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市場調査レポート

ケーブルの動向 - ケーブルは新たな超高速アクセス市場におけるリーダーシップを固持できるか?

Cable Dynamics: Can Cable Hold Onto its Leadership in the New Superfast Access Market?

発行 IDATE DigiWorld 商品コード 322280
出版日 ページ情報 英文 57 Pages
納期: 即日から翌営業日
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ケーブルの動向 - ケーブルは新たな超高速アクセス市場におけるリーダーシップを固持できるか? Cable Dynamics: Can Cable Hold Onto its Leadership in the New Superfast Access Market?
出版日: 2015年11月30日 ページ情報: 英文 57 Pages
概要

当レポートでは、ケーブル市場の動向について詳細に調査分析し、各国・主要企業の現況の分析、最新の技術開発動向、およびケーブル市場の将来展望について検証するほか、ケーブルオペレーターのビデオ収益、固定モバイルのコンバージェンス、ギガビットインターネットアクセスなども含めて、体系的な情報を提供しています。

第1章 エグゼクティブサマリー

第2章 調査手法・定義

第3章 超高速アクセス市場におけるケーブル

  • 概要
  • 米国
  • 欧州
    • Liberty Global:欧州規模のオペレーター
    • ドイツ
    • ベルギー
    • スペイン
    • フランス
    • オランダ
    • ポルトガル
    • 英国

第4章 技術開発

  • DOCSIS標準
  • 各ネットワークアーキテクチャーが可能にするデータレート
    • 宣伝されたダウンロード速度および技術特性
    • ユーザーの実質接続速度を決定する論理的要素
    • ヘッドラインアップロード速度および技術特性
    • 同軸ケーブルの限界およびより速い接続を供給する能力
    • 1Gbps後のハードウェアの限界
  • FTTLAネットワーク展開関連の制限事項
  • DOCSIS 3.1:ギガビット競争への参入

第5章 市場展望

  • 技術開発に取り組んでいる装置サプライヤーはケーブル企業のSFB移行を助ける
  • 市場統合:米国 vs. 欧州
    • 米国:インターネットアクセス収益を支えるケーブル市場の統合
    • 欧州:固定‐モバイルコンバージェンスを中心に築かれる市場統合
  • 新たな成長はケーブル企業のはけ口

図表

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目次
Product Code: M15507MR

Cable companies are in the spotlight these days because of the value that their networks and subscribers represent, at a time when superfast access is developing, market consolidation is heating up and the industry in general is in the throes of major changes.

IDATE provides a detailed look at this market, based on an analysis of the current situation in the different countries and of key market players, along with an examination of the latest technical developments and what lies ahead for the cable market.

The report focuses in particular on the threat to cablecos' TV and video revenue, the growing importance of fixed-mobile convergence in stakeholders' strategies, and the race against telcos to deliver Gigabit-speed access.

Table of Contents

1. Executive Summary

  • 1.1. Cable confirms its leadership in the supply of superfast access
  • 1.2. A market in search of new revenue streams
  • 1.3. Ongoing market consolidation

2. Methodology and definitions

  • 2.1. General methodology of IDATE reports
  • 2.2. Methodology specific to this report

3. Cable in the superfast access market

  • 3.1. General overview
  • 3.2. The United States
  • 3.3. Europe
    • 3.3.1. Liberty Global, pan-European operator
    • 3.3.2. Germany
    • 3.3.3. Belgium
    • 3.3.4. Spain
    • 3.3.5. France
    • 3.3.6. The Netherlands
    • 3.3.7. Portugal
    • 3.3.8. The UK

4. Technological developments

  • 4.1. The DOCSIS standard
  • 4.2. Datarates enabled by the different network architectures
    • 4.2.1. Advertised download speeds and technical properties
    • 4.2.2. Theoretical factors that determine users' actual connection speeds
    • 4.2.3. Headline upload speeds and technical properties
    • 4.2.4. Coaxial cable's limitations and ability to supply faster connections
    • 4.2.5. Hardware limitations after 1 Gbps
  • 4.3. Constraints tied to FTTLA network rollouts
  • 4.4. DOCSIS 3.1: entering the Gigabit race

5. Market outlook

  • 5.1. Equipment suppliers working on technological developments to help cable companies transition to SFB
  • 5.2. Market consolidation: the United States vs. Europe
    • 5.2.1. The United States: cable market consolidation to bolster Internet access revenue
    • 5.2.2. Europe: market consolidation built around fixed-mobile convergence
  • 5.3. New growth outlets for cable companies
    • 5.3.1. The business market
    • 5.3.2. The home security/smart home market

Tables

  • Table 1: BB/SFB data for the United States, December 2014
  • Table 2: A selection of Comcast triple play bundles
  • Table 3: Cable company Liberty Global: Internet subscribers and homes passed at the end of 2014
  • Table 4: BB/SFB data for Germany, December 2014
  • Table 5: Selection of KDG triple play bundles
  • Table 6: BB/SFB data for Belgium, December 2014
  • Table 7: Selection of Telenet triple and quadruple play bundles
  • Table 8: BB/SFB data for Spain, December 2014
  • Table 9: Selection of ONO triple and quadruple play bundles
  • Table 10: BB/SFB data for France, December 2014
  • Table 11: Homes passed for SFB by Numericable over networks with cable in the last mile, 2013 2015
  • Table 12: Selection of Numericable triple play bundles
  • Table 13: BB/SFB data for the Netherlands, December 2014
  • Table 14: Selection of Ziggo triple play bundles
  • Table 15: BB/SFB data for Portugal, December 2014
  • Table 16: Selection of Nos triple and quadruple play bundles
  • Table 17: BB/SFB data for the UK, December 2014
  • Table 18: Virgin Media triple/quadruple play bundles at the end of October 2015
  • Table 19: Connection speeds and technical features of SFR - Numericable plans
  • Table 20: Cable companies' maximum headline speeds in the countries being examined
  • Table 21: Maximum theoretical speeds for Wi-Fi and Ethernet technologies (by version of the standard)
  • Table 22: US cable companies' pre-merger/acquisition situation, at the end of 2014
  • Table 23: Projection of US cable companies' post-merger/acquisition positions at the end of 2014 (contingent on antitrust authorities' approval)

Figures

  • Figure 1: High-speed access customers at the end of 2014: BB vs. SFB
  • Figure 2: Breakdown of Internet subscribers using an SFB network by technology, in a selection of countries, as of December 2014
  • Figure 3: Breakdown of BB/SFB subscribers in the United States by access technology, December 2014
  • Figure 4 : Market breakdown between BB and SFB in the United States, December 2014
  • Figure 5 : Top SFB providers' market share in the United States, December 2014
  • Figure 6: SFB market growth in the United States by technology, 2012-2014
  • Figure 7: SFB coverage in the United States (download speeds starting at 30 Mbps)
  • Figure 8: Growth of Comcast's revenue by business area, 2011-2015
  • Figure 9: Growth of Comcast subscriber numbers, 2010-2015
  • Figure 10: Breakdown of the Cable & Communications division's revenue in 2014
  • Figure 11: Breakdown of Comcast subscribers at the end of 2014
  • Figure 12: Data on the potential new Charter - TWC - Bright House entity
  • Figure 13: Footprint of the potential new Charter - TWC - Bright House entity
  • Figure 14: SFB market competition for a selection cable companies in the United States
  • Figure 15: Liberty Global brands
  • Figure 16: Breakdown of Liberty Global revenue in 2014
  • Figure 17: Breakdown of Liberty Global subscribers at the end of 2014
  • Figure 18: Breakdown of BB/SFB subscribers in Germany by technology, December 2014
  • Figure 19: Market breakdown between BB and SFB in Germany, December 2014
  • Figure 20: Top SFB providers' market share, in Germany, December 2014
  • Figure 21: SFB market growth in Germany by technology, 2011-2014
  • Figure 22: KDG's footprint as of Q1 2015
  • Figure 23: Breakdown of BB/SFB subscribers in Belgium by technology, December 2014
  • Figure 24: Market breakdown between BB and SFB in Belgium, December 2014
  • Figure 25: Top SFB providers' market share in Belgium, December 2014
  • Figure 26: SFB market growth in Belgium by technology, 2012-2014
  • Figure 27: Breakdown of Telenet subscribers, as of 30 June 2015
  • Figure 28: Breakdown of BB/SFB subscribers in Spain by technology, December 2014
  • Figure 29: Market breakdown between BB and SFB in Spain, December 2014
  • Figure 30: Top SFB providers' market share in Spain, December 2014
  • Figure 31: SFB market growth in Spain by technology, 2010-2014
  • Figure 32: Breakdown of ONO-Vodafone España revenue in 2014
  • Figure 33: Breakdown of BB/SFB subscribers in France by technology, December 2014
  • Figure 34: Market breakdown between BB and SFB in France, December 2014
  • Figure 35: Top SFB providers' market share in France, December 2014
  • Figure 36: SFB market growth in France by technology, 2011-2014
  • Figure 37: Breakdown of BB/SFB subscribers in the Netherlands by technology, December 2014
  • Figure 38: Market breakdown between BB and SFB in the Netherlands, December 2014
  • Figure 39: Top SFB providers' market share in the Netherlands, December 2014
  • Figure 40: SFB market growth in the Netherlands by technology, 2012-2014
  • Figure 41: Breakdown of BB/SFB subscribers in Portugal by technology, December 2014
  • Figure 42: Market breakdown between BB and SFB in Portugal, December 2014
  • Figure 43: Top SFB providers' market share in Portugal, December 2014
  • Figure 44: SFB market growth in Portugal by technology, 2010-2014
  • Figure 45: The "Nos Wi-Fi" network of hotspots
  • Figure 46: Breakdown of BB/SFB subscribers in the UK by technology, December 2014
  • Figure 47: Market breakdown between BB and SFB in the UK, December 2014
  • Figure 48: Top SFB providers' market share in the UK, December 2014
  • Figure 49: SFB market growth in the UK by technology, 2010-2014
  • Figure 50: Breakdown of Virgin Media subscribers
  • Figure 51: Virgin Media Wi-Fi pass for Wi-Fi access in the London underground
  • Figure 52: Frequencies used by the DOCSIS 3.0 and 3.1 standards
  • Figure 53: How connection speeds are affected by distance, for the three main types of fixed SFB infrastructure
  • Figure 54: Provisional roadmap for DOCSIS 3.1 (Today = 2013)
  • Figure 55: Integrated architecture of Cisco's multi-technology CCAP platform
  • Figure 56: Change in the breakdown of the pay-TV market in the United States
  • Figure 57: Three sources of growth for Suddenlink
  • Figure 58: XFINITY Home Secure & Control Packages

List of companies referenced in this report

  • Comcast
  • Kabel Deutschland
  • Liberty Global
  • Numericable-SFR
  • Ono
  • Telenet
  • Virgin Media
  • Ziggo
  • Zon

Slideshow contents

  • Definitions
  • Main findings
  • Snapshot of the cable market
  • A selection of national snapshots
    • Germany
    • France
    • The UK
    • Belgium
    • The Netherlands
    • Spain
    • Portugal
    • USA
  • The Gigabit race
  • Outlook
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