 6%
SVOD: 24%
AVOD: 16%
TV Subscription:
-1%
TV Advertising:
3%
CAGR (2015-20)
Overall -0.3%
SVOD: 106%
AVOD: 42%
TV Subscription:
-2%
TV Advertising:
-6%
8.1
10.8
Total Revenue (US$ bil.)
Source: Media Partners Asia
9.0
8.2
5
23% 32%
11%5%
7% 4%47%
69%99%
89%
49%
100% 100%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Indonesia Philippines Thailand Vietnam Malaysia Singapore
SHARE OF INCREMENTAL REVENUE SHIFTING TO DIGITAL ACROSS SEA
Southeast Asia Incremental Revenue:
US$2.7 bil.(2020-2025)
Digital89%
Pay-TV-4%
Free To Air15%
Source: Media Partners Asia 6
22%31% 9%
Share of SEA Incremental Revenue (%)
20% 6%12%
TELEVISION STARTS GIVING WAY TO ONLINE VIDEO
7
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2020 2025 2020 2025 2020 2025 2020 2025 2020 2025 2020 2025
Indonesia Malaysia Philippines Singapore Thailand Vietnam
TV Advertising TV Subscription AVOD SVOD
2.0
Total Revenue (US$ bil.)
Source: Media Partners Asia
2.9 1.2 1.5 1.0 1.6 0.7 0.9 1.6 2.2 1.5 1.9
COVID LOCKDOWNS ACCELERATED GROWTH OF STREAMING MINUTES IN Q2 2020
8
Weekly Minutes Streamed in SEA (2020)
Source: AMPD Research (Media Partners Asia)
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Stre
amin
g M
inu
tes
(mil.
) –
Sin
gap
ore
On
ly
Stre
amin
g M
ins
(bil.
)
Indonesia Thailand Philippines Singapore
Q1: 5.7
SEA Avg Minutes Streamed per Week (bil.)
Q2: 10.5 Q3: 10.6 Q4: 14.1
ASIAN CONTENT DOMINATES VIEWERSHIP
9
Share Of Streaming Minutes By Content Origin (2020)
Source: AMPD Research (Media Partners Asia)
Platforms measured include:- Indonesia: Amazon Prime Video, Disney+ Hotstar, iflix, iQIYI, Netflix, Vidio, Vision+, Viu, WeTV- Thailand: iflix, iQIYI, Line TV, Netflix, True ID, Viu, WeTV- Singapore: Amazon Prime Video, iQIYI, Netflix, Viu, WeTV- Philippines: Amazon Prime Video, iflix, iQIYI, Netflix, Viu, WeTV
37%
22%
38% 30%
10%
11%
15%12%
18%
38%
2% 5%
5%10%
8%1%
30%26%
35%36%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Indonesia Thailand Singapore Philippines
South Korea Japan Local Chinese Others
LOCAL CONTENT INVESTMENT EXPECTED TO DOUBLE OVER NEXT 5 YEARS
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200
400
600
800
1000
1200
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1600
2017 2018 2019 2020 2021 2022 2023 2024 2025
Co
nte
nt
Inve
stm
en
t (U
S$ m
il.)
SEA Online Video Content Investment
10Source: Media Partners Asia
IQIYI SHOWS YOU NEED TO WATCH IN 2021
21+IQIYI SHOWS YOU NEED TO WATCH IN 2021
NE
XT
GE
N V
AR
IET
Y
SH
OW
S
Youth With You 3Watch teaser
To The Top Rap of China 2021
The Ideal City
C D
RA
MA
Age Troops
The Ferryman: Legends of Nanyang
Go Go Squid 2: Dt. Appledog's Time
Danger Zone
Luo Yang
Yu Zhao Ling
Rainless in a Godless Land
K C
ON
TE
NT
My Roommate is a Gumiho
Times L.U.C.A Josee
She Would Never Know
Jirisan
LOC
AL
CO
NT
EN
T
Cukup Derita Itu 7 Hari Mencintaiku 3
3 Brothers: Life After Marriage
Wan Thong Pentor 2021
Thai Series
Malay Dramas
Aku Yang Kay Gelar Isteri
JAP
AN
ES
E A
NIM
E
Jujutsu /Kaisen Dr. Stone Black Clover
Attack on TitanThat Time I Got Reincarnated as a Slime
One Piece Haikyu!!
Xiao Gui
CURRENT TOP ARTISTE LIBRARY
XIAO GUI
宠爱娱乐UNI-ICONENTERTAINMENT
iQIY
I’s L
on
gst
an
din
g
Pa
rtn
er From China to Singapore,
G.H.Y and iQIYI have jointly launched many successful projects.
Dance of the Sky EmpireThe Ferryman: Legends of Nanyang
“The Ferryman” Series
The Legend of the Condor Heroes
I Come From Beijing: Tibetan Mani Stone Pile
in Autumn
The Little Nyonya
REGIONAL TALENT AGENCYiQIYI cements regional expansion by partnering with G.H.Y Culture and
Media to nurture young talents
iQIYI will provide young Southeast Asian talents.
The platform and access to one of the biggest entertainment
markets in the world.
Recruitment Training
Development Next Southeast Asian Idol
UN
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Uni-icon Entertainment
uni – Unity in short and signifies togetherness
icon – A character whose exposure in popular culture is regarded as constituting a defining characteristic of a given era and signifies the gathering of our idols 有你宠爱、放肆成长
Take after the word ‘Unicorn’ someone amazing who is simply a very rare find. 以梦为马、想象无限大
UN
I-IC
ON
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INM
EN
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