株式会社グローバルインフォメーション
TEL: 044-952-0102
市場調査レポート

FTTH:Telco (通信事業者) にとっての戦略的ゲームチェンジャー:ビジネスモデルの再形成および進化する利用パターンに適応するため、いかにFTTHを活用できるか?

FTTH: A Strategic Game-Changer for Telcos - How Can Telcos Leverage FTTH to Reinvent their Business Models and Adapt to Evolving Usage Patterns?

発行 IDATE DigiWorld 商品コード 759126
出版日 ページ情報 英文 28 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=109.62円で換算しております。

ご注意: Single Departmentライセンスは、DRM (デジタル著作権管理システム) 付PDFになります。
認証されたPC上のみでの閲覧となっております。

Back to Top
FTTH:Telco (通信事業者) にとっての戦略的ゲームチェンジャー:ビジネスモデルの再形成および進化する利用パターンに適応するため、いかにFTTHを活用できるか? FTTH: A Strategic Game-Changer for Telcos - How Can Telcos Leverage FTTH to Reinvent their Business Models and Adapt to Evolving Usage Patterns?
出版日: 2018年12月13日 ページ情報: 英文 28 Pages
概要

当レポートでは、FTTHがTelco (通信事業者) の市場環境とビジネスモデルへ及ぼす可能性のある影響について調査し、FTTHの導入方法、FTTH技術が需要サイドに及ぼす影響、FTTHに対応する際のベストプラクティスなどについて分析しています。

第1章 エグゼクティブサマリー

  • FTTHはTelcoへ潜在的な脅威を示す
  • FTTHはTelcoにとって中核事業を再考する機会
  • より速いダウンストリーム以外に、FTTH技術はTelcoへ多くの機会を与える

第2章 イントロダクション

  • FTTHを導入する理由はますます魅力的に
  • FTTHの需要は高まっており、この傾向は今後も続く見込み:これはTelcoにとって何を意味するか

第3章 FTTH:Telcoの従来型ビジネスモデルにとっての潜在的な脅威

  • FTTHは市場構造・ダイナミクスを再形成
    • FTTHの発展が市場において挑戦者のまん延をもたらす
    • FTTHネットワーク展開は競合を一新する可能性:ケーススタディとしてのスウェーデン
    • FTTH指向の目標はCapexに圧力をかける
  • Telcoの従来型ビジネスモデルは不確か
    • プレミアムコンテンツに対する顧客の需要はTelcoに追加費用を生む
    • OTTの成長はFTTHによって提供されるサービスの品質に促進される
    • そのため、Telcoは解体の危険にさらされている

第4章 それに応じて、Telcoはその中核事業を再考する必要性がある

  • 中核事業の効率を最大化
  • ビデオコンテンツバリューチェーンにおけるTelcoのポジショニングを再考する

第5章 FTTHはTelcoが捉えるべき新しい成長領域における機会を開く

  • いったんFTTHネットワークが展開されると、収益を拡大しそのポートフォリオを多様化するため、Telcoはクリエイティブになり、既存企業・新規企業と連携しなければならない
  • ファイバーを通信産業へ広げる:ファイバー容量のホールセール
  • B2Bセグメントへの拡大
  • 新しい垂直産業を探索:建設 & 不動産
  • IoTエコシステムにおけるインフラ相乗効果の構築
  • 垂直企業との相乗効果の構築
  • 新しい垂直産業を探索:スマートシティ

第6章 結論:FTTHはTelcoが通信とコンテンツ以外のサービスポートフォリオを取り入れることを後押し

目次
Product Code: M18550MRA

FTTH is now widely considered a goal for fixed connectivity. On many accounts, this technology widely differs from other available broadband solutions, which fosters new usages and makes way for new entrants.

This report raises questions about the potential impact of FTTH on telcos' market environment and business models, and how they will adapt, and contemplates the following points:

  • Could FTTH network deployments reshape the competitive environment in fixed telecommunications markets?
  • How will FTTH technological capabilities impact the demand side?
  • What are the best practices for telcos when dealing with FTTH impact on business models?
  • What are the development opportunities for telcos generated by the capacities of FTTH networks?

Geographic area

World

Players

  • Altice
  • Amaysim
  • Amazon
  • Antel
  • Bouygues
  • BT
  • CETIN
  • Deutsche Telekom
  • Flexom
  • Netflix
  • NTT
  • Orange
  • Telefónica
  • Telia
  • TIM
  • Trust Power
  • Verizon
  • Vocus

Table of Contents

1. Executive summary

  • 1.1. FTTH poses potential threats to telcos
  • 1.2. FTTH is an opportunity for telcos to rethink their core business
  • 1.3. Beyond faster downstream speeds, FTTH technology offers many more opportunities for telcos

2. Introduction

  • 2.1. Reasons to deploy FTTH are becoming more compelling
  • 2.2. FTTH demand is intensifying and this trend should continue in the future: what does this mean for telcos?

3. FTTH: a potential threat to telcos' traditional business models

  • 3.1. FTTH is reshaping market structures and dynamics
    • 3.1.1. FTTH deployments result in a proliferation of challengers on the market
    • 3.1.2. FTTH network deployment can shake up competition: Sweden as a case study
    • 3.1.3. FTTH-oriented objectives exert pressure on capex
  • 3.2. Telcos' traditional business models in doubt
    • 3.2.1. Customer demand for premium content generates additional expenses for telcos
    • 3.2.2. OTT growth is fuelled by the quality of service provided by FTTH
    • 3.2.3. Telcos are therefore at risk of disintermediation

4. In response, telcos need to rethink their core business

  • 4.1. Maximizing core business efficiency
    • 4.1.1. FTTH provides lower opex than other technologies and helps optimise telcos' internal processes
    • 4.1.2. Operators are slimming down their offerings to match customer demand
  • 4.2. Rethinking telcos' positioning in the video content value chain
    • 4.2.1. Operators are complementing their offerings with OTT services, on their own or through partnerships
    • 4.2.2. Operators generating growth from the production of exclusive content

5. FTTH opens opportunities in new growth areas which telcos need to seize

  • 5.1. Once the FTTH network is deployed, telcos must be creative and work with existing and new players to increase revenue and diversify their portfolio
  • 5.2. Expanding fibre into the telecom industry: wholesale of fibre capacity
    • 5.2.1. Regulations force telco to share its infrastructure with others
    • 5.2.2. Telco separates into two functional bodies: infrastructure and retail
  • 5.3. Expanding into the B2B segment
    • 5.3.1. Fibre to support critical operations of the core business
    • 5.3.2. Examples: Deutsche Telekom and BT: B2B central to fibre expansion
  • 5.4. Exploring new verticals: construction & real estate
    • 5.4.1. Opportunity to deploy fibre in new buildings
    • 5.4.2. Fibre as an enabler to increase property value
  • 5.5. Creating Infrastructure synergies in the IoT ecosystem
    • 5.5.1. Smart homes/buildings
    • 5.5.2. Smart homes/buildings: a growing market where FTTH can tackle different segments
  • 5.6. Creating synergies with vertical players
    • 5.6.1. Synergies in network construction: power companies
    • 5.6.2. One step ahead: why Telcos could start selling electricity
  • 5.7. Exploring new verticals: smart cities

6. Conclusions: FTTH pushes telcos to take their service portfolio beyond telecommunications and content

List of tables and figures

  • Figure 1: Technological innovations for FTTH deployment: mole ploughing and shallow trenching
  • Figure 2: Number of SDN and NFV projects per statues, 2016-2017
  • Figure 3: FTTx homes passed by technology, worldwide, 2014-2017
  • Figure 4: Number of FTTH/B subscribers, worldwide, 2014-2022f
  • Figure 5: Issues and perspectives of different types of players deploying FTTH
  • Figure 6: Local fibre network ownership
  • Figure 7: FTTx in total broadband, at end of 2017
  • Figure 8: FTTx players market shares, at end of 2017
  • Figure 9: Capex comparison of various access technologies at different subscriber densities
  • Figure 10: Technical capabilities, per type of network
  • Figure 11: Number of FTTH/B subscribers and Netflix subscribers, worldwide, 2014-2017
  • Figure 12: Value chain for video content
  • Figure 13: Comparison of capex and opex elements between different fibre technologies
  • Figure 14: Examples of double-play fixed internet/telephony bundles with TV as an option
  • Figure 15: Types of strategies adopted by telcos regarding OTT platforms
  • Figure 16: Examples of distribution partnerships between OTT video platforms and telcos
  • Figure 17: Examples of telco companies investing in content production
  • Figure 18: Regulations force telco to share its infrastructure with others
  • Figure 19: Telco separates into two functionnal bodies: Infrastructure + Retail
  • Figure 20: Flexom connected home
  • Figure 21: Smart home and smart building object installed base, 2015-2025, worldwide
  • Figure 22: How telcos and power companies cooperate for fibre deployment
  • Figure 23: Evolution of fibre-based services
  • Figure 24: Conclusions: how FTTH changed the game for telcos
Back to Top