市場調查報告書

垂直分離:剪線通訊業者的規範?

Vertical Separation: A Code for Cord-cutting Telcos?

出版商 IDATE DigiWorld 商品編碼 902987
出版日期 內容資訊 英文 34 Pages
商品交期: 最快1-2個工作天內
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垂直分離:剪線通訊業者的規範? Vertical Separation: A Code for Cord-cutting Telcos?
出版日期: 2019年07月26日內容資訊: 英文 34 Pages
簡介

本報告提供垂直分離的概念與對其通訊產業來說變化的作用評論,分離的主要的促進因素,怎麼讓狀況變化,及對業者的事業策略的合理性,以及主要業者的案例研究等相關分析。

第1章 摘要整理

第2章 簡介

  • 垂直分離是什麼?
  • 分離的特徵

第3章 垂直分離的相關性

  • 垂直分離已經在網路產業全體實行...
  • ...並且也討論大技術企業

第4章 分離的促進因素

  • 垂直分離:從鞭子到紅蘿蔔?
  • 規範贊成垂直分離的理由
  • 善加管理的批發產品的服務品質促進分離
  • 有前途的長期投資

第5章 分離的案例

  • Openreach
  • TDC
  • TIM
  • CETIN/O2 CZ
  • 垂直分離不是「只有固定」的現象

第6章 摘要

  • 分離與3個不可缺少的要素的匯流或看作組合
  • Telco (通訊業者) 應該研究分離選擇
目錄
Product Code: M19540MRA

No longer just a regulatory 'punishment', there are good business reasons for separation.

This report reviews the concept of vertical separation and its changing role for the telecoms industry .

'Vertical separation' encompasses different concepts, ranging from rather mild reporting requirements to full ownership separation.

The report shows that the concept is not unique to telecoms, but has been implemented in a great many industries.

Within telecoms, vertical separation was long considered a regulatory remedy for those cases where a dominant operator discriminated unduly against its rivals.

The report sheds light on the main drivers of separation , and how they are changing this situation and are making vertical separation a reasonable business strategy for operators .

A number of case studies will illustrate the approaches already taken by several operators towards separation and how the current trend is evolving towards voluntary separation.

A conclusion wraps up this report.

Geographic Area

Europe

Players

  • CETIN/O2
  • Openreach
  • TDC
  • TIM

Table of Contents

1. Executive Summary

2. Introduction

  • 2.1. What is vertical separation?
  • 2.2. Flavours of separation

3. The relevance of vertical separation

  • 3.1. Vertical separation is already practised across all network industries...
  • 3.2. ...and is discussed time and again for big tech

4. Separation drivers

  • 4.1. Vertical separation: from stick to carrot?
  • 4.2. The reason why the Code favours vertical separation
  • 4.3. The well-managed quality of service of wholesale products facilitates separation
  • 4.4. A promising long-term investment

5. Separation cases

  • 5.1. Openreach
  • 5.2. TDC
  • 5.3. TIM: from 'voluntary' functional separation to voluntary structural separation?
  • 5.4. CETIN/O2 CZ: the first operator to implement truly voluntary separation
  • 5.5. Vertical separation is not a 'fixed-only' phenomenon

6. Wrap-up

  • 6.1. Separation sees the convergence or combination of three essential forces
  • 6.2. Telcos should explore the separation option

List of tables and figures

  • What is vertical separation
  • The differing extents of separation
  • Some European industries - railways are an example - are already well advanced
  • From regulatory 'nuclear option' ... to sound business decisions
  • Europe trailing US investments levels
  • Open access wholesale model
  • Ladder of investment
  • Network slicing in mobile
  • Trends in the share prices of O2 CZ / CETIN
  • BT Wholesale / Openreach catering to CSPs
  • Ofcom assessment of Openreach separation
  • De-branding of Openreach vans
  • TDC Nuuday and NetCo
  • TDC separation approach
  • Telecom Italia Open Access
  • TIM divestment considerations for Elliot
  • TIM Management Plan 2018
  • TIM / Open Fiber considerations
  • CETIN separation
  • Trends in O2 CZ share prices
  • CETIN EBITDA and EBITDA margin
  • UK cell site operators
  • Alignment of major forces for separation
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