196 月2025
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越南是东南亚最受欢迎的电视国家之一,其观看方式正开始发生巨大变化。过去,地面电视节目是主流,但近年来,以智能电视为中心的视频点播(VOD)正在兴起。随着内容供应结构日益全球化,我们探索了源自日本的内容的可能性和挑战。
智能电视在观看时间快速增长中发挥关键作用
According to a survey conducted by Kantar in four cities, Hanoi, Da Nang, Ho Chi Minh City, and Can Tho, the percentage of people who answered that they “watched video content such as TV, VOD, and live streaming the previous day” jumped from 71% in the first quarter of 2020 to 85% in the second quarter of 2021. The average viewing time also expanded from 82 minutes to 112 minutes.
观看设备也发生了变化。智能电视最受欢迎,占比 66%,其次是智能手机(61%)和笔记本电脑(53%)。 [1]. This shows that while the traditional style of “watching TV with family in the living room” remains the same, viewing devices and program content are shifting to “smart TV + on-demand type.”
GDP占比东南亚第一,仍有较大增长空间
[图1] VOD市场规模/GDP(1/100%,2023年)
(相比之下:日本 15.4、美国 25.4、英国 24.6)
Vietnam’s VOD market is expected to reach approximately USD 320 million in 2023, growing by approximately 60% to USD 490 million in 2028. What is noteworthy is not the absolute size of the market, but the fact that VOD spending as a percentage of GDP is the highest in Southeast Asia.
在本土和外国公司激烈竞争中,YouTube 仍保持领先地位
[Figure 2] Vietnam’s major VOD players
| 公司名称 | 国籍 | 进入越南的年份 | 销售份额 (2022) |
| YouTube | 我们 | 2005 | 37% |
| FPT游戏 | 越南 | 2013 | 11% |
| Netflix | 我们 | 2016 | 11% |
| VTVGo | 越南 | 2015 | 11% |
| 爱奇艺 | 中国 | 2020 | 8% |
| 持久性有机污染物 | 越南 | 2008 | 6% |
| 其他的 | – | – | 16% |
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(100%=2.72亿美元) |
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