Monday, December 23, 2013

還照於王

上周五香港通訊和電視市場均十分熱鬧,前者由香港電訊(6823)買回以往出售、已變身的CSL NWM,本來足可震撼全場,畢竟188億元的規模,近年在港已少見。
可惜,香港電視(1137)主席王維基只用約1.5億元便贏得傳媒的焦點,無他,該公司拿不到免費電視服務牌照,轉頭在2013年還未完結便出招,向中國移動(941)附屬買入經營流動電視服務的公司。
不過,上述兩單交易均需政府審批,能否通過仍屬未知數,小小超送甜頭,願意將交還部分頻譜的比重由三分一提高至一半,希望獲過關。至於香港電視想轉個圈加入電視市場,坊間馬上劃上政治因素,又有北京開綠燈(因賣家是國企),但又傳港府不發牌給該公司,可能也不想讓其藉此搶食。
當然,以電訊魔童過去的戰績,由打破IDD壟斷,到加入固網市場,處處可見穿牆破壁的決心,並非純粹跟風,轉為迎戰今日香港已回歸的特區政府,禤中怡也祝願他成功上壘,能否勝出難料,但大家可藉此為香港增值。
為何叫增值?電訊魔童很喜歡試新科技,曾幾何時,他經營的固網是採用無線寬頻技術,用大型接收器再接駁大廈,可惜效果麻麻,但很快又轉用傳統地底網絡,並且殺出一條血路,成功建立網絡兼成功賣盤。
直至今日,還記得香港有多少間固網公司嗎?真正投入巨資建立廣泛網絡的又有幾多?
至於流動電視服務好像很新鮮,其實經已有最少56個國家和地區提供該服務,部分更已提供服務多年,據研究機構RNCOS預測,在2011至2014年間,全球流動電視用戶將以每年複合增長率(CAGR)43%的速度發展,而直至2014年底,總數更達逾7.9億名,分分鐘叫廣告商重新考慮投放廣告資源的渠道。
在亞洲,當然首推南韓,當地早於差不多10年前,無錯,是2004年已提供服務,反映流動電視服務在港發展相對落後,中移動香港於去年12月10日推出UTV,剛過一周年,提供的竟有印尼語頻道,肯定針對外傭市場,未有好好使用,有趣的是,部分頻譜還可作提供數據傳輸服務,且看王主席如何藉新科技,使用該批頻譜,除流動使用外,能否成功進駐屋內。當然首要先闖過政府一關,而能夠跑出,相信還要靠節目內容及收入來源。
其實,對手亦十分忙,聽聞有線寬頻(1097)還在頭痛,原定今年完成的高清新聞台,可能要延遲至明年才能完工,現在更要增聘人手,處理免費電視服務,究竟他們又有何妙法抗敵呢?

(12月23日刊於《am730》)

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