COVID-19後のFTTHの機会：新しい財政から「未来の働き方」へ

COVID-19によって、現在、経済の多くの業界は、従業員の在宅勤務を推奨しています。これまで以上に、テレコミュニケーション (遠距離通信) が多くのビジネスを運営し続けるための鍵となっています。

当レポートでは、COVID-19パンデミック危機が通信事業者に与えた影響について検証し、社会に対する在宅勤務の影響、オペレーターの役割、Telcoと政府のアクションなどについて、体系的な情報を提供しています。

目次

第1章 エグゼクティブサマリー

第2章 FTTHエコシステムの概要

• COVID-19危機が発生する前のFTTHエコシステムの概要
• COVID-19危機時のFTTHインフラ・サービスへの影響
• Telcoに対するCOVID-19危機の主な影響

第3章 COVID-19危機後のFTTH市場

• COVID-19危機の背後にあるTelco事業の主な結果
• パンデミックとの闘いにおける欧州経済
• 危機の影響を説明するための欧州のケーススタディ
  • 英国
  • スペイン
  • フランス
• 南北アメリカ
• アジア太平洋・中東地域

第4章 新しい働き方

• COVID-19危機の経済的影響
• COVID-19が牽引したロックダウン時の在宅勤務ツールの普及
• COVID-19のトラフィックへの影響
• コンバージェンスの核心としての在宅勤務
• 在宅勤務がオペレーターによるFTTH展開の機会を提供

第5章 COVID-19への抵抗：オペレーターと政府が通信ソリューションを再形成する方法

• 代替手段としてのFTTHネットワーク
• セキュリティに対するTelcoのアクション
• オペレーター向けの新しい方法
• FTTHと政府のロードマップ

List of tables and figures

2. General overview of the FTTH ecosystem

• Geographical breakdown of FTTH/B subscribers, Dec 2019 (millions)
• FTTH/B Subscribers at Dec 2019

3. General overview of the FTTH ecosystem

• FTTH/B subscriptions in Europe as at December 2019
• Trends in FTTH/B subscriptions in Europe, 2017-2024
• European economies in the fight against the pandemic
• Broadband subscribers in the UK, as of December 2019
• Trends in telecom operator total revenues (fixed + wholesale) from H1 2018 to H1 2020, in the United Kingdom
• Broadband subscribers in Spain, as of December 2019
• Trends in Spanish telecom operator total revenues (fixed + wholesale) from H1 2018 to H1 2020
• Trends in Spanish telecom operator capex from H1 2018 to H1 2020*
• Top Asian countries in terms of FTTH subscribers as at December 2019
• Top Gulf countries in terms of FTTH subscribers as at December 2019
• Percentage of workers that are home-based (all employment statuses), 2019 - ILO

The modern world has experienced a change in the way it does things due to COVID-19. Almost all current dynamics have changed towards patterns of life where a large proportion of society has to stay at home.

In this sense, the telecom industry has played a key role as a transversal or cross-cutting player. Many industries in the economy have opted to allow their employees to work from home (teleworking) and now more than ever, telecommunications are key to keeping many businesses operational.

This study examines in detail the impact that the COVID-19 pandemic crisis has had on telecom players and, more specifically, on FTTH operators and their deployments and investments .

The influence of teleworking on society is also reviewed, as is the role of operators in enabling it in terms of capacity, traffic and new services.

Finally, it discusses the actions that both telecom players and government have taken and should now implement in this new reality.

Key questions:

• What are the new priorities for telecom operators in terms of deployment and investment?

• Is teleworking and this new reality collapsing the existing telecom infrastructure, or opening new windows?

• What advantages does a FTTH player have, in comparison with other operators in terms of providing a better experience?

• What actions and challenges have they and governments identified in providing better end user connectivity and reducing digital exclusion?

Table of Contents

1. Executive Summary

2. General overview of the FTTH ecosystem

• 2.1. General overview of FTTH ecosystem before the COVID-19 crisis emerged
• 2.2. Impacts on FTTH infrastructure and services during the COVID-19 crisis
• 2.3. The main implications of the COVID-19 crisis for telcos

3. FTTH markets in the wake of the COVID-19 crisis

• 3.1. The key consequences for telco businesses behind the COVID-19 crisis
• 3.2. European economies in the fight against the pandemic
• 3.3. European case studies to illustrate the crisis implications
  • 3.3.1. United Kingdom
  • 3.3.2. Spain
  • 3.3.3. France
• 3.4. The Americas
• 3.5. Asia-Pacific & Middle East regions

4. A new way of working

• 4.1. Economic consequences of the COVID-19 crisis
• 4.2. COVID-19 boosted the prevalence of teleworking tools in the lockdowns
• 4.3. Traffic impact of COVID-19
• 4.4. Teleworking as a point of convergence
• 4.5. Teleworking has opened a window of opportunity for operators to deploy FTTH

5. Resisting COVID-19: How operators and governments can reshape telecom solutions

• 5.1. FTTH networks as an alternative
• 5.2. Telco action on security
• 5.3. New ways of doing things for operators
• 5.4. FTTH and government roadmap