Transcript Aucun titre de diapositive

Beyond Broadband Business
GLOBECOM 2004
IEEE COMMUNICATIONS SOCIETY
Telecom Business Forum
Thursday, December 2, 2004
Sanghoon Lee
KT
Telecom Business So Far
•
•
1990s: Golden age
After 2000:
-
•
Downfall of Main Revenue
Stream
(PSTN & leased line biz)
Symptoms
-
Competition
Commoditization of bandwidth
& connectivity
IP technology
Moore’s law outpacing demand
Stock market collapse
Beyond Broadband Business — 2
Thursday, December 2, 2004
Broadband & Wireless/Mobile as a Rescue
Broadband take-up over first 10
years is faster than previous
services across the OECD
countries.
Cellular Subscribers
(1985-1995)
Broadband Subscribers
(1997-2003)
Narrow-band
Internet Subscribers
(1992-2001)
ISDN Subscribers
(1989-1999)
•
No of Subscriptions (million)
•
Mobile/wireless market goes
over the fixed communication
market
Mobile, CAGR 13%
1800
1500
1200
Fixed, CAGR 1%
(POTS/ISDN)
900
600
Fixed
Broadband
CAGR 44%
300
0
2000 2001 2002 2003 2004 2005 2006 2007
Beyond Broadband Business — 3
Thursday, December 2, 2004
Two Sides of Broadband Internet
Business in Korea
Threat
Revenue: Saturating market with flat rate
 Expenditure: Increasing CAPEX/OPEX
due to doubling traffic
 High customer expectation level

&
Opportunity
Has established
- high quality infrastructure
- Large customer base
 Opportunities in application
& value-added services

16,000
(Unit : Thousand)
14,000
12,000
10,000
Cumulativ e Total
Annual Increment
8,000
(Unit : Thousand)
6,000
4,000
2,000
0
1998
1999
Beyond Broadband Business — 4
2000
2001
2002
2003
2004
2005
2006
Thursday, December 2, 2004
Beyond Broadband Business
From simple Internet access to “quality life/work services”
> From network service to application services
>
Yesterday
Today
Tomorrow
Rich Contents
Any-Access
Browsers
Web Pages
HTTP
FTP …
P2P,Game
VoIP
Servers
Simple Internet
Access
Beyond Broadband Business — 5
Wireline
Wireless
Quality
Life/work
services
Thursday, December 2, 2004
Two Basic Questions for Telcos
1. Will |A| >> |B|?
2. Will Telcos dominate the market?
A
B
Beyond Broadband Business — 6
Thursday, December 2, 2004
Beyond Broadband Business: Features
>
Different business
•
From access service to end-to-end service
• Both best-effort & quality service
• From network service to solution/application services
• Applications: from niche market to mass revenue market
>
Different focus
Ubiquity
Convergence
Bandwidth
Current broadband
“access” business
Beyond Broadband Business — 7
Beyond
broadband
Handy business
Quality
Personalization
Thursday, December 2, 2004
The Next Generation Network
>
The following picture has been in place for more than 10 years
Too costly, per-service network
architecture
Single/simple/cost-effective network
infrastructure for existing & new services
Services
Network control (QoS,
Security, IP Mobility)
CATV
Data/IP Networks
PSTN/ISDN
Mobile Networks
Existing and newly
emerging services
Multi-Service IP
Backbone
Wireless
Access
Wireline
Access
Access Transport & Switching Networks
Beyond Broadband Business — 8
Thursday, December 2, 2004
NGN: From Vision to Reality
>
BcN Initiative in Korea
high-quality broadband multimedia services integrating telecom, broadcasting,
and Internet seamlessly at anywhere, anytime, and using any devices
Beyond Broadband Business — 9
Thursday, December 2, 2004