市場調查報告書

FTTH:對Telco (通訊業者) 來說的策略性改變遊戲規則者:為了經營模式的再形成及適應進化的利用模式,要如何有效利用FTTH?

FTTH: A Strategic Game-Changer for Telcos - How Can Telcos Leverage FTTH to Reinvent their Business Models and Adapt to Evolving Usage Patterns?

出版商 IDATE DigiWorld 商品編碼 759126
出版日期 內容資訊 英文 28 Pages
商品交期: 最快1-2個工作天內
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FTTH:對Telco (通訊業者) 來說的策略性改變遊戲規則者:為了經營模式的再形成及適應進化的利用模式,要如何有效利用FTTH? FTTH: A Strategic Game-Changer for Telcos - How Can Telcos Leverage FTTH to Reinvent their Business Models and Adapt to Evolving Usage Patterns?
出版日期: 2018年12月13日內容資訊: 英文 28 Pages
簡介

本報告提供FTTH可能帶給Telco (通訊業者)的市場環境與經營模式的影響的相關調查,FTTH的引進方法,帶給FTTH技術需求方面的影響,對應FTTH時的最佳業務實踐等相關分析。

第1章 摘要整理

  • FTTH表示對Telco的潛在威脅
  • FTTH對Telco來說是再次考慮核心事業的機會
  • 對更快的下游以外,FTTH技術給予Telco許多機會

第2章 簡介

  • 導入FTTH的理由日益富有魅力
  • FTTH的需求高漲,這個趨勢預計將繼續發展:這對Telco來說意味什麼

第3章 FTTH:對Telco的傳統經營模式而言的潛在威脅

  • FTTH再形成市場結構、動態
    • FTTH的發展在市場中帶來挑戰者的擴大
    • FTTH網路部署革新競爭的可能性:瑞典案例研究
    • FTTH導向的目標增加Capex的壓力
  • Telco的傳統經營模式不確實
    • 客戶對加值內容的需求使Telco產生追加費用
    • OTT的成長由於FTTH所提供的服務品質所促進
    • 因此,Telco有解體的危險

第4章 因此,Telco有再次考慮其核心事業的必要性

  • 最大化核心事業的效率
  • 再次考慮視訊內容價值鏈中Telco的定位

第5章 FTTH開啟Telco應掌握的新成長領域的機會

  • 一旦展開FTTH網路的話,為了擴大收益並多樣化其組合,Telco必須變得有創意,與現有企業、新企業聯合
  • 將光纖擴展到電信行業:光纖容量的批發
  • 對B2B市場區隔的擴大
  • 探索新的垂直產業:建設 & 不動產
  • IoT生態系統的基礎設施協同效應的建立
  • 建立與垂直企業的相乘效果
  • 探索新的垂直產業:智慧城市

第6章 結論:FTTH推動Telco採取通訊和內容以外的服務組合

目錄
Product Code: M18550MRA

FTTH is now widely considered a goal for fixed connectivity. On many accounts, this technology widely differs from other available broadband solutions, which fosters new usages and makes way for new entrants.

This report raises questions about the potential impact of FTTH on telcos' market environment and business models, and how they will adapt, and contemplates the following points:

  • Could FTTH network deployments reshape the competitive environment in fixed telecommunications markets?
  • How will FTTH technological capabilities impact the demand side?
  • What are the best practices for telcos when dealing with FTTH impact on business models?
  • What are the development opportunities for telcos generated by the capacities of FTTH networks?

Geographic area

World

Players

  • Altice
  • Amaysim
  • Amazon
  • Antel
  • Bouygues
  • BT
  • CETIN
  • Deutsche Telekom
  • Flexom
  • Netflix
  • NTT
  • Orange
  • Telefónica
  • Telia
  • TIM
  • Trust Power
  • Verizon
  • Vocus

Table of Contents

1. Executive summary

  • 1.1. FTTH poses potential threats to telcos
  • 1.2. FTTH is an opportunity for telcos to rethink their core business
  • 1.3. Beyond faster downstream speeds, FTTH technology offers many more opportunities for telcos

2. Introduction

  • 2.1. Reasons to deploy FTTH are becoming more compelling
  • 2.2. FTTH demand is intensifying and this trend should continue in the future: what does this mean for telcos?

3. FTTH: a potential threat to telcos' traditional business models

  • 3.1. FTTH is reshaping market structures and dynamics
    • 3.1.1. FTTH deployments result in a proliferation of challengers on the market
    • 3.1.2. FTTH network deployment can shake up competition: Sweden as a case study
    • 3.1.3. FTTH-oriented objectives exert pressure on capex
  • 3.2. Telcos' traditional business models in doubt
    • 3.2.1. Customer demand for premium content generates additional expenses for telcos
    • 3.2.2. OTT growth is fuelled by the quality of service provided by FTTH
    • 3.2.3. Telcos are therefore at risk of disintermediation

4. In response, telcos need to rethink their core business

  • 4.1. Maximizing core business efficiency
    • 4.1.1. FTTH provides lower opex than other technologies and helps optimise telcos' internal processes
    • 4.1.2. Operators are slimming down their offerings to match customer demand
  • 4.2. Rethinking telcos' positioning in the video content value chain
    • 4.2.1. Operators are complementing their offerings with OTT services, on their own or through partnerships
    • 4.2.2. Operators generating growth from the production of exclusive content

5. FTTH opens opportunities in new growth areas which telcos need to seize

  • 5.1. Once the FTTH network is deployed, telcos must be creative and work with existing and new players to increase revenue and diversify their portfolio
  • 5.2. Expanding fibre into the telecom industry: wholesale of fibre capacity
    • 5.2.1. Regulations force telco to share its infrastructure with others
    • 5.2.2. Telco separates into two functional bodies: infrastructure and retail
  • 5.3. Expanding into the B2B segment
    • 5.3.1. Fibre to support critical operations of the core business
    • 5.3.2. Examples: Deutsche Telekom and BT: B2B central to fibre expansion
  • 5.4. Exploring new verticals: construction & real estate
    • 5.4.1. Opportunity to deploy fibre in new buildings
    • 5.4.2. Fibre as an enabler to increase property value
  • 5.5. Creating Infrastructure synergies in the IoT ecosystem
    • 5.5.1. Smart homes/buildings
    • 5.5.2. Smart homes/buildings: a growing market where FTTH can tackle different segments
  • 5.6. Creating synergies with vertical players
    • 5.6.1. Synergies in network construction: power companies
    • 5.6.2. One step ahead: why Telcos could start selling electricity
  • 5.7. Exploring new verticals: smart cities

6. Conclusions: FTTH pushes telcos to take their service portfolio beyond telecommunications and content

List of tables and figures

  • Figure 1: Technological innovations for FTTH deployment: mole ploughing and shallow trenching
  • Figure 2: Number of SDN and NFV projects per statues, 2016-2017
  • Figure 3: FTTx homes passed by technology, worldwide, 2014-2017
  • Figure 4: Number of FTTH/B subscribers, worldwide, 2014-2022f
  • Figure 5: Issues and perspectives of different types of players deploying FTTH
  • Figure 6: Local fibre network ownership
  • Figure 7: FTTx in total broadband, at end of 2017
  • Figure 8: FTTx players market shares, at end of 2017
  • Figure 9: Capex comparison of various access technologies at different subscriber densities
  • Figure 10: Technical capabilities, per type of network
  • Figure 11: Number of FTTH/B subscribers and Netflix subscribers, worldwide, 2014-2017
  • Figure 12: Value chain for video content
  • Figure 13: Comparison of capex and opex elements between different fibre technologies
  • Figure 14: Examples of double-play fixed internet/telephony bundles with TV as an option
  • Figure 15: Types of strategies adopted by telcos regarding OTT platforms
  • Figure 16: Examples of distribution partnerships between OTT video platforms and telcos
  • Figure 17: Examples of telco companies investing in content production
  • Figure 18: Regulations force telco to share its infrastructure with others
  • Figure 19: Telco separates into two functionnal bodies: Infrastructure + Retail
  • Figure 20: Flexom connected home
  • Figure 21: Smart home and smart building object installed base, 2015-2025, worldwide
  • Figure 22: How telcos and power companies cooperate for fibre deployment
  • Figure 23: Evolution of fibre-based services
  • Figure 24: Conclusions: how FTTH changed the game for telcos
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