Abstract
Starting in the 80ies and 90ies, fibre optic infrastructure has found its way
in the telecom backbones and has been more and more used in the access network
to connect large business accounts. Nowadays, many companies and governments
in Europe, America and Asia are exploring the potentials of FTTx technologies
for the consumer market. The discussions, on what specific decisions should be
taken by whom and how high the risks are if a certain way is entered or not,
often seem to have an emotional touch.
On the one hand side, no one - neither carrier, service provider nor
government - wants to catapult himself into a future inconvenient situation
by not recognizing innovative trends and by not taking the right investment
decisions. On the other side, not every innovation is needed or has enough
potential to fulfil the hopes as rapidly as wished - as proven by some UMTS
frequency auctions.
Without existing or predicted killer applications, it is in general difficult
to justify high investments into a new technology. It is a common fact that
very high bandwidth consuming services do not yet really exist and that only a
sum of simultaneously used services will "fill the pipes". Of course, the
slowly arising HDTV is seen as a future high bandwidth consuming service. But
future compression methods, competitive offers on alternative infrastructures
or a lack of user interest might not justify a push towards FTTx.
Further aspects concerning bandwidth consuming video or TV services became
evident in user inquiries or trials like the Dutch "Kenniswijk" programme:
respecting legal rights of the content providers, price sensitivity of the
users and profitability of the service.
A recent InfoCom report on IPTV offers has also shown that many TV services,
e.g. within triple play offers by telecom carriers, are already realised via
the existing copper infrastructure.
COUNTRY AND CARRIERS COVERAGE
- Asia: Hong Kong, Japan, South Korea
- Europe: Austria, Belgium, Denmark, France, Germany, Italy, Norway,Spain, Sweden, Switzerland,The Netherlands, UK
- North America & others:USA and some other best practise candidates
Questions to be answered
- How is the regulation context concerning FTTx infrastructures and
services? How much do subsidy or innovation programmes by national/local
authorities or incumbents influence the FTTx deployment?
- Which types of actors invest in FTTx infrastructure? Which are the
different business models of the major actors?
- What technologies and infrastructure solutions are preferred in the
different countries and which are the reasons?
- What kind of services are offered on FTTx infrastructures? Where are the
exclusive or innovative services? What are the differences to the service
portfolio based on other fixed broadband infrastructures?
- How much bandwidth do today' s services require? How will the bandwidth
demand be in the near future? Which and where are the high bandwidth consuming
killer applications?
- Which are alternative infrastructure solutions? Which is their today' s
penetration and will they respond to future needs?
- What are the investments and subscriber forecasts? What are the
profitability forecasts?
Who should buy this report
- Incumbents, alternative telcos and CaTV carrier: InfoComLs report
can be used as a benchmark tool and reference document for strategic planning
such as identifying the opportunities and best practices for the improvement
and development of new services; in addition, the report allows the
identification of potential threats and the evaluation of possible
alternatives to achieve future targets.
- Regulators: Evaluation of the impact on the overall telecom market
with the introduction of these new applications & technologies (operator
competition, new players arriving, etc.).
- Manufacturers and TV-content provider:Market overview as regards
the current user demand and other benchmark aspects with regard to the most
successful technologies in operation, the development of promising
applications, technical limitations, etc.
- Investors and analysts:To understand the impact of these new
technologies within the global market of ICT and what are the potential future
scenarios in terms of users, revenues, etc.
METHODOLOGY
Our expertise consists of our ability to deliver an integrated solution to
telecommunications, IT & multimedia market knowledge.
SELECTED REFERENCES
Operators:
Belgacom, Botswana Telecom, Deutsche Telekom, France Telecom, KPN, Mobilkom
Austria, Polkomtel, Swisscom, TDC, Tele2UTA, Telefonica, Ukranian Telecom, etc.
Regulator & Others:
Anacom, Citigroup Global Markets Inc., Communications Authority of Thailand,
Enterprise Ireland, ETRI, European Commission, National Communications
Authority of Hungary, The Boston Consulting Group, etc.