D E S C R I P T I O N
Driven by bandwidth demand growth of over 40% per year, the Asia Pacific
region is leading the recovery in the global submarine fibre optics industry.
Much has changed since Pioneers last report on this region:
- Market Consolidation ? The competitive arena has changed. The balance of
power has shifted away from "private" models and back to incumbent consortia
- New Players ? The Chinese are breaking out of their domestic market and the
Indians are grasping opportunities to acquire distressed Asian assets
- Major Capital Projects ? After a drought in 2003-4, capital is once again
flowing into the region for projects like SEA-ME-WE-4 and FALCON
- Regional In-fill ? As predicted by Pioneer, opportunities to construct
feeder systems, connecting secondary markets to the major international trunks
are appearing
- Dwindling Capacity Surplus ? Bandwidth prices continue to decline but at a
slower rate as the bandwidth surplus is steadily eroded by strong demand growth
All these issues and more are addressed in Pioneers 2004 update on the
Asia Pacific region and transpacific route. In addition, the report provides the
usual country-by-country demand and supply analysis, as well as Pioneers
renowned competitor analysis.
Countries covered :
- American Samoa
- Australia
- Brunei Darussalam
- Cambodia
- China
- Fiji
- French Polynesia
- Guam
- Hongkong
- Indonesia
- Japan
- Kiribati
- Korea, S.
- Lao
- Macau
- Malaysia
- Marshall Is.
- Micronesia
- Myanmar
- New Caledonia
- New Zealand
- Papua New Guinea
- Philippines
- Singapore
- Solomon Is.
- Taiwan
- Thailand
- Tonga
- Vanuatu
- Vietnam
- W. Samoa
Competitors analysed :
- Australia-Japan Cable
- APCN-2 Consortium
- Asia Netcom
- C2C/SingTel
- China Telecom
- China-US Consortium
- FLAG/Reliance Infocomm
- Japan-US Consortium
- Pacific Crossing-1
- Reach (Telstra/PCCW)
- SEA-ME-WE-3 Consortium
- SEA-ME-WE-4 Consortium
- Southern Cross
- TPC-5 Consortium
- VSNL/Tata
Table of Contents
Chapter 1 - Executive Summary
1.1 Report aims
1.2 Report structure and methodology
1.3 Market Overview
1.3.1 Drivers of Market Growth
1.3.2 Constraints on Market
Growth
1.3.3 Key Market Developments & Trends 2003-4
1.3.4 Bandwidth Pricing
1.3.5 Future Business Models
1.4 Demand Forecasts
1.4.1 Total Market Demand
1.4.2 Internet Demand
1.4.3
Country-by-Country Demand Analysis
1.5 Competitor Market Share Forecasts
1.5.1 Transpacific Competitors
1.5.2 Asia
Pacific Competitors
1.6 Upgrade and New System Forecasts
1.6.1 Supply-Demand Balances
1.6.2 New
System Construction & Business Models
Chapter 2 -- Introduction
2.1 Purpose of the Report
2.2 Report Scope
2.3 Methodology
Chapter 3 -- New Business Models for the Asia Pacific Submarine Cable
Industry
3.1 Commercial Environment
3.1.1 Macroeconomic Indicators
3.1.2 Demand vs.
Supply
3.1.3 Drivers of Market Growth
3.1.4 Constraints on Market Growth
3.2 Key Developments
3.2.1 Consolidation
3.2.2 Chinas influence spreading
3.2.3 Indian capital & competition
3.2.4 Regional in-fill opportunities
3.2.5 South Korea in uncharted territory
3.2.6 Japan goes down the FTTx route
3.2.7 Australias Broadband Boom
3.2.8 Vietnam becoming active
3.2.9
Developments in Singapore
3.2.10 Indonesia with money to burn
3.2.11 Asia
Pacific Maintenance Market
3.3 Competitor Profiles
3.3.1 APCN-2 Consortium
3.3.2 Asia Netcom
3.3.3 C2C
3.3.4 FLAG Telecom
3.3.5 Reach (Telstra/PCCW)
3.3.6 SEA-ME-WE-3 Consortium
3.3.7
SEA-ME-WE-4 Consortium
3.3.8 Thailand-Indonesia-Singapore Consortium
3.3.9 VSNL/Tata
3.3.10 Australia-Japan Cable
.3.11 China-US Consortium
3.3.12 Japan-US
Consortium
3.3.13 Pacific Crossing-1
3.3.14 Southern Cross
3.3.15 Tata
Transpacific (formerly known as Tyco Transpacific)
3.3.16 TPC-5 Consortium
3.4 Bandwidth Pricing
3.5 Future Models 3.5.1 Financing 3.5.2 Scale & Scope 3.5.3 Ownership
Chapter 4 -- Country-Specific Demand Forecasts
4.1 Introduction
4.2 Methodology & Assumptions
4.2.1 Internet Methodology & Assumptions
4.2.2 Corporate Data Demand Methodology & Assumptions
4.2.3 Voice Traffic
Demand Methodology & Assumptions
4.3 Country-Specific Forecasts (see also Appendix 1)
4.3.1 American Samoa
4.3.2
Australia 4.3.3 Brunei Darussalam
4.3.4 Cambodia
4.3.5 China
4.3.6 Fiji
4.3.7
French Polynesia
4.3.8 Guam
4.3.9 Hongkong
4.3.10 Indonesia
4.3.11 Japan
4.3.12
Kiribati
4.3.13 Korea, S.
4.3.14 Lao P.D.R.
4.3.15 Macau
4.3.16 Malaysia
4.3.17
Marshall Islands
4.3.18 Micronesia (Fed. States of)
4.3.19 Myanmar
4.3.20 New
Caledonia
4.3.21 New Zealand
4.3.22 Papua New Guinea
.3.23 Philippines
4.3.24
Samoa
4.3.25 Singapore
4.3.26 Solomon Islands
4.3.27 Taiwan
4.3.28 Thailand
4.3.29 Tonga
4.3.30 Vanuatu
4.3.31 Vietnam
4.4 Regional Summary
Chapter 5 -- Competitor Analysis
5.1 Introduction
5.2 Methodology & Assumptions
5.2.1 Connectivity Index
5.2.2 Design Capacity
5.2.3 Internal Sales
5.2.4 Countries Connected
5.2.5 Backhaul Availability
5.2.6
Restructured Companies
5.2.7 Cable CI
5.2.8 Company CI
5.2.9 Competitor Market
Share Assessments
5.3 Competitor Market Share Assessments 5.3.1 Transpacific 5.3.2 Asia Pacific
Chapter 6 -- Supply-Demand Balance Forecast
6.1 Introduction
6.2 Methodology & Assumptions 6.2.1 Transpacific 6.2.2 Asia Pacific
6.3 Forecast Supply vs. Demand Balances 6.3.1 Transpacific 6.3.2 Asia Pacific
6.4 Forecast New Installations 6.4.1 Transpacific 6.4.2 Asia Pacific
6.5 Conclusion
Chapter 7 -- Conclusion
7.1 Critical Success Factors 7.1.1 Finance 7.1.2 Scale & Scope 7.1.3
Ownership
7.2 Demand 7.2.1 Leading Countries 7.2.2 Demand Profile 7.2.3 Access Speed vs.
Bandwidth Usage 7.2.4 Demand Drivers & Constraints
7.3 Competition 7.3.1 De-regulation 7.3.2 Competitive Strategies 7.3.3
Transpacific Competition 7.3.4 Asia Pacific Regional Competition
7.4 Supply-Demand Balances 7.4.1 Transpacific Supply-Demand Balance 7.4.2 Asia
Pacific Supply-Demand Balance
7.5 New Construction 7.5.1 New Transpacific Systems 7.5.2 New Asia Pacific
Regional Systems
7.6 Future Business Models
