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美國的一體型光纖存取基礎設施:未來展望 (2018∼2021年)

U.S. Converged Fiber Access Infrastructure: 2018-2021 Outlook

出版商 Heavy Reading 商品編碼 599618
出版日期 內容資訊 英文 27 Pages
商品交期: 最快1-2個工作天內
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美國的一體型光纖存取基礎設施:未來展望 (2018∼2021年) U.S. Converged Fiber Access Infrastructure: 2018-2021 Outlook
出版日期: 2018年01月11日 內容資訊: 英文 27 Pages


第1章 摘要整理

第2章 推動市場要素

  • 一般家庭及微企業
  • 中小企業
  • 企業 (大企業用)
  • 批發
  • 行動通訊的高密度化,5G,DAS (分散存取系統),熱點
  • 5G
  • IoT (物聯網)
  • 智慧城市

第3章 未來展望 (今後3年份)

  • 光纖市場大幅度成長:要點
  • 5G的高密度化:2018年初主要的推動市場要素
  • 由銅線線路轉向的活躍
  • Verizon和Corning、Prysmian的契約:進一步普及,良好的先驅
  • 中小企業的金融力薄弱,成為光纖投資的阻礙因素
  • FCC (聯邦通訊委員會)的現在/未來的行動,導致普及加速化
  • 地方機構和服務供應商的合作關係
  • 新企業加入光纖市場的盛況

第4章 結論


  • Altice USA (Altice NV的子公司)
  • American Tower Corp.
  • AT&T Inc.
  • CenturyLink Inc.
  • Charter Communications
  • Chattanooga Electric Power Board
  • Cincinnati Bell
  • Comcast Corp.
  • Consolidated Communications Inc.
  • Corning Optical Communications LLC (Corning Inc.的子公司)
  • Dycom Industries Inc.
  • EarthLink (Windstream收購)
  • Fairpoint (Consolidated Communications收購)
  • Frontier Communications Corp.
  • Google Fiber (Alphabet Inc.的一部門)
  • Itron Inc.
  • Level 3 Communications (CenturyLink收購)
  • Nokia Corp.
  • OFS (古河電氣工業的子公司)
  • SigFox Inc.
  • TDS Telecom (Telephone and Data Systems Inc.的子公司)
  • The Prysmian Group
  • U.S. Cellular Corp.
  • Verizon Communications Inc.
  • Windstream Holdings Inc.
  • Wide-Open West Finance LLC (WOW!)
  • XO Communications (Verizon Communications Inc.的子公司)
  • Zayo Group

A confluence of drivers and enablers poise U.S. access fiber infrastructure for a period of high growth, encompassing Tier 1, Tier 2 and Tier 3 telecom providers, cable multiple system operators (MSOs), rural utility cooperatives, municipal broadband providers, public/private broadband partnerships and upstart broadband providers. High capital intensity and low return on invested capital (ROIC) have historically been the principal obstacle to U.S. fiber deployment. These barriers are being eroded because of growing demand from multiple services, along with lower cost of capital infrastructure and low opex.

This report examines drivers and enablers for converged access network deployment in the U.S., along with recent trends. This indicates a large bump in new deployments over at least the 2018-2021 timeframe; however, this outlook is contingent upon the performance of the U.S. economy over the period. Rising interest rates are a particular risk for debt-funded capital projects. A recession would impact consumer and business spending, limiting a carrier's ability to fund projects from cash flow. On the other hand, continued growth may create labor shortages and supply chain shortages. Changes in regulation and taxation, particularly at the state level, and after the 2018 and 2020 elections, may also be significant factors.

Motivations and financial models will vary by provider and geography. Much of the new construction will be in commercial and mixed use areas, greenfields, moderate-to-high density residential areas and other low-hanging fruit. However, urgent copper replacement and competitive pressures from MSOs should not be underestimated as drivers for new deployments by incumbents. In addition, a very significant portion of new deployments will be undertaken by smaller providers to fill vacuums left by Tier 1 and 2 carriers in rural and low-income areas.

‘U.S. Converged Fiber Access Infrastructure: 2018-2021 Outlook ’ examines drivers for converged access network deployment, along with forecasts for 2018-2021. It goes into depth about the needs of the various verticals, including smart cities and smart grids. It also looks at trends that will drive, enable or impede new deployments. In particular, this report discusses the expected retirement of copper infrastructure, fiber to the lightpost (FTTL), the financial condition of incumbents and efforts to close the broadband divide. Finally, it projects how converged access network deployment will likely play out over the next three years.

The following excerpt shows selected financial ratios for Tier 1 and Tier 2 carriers from October 2016 to October 2017. These indicate the respective business' ability to borrow, interest rate on their bonds, their ability to fund additional capex with cash from operations and priority of capex in their strategies. Those that could adversely affect capex budgets are shown in red.

‘U.S. Converged Fiber Access Infrastructure: 2018-2021 Outlook ’ is published in PDF format.

Table of Contents


  • 1.1. Key Findings
  • 1.2. Companies Mentioned


  • 2.1. Residential & Small Business
  • 2.2. Small-to-Medium Business
  • 2.3. Enterprise
  • 2.4. Wholesale
  • 2.5. Mobile Densification, 5G, DAS & Hotspots
  • 2.6. 5G
  • 2.7. Internet of Things (IoT)
  • 2.8. Smart Cities


  • 3.1. Trends Point to Strong Growth in New Fiber
  • 3.2. Densification for 5G Will Hockey Stick Starting in 2018
  • 3.3. Copper Transition Will Gain Momentum
  • 3.4. Verizon's Corning & Prysmian Contracts Bode Well for Deployment
  • 3.5. Financial Weakness at Tier 2s Might Inhibit Their Fiber Investments
  • 3.6. Recent & Pending Actions by the FCC Will Accelerate Deployment
  • 3.7. Municipalities Will Play Nice With Providers.. or Be Left Behind
  • 3.8. Non-Incumbents Will Participate in the Fiber Construction Boom




  • Altice USA, a subsidiary of Altice NV (NYSE: ATUS)
  • American Tower Corp. (NYSE: AMT)
  • AT&T Inc. (NYSE: T)
  • CenturyLink Inc. (NYSE:CTL)
  • Charter Communications (Nasdaq: CHTR)
  • Chattanooga Electric Power Board
  • Cincinnati Bell (NYSE: CBB)
  • Comcast Corp. (Nasdaq: CMCSA)
  • Consolidated Communications Inc. (Nasdaq: CNSL)
  • Corning Optical Communications LLC, a subsidiary of Corning Inc. (NYSE: GLW)
  • Dycom Industries Inc. (NYSE: DY)
  • EarthLink (acquired by Windstream) (Nasdaq: ELNK)
  • Fairpoint Communications Inc. (acquired by Consolidated Communications)
  • Frontier Communications Corp. (Nasdaq: FTR)
  • Google Fiber, a part of Alphabet Inc. (Nasdaq: GOOGL)
  • Itron Inc. (Nasdaq: ITRI)
  • Level 3 Communications (acquired by CenturyLink) (NYSE: LVLT)
  • Nokia Corp. (NYSE: NOK)
  • OFS, a subsidiary of Furukawa Electric Co. Ltd. (TYO: 5801)
  • SigFox Inc.
  • TDS Telecom, a subsidiary of Telephone and Data Systems Inc. (NYSE: TDS)
  • The Prysmian Group (BIT: PRY)
  • U.S. Cellular Corp. (NYSE: USM)
  • Verizon Communications Inc. (NYSE/Nasdaq: VZ)
  • Windstream Holdings Inc. (Nasdaq: WIN)
  • Wide-Open West Finance LLC (WOW!) (NYSE: WOW)
  • XO Communications, a subsidiary of Verizon Communications Inc. (NYSE/Nasdaq: VZ)
  • Zayo Group (NYSE: ZAYO)
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