5Jan/150

Le Digiworld Summit 2014 in drawings

ouverture DWS14

The 2014 digiworld summit "drawn from life" by Aurélie Bordenave, alias Léely. Discover all the strong moments. (texts are in french or in english)

 

 

 

 

Global introduction

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Plenary: Business models, Rethinking the telcos business models in the 5G era

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Keynote : Smart Glasses

 

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Business models: Rethinking the telcos business models in the 5G era

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Disruptive innovations: one step towards 5G

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Smart City & Mobile living

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Seminar "TV everywhere"

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Seminar : "Business models: M2M & Internet of Things - Smarter objects, smarter processes"

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Business models: Narrowing the gap between explosive usage and limited ad revenues
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Europe on the rebound ?

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TV & facing Mobility

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>> Retrouvez tous les dessins d'Aurélie Bordenave durant le Digiworld Summit 2014 sur Flickr.

>> Découvrez le travail d'Aurélie Bordenave alias Léely sur son site.

 

5Jan/150

Digiworld Summit 2014 : the speakers’interviews – in french

ouverture DWS14

Le digiworld summit 2014 a réuni autour des questions de la mobilité près de 1 200 participants et 140 speakers du monde numérique. Les vidéos des moments forts de ces deux journées.

 

 

- L'interview de Laurent Solly, DG de Facebook France

- L'interview d'Eric Scherer, en charge de la prospective à France Télévisions"Social TV, l'internaute en ligne de lire "

- L'interview de Julien Villedieu, président du Syndicat national des jeux vidéos : "Le jeu vidéo en mobilité"

- L'interview de Carlos Moreno, "La ville nous parle"

- L'interview de Kévin Cloarec "Comment les objets connectés révolutionnent-ils notre quotidien"

Les vidéos sont signées Vincent Touati fondateur du site Convergence Numérique.
Retrouvez ici la playlist des vidéos de convergence Numérique pour le Digiword Summit 2014.

22Dec/140

FTTx Monetization : The UFB market is forecast to reach 181 billion EUR in 2018

CHAILLOU_Valérie

Valérie CHAILLOU Head of Research, Telecoms Business Unit, IDATE

IDATE has released its report to provide UFB market estimates for 2013 and up to 2018 and addresses the following key questions:

 

• What are the levels of current UFB ARPUs and how could there evolve in the 5 coming years?
• How to justify possible differences from one country to another?
• What are some of the most likely development scenarios for the ultra-fast broadband market?
• What are the main criteria to take into consideration?

Valérie Chaillou, the Project manager for the report remarks that “the tremendous cost of new gen access networks makes monetizing them a crucial issue. Ultrafast-boradband (UFB) access providers' supply-side strategies are aimed at ensuring enough customers who will upgrade to a UFB service in order to generate substantial income.

The UFB market stood at 120 billion EUR in 2014, and is forecast to grow by 76% over the next five years to reach 181 billion EUR in 2018. In 2013, the global UFB market stood at an estimated 103 billion EUR, and is forecast to exceed 181 billion EUR in 2018. This includes all ultra-fast broadband systems, i.e. FTTH/B, FTTN + VDSL and FTTLA + DOCSIS 3.0. In terms of customer numbers in the different regions, FTTH/B alone accounted for 41% of the market in 2013, or 42.2 billion EUR.

Based on the current status of each of the markets being examined in this report – i.e. the United States, Japan, Germany, Spain, France, the UK and Switzerland – and how the players’ positioning is likely to shift with respect to the two scenarios listed above, IDATE has established an estimate for ultra-fast broadband ARPU at the end of 2013 and at the end of 2018.

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We have distinguished two main categories of ultra-fast broadband plan: first-time plans and upgrade plans. An ISP may attach one or several objectives to its product line strategy. These can include increasing ARPU, limiting customer loss (churn), maintaining its competitive edge, reacting to increased competition in the broadband market, etc.

Sketching out two extreme scenarios allows us to assess the development trends for UFB ARPU, based in particular on how operators are positioning themselves with respect to increasingly powerful content providers who know it is entirely in their interest for ultra-fast networks to become widely available. So ISPs are either a) refocusing their energies on their network business and offering value-added services (VAS) tied to system management (data storage, security, authentication, etc.) – under a scenario we call "FTTx as smart pipe" – or b) becoming involved in the direct supply of services and applications such as TV and video to end users, with an approach built around "tiering and premium services".

If you want to buy our report go on our store.

Filed under: FTTx No Comments
18Sep/140

Digiworld Summit 2014 : Mobility reloaded, we ain’t seen nothing yet!

GASSOT Yves


Yves Gassot
Directeur Général, IDATE

‘Mobility reloaded” will be the central theme of the 36th annual DigiWorld Summit.

Following through on ‘‘Game Changers’’ (2012) and ‘‘Digital Gold Mines’’ (2013), this year’s theme will allow us to further our examination of current and future upheavals in the digital economy by exploring the issues from a specific angle: mobility and its impact on user behaviour and on the value chain for telecoms, TV, advertising, the Internet, gaming, smart cities, etc.

  • What innovations can we expect from mobile Internet disruption?
  • Are fixed and mobile superfast access interchangeable?
  • What new players and business models will emerge from the Internet of Things and mobile advertising?
  • Will mobile devices turn TV into a one-to-one business?
  • How can Europe get back in the game?

IDATE Chairman François Barrault points out that, ‘If the cloud, big data and the Internet of things are clearly the major disruptions looming on the horizon, the momentum today lies in the mantra: mobility first!

IDATE CEO, Yves Gassot, details the key points of this year’s programme: ‘What began with the swift commercial success of 4G is segueing into the spectacular technological leaps expected from LTE-advanced and, beyond that, the prospect of 5G, the widespread adoption of software-driven networking (SDN)… But questions also linger over the accelerated pace of the migration from the fixed to the mobile Internet, spurred by the massive popularity of smartphones and tablets, coupled with the surge of emerging economies. It goes without saying that a great many stakeholders are being affected by these massive changes in the landscape, which we have chosen to explore from three angles: How revenue is progressing for mobile operators and other players, from M2M to the Internet of things and beyond; How the massively mobile Internet will affect the advertising ecosystem; and how TV industry players are positioning themselves now that video accounts for an increasingly large share of mobile traffic’.

The 36th annual DigiWorld Summit will run from 18 to 20 November in Montpellier, France, and play host to a panel of international industry luminaries who will share their views with more than 1,300 participants from 30 countries. IDATE analysts will lend their expertise to the sessions that will be moderated by Digiworld Institute members.

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DigiWorld Week: the DigiWorld Summit broadens its horizons

This year’s DigiWorld Summit will kick off DigiWorld Week: a new initiative from IDATE and its key partners to explore the many facets of the digital society’s core economic issues. A series of exciting events will be taking place from 16 to 21 November on either side of the core two-day Summit:

  • The Connected Things Forum
  • The Game Summit
  • MIG (Montpellier In Game)
  • Industry Oracles
  • Workshops
  • Economic Club on m-payment

> Find the latest programme updates at www.digiworldweek.com

 

More than 140 speakers on hand

This year, we are delighted to welcome speakers from the four corners of the globe, come to share their views on the future of mobility:

    • Mikael BÄCK, Vice President Global Strategy & Portfolio Management of Ericsson will share some of the chief findings of the “Mobility report”.
    • Jean-Michel FOURNIER, CEO & Co-Founder of BitGym, a San Francisco-based start-up and winner of the prestigious Auggie Award at AWE 2014, will talk about the “quantified self” phenomenon.
    • Kayvan MIRZA, CEO & Co-Founder of Optinvent will unveil his approach to new generation smart glasses.
    • Patrick PELATA, EVP & Chief Automotive Officer of Salesforce.com will speak with Thierry VIADIEU, New Mobility Program Director from Renault, about the future of connected cars.
    • Christophe WILLEM, Senior VP of Strategy & Marketing at Thales Alenia Space, will tell us if drones, balloons and mini-satellites offer viable solutions for connecting huge swaths of the population to the Internet.
    • Michel COMBES, CEO of Alcatel-Lucent will close the “Road to 5G” session, whose speakers include Selina LO, President & CEO of Ruckus Wireless, and Atsushi TAKESHITA, President & CEO of DOCOMO Communication Laboratories Europe.
    • Pierre LOUETTE, Deputy CEO of Orange and Carlos LOPEZ-BLANCO, Global Head Public & Corporate Affairs for Telefonica, will discuss how telco business models will evolve in Europe, against the backdrop of market consolidation.
    • Laurent SOLLY, Facebook’s Managing Director France, and Benny ARBEL, Founder & CEO of MyThings, a rising star in retargeting, will discuss the challenges that advertising faces as it makes the transition to mobile.
    • Luc JULIA, VP & Innovation Fellow of Samsung and Co-authored Apple Siri's core patents, Erick TINICO, Director of Mobility at AT&T, one of the world’s most advanced telcos and Axel HANSMANN, Gemalto’s VP of M2M Strategy & Marketing, will share their analysis of new business models for M2M and the IoT.
    • Fu SHENG, CEO of Cheetah Mobile, a growing mobile Internet powerhouse in China, with 340 million users.
    • Abigail KHANNA, Head of Digital and Future Media Business Development at the BBC, Steve McCAFFERY, GM & SVP of sales for Europe Arris, Eric SCHERER, Director of Future Media, France Télévisions, and Valery GERFAUD, General Manager, M6 Web, will explore what the future holds for television, now that mobile devices are becoming users’ screen of choice.
    • Guillaume de FONDAUMIERE, Co-CEO of Quantic Dream, Susan O’CONNOR, a writer whose script credits include the games BioShock 1 & 2, Far Cry 2, Tomb Raider and Star Wars 1313, along with Charles CECIL, co-founder of Revolution Software, creator of Broken Sword, are among our video game Oracles.
    • Meng LI, Director of China Telecom’s Mobile Business Department Europe, will talk to us about the development outlook for mobile in its various forms in the world’s biggest market.
    • Jean-Ludovic SILICANI will talk about his time as Chairman of France’s telecoms and postal regulator, ARCEP, and share his insights into key issues going forward.
    • Vincent LE STRADIC, Managing Director of Lazard, will provide a financier’s perspective on the health of Europe’s digital economy. And…
  • Axelle LEMAIRE, French Ministry of State for Digital Affairs will deliver the Summit’s closing remarks.

See the complet list of speakers.

10Jul/140

Fixed and mobile ultra-fast network rankings

CHAILLOU_Valérie Valérie CHAILLOU Head of Research, Telecoms Business Unit, IDATE

IDATE reveals global and European rankings

To mark the start of the 8th annual Assises du Très Haut Débit symposium, IDATE is releasing its ranking of countries that lead the way in ultra-fast fixed and mobile broadband subscriber numbers, in Europe and worldwide. An analysis and data culled directly from IDATE’s freshly updated FTTx and LTE global market watch, which examines hundreds of countries and operators.

Growing disparities in fixed ultra-fast broadband

At the end of 2013, ultra-fast broadband (UFB) access – i.e. with a throughput equal to or above 30 Mbps – represented 29% of all broadband connections worldwide. This marks real progress as the percentage stood at 22% just one year ago. FTTH/B is still the mostly widely deployed technology, accounting for 60% of UFB subscribers around the globe, followed by cablecos’ FTTx/D3.0 systems, which account for 29% of users, and VDSL for 11%. In terms of subscriber numbers, all UFB architectures combined, the United States is by far the global leader with 62.5 million subscribers at the end of 2013, compared to 42.4 million for China and 27 million for Japan. France is in eighth place with more than 2 million subscribers. Of course this ranking changes depending on the indicators that are taken into consideration, such UFB subscribers’ share of a country’s total broadband customer base. Here South Korea tops the ranks, ahead of the United States, Japan and China, with 66% – versus 64% for Japan, 60% for the United States and 22% for China. As to the technologies deployed, the US is the undisputed VDSL market leader with some 11 million subscribers, well ahead of the UK and its 2.1 million subscribers. The United States is also the world’s biggest FTTx/D3.0 market, with 42 million subscribers, again ahead of the UK which is home to 3.1 million subscribers, followed by Spain where competition between FTTH/B and FTTx/D3.0 is fierce.

Accelerate 4G rollouts

Meanwhile, LTE also continues to make tremendous strides. IDATE counts close to 212 million LTE subscribers around the world at the end of 2013, of which 190 million are located in just 10 countries. The revenue generated by these subscriptions tripled in 2013, to reach €68 billion or 6% of global mobile telephony revenue. The United States is the biggest LTE market with more than 100 million subscribers, or three times more than the number two market, Japan. France is in sixth place in terms of user numbers. There are several reasons for these huge disparities: telcos in the United States have far outspent their European counterparts on LTE rollouts (virtually double the Capex per capita), while in Japan and South Korea LTE is part of a strong ongoing industrial policy. Here, it is worth remembering that South Korea covered its entire population with LTE in just one year.

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Capture d’écran 2014-07-11 à 12.42.24

Filed under: FTTx, LTE No Comments
20Jun/140

FTTx services and pricing : positioning of offering

CHAILLOU_Valérie

Valérie CHAILLOU
Head of Research, Telecoms Business Unit, IDATE

From less than 40 EUR to more than 100 EUR per month for 100 Mbps access

IDATE’s latest report focuses on the services offered by telecom and cable operators via their FTTx infrastructures. It analyses the various speeds offered, the services included in the offering, pricing tiers and also highlights disparities between regions.

The speed race has not yet reached the finish line

Over the past few months, many operators have announced the launch of new offerings with even higher speeds, thanks to their FTTH/B networks. In the space of six months, no fewer than five operators in Europe have launched 1 Gbps offerings! Up until then, 100 Mbps was considered the norm for ultra-fast broadband (UFB), but now there are many offerings with 300, 400 or 500 Mbps speeds. These are not always very visible and are sometimes not even available as part of a bundle (this is the case with Verizon's 500 Mbps offering, which is only available as a stand-alone service). However, this strategy allows telecom operators using FTTH to differentiate themselves better from cable operators whose peak speeds are normally around 150 to 200 Mbps.

Segmentation of services: speeds and TV/video services prioritised

UFB players do not always go for strong segmentation based on available speeds. As a general rule, plans are built around 3 to 4 speeds, but for some, the offering is limited to 1 or 2 speeds, continuing on from the positioning they adopted in the traditional broadband market.
As for TV and video services, segmentation is sometimes stronger due to providing customers with themed packages (sports, movies, kids), especially for players from English-speaking countries. Generally speaking, telecom and cable operators from English-speaking countries have a very specific approach because they mainly promote video services and TV channels. Speed is only a secondary selling point. Their offerings are characterised by an increasing number of plans available with the ability to customise bundles (or, for more pragmatic players, to help select a pre-configured bundle).
In other regions, the approach seems more pragmatic, with fewer bundles and a more limited choice for end users.

With a lack of innovative services, prices are remaining stable

None of the players studied here offers a particularly innovative service. Most bundle add-ons, such as new set-top box features, cloud-based storage, antivirus, etc., are systematically added to the basic offering. Therefore, operators are unable to differentiate themselves from each other. A very small number of players, such as Altibox in Norway and HKBN in Hong Kong, are exploiting the technical characteristics of FTTH networks to offer genuinely differentiated services with symmetric upload/download speeds. In the short term, it seems very likely that speed (including symmetry, guarantees, faster speeds) will remain the main area to exploit for UFB operators.

This should impact prices offered, which have remained relatively stable in each of the major regions over the past year.

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If you want to discover our last study on this subject.

27Mar/140

VDSL2 – G.Fast – FTTdp: Copper gets turbocharged

CHAILLOU_Valérie
 
 
Valérie CHAILLOU
Head of Research, Telecoms Business Unit, IDATE
 
 

Telcos have ambitious Vectoring rollout plans, with some aiming to have between 25% and 30% of VDSL2 lines covered by 2017.

Vectoring and bonding are starting to be deployed in certain countries, even if the technical and regulatory constraints would seem to point to only small-scale rollouts. G.Fast is the next generation standard being examined today. The report we released provides readers with an update on the latest technological developments in VDSL2.

VDSL2 & Co: ever more promising technological developments

VDSL2 has begun to be implemented, and several telcos have based their ultra-fast broadband strategies squarely on copper infrastructure right up to the customer premises. If VDSL can deliver theoretical speeds of around 50 Mbps near the exchange or cabinet, Vectoring, which consists of reducing noise among the lines, makes it possible to double that speed to 100 Mbps. Bonding, meanwhile, consists of using several copper pairs, either to double speeds for users in the vicinity of the exchange, or double the distance at which a 50 Mbps connection is available. In both cases, however, performances are very quickly affected by the subscriber’s distance from the exchange or cabinet.
G.Fast, which is the future standard currently under examination, and due to be approved in
2014, offers a theoretical speed of 1 Gbps, but noise cancellation capabilities are even stronger.

Growth of VDSL subscribers worldwide between December 2010 and June 2013 (million)

Growth of VDSL subscribers worldwide between December 2010 and June 2013 (million)

Source: IDATE

Still only small-scale implementation of VDSL2 and its successors

In mid-2013, customers subscribing to a VDSL2 ultra-fast broadband service represented 19% of the world’s FTTH/B subscribers. The vast majority of deployments have been performed by AT&T in the United States, which is reporting 26 million VDSL2-ready households and more than 9 million subscribers. AT&T continues to bank on these solutions, and is now offering pair bonding to eligible customers.
Western Europe is the second biggest VDSL market, accounting for 35% of the world’s subscribers as of mid-2013.

Will this drive a shift in the ultra-fast broadband market?

VDSL2 and its successors have a clear set of advantages, starting with savings on rollouts. Telcos would not need to deploy optical fiber from end to end, and can use the existing last mile of their networks. They would also save on customer premises installations, which cost them a great deal of time and money.
The performances offered by these new solutions appear to be coming more and more in line with those delivered by FTTH (at least in its current iteration), but only under optimal conditions. So this is not a solution that can be made available to everyone. Plus, VDSL Vectoring does not enable physical sub-loop unbundling, in which case bitstream remains the only option for sharing access to the network – something that not all market players want, as is the case in France, for instance.

As a result, even if the development prospects for the VDSL market remain optimistic for the coming years, we do not expect it to cause a major upheaval in the ultra-fast broadband hierarchy, with FTTH/B continuing to be the architecture of choice.

19Feb/142

Inventory of FTTH/B in Europe

CHAILLOU_Valérie

 

Valérie CHAILLOU

Head of Research, Telecoms Business Unit, IDATE

 

A noticeable new impetus from some FTTH/B incumbents with a significant impact on coverage growth

Europe (EU-35) reported a solid 33% increase in the number of FTTH/B subscribers in 2013. FTTH/B coverage continues to progress fast in Europe with a growth of 22% in the period. There were more than 9.5 million FTTH/B subscribers in the EU-35 at end 2013, and nearly 41 million homes passed.

During 2013, several countries showed a real dynamism both in terms of coverage and take up rates. Even with not comparable to other larger markets due to its demographic characteristics, Switzerland is leading the panorama in terms of percentage of new subscribers in the total FTTH/B subscribers' basis (70% of FTTH/B subscribers at end 2013 are new subscribers). The country is followed by much larger markets such as Turkey, Spain and Poland (where, respectively, 46%, 39% and 32% of FTTH/B subscribers are new 2013 subscribers). In Turkey, the competition between Turk Telekom and Turkcell SuperOnline is very strong and, even if entered later on the market, the incumbent has now overpassed its competitor in terms of coverage.

Number of FTTH/B subscribers per country in Europe

(countries with more than 200 K subscribers)
Number of FTTH/B suscribers per country in Europe

Source: IDATE for FTTH Council Europe

Elsewhere in Europe, pioneering Scandinavian countries, sometimes already considered as mature, are still leading the European market. The Danish FTTH/B market grew by 30% in 2013 in terms of number of subscribers. This growth is mostly due to the dynamism of Waoo!, the joint venture created by 15 utilities, a very innovative and rare model in Europe: all utilities provide services under the same commercial brand name but operate their own independent and local networks. In Finland, such as in neighbouring countries, many local players are deeply involved in FTTH/B rollouts, without waiting for one large player to deploy a nationwide infrastructure. This seems to correspond to end users' needs: FTTH/B connections are more and more considered as a utility and therefore often included in the apartment monthly rental. Then, Sweden still shows an interesting dynamism: in 2013, the number of subscribers increased by 18%.

Then, on other markets, FTTH/B subscriptions also increased significantly. In the total, 16 countries present a 30% or more growth in terms of subscribers in 2013, among which France, Netherlands, Portugal, Spain, and even Germany and the UK, not known as exemplary countries as regards FTTH/B strategy.

In terms of players involved in FTTH/B projects, alternative carriers are still leading the way, representing a 45% of the total homes passed in EU35 at end 2013 (nearly 68% considering EU39, which shows the important role of those players in Russia and Ukraine!). Among them, we can note the dynamism of Vodafone which significantly increased its coverage in both Portugal and Spain.

Number of FTTH/B homes passed per country in Europe

(countries with more than a million homes passed)
FTTH/B homers passed per country in Europe

Source: IDATE for FTTH Council Europe

The number of local authorities launching FTTH/B rollout projects on their territory is increasing a little bit but they still represent only some 11.9% of homes passed in EU35. Few new projects launched by local authorities have been noted during 2013. There are some interesting rollouts in France in the context of the national program for superfast broadband, but most of them are still in the very beginning of the process. They represent some 450,000 homes passed end 2013.

Then, of course, incumbents are important players in all European countries. They represent 43.1% of HP in EU35 at end 2013, +5% compared to 2012. Several incumbents have considerably accelerated their rollouts in 2013. The most dynamic is Telefonica in Spain, with 1.3 million new homes passed between December 2012 and December 2013. Then come Orange in France (+849,000 HP), Turk Telekom in Turkey (+500,000 HP), KPN/Reggefiber in the Netherlands (+385,000 HP) and TeliaSonera in Sweden (+350,000 HP). The recent involvement of Swisscom in Switzerland is also noticeable: the incumbent, previously much more focused on FTTN+VDSL, has decided to accelerate its FTTH coverage and added 198,000 new homes passed to its footprint in 2013.

More data on our FTTx Whitepaper Updated with 2014 figures

More information on Worldwide panorama of FTTx rollout Status report & database

19Feb/142

Ultra-fast broadband world market

CHAILLOU_Valérie

 

Valérie CHAILLOU

Head of Research, Telecoms Business Unit, IDATE

 

Ultra-fast broadband revenues will grow by 95% over the 5 next years to reach 182 billion EUR in 2017


We have released the latest issue of our World FTTx database, which is part of our ongoing service covering the ultra-fast broadband market. It provides key data on this market across the globe, covering more than 70 countries and 150 key players, and providing forecasts up to 2017.

Valérie Chaillou, FTTx lead analyst at IDATE, notes “growth perspectives remains still high when superfast technologies (For definition of superfast platforms we have considered here 3 main architectures: FTTH/B, FTTN and FTTLA) represent 22% of broadband access subscriptions at mid-2013, and we expect ultra-fast broadband revenues will grow by 95% over the 5 next years to reach 182 billion EUR in 2017”

Compared growth of VDSL and FTTH/B subscribers, 2012-2017 & Breakdown of Ultra-fast broadband technologies, at mid-2013

Source: IDATE, December 2013

• Eastern Europe will see its take up rate increase from 28% to 49% in 5 years, much higher than in Western Europe during all the period, from 21% at end 2012 to 32% at end 2017.

• FTTH/B is the leading ultra-fast broadband solution, far from FTTLA then VDSL : FTTH/B represents 66% of FTTx subscriptions at mid 2013, compared to 22% for FTTLA and 12% for FTTN+VDSL

• But the regional breakdown is very heterogeneous
- FTTH/B is clearly the technology of choice in APAC whereas
- FTTLA is leading the ultra-fast broadband market in Western Europe and North America.
- VDSL is a technology of choice for several European incumbents.
- Latin America and Middle East countries are at the very beginning of their NGA rollouts: they will participate to the global growth of superfast broadband more and more in the coming years.

• There are still questions from large players regarding the opportunity to deploy FTTH/B or VDSL, mainly in Europe.
- Several parameters are to be taken into account among which, of course, the required investment. Nevertheless FTTH/B rollouts did progress in certain European countries which are encouraging at a time when EU Telcos are seeing their margins shrinking.
- Some players are betting on the future capacities of copperbased networks.

Top 10 FTTx worldwide players, at end 2013

Source: IDATE, December 2013

FTTH Operators ranking: 6 Asian and 4 American telcos make up the world’s Top 10

Only one player involved in large FTTN+VDSL deployment among them (AT&T), then two cablecos
upgrading their infrastructures to FTTLA (Comcast and TWC). 7 operators among this top 10 have choosen the FTTH/B technology.

More data on our FTTx Whitepaper Updated with 2014 figures

More information on Worldwide panorama of FTTx rollout Status report & database

13Feb/140

Edito by Yves Gassot

GASSOT Yves
 
Yves Gassot

CEO, IDATE


Round-up for 2014

It’s hard, in the first editorial of the year, to avoid laying out the overriding themes that we expect to see play out over the next twelve months. But it is still too early for me to deliver a complete summary of the year gone by, which has become the much-anticipated task of our DigiWorld Yearbook.
You will also need to wait until the next Executive Note to find out the central topic selected for this year’s DigiWorld Summit (but you can already mark your calendars for November 18, 19 and 20).

What I can share with you, however, is our belief in the profound relevance of certain issues, by summarising three topics that we have chosen to explore in this year’s Collaborative Research Programme (CRP 2014). These are think tanks open to existing IDATE member companies and those wanting to join, who will work for close to a year with a dedicated team of our analysts on the following subjects:

Telecoms USA: model or counter-model?

Following thorough on the two projects carried out in Brussels in 2012 and 2013 on telcos’ new business models, and the new European policy options being considered, we will work to deepen our understanding of the specific points that explain the different directions being taken on either side of the Atlantic.

The internet of things: will everything be connected?

We are going to analyse the true potential of the internet of things, by taking account of the developments that need to occur in the technical environment, difficulties in generating income from both consumer objects and industry applications and, finally, governance and personal data ownership issues, with tie-ins to our 2013 think tank on personal data

What will tomorrow’s TV and video networks look like?

Here we are building on the 2013 Video as a Service think tank by exploring issues surrounding the future of television and video distribution networks, and by analysing long-term scenarios for the delivery of TV and video products, taking particular account of the cooperation and convergence between networks, i.e. hybridisation involving both fixed and cellular networks

Other topics may be added to the CRP. For instance, we are contemplating an ambitious project that aims to define what could be a comprehensive, metropolitan area-scale digital investment strategy, going beyond marketing clichés and segmented vertical approaches.

I can also tell you that the next issue of Communications & Strategies (DigiWorld Economic journal) will be published in March, and is shaping up to be a promising one. It will be devoted to scoring Europe’s telecommunications sector, and examining potentially clashing policies.
And, finally, a reminder that the best way to delve into the subjects that are consuming our teams is though the reports that we publish every month as part of our annual Market Research programme.