World Broadband Market

Table of Contents

The world broadband market: Market Analysis

1. State of the access market at the end of 2007

• 1.1. Global and regional situation
• 1.2. Analysis by country

2. Access technology based competition

• 2.1. DSL still the main broadband access technology
• 2.2. The cable modem alternative
• 2.3. Ultra-broadband
• 2.4. Alternative technology rollouts

3. Broadband regulation and public policies

• 3.1. Public initiatives and policies
• 3.2. DSL market competition
  • 3.2.1. Definitions
  • 3.2.2. Implementing unbundling
  • 3.2.3. The situation in Europe
  • 3.2.4. The United States: deregulating broadband
  • 3.2.5. Japan: unbundling champion
  • 3.2.6. Naked DSL
• 3.3. Unbundling other types of infrastructure
  • 3.3.1. Cable modem
  • 3.3.2. Fibre optic

Tables and figures

• Table 1: Growth of broadband subscribers around the world, 2002-2007
• Table 2: World' s 20 largest broadband user bases as of mid-2007
• Table 3: Top 10 countries in terms of new broadband subscribers in 2007
• Table 4: Top 20 countries in terms of broadband penetration, as of mid-2007
• Table 5: 10 largest broadband bases in mid-2007, by access technology
• Table 6: Status of DOCSIS standardisation
• Table 7: Number of FTTH subscribers in Europe, per country, at the end of 2006
• Table 8: Description of the main ultra-broadband projects
• Table 9: Performances of the main 802.11 standards
• Table 10: Status of 802.16 spec standardisation
• Table 11: Asian authorities' contribution to broadband development
• Table 12: A selection of broadband projects backed by local authorities
• Table 13: Regulatory and operational implementation of unbundling in a selection of countries
• Table 14: Changes in unbundling tariffs in the major European markets, 2002-2006
• Table 15: Main naked DSL offers and national market situation

• Figure 1: Breakdown of the global broadband subscriber base in mid-2007, by geographical zone
• Figure 2: Growth of the broadband subscriber base by geographical zone, 2002-2007
• Figure 3: Growth of the broadband access base in 2007 and number of BB connections at the end of
• 2007, by geographical zone
• Figure 4: Breakdown of the broadband user base by access technology, mid-2007
• Figure 5: Change in DSL' s share of national broadband bases, 2002-2007
• Figure 6: DSL variations, by bitrate
• Figure 7: Change in cable modem' s share of national broadband bases, 2002-2007
• Figure 8: North American cablecos' spending on infrastructure and network upgrades
• Figure 9: Hotspot deployment outlook, by geographical zone
• Figure 10: Percentage of alternative operators' DSL based on unbundling in mid-2007
• Figure 11: Growth of unbundled DSL in Europe
• Figure 12: State of unbundling in Europe' s largest markets as of mid-2007
• Figure 13: Breakdown of the DSL base between the different types of operator in mid-2006
• Figure 14: Fibre unbundling in Japan

The World Broadband Market: Companies analysis

1. Market forces

• 1.1. Player positioning in the broadband market
• 1.2. Broadband access leaders

2. Incumbent telcos

• 2.1. Undisputed domination of the broadband access market?
• 2.2. Incumbent telco initiatives to offset declining market share

3. Alternative operators: unbundling still going strong

• 3.1. Interest in unbundling confirmed
• 3.2. The unbundling economy: new business models
• 3.3. Challenges of bundling

4. Pure ISPs moving to an infrastructure operator model

5. Cable operators

• 5.1. Restructuring/consolidation
• 5.2. Different paths of diversification

6. Mobile operators

• 6.1. Strengths and weaknesses
• 6.2. Implementing a fixed broadband strategy: threats and opportunities
• 6.3. Fixed market entry strategies

7. Internet giants and fixed access

• 7.1. DSL and cable: unlikely markets for internet players
• 7.2. Internet giants could target roaming
• 7.3. Voice over IP and its impact on the fixed telephony market

8. Regulatory leverage

• 8.1. Local loop unbundling
• 8.2. Bitstream access/DSL resale/naked DSL
• 8.3. MVNOs

Tables

• Table 1: Top 10 alternative ISPs (mid-2007)
• Table 2: Change in incumbent telcos' share of the broadband access market, by country
• Table 3: Access market performance of a selection of incumbent carriers
• Table 4: Market share and relative growth of incumbent telcos' IPTV business
• Table 5: Incumbent telcos' share of the VoIP market
• Table 6: European incumbent telcos' international broadband activities
• Table 7: Top alternative operators' progress with unbundling
• Table 8: Savings enabled by unbundling in the UK
• Table 9: Mobile operators' triple play-centric growth strategies
• Table 10: Co-branding and resale partnership agreements
• Table 11: Accords de MVNO fixed telcos
• Table 12: Fixed operator takeovers of mobile operators
• Table 13: Fixed telcos' recent investments in cellular or wireless
• Table 14: Recent cable industry restructuring
• Table 15: Leading American cablecos' VoIP subscriber bases
• Table 16: Examples of partnerships and resale agreements
• Table 17: Mobile operators acting as FVNOs
• Table 18: Mobile operators' fixed network mergers and acquisitions
• Table 19: New investments in fixed networks, or their equivalent
• Table 20: Impact of naked DSL on broadband providers

Figures

• Figure 1: Shifts in the different players' positioning with respect to services
• Figure 2: Change in incumbent telcos' share of the broadband access market
• Figure 3: Risks surrounding European incumbent telcos' regulated services

World broadband market: Markets

• 1. Germany
• 2. China
• 3. South Korea
• 4. Spain
• 5. The United States
• 6. France
• 7. Italy
• 8. Japan
• 9. The Netherlands
• 10. The United Kingdom
• 11. Sweden

Tables

• Table 1: Growth of the broadband access base in Germany, by access technology
• Table 2: Leading broadband operators in Germany
• Table 3: Selection of access tariffs in Germany
• Table 4: Growth of the broadband access base in China by access technology
• Table 5: Leading broadband operators in China
• Table 6: Selection of DSL access tariffs in China
• Table 7: Growth of the broadband access base in South Korea, by access technology
• Table 8: Unbundling tariffs in South Korea
• Table 9: Leading broadband operators in South Korea
• Table 10: Selection of access tariffs in South Korea
• Table 11: Growth of the broadband access base in Spain by access technology
• Table 12: Unbundling tariffs in Spain, 2003-2006
• Table 13: Leading broadband operators in Spain
• Table 14: Selection of access tariffs in Spain
• Table 15: Growth of the broadband access base in the US by access technology
• Table 16: Leading broadband operators in the US
• Table 17: Selection of access tariffs in the United States
• Table 18: Growth of the broadband access base in France, by access technology
• Table 19: Unbundling tariffs in France, 2003-2006
• Table 20: Leading broadband operators in France
• Table 21: Selection of access tariffs in France
• Table 22: Growth of the broadband access base in Italy by access technology
• Table 23: Unbundling tariffs in Italy, 2003-2006
• Table 24: Leading broadband operators in Italy
• Table 25: Selection of access tariffs in Italy
• Table 26: Growth of the broadband access base in Japan by access technology
• Table 27: Evolution of facilities-based competition in Japan
• Table 28: Unbundling tariffs in Japan
• Table 29: Leading broadband operators in Japan
• Table 30: Selection of access tariffs in Japan
• Table 31: Growth of the broadband access base in the Netherlands by access technology
• Table 32: Incumbent carrier' s unbundling tariffs in the Netherlands, 2003-2006
• Table 33: Leading broadband operators in the Netherlands
• Table 34: Selection of access tariffs in the Netherlands
• Table 35: Growth of the broadband access base in the UK by access technology
• Table 36: Unbundling tariffs in the UK, 2003-2006
• Table 37: Leading broadband operators in the UK
• Table 38: Selection of access tariffs in the UK
• Table 39: Growth of the broadband access base in Sweden by access technology
• Table 40: Growth of unbundled and wholesale connections in Sweden
• Table 41: Unbundling tariffs in Sweden
• Table 42: Selection of access tariffs in Sweden
• Table 43: Leading broadband operators in Sweden

Figures

• Figure 1: Change in market share for the different access technologies in Germany
• Figure 2: Operator share of broadband subscribers in Germany, mid-2007
• Figure 3: DSL market structure in Germany, mid-2007
• Figure 4: Growth of the broadband access market in Germany, from 2002 to 2012
• Figure 5: Change in market share for the different access technologies in China
• Figure 6: Growth of the broadband access market in China, from 2002 to 2012
• Figure 7: Change in market share for the different access technologies in South Korea
• Figure 8: Growth of the broadband access market in South Korea, from 2002 to 2012
• Figure 9: Change in market share for the different access technologies in Spain
• Figure 10: Growth of the broadband access market in Spain, from 2002 to 2012
• Figure 11: Change in market share for the different access technologies in the US
• Figure 12: Operator share of DSL in the US, mid-2007
• Figure 13: US cablecos' share of the broadband cable subscriber base, mid-2007
• Figure 14: Growth of the broadband access market in the US, from 2002 to 2012
• Figure 15: Change in market share for the different access technologies in France
• Figure 16: ISPs' share of broadband subscribers in France, mid-2007
• Figure 17: DSL market structure in France, mid-2007
• Figure 18: Change in the DSL market structure in France, 2002-2007
• Figure 19: Growth of the broadband access market in France, from 2002 to 2012
• Figure 20: Change in market share for the different access technologies in Italy
• Figure 21: Operators' share of DSL subscribers in Italy, mid-2007
• Figure 22: DSL market structure in Italy, mid-2007
• Figure 23: Change in the DSL market structure in Italy, 2002-2007
• Figure 24: Growth of the broadband access market in Italy, from 2002 to 2012
• Figure 25: Change in market share for the different access technologies in Japan
• Figure 26: Operators' share of FTTx lines in Japan, mid-2007
• Figure 27: Growth of the broadband access market in Japan, from 2002 to 2012
• Figure 28: Change in market share for the different access technologies in the Netherlands
• Figure 29: DSL market structure in the Netherlands, mid-2007
• Figure 30: Change in the DSL market structure in the Netherlands, 2002-2007
• Figure 31: Growth of the broadband access market in the Netherlands, from 2002 to 2012
• Figure 32: Change in market share for the different access technologies in the UK
• Figure 33: Operators' share of DSL subscribers in the UK, mid-2007
• Figure 34: Broadband provider market share (cable modem and DSL) in the UK, mid-2007
• Figure 35: DSL market structure in the UK, mid-2007
• Figure 36: Change in the DSL market structure in the UK, 2002-2007
• Figure 37: Growth of the broadband access market in the UK, from 2002 to 2012
• Figure 38: Change in market share for the different access technologies in Sweden
• Figure 39: Operator market share in Sweden, in number of DSL
• Figure 40: Broadband provider market share in Sweden, mid-2007
• Figure 41: Growth of the broadband access market in Sweden, from 2002 to 2012

The World Broadband Market: Companies

• 1. Amazon.
• 2. AT&T
• 3. BT.
• 4. China Telecom Corp.
• 5. Comcast Corp.
• 6. Deutsche Telekom
• 7. eBay
• 8. FastWeb
• 9. France Telecom
• 10. Free (Iliad Group)
• 11. Google
• 12. Hanaro
• 13. KT Corp
• 14. MSN
• 15. MySpace
• 16. NTT Corp.
• 17. SoftBank Corp./Yahoo! BB.
• 18. Telecom Italia.
• 19. Telefonica.
• 20. Verizon
• 21. Virgin Media
• 22. Yahoo!