2006 Global FttH - How long can Telcos hold off

1. ANALYSIS - THE FTTH MARKET IN 2006

1.1 Overview

1.1.1 DSL is building the business case for FttH

1.1.2 Growth patterns and predictions

1.1.3 No business case for large-scale deployments

1.1.4 Business drivers

1.1.5 No e-government without fibre

1.1.6 Fibre-to-the-Node and VDSL

1.2 Where is the action in FttH?

1.2.1 Who are the leaders and why?

1.2.2 Initial drivers: utilities and local councils

1.2.3 Business market

1.2.4 Infrastructure upgrades

1.2.5 Corporate optical fibre

1.2.6 New housing developments

1.3 Different FttH business models

1.3.1 National economy drivers

1.3.2 Social drivers

1.3.3 Entertainment drivers

1.3.4 ‘Go with the flow’ strategies

1.3.5 New housing developments

1.4 Telcos still reluctant

1.4.1 Business opportunities for FttH niche telcos

1.4.2 Alternative infrastructure developments

1.5 Structural separation a must for FttH

1.6 The costs of FttH

1.6.1 AT&T project estimates

2. INFRASTRUCTURE

2.1 FttH issues

2.1.1 ‘Build and they will come’ - back in favour

2.1.2 Optical communications

2.1.3 FttC architecture definitions

2.1.4 Future infrastructure - strategic analysis

2.1.5 Fibre-based access

2.1.6 The nationwide road to FttH will take 10-15 years

2.1.7 Fibre-to-the-Node (FttN)

2.1.8 FttH vs FttN

2.1.9 Blown Fibre

2.2 FttH deployments

2.2.1 Introduction

2.2.2 The global position in 2006

2.2.3 Regional overview

3. REGIONAL OVERVIEW

3.1 North America

3.1.1 USA

3.1.2 Canada

3.2 Latin America

3.2.1 FttH projects are beginning to emerge

3.3 Europe

3.3.1 Western Europe

3.3.2 Eastern Europe

3.4 Middle East

3.4.1 Overview

3.5 Asia

3.5.1 Overview

3.5.2 Japan

3.5.3 South Korea

3.5.4 China

3.5.5 Other Asian markets

3.6 Pacific Region

3.6.1 Australia

3.6.2 New Zealand

4. TECHNOLOGY

4.1 Last Mile

4.1.1 Introduction

4.1.2 Customer needs

4.1.3 Needs of telecommunications carriers

4.1.4 Standards organisations and industry bodies

4.1.5 Architectural considerations

4.1.6 Alternative fibre strategies

4.1.7 Metro Ethernet services

4.1.8 ITU G.983 APON/BPON

4.1.9 ITU G.984 GPON

4.1.10 ITU G.985 Point-to-point

4.1.11 802.3ah Point-to-Point

4.1.12 802.3ah EPON

4.1.13 Fibre to the Curb (FttC) and VDSL

4.1.14 Single and multi-carrier modulation techniques

4.1.15 DMT - OFDM

4.1.16 Early, non-ITU, standards

4.1.17 ITU G.993.2 VDSL2

4.1.18 Ethernet rather than ATM for DSL

4.1.19 Competition implications

4.1.20 ADSL2+/VDSL Futures

4.2 Long distance

4.2.1 Historical perspective

4.2.2 Optical fibre links

5. GLOSSARY OF ABBREVIATIONS

Exhibit 1 - Residential Broadband (BB) - growth predictions - next 10 years

Exhibit 2 - Access network technologies

Exhibit 3 - Current broadband services

Exhibit 4 - Residential Broadband (BB) - growth predictions - next 10 years

Exhibit 5 - Broadband - Infrastructure blueprint

Exhibit 6 - RBOC fibre optic network build out - July 2006

Exhibit 7 - FibreWired Network in Canada

Exhibit 8 - FttN Group of competitive carriers in Australia

Exhibit 9 - Cooperation scenarios in Australia

Exhibit 10 - Fibre network overview by provider in New Zealand - 2006

Exhibit 11 - ITU VDSL band-plans

Exhibit 12 - G.993.2 VDSL2 profiles

Exhibit 13 - Access node deployment scenarios

Table 1 - FttH subscribers by region - mid 2006

Table 2 - Europe - Fttx subscribers and homes passed - 2004 - 2005

Table 3 - Asia - FttH subscribers - 2005, 2009

Table 4 - FttH homes passed and connected in the USA - 2001 - 2006

Table 5 - FttH communities and states in the USA - 2004 - 2006

Table 6 - RBOC, CLEC, ILEC and Muni FttH communities in the USA - May 2006

Table 7 - Non-RBOC and overall FttH take-up rates in the USA - 2002 - 2005

Table 8 - FttH growth in Japan - 2001 - 2006