國際通訊頻寬市場

國際通訊頻寬市場 是由出版商Ovum, Ltd.在2006年06月所出版的。 這份英文市場調查報告書包含60 PAGES 價格從美金3600起跳。

簡介

目錄

Abstract

This report is split in two parts. The first part, After the implosion: the market for international bandwidth, presents our conclusions on how the international bandwidth markets will develop in the future. The second part, Supply and demand in the markets for international bandwidth, further explores in detail the factors that shape the supply side and demand side of this complex market.

1. After the implosion: the market for international bandwidth

In many ways, the international bandwidth sector exemplifies the roller-coaster ride of information, communications and technology (ICT) in recent times. The bandwidth explosion created a massive increase on the supply side, driving prices down, and paring margins to razor-thin. The result was a bandwidth hangover, from which the industry is still recovering. Falling bandwidth prices have undermined the basic revenues of the bit haulage business and volumes have not risen enough to compensate for this.

Overall, the massive oversupply in the long-distance wholesale market has meant that prices just kept on getting lower, and profitability has been hard to achieve. Now, for the first time since the Millennium, there are signs that the continuing growth in demand is moving the industry closer towards some kind of equilibrium. This varies by geography, and from route to route, and a return to stability is clearly some way off, but it now seems possible that we are on the path towards economic rationality, where price balances supply and demand.

Despite this, the margins available from providing bandwidth alone will not be sufficient to sustain more than a small number of players, which will supply very high volumes to the market. The differences between managed transmission services from competing carriers are already minimal. Managed transmission is looking more and more like a commodity. The main factor that stops this becoming the case is geography - even on the 'fat' routes between major cities, there are still wide variations in the availability of bandwidth. If we look at second-tier routes, there can still be pinchpoints for bandwidth supply which set a floor to prices and underpin, for the time being, continuing economic viability.

2. Supply and demand in the markets for international bandwidth

'International bandwidth' is a market in which supply and demand conditions vary significantly from time to time and from place to place. There are many variables that make it difficult to even speak of 'a market' for international bandwidth. However, some things may be said without ambiguity: carriers have been badly burned from the bandwidth explosion, are still reeling from the bandwidth implosion, and have learned to look more carefully at each specific market. Caution has become the watchword and new supply is only being added where customers demand it.

Key messages

Key findings

Supply, demand and markets for international bandwidth

• Factors influencing the supply and demand
• Conventional economics and the market for bandwidth
• Too much, too soon?
• Price: where supply meets demand
• 'What goes down might come up.' But when?
• As prices fall, other factors become more important

The supply of international bandwidth

• Factors affecting the supply of international bandwidth
• Telecoms liberalisation at all levels in the market, including international
• Competition on the major routes
• Supply-side consolidation is happening globally, regionally, and nationally
• Global consolidation
• Regional consolidation
• National consolidation
• Networks are moving towards oligopoly

The demand for international bandwidth

• Factors influencing the demand for capacity
• Reduction in the bottleneck posed by access networks
• Increased regionalisation of the Internet

Table of Contents

Management summary

• Introduction
• International bandwidth: from famine to feast and back again?
• Key messages

A series of fragmented, complex and changing markets

Somewhere between shakeout and stabilisation

The 'end of the glut' - a misplaced perception

• Supply and demand are the critical factors; international bandwidth is many markets, not one
• Geography still matters: market equilibrium depends on the region and the route
• Bandwidth shortages are now becoming a possibility on some routes, in some locations
• One bandwidth swallow does not a summer make

Worldwide, demand for bandwidth has been rising, and will continue to do so

• Rising broadband penetration a major driver

Supply of bandwidth has not changed

• Existing systems upgraded to provide more capacity
• What happens when existing fibres have been lit and sold?

A gradual increase in market stability

The supply side is consolidating

• Consolidation is happening at the global, regional and national level
• Economics is winning: the move to an infrastructure oligopoly
• Market conduct follows market structure

There will be fewer 'pure-play' wholesalers of international bandwidth in future

• Differentiation is hard to do
• ...but wholesale is crucial for retail, driving economies of scale and scope

In some markets, the price free fall is beginning to slow down

• The value of connectivity continues to fall
• Customers are buying bandwidth in bigger increments
• Purchases have switched mainly to short-term leases but the balance may now be shifting back
• In mature markets, the demand for international bandwidth is not price elastic
• In some markets, prices only just cover costs - but which costs?

Supplier tactics to offset the decline in prices

• Adding value by changing the product mix
• Adding value by changing the customer mix
• Ethernet is becoming the favoured choice for long-distance connectivity for some

Market development scenario

• General trends in ICT
• International bandwidth market development scenario

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