This market is very complicated, and it will take quite a few more years to completely sort itself out. In-Stat expects that the worldwide value of the equipment used by the transmission sites for Broadcast-Specific Overlay Networks will have a worldwide value of about US$216 million during 2011. China could dramatically change this value if one of their proposed systems “turns on” earlier than expected.

Our top line findings include:

- Mobile Video Services combine Cell phones, Broadcasting, Pay-TV and the Internet, creating six competing vectors of growth

- Broadcast transmission equipment provides the infrastructure for overlay networks

- Wireless data services provide a “by pass” that enables consumers to obtain free Internet video

- Each geographic region is developing differently, and all technology approaches are “in play”

- MPEG-4 (H.264) is the standard, but Adobe FLASH and Windows Media are also important

- Handsets are only one way to receive Mobile Video Services. Personal Computers (PCs), Portable Media Players (PMPs), Navigation Systems, and other devices will all be “in the mix”