Streaming Dominance Reshapes the Industry: Strategic Implications for Korean Media
An Analysis of Ampere Research on Market Restructuring and Challenges for K-Content
Global media content investment is projected to reach $255 billion in 2026, representing a modest 2% year-over-year growth. However, beneath this surface-level figure lies a fundamental structural transformation. Streaming platforms are set to account for $101 billion—approximately 40% of total investment—growing at 6%, while traditional broadcasting enters a period of stagnation or decline. Following streaming's historic overtaking of commercial broadcasters in 2025, the gap is expected to widen further in 2026.
This structural shift carries significant implications for the Korean media industry. While global platforms continue to demand K-content, imbalances in negotiating power and revenue distribution are intensifying. As new variables emerge—including the rise of FAST channels, intensified competition for sports broadcasting rights, and AI-driven production innovations—Korean content providers face a critical moment requiring strategic realignment.