出版：Rethink Technology Research 出版年月：2022年 10月
Video Delivery Market Forecast 2022-2028
Rethink Technology Research「動画配信市場予測 2022-2028年 – Video Delivery Market Forecast 2022-2028」は動画配信市場を調査し、最新の予測結果を提供します。
当レポートはRethink Technology Research（リシンクテクノロジーリサーチ）の年間サービス『Rethink TV』のご契約者に提供されるレポートです。
Rethink TV is refreshing its CDN market forecasts, and this year, Open Caching is the technology that has set the industry abuzz. Following previous examinations of WebRTC and Decentralized CDN, it looks like Open Caching is better placed to disrupt the CDN vendors, but negotiating interoperability contracts with the content providers could still prove challenging.
“Open Caching is one of the most divisive topics we have encountered for years – demonstrating a need for the CDN industry to diversify. Rethink TV has done a stellar job of traversing Open Caching’s approaches and scrutinizing the business model. The report cannily charts future scenarios where Open Caching does and does not exist, projecting where $billions will be made and lost. You’ll want to hold onto your hat when reading the vendor discussion section, as even Open Caching’s biggest advocates take no prisoners.” – Tommy Flanagan, Editor of Faultline
Rethink TV has refreshed its CDN forecasts and, this year, Open Caching is the technology that has set the industry abuzz. Following previous examinations of WebRTC and Decentralized CDN, it looks like Open Caching is better placed to disrupt the CDN vendors but negotiating interoperability contracts with the content providers could still prove challenging.
The latest forecast from Rethink TV charts the arrival of Open Caching technologies, and the impact they will have on the Video Delivery Market. This market shows no sign of slowing, but there is a fight brewing among its component parts. CDNs currently reign supreme, and while we have previously examined the potential impact of WebRTC and Decentralized-CDN (D-CDN), as part of our CDN studies, the new disruptor on the block is Open Caching.
Put very simply, the Open Caching specifications allow for ISPs to create a caching system within their networks that could significantly reduce their operational costs, while also netting them payments from the OTT content providers (CPs) that are trying to reach those fixed-line broadband customers.
The ISPs could do this independently, or they could use a vendor that has implemented Open Caching capabilities within their portfolio. The CDNs would thus be left in the lurch, as the CPs would pay the ISPs for delivering video, and in so doing, the CPs would reduce their spend with the CDNs.
Of course, the CDN providers themselves could pursue Open Caching too, and this is far from an all-or-nothing game. Compounding this has been the recent push towards ‘Telco CDN,’ a term that describes how CDNs have begun brokering deals to locate their caching servers within the ISP networks – a move that looks quite similar to Open Caching, on paper.
The CDN vendors are diversifying into services, and have been aware of the competitive threat of technologies like Open Caching for some time. There have been attempts at a similar approach before, and skepticism remains in the CDN camp.
The standards development organization behind the Open Caching family, the Streaming Video Technology Alliance (SVTA) has a lot on its plate, but with Open Caching, it wants to enable a global ecosystem. In very simple terms, it wants to create an API scheme that would allow a CP to set the terms of delivery, and then have Open Caching compliant systems carry and cache that traffic. However, this system is not finalized, nor is there a certification or compliance program, nor is work on the necessary billing APIs underway.
Not that this has stopped certain vendors pursuing early pre-standard Open Caching wins aggressively – acting as the middlemen between the CPs and the ISPs until that global API program is implemented. There is, of course, a risk that these early programs lead to incompatible islands, depending on how different the finalized Open Caching standards are to what is being currently installed, but given the prevalence of software, updates and reconfigurations are not exactly onerous these days.