電力ユーティリティおよびFTTH：世界の主要ユーティリティ企業のFTTH戦略に焦点を当てる

ユーティリティ企業は、フルファイバーインフラストラクチャーに多額の投資を行っています。その理由とは何でしょうか？これらの市場に参入し、その活動を多様化する動機は何でしょうか？

当レポートでは、自国のFTTH市場に全面的に関与しているエネルギー企業5社のケーススタディを分析しており、市場参入および活動を多様化する動機、および企業戦略などについて考察しています。

目次

第1章 エグゼクティブサマリー

第2章 電力会社：一般的な概要

第3章 電力会社のインフラストラクチャを収益化する方法とは？代表的企業5社

• 米国
  • 国の概要
  • ケーススタディ：EPB
• アイスランド
  • 国の概要
  • ケーススタディ：Reykjavik Fiber Network (RFN)
• デンマーク
  • 国の概要
  • ケーススタディ：Waoo
• イタリア
  • 国の概要
  • ケーススタディ：Enel / Open Fiber
• アイルランド
  • 国の概要
  • ケーススタディ：SIRO

第4章 比較分析

• FTTHソリューションを実装する電力会社はエコシステムの一部
• 電力会社がコアビジネスを多様化し、FTTHソリューションを実装する良い機会
• ファイバー事業に従事する主なユーティリティ企業の戦略

List of Figures

2. Power utilities: general overview

• Figure 1: Map of current main FTTH initiatives taken by utility companies
• Figure 2: Main FTTH activity by power utilities in the world

3. How to monetise power utilities infrastructure?

• 3.1. USA
  • Figure 3: Current state of FTTx subscriptions in USA, September 2019
  • Figure 4: FTTH/B coverage in USA, 2015-2018

• 3.2. ICELAND
  • Figure 5: Current state of FTTx subscriptions in Iceland, June 2019
  • Figure 6: FTTP coverage in Iceland, 2015-2018
  • Figure 7: Share of urban and rural households in Iceland, in 2018
  • Figure 8: Two wholesale players providing fibre infrastructure to multiple ISPs
  • Figure 9 : Reykjavik Fibre Network (RFN) connected homes (2009-2019)
  • Figure 10: Reykjavik Fibre Network (RFN) revenue, 2018 and 2019
  • Figure 11: From independant ducting infrastructures (until 2017) to collaborative projects with Mila

• 3.3. DENMARK
  • Figure 12: Current state of FTTx subscriptions in Denmark, June 2019
  • Figure 13: FTTH/B coverage in Denmark, 2015-2018
  • Figure 14: Share of urban and rural households in Denmark, in 2018
  • Figure 15: Waoo FTTH/B homes passed

• 3.4. ITALY
  • Figure 16: Current state of FTTx subscriptions in Italy, June 2019
  • Figure 17: FTTH/B coverage in Italy, 2015-2018
  • Figure 18: Share of urban and rural households in Italy, in 2018
  • Figure 19: Open Fiber FTTH/B homes passed

• 3.5. IRELAND
  • Figure 20: Current state of FTTx subscription in Ireland, June 2019
  • Figure 21: FTTP coverage in Ireland, 2015-2018
  • Figure 22: Share of urban and rural households in Ireland, in 2018
  • Figure 23: SIRO residential retail partners, 2020
  • Figure 24: SIRO number of homes passed (June 2017 to December 2019)

Geographic area:

Europe

• Denmark
• Ireland
• Iceland
• Italy

List of Companies:

• AURA Fiber
• Bredband Nord
• CDP
• Chorus
• City of Reykjavik
• Comcast
• Connect America Fund
• COPEL
• DCCAE
• Department of Energy
• Eir
• EneCom
• Enel
• Energi Fyn
• Eniig
• EPB
• ESB
• Fastweb
• FIBIA
• Hringou
• Hringioan
• ICE Group
• Ljósleioarinn (see RFN)
• Míla
• NEF RAH
• Nova
• Open Fiber
• Reykjavik Energy
• Reykjavik Fibre Network (RFN)
• Sercomtel
• Síminn
• SIRO
• Sydfyns Elforsyning
• TIM
• TransCo
• Vodafone
• Waoo

Utility players are investing massively in full-fibre infrastructure. Why? What are the incentives to enter these specific markets and to diversify their activities ?

This report analyses five specific case studies of energy companies fully involved in FTTH markets in their home country.

These five cases serve to understand the diversification of their core business and provide insights to other power utilities considering if, and how, to diversify their business model.

The report offers a detailed perspective of player strategies in five countries .

• Denmark: Waoo
• Iceland: Ljosleioarinn (Reykjavik Fibre Network)
• Ireland: SIRO
• Italy: Open Fiber
• United States: EPB

The analysis explores how each player is responding strategically to the changing landscape.

Based on this detailed one-by-one study, a synthesis of best practices is then made, extracting the key messages of the main business models implemented.

Table of Contents

1. Executive Summary

2. Power utilities: general overview

3. How to monetise power utilities infrastructure? - A palette of five representative players

• 3.1. USA
  • 3.1.1. Country Overview
  • 3.1.2. Case study: EPB

• 3.2. Iceland
  • 3.2.1. Country Overview
  • 3.2.2. Case study: Reykjavik Fiber Network (RFN)

• 3.3. Denmark
  • 3.3.1. Country Overview
  • 3.3.2. Case study: Waoo

• 3.4. Italy
  • 3.4.1. Country Overview
  • 3.4.2. Case study: Enel / Open Fiber

• 3.5. Ireland
  • 3.5.1. Country Overview
  • 3.5.2. Case study: SIRO

4. Comparative analysis

• 4.1. Power utilities that implement FTTH solutions are part of an ecosystem

• 4.2. Now is a good time for power utilities to diversify their core business and implement FTTH solutions

• 4.3. The strategies of the main utility player engaged in fiber business