Transcript Manuel Kohnstamm

The role of innovation and research for the European
ICT Industry
Manuel Kohnstamm, ECCA
The regulatory framework for electronic communications: The current
state of implementation and steps towards a possible review
Brussels, European Parliament, 30 May 2005
‘The Triple Play Gloves are off’
Border crossing competition emerging between Europe’s communications
networks on triple play of video, data en telephony on fixed DSL, Cable,
Satellite, DTT, Mobile, WiFi
Europe will see more infrastructure competition than many other areas in the
world
Markets fragment in smaller niches, intense competition for eye-balls, bundling
becomes vital
Triple play services become independent of infrastructure and of time and place
in daily life
Only those infrastructures that continue to innovate and invest will survive
2
Network Competition
Infrastructure competition delivers tangible real additional benefits
Erkki Liikanen, 26th January 2004
Broadband subscribers as % of population
18%
3
16%
Denmark
Netherlands
Belgium
14%
Sweden
12%
y = 0.1863x + 0.0217
Finland
10%
France
8%
6%
• Competitive network investment has
helped drive broadband adoption
across Europe
GermanyItaly
Spain
Austria
Malta
UK
Portugal
Luxembourg
4%
2%
0%
0%
Ireland
20%
DotEcon and Criterion Economics,
October 2003
Source: DotEcon
Greece
10%
Where the broadband market is served
by competing platforms, penetration
tends to be higher where DSL and nonDSL platforms have similar market
shares. Where market shares are
skewed towards one particular platform
[usually DSL], penetration tends to be
lower.
30%
40%
50%
60%
70%
LLU & non-DSL platforms as percentage of subscribers
Business strategies are colliding
Telcos
Video
Satellite
2-Way
Cable
Voice
Mobile
Content
Data
Pay TV (€8b)
(€17b)
Mobile
(€95b)
+15%
+10%
CAGR
(’04-’08)
+ 5%
Fixed
Voice
(€60b)
0%
Compound Annual Growth RateThe year over year growth rate
of an investment over a specified
period of time.
- 5%
-10%
Source: Gartner, Yankee, McKinsey, Screendigest (2004; W. Europe; residential revenue only)
4
No state support for new generation networks
• Competitive markets deliver the widest range of
technologies and services to customers
• Private investments continue to deliver solutions to
the needs of European consumers
• European cable operators launched 20 Mbp/s
commercial services launched and are trialling 30 to 50
Mbp/s
• Unlike the first days of analogue tv, DTT today
competes with private investments in digital satellite,
cable and dsl
5
•
State investments in FTTH or DTT run the risk of
causing market distortions and lessening total
investment appetite
•
Aid for particular technologies or in competitive urban
areas is dangerous
•
Targeted, well-structured aid such as that recently
approved in Spain and the UK will deliver the best
outcomes
Broadband Home
Wireless
Powerline
Gaming
IPTV
Wireless
Adapter
MTA
Sateli
Powerline
Adapter
Powerline
Adapter
Wireless
Cable
Distribution
Coax
Network
Coaxial
Adapter
Powerline
Adapter
CM
Media
Server
Coaxial
Adapter
In-Home
Coax
Phon
Wireless e
Access Point
Internet
HPNA
DSL
Coax
6
HPNA
ECCA Innovation - EuroCableLabs
• ECL supports the industry by providing professional technical services such as
• Emerging Technology Research:
•
focus on upcoming technologies such as new generation broadband cable networks, advanced broadband
access systems, enhancement of cable communication techniques (Euro-DOCSIS, Euro-PacketCable, etc.)
enrichment of TV systems by incorporation of new capabilities such as personal recording and protocols
for TV over IP.
• Technology Standards Development:
•
Cooperation with all major European and international standardisation bodies such as ETSI, CENELEC,
ITU, IEC as well as organisations such as DVB, CableLabs, and tComLabs.
• Vendor Certification:
•
7
Enabling a broad market of reliable, interoperable cable products applies to techniques such as EuroDOCSIS, and Euro-PacketCable and is being extended to other technologies like set-top boxes in the
coming years.
ECCA Innovation – Future Technology Trends
• Future Technology Trends in Cable
• TV over IP
•
•
•
•
•
Personalized TV services via IP
Integration of TV in IP platform
VOD encapsulated in IP
Support of interactive TV systems based on broadcasting techniques
IP only STBs based on eDOCSIS
• Home networking
•
CableHome: Management of customers’ in-home network components
• Cable wireless convergence
•
•
•
8
Wireless services acceptance is growing: PDA, phones, hot spots,etc.
Wireless cable extension to bridge regions being unattractive for cables
WiMAX as a complement to broadband cable
Conclusions
•
Infrastructure competition guarantees innovation and consumer benefit.
•
Services become platform independent, new bundling will be needed to structure fragmenting
markets
•
We will see major inroads by the telco incumbents into new areas such as content and
broadcasting
•
State financing can do more harm than good unless targeted at truly remote regions
•
Cable is one of Europe’s leading innovative forces in communications, and is determined to be
the preferred quality provider of choice for triple play services to our customers
•
In order to stay competitive, you will see the cable industry accelerating its deployment of digital
interactive television, high definition television, high speed data, in-home networking and fixed to
mobile convergence
Thank you
9