SKYWORTHDT(SZ:000810)2022-12-07 08:11Group 1: Company Overview and Market Position - Skyworth Digital holds a 22% market share in the domestic broadcasting operator market as of 2014, maintaining the top position for seven consecutive years [3] - The company ranks third in the domestic telecom operator market as of 2014, with a leading position in the bidding results from March to May 2015 [3] - Skyworth Digital is the number one in the domestic shipment of various internet smart OTT boxes and has been the top exporter for six consecutive years [3] - The overall global market share of Skyworth Digital is approximately 10%, ranking third worldwide, behind UK’s Pace Plc and France’s Technicolor TMSON [3] Group 2: Production and Supply Chain - Currently, Skyworth Digital produces around 40% of its products in-house, while 60% is outsourced [4] - The company collaborates with major manufacturing enterprises and has established factories in India and South Africa for production [4] Group 3: Internet and OTT Services - Skyworth Digital's OTT services are based on an open internet model, offering video, advertising, games, education, music, and e-commerce applications [4] - Revenue sharing for video content ranges from 25% to 30%, with similar percentages for application distribution [4] - The company has activated over 4 million users on its cloud platform, with nearly 500,000 daily active users [5] Group 4: Strategic Partnerships and User Engagement - Skyworth Digital collaborates with major internet companies like iQIYI, Mango TV, Tencent Q+, and Baidu to enhance user engagement and service offerings [5] - The company is working with four major broadcasting operators for its OTT value-added service platform, with additional contracts in negotiation [6] Group 5: Competitive Landscape - Broadcasting operators provide live video content, while internet OTT smart boxes offer a vast array of free content, each catering to different user needs [5] - The competition between internet TVs and smart boxes is limited, as the latter can fulfill new demands arising from the longer lifecycle of televisions [7]