2007 Global Broadband - Broadband is Essential Infrastructure

1. THE BROADBAND MARKET IN 2007

1.1 Analysis of the broadband market

1.1.1 Broadband fastest growing technology

1.1.2 Broadband trends

1.1.3 Wireless broadband

1.1.4 Broadband case study: South Korea

1.1.5 Market analysis

1.1.6 Users in the driver’s seat

1.1.7 Broadband infrastructure

1.2 Broadband is essential infrastructure

1.2.1 Broadband doesn’t equal high-speed Internet

1.2.2 The many aspects of broadband infrastructure

1.2.3 Cities to take charge

1.2.4 National or local infrastructure

1.2.5 The pointless technology debates

2. STATISTICAL OVERVIEW

2.1 Broadband statistics and forecasts

2.1.1 Worldwide broadband market statistics and forecasts

2.1.2 Broadband statistics by region

2.1.3 Broadband subscribers by access technology

2.1.4 Broadband pricing - ITU

2.1.5 Broadband speeds

2.1.6 Broadband revenues

2.1.7 ‘Growing broke’ with broadband

3. INFRASTRUCTURE OVERVIEW

3.1 Broadband infrastructure trends & developments

3.1.1 Introduction

3.1.2 Boom and bust cycle in local access

3.1.3 Electricity and broadband - a comparison

3.1.4 The costs of infrastructure

3.1.5 Network trends

3.1.6 Voice over Broadband (VoBB)

3.1.7 Regional overview 2006 - 2007

4. CABLE MODEM INFRASTRUCTURE

4.1 Cable modems

4.1.1 Introduction

4.1.2 High-speed Internet access

4.1.3 Market developments

4.2 DOCSIS

4.2.1 History

4.2.2 DOCSIS 3.0

4.3 Regional overview - 2006 - 2007

4.3.1 Europe

4.3.2 North America

4.3.3 Latin America

4.3.4 Asia

4.3.5 Africa

4.3.6 Middle East

4.4 Cable market statistics

4.4.1 2006 cable VoIP statistics

4.4.2 2006 market statistics

4.4.3 2005 statistics

5. XDSL INFRASTRUCTURE

5.1 Technical infrastructure

5.2 The DSL market

5.2.1 Brief market statistics

5.2.2 Questions about line quality for ADSL services

5.2.3 Versions of DSL

5.3 ADSL2/ADSL2+

5.4 Bonded DSL broadens broadband

5.5 FttH superior to ADSL+2

5.5.1 DSL TV

5.6 The VDSL market

5.6.1 Between ADSL and FttH

5.6.2 VDSL2 market overview 2007

5.6.3 VDSL2 market overview 2006

5.6.4 Business market

5.7 Competition in the local loop

5.7.1 Introduction

5.7.2 Unconditioned Local Loop Services (ULLS)

5.7.3 Definitions

5.7.4 DSL competitors need to join forces

6. FTTX INFRASTRUCTURE

6.1 Global overview

6.1.1 Leading markets

6.1.2 Growth patterns and predictions

6.1.3 Fibre-to-the-Node and VDSL

6.2 FTTx market statistics

6.3 Regulating fibre: a global issue

6.3.1 Regulating copper networks - a lesson

6.3.2 Networks under strain

6.3.3 The stronger case for fibre

6.3.4 Regulating the fibre market

6.4 FttH drivers

6.4.1 National economy drivers

6.4.2 Social drivers

6.4.3 Entertainment drivers

6.4.4 Business drivers

6.4.5 No e-government without fibre

6.4.6 ‘Go with the flow’ strategies

6.5 FttH business models

6.5.1 Vertically Integrated model

6.5.2 Open network model

6.5.3 Structural separation a must for FttH

7. BPL INFRASTRUCTURE

7.1 Introduction

7.2 Overview

7.3 BPL SWOT analysis

7.3.1 Strengths

7.3.2 Weaknesses

7.3.3 Opportunities

7.3.4 Threats

7.4 Selecting the right business model

7.5 Utilities as telcos

7.6 Third broadband network into the home

7.7 The market in 2007 - BPL the quiet achiever

7.7.1 To better manage electricity networks

7.7.2 Looming shortage in local access capacity

7.7.3 Tackling global warming

7.7.4 BPL in developing countries

7.7.5 BPL - better than wireless

7.8 Developments in 2007

7.8.1 Requirements for BPL standard

7.8.2 OPERA to boost adoption of low cost BPL applications

7.8.3 Streetlight telecoms infrastructure

7.9 The market in 2006

7.10 Forecasting BPL

7.11 Regional opportunities

7.11.1 BPL and the environment

7.12 Difficulty in developing a global standard

7.13 Developments from the vendors

7.13.1 Introduction

7.13.2 Searching for the right models

7.13.3 Ascom

7.13.4 Panasonic

7.13.5 Philips/Intellon

7.13.6 ACN

7.13.7 DS2

7.13.8 Motorola’s BPL

8. BROADBAND SATELLITE

8.1 Introduction

8.2 Major players

8.2.1 Mobile Satellite Services (MSS)

8.3 Satellite broadband

8.3.1 2007 - Satellite broadband losing momentum

8.3.2 2005 - Satellite broadband turned the corner

8.4 SIA - Overview of the market

8.5 IPStar - a brief case study

8.6 2006 statistics and forecasts

8.7 Geostationary, LEO, MEO and HEO satellites

8.7.1 The rise and fall of LEOs and MEOs

8.7.2 First generation GEO satellites

8.8 Direct Broadcasting Services

8.8.1 Introduction

8.8.2 Multi-feed satellite dishes

8.9 Co-ordination and regulation

9. REGIONAL OVERVIEW

9.1 North America

9.1.1 USA

9.1.2 Canada

9.2 Latin America

9.2.1 Overview

9.2.2 Cable modems

9.2.3 Asynchronous Digital Subscriber Line (ADSL)

9.2.4 Wireless broadband

9.3 Europe

9.3.1 Western Europe

9.3.2 Eastern Europe

9.4 Africa/Middle East

9.4.1 Africa

9.4.2 Middle East

9.5 Asia

9.5.1 Asia market overview

9.5.2 Japan

9.5.3 South Korea

9.5.4 China

9.5.5 Hong Kong

9.5.6 Singapore

9.5.7 Taiwan

9.5.8 India

9.5.9 Malaysia

9.6 Pacific region

9.6.1 Australia

9.6.2 New Zealand

9.6.3 South Pacific

10. GLOSSARY OF ABBREVIATIONS

Exhibit 1 - Key starting-points for local broadbanding

Exhibit 2 - Key broadbanding steps

Exhibit 3 - Key elements of Compuware’s Service Check

Exhibit 4 - Devices supported by types of broadband

Exhibit 5 - Properties of DSL versions - 2006

Exhibit 6 - VDSL technology

Exhibit 7 - Residential broadband (BB) - growth predictions - next ten years

Exhibit 8 - Major BPL players - 2006

Exhibit 9 - Major non-USA communications satellites* - 2005

Exhibit 10 - Satellite dishes

Exhibit 11 - European DSL services - 2007

Exhibit 12 - African countries with ADSL services - 2007

Table 13 - Morocco fixed lines, Internet and ADSL subscribers & penetration rates - 2004 - 2006

Table 14 - Telkom South Africa ADSL and other Internet subscribers - 2003 - 2006

Exhibit 15 - New Zealand broadband service providers - 2007

Table 1 - South Korea - broadband Internet subscriber growth and penetration - 1998 - 2006

Table 2 - Take-up time to reach 10 million customers in mass market

Table 3 - Average broadband cost for 100Kb/s - selected countries worldwide - 2006

Table 4 - Worldwide broadband subscribers - Comparison of analysts’ forecasts - 2007 - 2012

Table 5 - Broadband access amongst Internet households - selected countries - 2001 - 2007

Table 6 - Broadband subscribers - top 10 countries - 2006

Table 7 - Broadband penetration per 100 inhabitants - top 8 OECD countries - 2006

Table 8 - Historical broadband subscribers worldwide - 2003 - 2006

Table 9 - Broadband penetration - top 5 OECD countries - 2005

Table 10 - Regional broadband households - 2004 - 2008

Table 11 - Regional broadband subscribers - 2005

Table 12 - Regional residential broadband penetration - 2005 - 2010

Table 13 - Worldwide broadband subscribers and market share by access technology - 2006

Table 14 - Worldwide DSL subscribers - 2000 - 2006

Table 15 - Market share of broadband access technologies - OECD - 2006

Table 16- Broadband penetration in OECD countries by access technology - 2006

Table 17 - Average broadband cost for 100Kb/s - selected countries - 2006

Table 18 - Number of countries with broadband speeds of more than 256Kb/s - 2002 - 2006

Table 19 - Maximum average broadband speeds - selected countries - 2006

Table 20 - Why the average home will soon require 50Mb/s

Table 21 - Residential broadband (BB) growth predictions - next ten years

Table 22 - Total broadband revenues worldwide - 2006; 2010

Table 23 - Worldwide VoBB subscribers - 2005 - 2006

Table 24 - Worldwide cable telephony subscribers - 2005 - 2006

Table 25 - Worldwide cable telephony services revenue - 2006 - 2007

Table 26 - Worldwide cable modem subscribers - 2003 - 2007

Table 27 - Worldwide cable subscribers vs other access technologies - 2006

Table 28 - Cable subscriber market share vs other broadband access technologies - OECD countries - 2006

Table 29 - Estimated FttH subscribers - Japan, South Korea, Taiwan, USA, Europe - 2006 or 2007

Table 30 - Worldwide FTTx share of broadband market - 2004; 2006

Table 31 - Worldwide spending on fibre optic cables - 2006; 2010

Table 32 - Major global fixed satellite service operators - 2006

Table 33 - Number of regional/national satellite operators - 2006

Table 34 - Orbital satellite launches per year - 1996 - 2006

Table 35 - Orbital satellite launches by country - 2006

Table 36 - Cable versus DSL subscribers, market share and annual growth - 2005 - 2006

Table 37 - Latin American broadband subscribers, annual change, penetration and household penetration - 2001 - 2006

Table 38 - Broadband subscribers, annual change, penetration and household penetration - major Latin American countries - 2005 - 2006

Table 39 - Broadband lines and annual change, worldwide by region - 2003 - 2006

Table 40 - DSL versus cable modem worldwide - 2005 - 2006

Table 41 - Broadband subscriber ratios by technology - major Latin American countries - 2006

Table 42 - Latin American cable modem subscribers, annual change, penetration and household penetration - 2001 - 2006

Table 43 - Cable modem subscribers, annual change, penetration and household penetration - major Latin American countries - 2005 - 2006

Table 44 - Latin American DSL subscribers, annual change, penetration and household penetration - 2001 - 2006

Table 45 - DSL subscribers, annual change, penetration and household penetration - major Latin American countries - 2005 - 2006

Table 46 - Average maximum broadband speeds, Germany, France, Britain - 2006

Table 47 - Telefónica O2 Czech Republic ADSL subscribers - 2003 - 2007

Table 48 - Magyar Telekom and total ADSL subscribers - 2001 - 2007

Table 49 - TPSA ADSL subscribers - 2003 - 2007

Table 50 - Slovak Telekom ADSL subscribers - residential, business, wholesale and annual change - 2005 - 2006

Table 51 - Slovenia Household ADSL penetration - 2002 - 2006

Table 52 - Israel broadband household penetration - 2001 - 2006

Table 53 - Israel broadband networks: subscribers, annual change, market share - 2005 - 2006

Table 54 - Broadband household penetration in Arabian Gulf countries - 2006

Table 55 - DSL market in Asia - 2006

Table 56 - DSL subscribers and annual change in leading Asian markets - 2005 - 2006

Table 57 - DSL subscribers in Japan - 2000 - 2007

Table 58 - DSL subscribers in South Korea - 1999 - 2007

Table 59 - DSL subscribers in China - 2000 - 2007

Table 60 - DSL subscribers in Hong Kong - 1999 - 2007

Table 61 - DSL subscribers in Singapore - 2000 - 2007

Table 62 - DSL subscribers in Taiwan - 2001 - 2007

Table 63 - DSL subscribers in India - 2001 - 2006

Table 64 - DSL subscribers in Malaysia - 2001 - 2007

Table 65 - Number of Australian households and technology penetration - 2007

Table 66 - Broadband component of Internet households - 2005 - 2010; 2015

Table 67 - New Zealand total residential broadband subscribers by major provider - 2003 - 2006

Table 68 - New Zealand annual growth of residential broadband subscribers by major provider - 2004 - 2006

Table 69 - Pacific Islands - broadband availability by access type - 2007