Documente Academic
Documente Profesional
Documente Cultură
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
Page 1
Julie Kunstler
julie.kunstler@ovum.com
1
CopyrightOvum.
Copyright
All rights
Ovum.
reserved.
All rights
Ovum
reserved.
is partOvum
of theisDatamonitor
an Informa Grou
busin
Page 2
Introduction
1/9
15/9/2014
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
Page 3
Page 4
2/9
15/9/2014
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
# of
devices per
estimated
home
1
2017
2022
Bandwidth
# of
devices
Bandwidth
# of
devices per
usage
per home
usage
home
12
1
1
SD TV (standard definition)
12
HD TV 720p/60fps
UHD (ultra high defintion) 3840p/2160fps
3D UHD 3840p/2160fps
8
48
?
PC Hi Perf
16
4
1
2
4
8
4
4
4
16
4
4
4
DVR - recording
Total bandwidth per household
30
30
67
30
97
Source: Ovum and IEEE Communications Nov 2012 article by Alcatel-Lucent Future Fiber-To-The-Home bandwidth demands
Page 5
Bandwidth isnt, despite the fact that everyone refers to bandwidth as speed.
Using a pipe as an example:
http://webcache.googleusercontent.com/search?q=cache:3iHsHhU0_30J:asiabiotechinvest.com/wp-content/uploads/sites/32/2014/06/4Jun14_Str
3/9
15/9/2014
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
Page 6
Source:
Ovum
Source: Ovum
Page 7
4/9
15/9/2014
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
Service fees - video and Internet bundle for $120/month, data only $70/month,
free basic Internet service with $300 construction fee.
Google Fiber is creating competition in the US.
Page 8
Page 9
5/9
15/9/2014
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
WiFi - fixed operators are deploying hotspots to help extend their services
and brands outside the home and their primary geographic markets.
Fixed - mobile operator mergers:
Vodafone acquired:
CWW (UK)
Kabel Deutschland (Germany)
ONO (Spain)
Zon-Optimus merger in Portugal.
Page 10
Total number of bundle connections will grow at a CAGR of 9% from 2012 to 2018.
The fast-growing combination will be quad play (triple-play plus mobile) with a
CAGR of 47% between 2012 and 2018.
Source: Ovum
10
Page 11
6/9
15/9/2014
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
Many service providers are upgrading the ONT (CPE) in the home:
Service differentiation requires a smart box.
Smart home applications requires home-gateway functionalities.
Source: Verizon
11
Page 12
Total global M2M connections will increase from over 106 million in 2012 to almost 361
million in 2018; CAGR of 22.6%. Fastest growing region is Asia Pacific.
Telcos benefit
directly and
indirectly from
M2M.
- Networkingrelated
revenue tariffs
- Value-added
support and
services.
Source: Ovum
12
http://webcache.googleusercontent.com/search?q=cache:3iHsHhU0_30J:asiabiotechinvest.com/wp-content/uploads/sites/32/2014/06/4Jun14_Str
7/9
15/9/2014
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
Page 13
Thank you
13
CopyrightOvum.
Copyright
All rights
Ovum.
reserved.
All rights
Ovum
reserved.
is partOvum
of theisDatamonitor
an Informa Grou
busin
Page 14
Disclaimer
8/9
15/9/2014
4Jun14_Stream B_1410_Julie Kunstler_ FTTH Council AP Conf - future proofed services and monetization of fiber [Compatibility Mod
14
http://webcache.googleusercontent.com/search?q=cache:3iHsHhU0_30J:asiabiotechinvest.com/wp-content/uploads/sites/32/2014/06/4Jun14_Str
9/9