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A Bit O’ Honey

Today’s announcement of the new features in Android 3.0 (Honeycomb) showed a feature I truly didn’t expect to see: support for HTTP Live Streaming.

Given Google’s decision to drop H.264 support from Chrome – a move that I denounced a few weeks back and would simply characterize here as batshit crazy – the idea of embracing HLS has to be seen as surprising, given that the MPEG codecs are the only commonly-used payloads in real-world HLS. The format could handle other payloads, but in practice, it’s all about the MP4s.

And that, of course, is because the target audience for HLS is iOS devices. Apple says they have an installed base of 160 million iOS devices out there now, and even the earliest iPhone can play an HLS stream. Moreover, App Store terms require the use of HLS for non-trivial streaming video applications. So there’s more and more content out there in this format. Android is wise to hop on this bandwagon, and opt in… unless of course they turn around and expect content providers to switch to WebM payloads (one would hope they’re not that dumb).

I don’t think I’d previously thought of the iOS base as a target for media providers, but found myself thinking: could the iOS base be bigger than Blu-Ray? A little searching shows it’s not even close: as of last Summer, Blu-Ray had a US installed base of just under 20 million, while iOS devices of all stripes number 40 million in the US (coincidentally making it the largest US mobile gaming platform as well). And while Blu-Ray had a good Christmas, iPad sales were insane.

Not every iOS user is going to stream video, and most content providers will need to develop custom apps to use the feature (Netflix, MLB, etc.), but those that do are already making big investments in the format. No wonder Google is opting in now… trying to get all the content providers to support an Android-specific format (other than Flash) would surely be a non-starter.

Now if Apple and the content providers could just work the kinks out…

Comment (1)

  1. Great post! Interesting to see Google pick up on HTTP Live Streaming. Hopefully the protocol becomes more mature as it goes through a few iterations.

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