Will Amazon 和 Dolby's Latest Acquisitions Accelerate VVC Deployment?
Recent moves by Amazon 和 Dolby may hint at a growing interest in VVC (Versatile Video Coding).
Amazon’s Acquisition of MX Player
周三, 6月5日, Amazon 同意收购 key assets of Indian video streaming service MX Player from Times Internet, reportedly in a bid to increase sales 和 br和 awareness in India. 据报道 TechCrunch, “the deal values MX Player at less than $100 million, far short of the $500 million valuation at which the streamer raised its last capital.”
MX Player是一个早期的 VVC的采用者 用于软件回放. Though Amazon's primary motivation for the deal was as stated, if VVC plays well in software on mobile devices in India while cutting b和width costs significantly, perhaps it can do this in other regions, particularly those associated with more powerful mobile devices than India.
Dolby’s Acquisition of GE Licensing
On Thursday, June 6, Dolby 同意收购 GE Licensing in a $429 million all-cash transaction. 根据杜比 新闻稿, “GE Licensing’s portfolio of video codec technology, such as HEVC 和 VVC, complements, strengthens, 和 exp和s the scale of Dolby’s intellectual property portfolio. Dolby is committed to continuing to facilitate the adoption of next-generation st和ardized technologies—enabling industry efficiency, 连续性, 和经济增长.”
Here again, VVC may be the secondary motivation for the acquisition. 根据 IP监督机构, GE owns 1% of HEVC-related patents, which should already be generating significant revenue. 相比, VVC licensing is relatively nascent, so significant licensing revenue is a few years off (和 far more speculative).
In addition, GE’s VVC portfolio may be smaller than its HEVC-related patents. 在2021年 VVC patent breakdown by IAM杜比已经拥有了1个.09% of outst和ing VVC-related patents, while GE didn't make the list, which identifies owners down to 0.18%.
仍然, the 新闻稿's focus on next-generation technologies seems to focus more on VVC than HEVC. While it’s tough to say how much VVC played into Dolby’s decision to acquire GE’s portfolio, 如果要我猜的话, I would say it was a very relevant factor.
这意味着什么??
From my perspective, VVC has been a solution in search of a problem. It hasn’t yet opened any new markets, like H.264 did for HD 和 HEVC did for 4K. With 8K TVs shunned if not 禁止 在欧洲，和 可疑的好处 worldwide, there are no obvious markets to conquer.
That said, VVC has been adopted 用于软件回放 in China, albeit by VVC IP owners like ByteDance, which limits the endorsement value to some degree. 仍然, if VVC software playback on mobile works in China 和 India, perhaps that's the killer app that could accelerate VVC deployment around the world.
It appears that Dolby thinks so, 和 perhaps Amazon as well.
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