Netflix如何重塑全球影视权力的地图？

Group 1: Current State of Korean Film Industry - The director Kim Seong-soo describes the current state of the Korean film industry as "collapsed," indicating a significant decline in film production, with only a few projects like "The Assassins" in progress [1] - The impact of global streaming platforms like Netflix has severely affected the local film ecosystem, leading to a shift in audience consumption habits during the pandemic [1][6] - The high production costs and talent drain caused by Netflix's capital advantages have created a "hollowing out" crisis for the local film industry [1][5] Group 2: Netflix's Expansion in East Asia - Netflix began its expansion in East Asia by targeting the lucrative Japanese market, achieving significant success with original series like "Alice in Borderland," which garnered 200 million viewing hours [2][5] - The platform's investment in Japan from 2021 to 2024 is projected to generate over 450 billion yen (approximately 3 billion USD) in economic benefits, with over 10 million subscribers [2][12] - In contrast to Japan, the impact of Netflix on the Korean film industry is more profound, leading to a potential loss of autonomy and influence for local creators [5][6] Group 3: Challenges Faced by Taiwanese Dramas - Taiwanese dramas face a more severe crisis than Korean dramas due to a smaller local market and limited global distribution success [8][10] - Netflix's "pay first, sell later" model places significant financial pressure on Taiwanese production companies, leading to high rates of unsold dramas [10] - Despite initial investments, the inability to penetrate the mainland market has diminished the investment value of Taiwanese dramas [8][10] Group 4: Netflix's Influence in Southeast Asia and Other Markets - In Southeast Asia, Netflix has successfully expanded its presence, achieving a 52% viewership share and 42% revenue share by the end of 2024, with significant contributions from Indonesia and Thailand [12][18] - The platform has created job opportunities and boosted local film industries in emerging markets, although it has also disrupted existing industry structures [11][18] - In the Middle East, Netflix's expansion has faced challenges, but it has still contributed positively by investing in local talent and creating job opportunities [14][18] Group 5: Global Strategy and Cultural Impact - Netflix's strategy of "local content + global distribution" has made it a leading player in the global streaming market, with over 50% of its content being original [18] - While Netflix's investments can promote local film industries, over-reliance on its funding risks leading to the loss of valuable IP and the hollowing out of local industries [18][19] - The importance of retaining local cultural roots and IP ownership is emphasized for sustainable commercial returns in the cultural industry [19]