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市場調查報告書
超高速寬頻(第二代):新世代存取的新市場機會·技術·策略
Superfast broadband phase two: New NGA opportunities, technologies and strategies
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超高速寬頻(第二代):新世代存取的新市場機會·技術·策略 是由出版商Informa Telecoms & Media在2011年10月所出版的。
這份英文市場調查報告書價格從美金3192起跳。
本報告提供新世代存取技術發展狀況相關調查分析，彙整VDSL vectoring、pair bonding等各種為連線用的技術開發趨勢，主要業者新一代存取技術的發展趨勢，FTTx的新應用相關考察，FTTx的各種商務模式檢証等，為您概述為以下內容。
調查對象業者
- Belgacom(比利時)
- Telenet(比利時)
- O2(捷克)
- KPN(荷蘭)
- Chunghwa Telecom(台灣)
- PCCW(香港)
- Telekom Malaysia(馬來西亞)
- Kabel Deutschland(德國)
- Swisscom(瑞士)
- CIF(荷蘭)
- AT&T(美國)
- PTCL(巴基斯坦)
- Virgin Media(英國)
- SK Broadband(韓國)
- UPC Cablecom(瑞士)
- Get(挪威)
- YouSee(丹麥)
- BT(英國)
- Telekom 奧地利(奧地利)
- Slovak Telekom(斯洛伐克)
- Telecom Italia(義大利)
- Turk Telecom(土耳其)
- P&T Luxembourg(盧森堡)
- France Telecom(法國)
- Tele 2(荷蘭)
- NextGenTel(挪威)
- Bredbandsbolaget(瑞典)
- Online(荷蘭)
- TDC(丹麥)
- Telenor(挪威)
調查交易廠商
- Alcatel-Lucent
- ZTE
- Huawei
- Comtrend
- Zyxel
- Arris
- Cisco
- Ikanos
- Broadcom
- Lantiq
- Amdocs
- Comptel
- Ericsson
- HP
- Oracle
- Sigma Systems
- Telcordia Technologies
Abstract
Summary:
The success of next-generation access networks is crucial for both operators
and vendors. Operators face an increasing number of choices as technologies
using existing copper networks are becoming more developed, fiber-to-the-x
(FTTx) deployments continue to grow and cable players face decisions about
whether they need to upgrade their DOCSIS 3.0 networks further. Our research
provides analysis of the latest developments in the technology field,
including the use of FTTx for mobile backhaul and industry verticals such as
energy and healthcare.
Overview
The world of next-generation access is changing as operators learn that
getting consumers to pay more for superfast broadband is not so easy. But
offering higher speeds still retains its importance as a way of locking in
customers while launching new networks and technologies can be a way to
compete successfully in a market. The more cost-effectively vendors can launch
new technologies, the better it will be for operators. The sheer cost of
rolling out FTTx networks is also having an effect in terms of the business
models being adopted. Network sharing has potential for reducing rollout costs
and sources of funding are available, but different kinds of investors, such
as private equity groups, may seek to spend their money on more certain
business cases than next-generation access.
To justify the cost of FTTx rollout operators and vendors continue to search
for the Holy Grail of new applications for their networks. FTTx for mobile
backhaul and applications for industry verticals are examined and the
relationship between IPTV and fiber is also analyzed.
This report contains case studies looking at several operators'
next-generation access rollouts, particularly those operators using
technologies to prolong the life of copper, and what the key factors have been
in their success. There is also in-depth analysis of vendor movements in terms
of new technologies such as vectoring and pair bonding. The report includes
case studies on the different business models that operators have used to
deploy their next-generation access networks.
How this research will help you
- Understand developments in technologies to prolong the life of copper such
as VDSL vectoring, pair bonding and VDSL from the central office.
- Discover how different operators are deploying next-generation access
technologies now and how they will do so in the next few years.
- Learn how IPTV and FTTx interact and whether these technologies need each
other to be successful.
- Gain insights into new applications for FTTx in terms of mobile backhaul
and industry verticals such as healthcare and energy.
- Assess different business models involved in FTTx deployments such as
network sharing and differing attitudes towards regulation.
Operators featured
- Belgacom- Belgium
- Telenet- Belgium
- O2- Czech Republic
- KPN- Netherlands
- Chunghwa Telecom- Taiwan
- PCCW- Hong Kong
- Telekom Malaysia- Malaysia
- Kabel Deutschland- Germany
- Swisscom- Switzerland
- CIF- Netherlands
- AT&T- US
- PTCL- Pakistan
- Virgin Media- UK
- SK Broadband- South Korea
- UPC Cablecom- Switzerland
- Get- Norway
- YouSee-Denmark
- BT- UK
- Telekom Austria- Austria
- Slovak Telekom- Slovakia
- Telecom Italia- Italy
- Turk Telecom- Turkey
- P&T Luxembourg- Luxembourg
- France Telecom- France
- Tele 2- Netherlands
- NextGenTel- Norway
- Bredbandsbolaget- Sweden
- Online- Netherlands
- TDC- Denmark
- Telenor- Norway
Vendors featured
- Alcatel-Lucent
- ZTE
- Huawei
- Comtrend
- Zyxel
- Arris
- Cisco
- Ikanos
- Broadcom
- Lantiq
- Amdocs
- Comptel
- Ericsson
- HP
- Oracle
- Sigma Systems
- Telcordia Technologies
Countries covered
- Austria
- Belgium
- Czech Republic
- Netherlands
- Taiwan
- Hong Kong
- Malaysia
- Germany
- Switzerland
- US
- Pakistan
- UK
- South Korea
- Denmark
- Norway
- Slovakia
- Italy
- China
- Turkey
- Luxembourg
- Japan
- France
- Sweden
- Singapore
- Australia
- New Zealand
- Vietnam
- Slovenia
- Spain
Table of Contents
Superfast Broadband Phase Two: New NGA opportunities, technologies and strategies Executive Summary - PowerPoint file (25 slides)
xDSL evolution
VDSL-vectoring strategies: The copper technology that's making FTTH look passe
- Fig. 1: Ikanos vectoring test results
- Fig. 2: Comparison of system-level and line-card-level vectoring
- Fig. 3: Vectoring selected trials
- Fig. 4: Vectoring scorecard by region
VDSL-bonding strategies: A secret weapon to save time and money in the battle with cable
- Fig. 1: VDSL2-bonding bit rates in KPN trial
- Fig. 2: No. of copper pairs per household, selected countries, Aug-11
- Fig. 3: VDSL-pair-bonding score card, by region, Aug-11
VDSL-from-the-central-office: the cheapest and easiest NGA option for both incumbents and unbundlers
- Fig. 1: Selected VDSL-from-the-central-office deployments
- Fig. 2: Copper-local-loop lengths by selected country
- Fig. 3: Maximum download speeds offered over VDSL-FTCO by selected
operators
- Fig. 4: VDSL-FTCO scorecard by region
Case study: O2 Czech Republic's VDSL-FTCO strategy is pragmatic but no miracle cure
- Fig. 1: UPC, broadband subscribers as % of cable TV subscribers, by
country, 2Q11
- Fig. 2: O2 and UPC fixed-broadband net additions, 2Q10-2Q11
- Fig. 3: O2 Czech Republic, IPTV net additions, 1Q10-2Q11
- Fig. 4: O2 Czech Republic, year-on-year fixed-line revenue changes
Case study: Belgacom makes the best of a bad hand with copper-centric NGA strategy
- Fig. 1: Belgacom, VDSL population coverage, 2004-2010
- Fig. 2: Telenet, fixed-broadband customers by download speed, end-2010
- Fig. 3: Belgacom, IPTV households, 3Q05-1Q11
- Fig. 4: Belgium and Netherlands, LLU penetration of DSL subscribers,
1Q09-1Q11
Beyond DOCSIS 3.0 cable
Beyond DOCSIS 3.0: Moving forward too fast?
- Fig. 1: Selected recent trials of ultrafast broadband over cable
infrastructure
- Fig. 2: Technologies available for expanding cable-network capacity
- Fig. 3: Timeline for rollout of DOCSIS 3.0-extension technologies
- First look: Telenet's Digital Wave 2015 project - the cable network of the
future
- Fig. 1: Belgium, fixed-broadband net additions for Telenet and Belgacom,
3Q09-1Q11
- Fig. 2: Homes passed per node, by selected cable operators, Jun-11
- Fig. 3: Telenet: percentage of cable TV subscribers that are digital,
1Q09-1Q11
- Fig. 4: Digital cable TV as a percentage of total cable TV subscribers, by
selected operators, 1Q11
- Fig. 5: Spectrum used, by selected cable operators
Tony Brown wonders whether Asia Pacific MSOs will embrace superfast cable services
FTTH/B strategies
Swisscom's FTTH network-sharing strategy: Waiting for ComCo
- Fig. 1: Swisscom's FTTH network-sharing strategy, Jun-11
- Fig. 2: Timeline of Swisscom's FTTH/B network-sharing agreements, Jun-11
- Fig. 3: Swisscom, selected FTTH/B rollouts and service launches, Jun-11
- Fig. 4: Swisscom's FTTH/B rollouts, Jan-11
- Fig. 5: Swisscom's FTTH/B rollouts, Jun-11
- Fig. 6: Switzerland, selected next-generation access packages by operator,
Jun-11
- Fig. 7: Swisscom's FTTH/B bundles: subscriber breakdown, end-2010
- Fig. 8: Swisscom's FTTH/B network-sharing strategy SWOT analysis
Time is running out for key Asian markets to solve FTTH/B-access problems, says Tony Brown
FTTH/B provisioning strategies: An oft-overlooked aspect vital to NGA-network evolution
- Fig. 1: Leading provisioning-system vendors and reported deployments for
FTTH/B
- Fig. 2: Factors behind strategic review of provisioning systems linked to
FTTH/B deployments
- Fig. 3: Selected FTTH/B business models and corresponding
OSS/provisioning-transformation strategies
Japan, South Korea and the misrepresentation of fiber-broadband usage
- Fig. 1: Japan and South Korea broadband snapshot, 1Q11
- Fig. 2: Global, average Internet traffic per user per month, 2010-2015
- Fig. 3: Japan and South Korea, traffic split by application type, 2010
- Fig. 4: Global, top 10 markets by operator VoIP subscriptions, 1Q11
- Fig. 5: Selected markets, peer-to-peer users as a proportion of broadband
users, 2010
- Fig. 6: Japan and South Korea, video traffic per video user per month,
2010-2015
- Fig. 7: Selected markets, online-video-to-TV scorecard
- Fig. 8: Selected markets, average minutes/day spent working and watching
TV, 2010
- Fig. 9: Selected Web services, bandwidth requirements and barriers to
launching services
Multiple technologies to power next-generation home networks
- Fig. 1: US, household devices and Internet traffic
- Fig. 2: G.hn, confirmed silicon-manufacturer supporters
- Fig. 3: G.hn wire compatibility
- Fig. 4: Selected home-networking technology throughput
- Fig. 5: IEEE 1905 networking
- Fig. 6: Wi-Fi innovation cycle
- Fig. 7: Wi-Fi MU-MIMO traffic management
- Fig. 8: Wi-Fi AC channel bonding
Asia Pacific operators finding high-speed broadband a tough sell
- Fig. 1: Hong Kong Broadband Network, subscribers by access speed, Jun-11
- Fig. 2: LGU+, 100Mbps subscriber breakdown
- Fig. 3: C&M Communications, subscriber breakdown by speed, Jun-11
- Fig. 4: SK Broadband, subscriber breakdown
- Fig. 5: Telekom Malaysia, Unifi subscriber breakdown, Jun-11
- Fig. 6: CHT, broadband subscriber data
- Fig. 7: CHT, broadband-network evolution
- Fig. 8: Taiwan Broadband Communications, subscriber data, Jun-11
- Fig. 9: NTT East, FTTH service charges
- Fig. 10: J-Com, 160Mbps service take-up, 1H08-1H11
- Fig. 11: KDDI, broadband subscribers by technology
Business Models
Structuring a profitable NGA model is the problem, not financing
- Fig. 1: FTTH/B subscriptions, global, 1Q09-1Q11
- Fig. 2: Pros and cons of selected financing sources
Open-access networks in Europe: Will other markets follow Norway in calling closing time?
- Fig. 1: Europe, open-access business models, Sep-11
- Fig. 2: Europe, pros and cons of using open-access-network strategies,
Sep-11
- Fig. 3: Europe, PTS' model of network value chain, Sep-11
- Fig. 4: Europe, open-access business models in selected markets, Sep-11
- Fig. 5: Europe, open-access networks, sources of funding for selected
networks, Sep-2011
- Fig. 6: Europe, open-access networks, selected wholesale prices by
operator, Sep-11
- Fig. 7: Europe, selected open-access networks and service providers, Sep-11
- Fig. 8: Europe, open-access networks, KPN's subs and net adds, 2Q09-2Q11
- Fig. 9: Europe, open-access-network scorecard for selected markets, Sep-11
Delivering IPTV: Stick with DSL or take the fiber plunge?
- Fig. 1: Hong Kong pay TV market share by operator, 2004-2010
- Fig. 2: Advantages and disadvanatges in delivering IPTV over FTTH or DSL
- Fig. 3: HKBN broadband plans
- Fig. 4: Singapore, pay TV subscribers by operator, 2007-2H11
- Fig. 5: NGNBN fact sheet, Jun-10
- Fig. 6: Telekom Malaysia broadband packages
Back to the drawing board or business as usual? An analysis of new models for NGA network collaboration - PowerPoint file (28 slides)
Data and forecasts
Broadband subscription forecasts (incl. PON & PtP splits), 2011-2016 - Excel file
Global, next generation access tariffs, 4Q10- 3Q11 - Excel file
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