Network Saturation?

1. Introduction

2. Players involved

• 2.1. value chain
• 2.2. Categories of players and market trends
  • 2.2.1. Data transport players
    • Access
    • Metropolitan Area Networks (MAN)
    • National/regional transport
    • International transport
    • Submarine cable operators
  • 2.2.2. Interconnection players
    • Collocation providers
    • Global Internet eXchanges (GIX)
    • Service platform hosts
  • 2.2.3. Content broadcasting optimisation
  • 2.2.4. Primary players by service category

3. Headed for network saturation?

• 3.1. Change in usage
  • 3.1.1. P2P (Peer-to-Peer)
  • 3.1.2. On-line gaming
  • 3.1.3. On-line video
  • 3.1.4. Other applications
• 3.2. Effect on networks?
  • 3.2.1. Impact of usages on Internet traffic
  • 3.2.2. Physical saturation more likely at the network nodes
  • 3.2.3. Technical progress to compensate for saturation risks
  • 3.2.4. Impact on players in the value chain

4. Impact on current models

• 4.1. Migration of transport network value and broadcasting to distributed content
• 4.2. Telecom operators positioning options
  • 4.2.1. Refocus on being an operator
  • 4.2.2. Vertical integration targeting publishing content and services
  • 4.2.3. Diversification and expansion into the CDN business.....
  • 4.2.4. ..... and capturing control of distribution and revenue sharing
• 4.3. Conclusion

• Table 1: Metropolitan Area Network Integration
• Table 2: Change in Completel' s indicators
• Table 3: Change in AMS-IX indicators
• Table 4: AMS-IX top 10 by aggregated port speed
• Table 5: Change in Akamai' s indicators
• Table 6: Examples of service providers by service category
• Table 7: Examples of interconnection players
• Table 8: Market for massively multiplayer video games (millions USD)
• Table 9: Impact of the growth in Internet traffic by category of player
• Figure 1: Internet data transport value chain
• Figure 2: Interoute' s pan-European network
• Figure 3: FLAG Telecom' s worldwide network
• Figure 4: Exchange at level 2
• Figure 5: Exchange at layer 3
• Figure 6: Status of OVH' s Paris network - 9/10/07/4:00 pm
• Figure 7: Estimate of the need for speed for consumer applications
• Figure 8: Comparison of the type of content downloaded during one quarter in France, the United Kingdom and the United States
• Figure 9: Internet traffic by type of protocol, 1993 - 2004 (in %)
• Figure 10: Distribution of Internet traffic by type of protocol at the end of 2006
• Figure 11: Expansion in the number of IPTV subscribers to telecom operators by region (mid-2005 to mid-2007)
• Figure 12: Change in bandwidth needs per household for video
• Figure 13: Change in the number of unique video viewers on YouTube
• Figure 14: Growth and outlook for changes in Internet traffic
• Figure 15: Change in backbone capacity
• Figure 16: Change in cumulative traffic in the primary European GIX (in Gbps)
• Figure 17: Change in the number of neutral and commercial GIX in Europe