[英文調查報告書] 加拿大通訊市場競爭分析

Abstract

This IDC study is the sixth edition of IDC Canada' s popular annual guide to the Canadian telecommunications services sector.

New competitors continued to emerge and promise yet more upheaval in the C$36.6 billion-a-year Canadian communications landscape.

"Established telecom services providers are coming under siege," says Lawrence Surtees, vice president of Communications Research and principal analyst at IDC Canada Ltd. "As the lines between telecom and cable operators blurred in 2006, incumbent telecoms also face a prospective onslaught from the Googazon complex of global online search giants and stronger, consolidated hydro telecoms."

Table of Contents
IDC Opinion
In This Study
- Methodology
- Executive Summary
  - Competitive Landscape: New Players Emerge
    - Incumbents
  - Market Segments
    - Wireline
    - Local Market
    - Long Distance Market
    - Data Market
    - Wireless Market
    - High-Speed Internet Market
Situation Overview
- Introduction
  - "Googazon" Goes Mobile
  - Figure: Search Engine Preference in Canada, Estimated Number of Users, 2006
  - Figure: Google Ascendant: Top 5 Global Internet Firms, Total Market Capitalization, 1999-2007 ($US)
  - Figure: Competition in Canadian Telecommunications Markets, 2006
- Market Size and Share
  - Canadian Teledensity Indicators
  - Figure: Canada' s Population Density, 2001
  - Figure: Canada' s Teledensity Penetration per 100 People, 1997-2006
  - Table: Global and Canadian Telecom and IT Indicators, 2006
  - Canadian Telecom Services Market in 2006
  - Table: Canadian Telecommunications Services Market Spending by Segment (Including Wholesale Revenue), 2002-2006 (C$M)
  - Figure: Canadian Telecommunications Services Market by Segment (Including Wholesale), 2001-2006 (C$M)
  - Figure: Canadian Telecommunications Services Market, Segment Contribution to Revenue (Wholesale Included), 2006
  - Figure: Canadian Retail Telecommunications Service Market by Service Segment (Excluding Wholesale), 2006
  - Figure: Canadian Telecom Market, Wireless Versus Wireline (Including Wholesale), 2000-2006 (C$M and % Revenue)
  - Canadian Telecom Capex Growth in 2006
  - Figure: Canadian Telecom Service Providers Capital Expenditures (Including Cable Companies), 2000-2006
  - Figure: Canadian Telecom Capex Spending Annual Change, 2001-2006
  - Figure: Canadian Telecom Revenue Versus Capital Spending, 1998-2006
  - Market Share by Provider Type
  - Figure: Canadian Telecom Service Provider Taxonomy and Players by Market Segment, 2006
  - Figure: Canadian Telecommunications Revenue Market Share by Provider Type, 2006
  - Figure: Canadian Telecom Provider Market Share by Revenue, 2006
  - Table: Top 20 Global Telecom Service Providers, 2006 (US$M)
Future Outlook
- Incumbent Local Exchange Carriers
  - Market Size and Share: Incumbents Still Dominant Players
  - Figure: Canada' s Leading Incumbent Telephone Companies Territory and Revenue, 2006
  - Figure: Canadian ILEC Wireline Capex Spending, 2000-2006 (C$M)
  - Figure: Canadian ILEC Capital Intensity Ratios (Capex as % of Revenue), Year-End 2006
    - Comparison of Bell and Telus Revenue Mix
    - Figure: Comparison of Bell' s and Telus' Product Line Revenue, 2006
  - Local Market
  - Table: Canadian Local Services Market, Revenue and Access Lines, 2002-2006
  - Figure: Canadian Local Market Share by Revenue, 2006
  - Figure: Canadian Local NAS Lines by Carrier, 2006
  - Figure: Canadian Phone Lines, Circuit TDM Versus VoIP Line Equivalents, 2005 and 2006
    - Local Deregulation Enables ILECs to Go on the Offensive
- Incumbent Local Exchange Carrier Vendor Profiles
  - BCE
    - BCE' s Corporate Organization and Structure
    - Figure: BCE Revenue Sources, 2006
    - Honey, I Shrunk the Phone Company!
    - Figure: BCE Asset Disposition Proceeds, 2005-2006
    - Rogers Nears BCE in Value
    - BCE' s Continuing Stable
  - Bell Canada
  - Figure: Bell Canada Unconsolidated Revenue by Service, with and Without ExpressVu, 2006
  - Table: Bell Canada at a Glance, 2006
  - Figure: Bell Canada Organizational Leadership, 2006
    - Bell Canada' s Strategy
    - Bell Canada' s Network
    - Figure: Bell Canada OC-192 Fibre Optic Network Rings and Points of Presence
    - Figure: Bell Canada North American Fibre Routes with Colocation Points, 2006-2007
    - Figure: Bell Canada Optical Network Speeds
      - Network Investment Priorities
    - Products and Services
      - IT Services
      - Figure: Bell Canada ICT Units
      - Managed Security Services
  - Bell Aliant Regional Communications
  - Figure: Bell Regional Income Trust Network Coverage Phase 1, 2006
  - Figure: Bell Aliant Regional Communications Service Territories, 2006
  - Figure: Bell Aliant Regional Communications Structure
  - Table: Bell Aliant Regional Communications Income Trust at a Glance, 2006
  - Figure: Bell Aliant Regional Communications Organization and Executives, 2006
    - Aliant Telecom
    - Figure: Bell Aliant Detailed Corporate Structure, 2006
    - Figure: Bell Aliant Regional Communications Revenue by Service Segment, 2006
    - Figure: Competitive Footprint in Bell Aliant Regional Territory, 2006 (% of Homes Passed)
      - Aliant' s Strategies and Priorities
    - Bell Nordiq
    - Figure: Bell Nordiq Ownership Structure
    - Table: Bell Nordiq Group at a Glance, 2006
      - Bell Nordiq' s Networks
      - Figure: Bell Nordiq Territory and Networks, 2006
    - Amtelecom Group
    - Figure: Amtelecom Ownership Structure
    - Table: Amtelecom Group at a Glance, 2006
    - Figure: Amtelecom Group' s Serving Territories, 2006
  - Telus
  - Figure: Telus Executive Team, 2006
  - Table: Telus Communications at a Glance, 2006
  - Figure: Telus Revenue by Product Line, 2006
  - Figure: Telus Business Solutions
  - Figure: Telus Business Solutions Vertical Market Organization, 2006
  - Figure: Addressable Opportunity of Telus Targeted Vertical Markets, 2006-2011 (C$M)
    - Telus' Strategies and Priorities
    - Figure: Telus Quarterly Network Access Line Loss, 2006 (000s)
      - Capex Budget Increase
    - Telus Income Trust
    - Telus Networks
    - Figure: Telus Wireline and Wireless Network Coverage, 2006
    - Figure: Telus Toronto and Montreal Office Towers
    - IT Services
    - Telus TV Launch
  - Manitoba Telecom
  - Table: MTS-Allstream at a Glance, 2006
  - Figure: MTS-Allstream Revenue by Segment, 2006
    - MTS' Strategies and Priorities
      - Allstream Acquisition
      - Figure: MTS-Allstream Networks, 2006
  - Saskatchewan Telecommunications
  - Table: SaskTel at a Glance, 2006
  - Figure: SaskTel Telecommunications Revenue by Segment, 2006
    - SaskTel Capex Priorities
  - Northwestel
  - Figure: Northwestel' s Operating Territory, 2006
  - Table: Northwestel at a Glance, 2006
  - Independent ILECs
- Competitive Local Exchange Carrier Vendor Profiles
  - Market Size and Market Share
  - Figure: Incumbents' Local Line Share by Province, 2005 and 2006
  - Figure: Comparison of Canadian ILEC and CLEC Local Line Share by Customer Segment, 2006 (% Lines)
  - Figure: Canadian CLEC Local Retail Lines by Type, 2000-2006
  - Allstream
  - Figure: Allstream' s Corporate Roots, 1847-Present
  - Table: Allstream at a Glance, 2006
    - Network
    - Figure: Allstream National Network and Points of Presence, 2006
    - Figure: Allstream Internet Datacentres, 2006
      - Extended Network Alliances
    - Service Offerings
    - Figure: Allstream' s Enterprise Triple Play
      - IT and Hosted Infrastructure Services
      - Delphi Acquisition
      - Figure: Allstream Vertical Markets and Select National Accounts, 2006
    - Strategic Direction
      - IP Trunking Service
      - Figure: Allstream Strategic Focus, 2006
    - Challenges
    - Figure: Allstream Revenue and Capex, 2000-2006
    - Figure: Canadian Telecom Market Share of MTS-Allstream Compared with Competitors, 2006 (% Revenue)
  - Rogers Telecom
  - Figure: Rogers Communications Revenue by Segment, 2006
  - Table: Rogers Communications at a Glance, 2006
  - Figure: Revenue Comparison of Canada' s Largest ILECs with Rogers, 2006
  - Figure: Rogers Communications Corporate Organization, 2006
  - Table: Rogers Telecom at a Glance, 2006
  - Figure: Rogers Telecom Estimated Revenue by Product, 2006
  - Figure: Canadian Business Telecom Market Share Estimate, 2006
    - Rogers Telecom' s Networks
    - Figure: RBS Fibre-Optic Network, 2006
    - Figure: GT/360 Eastern Canadian Network Assets Acquired by Rogers Telecom, 2005-2006
      - RBS-Sprint Pact
      - Figure: Number of Countries Reached by Sprint' s Global Network by Region and WAN Technology
    - Futureway Acquisition
    - Figure: Futureway Communications Serving Area, 2006
  - Bell West and Alberta SuperNet
  - Figure: Alberta SuperNet Network, 2006
  - Figure: Group Telecom Network Assets Acquired by Bell Canada
  - Table: Alberta SuperNet Public Sector Access Bandwidth Prices, 2006
  - Navigata
    - Navigata' s Network
    - Figure: Navigata' s National and BC Networks, 2006
- Cable and IP Telephony
- Table: Canadian Non-ILEC VoIP Connections, Revenue, and Average Monthly Churn, 2004-2006
- Figure: Digital Cable Television Systems in Canada
  - Cable Telephony Penetration and Bundle Lift
    - Figure: North America Cumulative Cable Telephony Penetration by Operator, 2006
    - Table: Canadian Cable Company Capex Budgets, 2000-2006 (C$M)
    - Figure: Canadian Telecom Capex by Segment (Including Cable), 2000-2006
  - Rogers Cable
  - Figure: Rogers Cable Coverage Areas in Eastern Canada, 2006
  - Table: Rogers Cable Capex Program Additions, 2005-2006 (C$M)
  - Figure: Top 5 Canadian Telecom Capex Spenders (Including Cable Companies), 2000-2006
  - Shaw Communications
  - Table: Shaw Communications at a Glance, 2006
  - Figure: Shaw Cable Segment Revenue by Product, 2006
  - Figure: Shaw' s Cable Territory
    - Shaw Business Solutions Network
    - Figure: Shaw Business Solutions Core IP Network
  - Vidéotron Télécom
  - Figure: Vidéotron Ownership Structure
    - Vidéotron' s Networks
    - Figure: Vidéotron Télécom Backbone Network
  - Cogeco
    - Cogeco' s Fibre-Optic Networks
    - Figure: Cogeco Ontario and Quebec Intercity Fibre-Optic Network, 2006
  - EastLink Cable
  - Figure: EastLink Fibre-Optic Network, 2006
  - Persona
    - Newfoundland Broadband Network
    - Figure: Newfoundland' s Broadband Initiative
  - Vonage Canada
  - Figure: Vonage Canadian Network Reach, 2006
  - AOL Canada
  - Skype
  - Figure: Skype Outbound Long Distance Prices, 2006 (U.S. Cents per Minute)
- Long Distance Interexchange Carriers and Resellers
  - Market Size and Market Share
  - Figure: Canadian Retail Long Distance Revenue and Traffic Share by Provider Type, 2006
  - Figure: Canadian Incumbents' Long Distance Revenue Share in ILEC Territories, 2006
  - Figure: Canadian Long Distance Market Share in Minutes by Customer Type, 2006
  - Figure: Canadian Long Distance Revenue Market Share by Provider, 2006
  - Table: Canadian Long Distance Plans, 2006-2007
  - Primus
  - Table: Primus Telecommunications Canada at a Glance, 2006
  - Figure: Primus Canada Estimated Revenue Breakdown, 2006
    - Primus Canada Network
    - Figure: Primus Canada Network, 2006
      - ADSL2+
      - Primus TalkBroadband
  - Yak Communications
  - Figure: Yak' s Canadian Dial-Around Network Presence, 2006
  - Figure: Yak Dial-Around Long-Distance Call Path Within Canada
    - Yak High-Speed VoIP Service
  - Telehop
  - Long Distance Wholesale
  - Figure: Canadian Long Distance Wholesale Revenue, 2000-2006
    - Verizon-MCI Canada
      - MCI Canada' s Networks
      - Figure: MCI-Verizon Global Network Presence, 2006
      - Figure: MCI-Verizon North American Global Network Connections, 2006
  - Teleglobe
    - Teleglobe' s Networks
    - Table: Teleglobe' s Ownership Stake in International Undersea and Terrestrial Cable Systems by Region, 2005
    - Figure: VSNL Teleglobe Global Network, 2006-2007
- Data Communications
- Figure: Canadian Telecommunications Competition Milestones, 1964-1996
- Figure: Canadian Data Communication Revenue by Provider Type, 2006
  - AT&T Global Services
    - AT&T GS Network
    - Figure: AT&T Global Networks and Service Nodes, 2006
    - Figure: AT&T Global IP Backbone Network, 2006
    - Figure: AT&T Global Internet Datacentres
    - Figure: AT&T Global Networks Canadian Nodes, 2006
  - BT PLC
    - Networks
    - Table: BT' s Data Communications Products and Global Availability, 2006
    - Geographic Coverage
    - Figure: BT Global Networks, 2006
    - Figure: BT North American Networks, 2006
      - BT' s Global 21CN Next-Generation Network
      - MPLS-Based IP VPN
      - Table: BT MPLS-Based IP VPN Availability by Geography
      - IPSec-Based IP VPN
      - Table: BT IPSec-Based IP VPN Global Availability by Region
      - Fixed Mobile Convergence Offering
  - Deutsche Telekom (T-Systems)
  - Figure: Deutsche Telekom T-Systems Global Network
  - Orange (Formerly Equant)
  - Figure: Orange Global Networks
- Utility Telecoms
  - Ontario Hydro Looks at Wireless Broadband
  - Hydro Telecoms Consolidation Looms
  - Hydro One
  - Figure: Hydro One Telecom Network
  - Atria Networks Emerges as Consolidator
  - Figure: Atria Networks Serving Territory, 2006-2007
  - Table: Atria Networks High-Speed Services
  - Table: FibreWired "EasyVPN" Service Fees (C$)
  - Table: Utilities Kingston Fibre-Optic Rates, One-Year Contract (C$)
    - Atria Picks Up SCBN Telecom and Simcoe Community Access Network
    - Figure: SCBN Simcoe County Fibre Network
    - Atria Buys PowerStream Network

加拿大通訊市場競爭分析（2007年）

Who's Who in the Zoo: Canadian Telecommunications 2007 Competitive Analysis

Abstract

Table of Contents