New Business Models for the Transpacific & Asia Pacific Submarine Cable Industry Revival 2005 Update

1.1 Report aims

1.2 Report structure and methodology

1.3 Market Overview 

1.3.1 Drivers of Market Growth 

1.3.2 Constraints on Market Growth 

1.3.3 Key Market Developments & Trends 2003-4 

1.3.4 Bandwidth Pricing 

1.3.5 Future Business Models

1.4 Demand Forecasts 

1.4.1 Total Market Demand 

1.4.2 Internet Demand 

1.4.3 Country-by-Country Demand Analysis

1.5 Competitor Market Share Forecasts 

1.5.1 Transpacific Competitors 

1.5.2 Asia Pacific Competitors

1.6 Upgrade and New System Forecasts 

1.6.1 Supply-Demand Balances 

1.6.2 New System Construction & Business Models

2.1 Purpose of the Report

2.2 Report Scope

2.3 Methodology

3.1 Commercial Environment 

3.1.1 Macroeconomic Indicators 

3.1.2 Demand vs. Supply 

3.1.3 Drivers of Market Growth 

3.1.4 Constraints on Market Growth

3.2 Key Developments 

3.2.1 Consolidation 

3.2.2 Chinas influence spreading 

3.2.3 Indian capital & competition 

3.2.4 Regional in-fill opportunities 

3.2.5 South Korea in uncharted territory 

3.2.6 Japan goes down the FTTx route 

3.2.7 Australias Broadband Boom 

3.2.8 Vietnam becoming active 

3.2.9 Developments in Singapore 

3.2.10 Indonesia with money to burn

3.2.11 Asia Pacific Maintenance Market

3.3 Competitor Profiles

3.3.1 APCN-2 Consortium 

3.3.2 Asia Netcom

 3.3.3 C2C 

3.3.4 FLAG Telecom 

3.3.5 Reach (Telstra/PCCW) 

3.3.6 SEA-ME-WE-3 Consortium 

3.3.7 SEA-ME-WE-4 Consortium 

3.3.8 Thailand-Indonesia-Singapore Consortium 

3.3.9 VSNL/Tata 

3.3.10 Australia-Japan Cable 

.3.11 China-US Consortium 

3.3.12 Japan-US Consortium 

3.3.13 Pacific Crossing-1

 3.3.14 Southern Cross 

3.3.15 Tata Transpacific (formerly known as Tyco Transpacific) 

3.3.16 TPC-5 Consortium

3.4 Bandwidth Pricing

3.5 Future Models 3.5.1 Financing 3.5.2 Scale & Scope 3.5.3 Ownership

4.1 Introduction

4.2 Methodology & Assumptions 

4.2.1 Internet Methodology & Assumptions 

4.2.2 Corporate Data Demand Methodology & Assumptions 

4.2.3 Voice Traffic Demand Methodology & Assumptions

4.3 Country-Specific Forecasts (see also Appendix 1) 

4.3.1 American Samoa 

4.3.2 Australia 4.3.3 Brunei Darussalam 

4.3.4 Cambodia 

4.3.5 China 

4.3.6 Fiji 

4.3.7 French Polynesia 

4.3.8 Guam 

4.3.9 Hongkong 

4.3.10 Indonesia 

4.3.11 Japan 

4.3.12 Kiribati 

4.3.13 Korea, S. 

4.3.14 Lao P.D.R. 

4.3.15 Macau 

4.3.16 Malaysia 

4.3.17 Marshall Islands 

4.3.18 Micronesia (Fed. States of) 

4.3.19 Myanmar 

4.3.20 New Caledonia 

4.3.21 New Zealand 

4.3.22 Papua New Guinea 

.3.23 Philippines

 4.3.24 Samoa 

4.3.25 Singapore 

4.3.26 Solomon Islands 

4.3.27 Taiwan 

4.3.28 Thailand 

4.3.29 Tonga 

4.3.30 Vanuatu 

4.3.31 Vietnam

4.4 Regional Summary

6.1 Introduction

6.2 Methodology & Assumptions 6.2.1 Transpacific 6.2.2 Asia Pacific

6.3 Forecast Supply vs. Demand Balances 6.3.1 Transpacific 6.3.2 Asia Pacific

6.4 Forecast New Installations 6.4.1 Transpacific 6.4.2 Asia Pacific

6.5 Conclusion

7.1 Critical Success Factors 7.1.1 Finance 7.1.2 Scale & Scope 7.1.3 Ownership

7.2 Demand 7.2.1 Leading Countries 7.2.2 Demand Profile 7.2.3 Access Speed vs. Bandwidth Usage 7.2.4 Demand Drivers & Constraints

7.3 Competition 7.3.1 De-regulation 7.3.2 Competitive Strategies 7.3.3 Transpacific Competition 7.3.4 Asia Pacific Regional Competition

7.4 Supply-Demand Balances 7.4.1 Transpacific Supply-Demand Balance 7.4.2 Asia Pacific Supply-Demand Balance

7.5 New Construction 7.5.1 New Transpacific Systems 7.5.2 New Asia Pacific Regional Systems