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市場調查報告書
適合中小企業的有線電話市場動向：對ILEC 的威脅（2003∼2008）
Cable Telephony in Small Businesses: The Competitive Threat to ILECs 2004 -2009
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本報告已在2011年07月19日停止出版。
有意擴大收益的有線事業者在過去10年，提供高速數據通訊，語音·影像服務等等，為網路的構築注入了力量。特別是在中小企業和一般家居事務服務的市場上，不久將預測超過2000萬 條線路。
專門調查通訊市場的美國調查公司The Insight Research Corporation(總公司: 紐澤西州)，發行了："Cable Telephony in Small to Medium Enterprises (SMEs): The Competitive Threat to ILECs 2003-2008"，詳細調查有線業者推出 之適合中小企業的附加價值服務及尋求新的技術和用戶的需要，有系統地做了歸結。
該報告中，針對有線電話、數據、影像通訊服務、合併簡訊技術等等，驗證其既存經歷的競爭狀況和市場的潛在可能性。同時， 並提供至2008年為止的市場未來預測，概略內容如下： Chapter 1 報告摘要Chapter 2 市場的概要Chapter 3 對有線業者而言 SME 市場的牽引力
- 中小企業的必要服務
- 語音、數據及擴張服務
- 支撐中小企業市場 ILEC/CLEC的 歷史經緯
- 有線基本的服務：實行可能的選擇
- 電話及寬頻服務
- 電話、數據、影像服務
- 合併簡訊及擴張服務
- 支援服務
- 新加入企業的高收益
- 市場活動戰略
Chapter 4 技術的引進
- 基礎設施
- 伴隨IP處理的線路交換機
- DOCSIS 的概要
- 套裝有線
- 通訊規則
- 新加入企業的裝置
Chapter 5 ILEC 的前25大企業：市場的潛在可能性Chapter 6 有線業者的前25大企業：市場的潛在可能性Chapter 7 有線業者帶給 ILEC 的威脅
In the never-ending quest to squeeze additional revenues from their infrastructure, cable companies have been upgrading their networks over the past decade to provide integrated video, high-speed data and voice services. In a new research study, Insight examines a highly accessible (and lucrative) market for cable's value-added services- small to medium business enterprises (SMEs). Insight's analysis reveals that more than three million small and medium businesses are geographically located within two-way capable cable systems, a veritable gold mine of captive customers for cable MSOs. By factoring in home-based businesses as well, the near-term opportunity created by this market is well in excess of 20 million lines.
In this report, Insight Research analyzes the enhanced services that are made possible by today's technology- cable telephony, data and video services, unified messaging- coupled with the unique business requirements of SMEs. Based on this examination, Insight quantifies the SME business-line addressable market opportunity for cable companies with two-way capable cable markets, and measures the competitive risk they pose to the incumbent telephone carriers located within the cable systems' service areas. TABLE OF CONTENTS
Chapter I EXECUTIVE SUMMARY
- 1.1 Cable Telephones for Small Businesses
- 1.2 The Market for Small Business Cable Voice Services
Chapter II CABLE TELEPHONY AND THE SME MARKET
- 2.1 The Cable Telephony Market
- 2.2 SME Market Size and Number of Establishments
- 2.2.1 Size of Establishments
- 2.3 SME Market Demographics
- 2.4 Business Line Market Analysis Methodology and Size
- 2.4.1 Business Line Demand of All Establishment Sizes
- 2.4.2 Business Line Demand of SME Establishments
- 2.4.3 Top 30 Incumbent Carrier SME Market
- 2.4.4 All Cable Markets
- 2.4.5 Two-Way Capable Cable Markets
- 2.5 Small Businesses as an Opportunity Space
Chapter III SME MARKET DRIVERS FOR CABLE COMPANIES
- 3.1 Cable Telephony for the SME
- 3.2 Bundles for SMEs
- 3.2.1 Voice Services
- 3.2.2 Enhanced Services
- 3.2.3 Data and Internet Access
- 3.3 What the Telcos Could Offer
- 3.4 Comparing Basic Bundle Pricing: Telco vs. MSO
- 3.5 Higher Revenue per Subscriber
Chapter IV TECHNOLOGY IMPLEMENTATION
- 4.1 Development of the CATV Network
- 4.1.1 Traditional Coax Network
- 4.1.2 HFC
- 4.1.2.1 HFC Components
- 4.1.2.2 HFC Topology
- 4.2 Circuit Switched Cable Telephony
- 4.3 Circuit Switched With Hybrid IP Networks
- 4.4 IP Cable Telephony
- 4.4.1 Data over Cable Service Interface Specification (DOCSIS)
- 4.4.1.1 DOCSIS 1.1 & 2.0
- 4.4.2 PacketCable
- 4.4.2.1 Packet Cable 1.1 & 1.2
- 4.5 Cable IP Telephony Implementation Issues
- 4.5.1 Primary Line Service/E911
- 4.5.2 Communications Assistance for Law Enforcement Act (CALEA)
Chapter V MARKET STRATEGY FOR SMES
- 5.1 MSO Market Strategy for SMEs
- 5.2 Cox Communications
- 5.3 LightPath
- 5.3.1 LightPath`s Large Business Strategy
- 5.3.2 LightPath`s Small and Medium Business Strategy
- 5.4 Charter Communications
- 5.5 Insight Communications Company, Inc.
Chapter VI MARKET FORECAST: CABLE TELEPHONY PENETRATION OF SMES
- 6.1 Cable Telephony SME Market Analysis Methodology
- 6.2 Cable Companies Addressable SME Telecom Services Market
- 6.3 Cable Companies Potential Revenue for Bundled Services
- 6.4 Model of Acceptance of Telephony Services from Cable TV Companies
- 6.4.1 Cable Telephony Forecast Model Methodology
- 6.5 The Market Exposure of ILECs to Cable Telephony
Appendix GLOSSARY
TABLE OF FIGURES
Chapter I
- I-1 Cable Service Provider Telephone Service Delivery Model: Total Potential for Small Businesses,
- 2003 and 2009 ($Millions)
Chapter II
- II-1 Total US Business Establishments, 1992-2005 (Millions)
- II-2 Distribution of SMEs by Number of Employees, 2004
- II-3 Distribution of Business Lines by SME Company Size, 2004
- II-4 Distribution of SMEs by Company Size within ILEC Areas, 2004
- II-5 Distribution of ILEC SME Business Lines by Company Size, 2004
- II-6 Distribution of SMEs by Company Size within Cable Footprint, 2004
- II-7 Distribution of SME Voice-Equivalent Business Lines by Company Size within MSOs, 2004
- II-8 SMEs by Company Size Within two-way Cable Systems, 2004
- II-9 Distribution of Cable Voice-Equivalent Business Lines by SME Company Size, 2004
Chapter III
- III-1 Online Computers: Residences vs. SMEs, 2004-2008 (Thousands)
- III-2 Online Residences, Broadband vs. Narrowband Connections, 2004-2008 (Thousands)
- III-3 Voice over DSL Generic Architecture
Chapter IV
- IV-1 Traditional Tree-and-Branch Coax Architecture
- IV-2 Coax Distribution to Customer Premises
- IV-3 HFC Architecture Providing Voice and Video Services
- IV-4 Circuit Switched Cable Telephony
- IV-5 Typical Cable Frequency Spectrum Allocation
- IV-6 Circuit Switched with Hybrid IP Network Architecture
- IV-7 Cable IP Telephony
- IV-8 Basic DOCSIS
- IV-9 Basic PacketCable Architecture
Chapter V
- V-1 Cox Revenue Mix: All Customers 2002-2003
- V-2 Cox Business Customer Mix: By Number of Employees
- V-3 Distribution of Cox Business Customer Revenue by Enterprise Size
- V-4 Cox Business Customers Served: Customer Base by Numbers of Employees
TABLE OF TABLES
Chapter I
- I-1 Top 30 Cable Service Providers: SME Businesses in All Markets
- I-2 Four MSO Voice Delivery Options
Chapter II
- II-1 Americast Availability by Geographic Area
- II-2 Business Establishments by Industry Sector and Business Size (SMEs vs. Large Business Enterprises)
- II-3 Percentage Distribution of SMEs by Industry Sector
- II-4 Business Line Demand Distribution by Industry Segment
- II-5 Business Line Demand Distribution by Industry: SMEs vs. Large Business Enterprises
- II-6 Business Line Demand Distribution: SME Lines by Industry Sector
Chapter III
- III-1 Slowing Growth in High Speed Access Services, 1999-2003
- III-2 North American Broadband Connections, Residences vs. SMEs, 2004-2008 (Thousands)
- III-3 NA Residential Broadband Connections by Service Type, 2004-2008 (Thousands)
- III-4 NA SME Broadband Connections by Service Type, 2004-2008 (Thousands)
- III-5 Enhanced Services
- III-6 The Versions and Features of xDSL
- III-7 Wireline Basic Communications Pricing
- III-8 Wireline Data Access Pricing (256Kbit/s)
- III-9 Wireline Data Access Pricing (1 Mbit/s)
- III-10 Cable Telephony Basic Communications Pricing
- III-11 Cable Telephony Data Access Pricing (256 Kbit/s)
- III-12 Cable Telephony Data Access Pricing (1 Mbit/s)
- III-13 Comparison of Monthly Pricing for an SME with Five Employees
- III-14 Line Features Pricing Comparison: Qwest vs. Cox Cable
Chapter V
- V-1 Cox Communications Residential Revenue Mix, 2000-2003 ($Thousands)
- V-2 Cox Business Services: Location Growth, Revenue Growth 2002-2003
- V-3 Cox Digital Telephone Service: Equipment and Network Costs
- V-4 VoIP Softswitch Network-Powered Service: Equipment and Network Costs
- V-5 VoIP Softswitch Premise-Powered Service: Equipment and Network Costs
- V-6 LightPath Telecommunications Services Suite
- V-7 LightPath Revenue Growth, 1999-2002
- V-8 LightPath Operating Metrics, 1999-2002
- V-9 Charter Communications: Revenue Generating Unit Statistics
- V-10 Insight Communications: Telephone Service Performance
Chapter VI
- VI-1 Total Number of SMEs by Cable Operator
- VI-2 Total Number of SME Business Lines by Cable Operator
- VI-3 Total Number of SMEs within Two-Way Markets by Cable Operator
- VI-4 Potential SME Business Lines within Two-Way Markets
- VI-5 Annual Revenue Potential of Data and Voice Bundle in Two-Way Capable Markets by Cable Operator
- VI-6 Four Cable Telephony Delivery Options
- VI-7 Cable Telephony Service Delivery Model: Fiber/Copper, 2003-2009
- VI-8 Cable Telephony Service Delivery Model: Channelized HFC, 2003-2009
- VI-9 Cable Telephony Service Delivery Model: Dedicated Cable Modem, 2003-2009
- VI-10 Cable Telephony Service Delivery Model: Shared with Cable Modem Service, 2003-2009
- VI-11 Cable Telephony Service Delivery Model: Total Potential for Small Businesses, 2003-2009
- VI-12 ADSL and Cable High-Speed Lines, 1999-2003
- VI-13 Bundle Pricing-DSL versus Cable, Year End 2003
- VI-14 Cox versus Verizon DSL Performance, Year End 2003
- VI-15 ILEC Business Line Erosion (Thousands of Business Lines)
- VI-16 Top-30 Telephone Companies: Number of SMEs Exposed to Cable Competition
- VI-17 Top-30 Telephone Companies: SME Business Lines Exposed to Cable Competition
- VI-18 Top-30 Telephone Companies: Number of SMEs Vulnerable to Cable Operator Competition
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