FTTP: Key market, policy and structural trends
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Fibre-to-the-premises is now mainstream, but varies widely across nations in market maturity, industry structure, telco versus altnet roles and government policy. We outline plausible end-state models for FTTP markets.
Description
Format: PDF file
Pages: 58 pages Author: Dean Bubley Publication Date: July 2024Table of Contents
- Executive Summary
- Recommendations for key stakeholders
- Introduction
- Objectives of this report
- Other background trends
- Driving uptake of fibre
- Essential for operators, governments and investors
- What counts as “uptake”?
- Does it just take time?
- Sales and marketing approaches to drive demand
- Connection capex and reducing friction for final builds
- Providing FTTP in MDUs is challenging
- Copper network switch-offs to force FTTP uptake
- Evolving market structures
- Current FTTP market structure
- Key stakeholder groups/network owners
- Future evolution paths: What is a “steady state” for FTTP?
- Regulatory and policy developments for fibre
- The US
- Other regions
- Index
Table of Figures
- Figure 1: Plausible end-state for FTTP markets
- Figure 2: Financing ongoing fibre build is becoming harder
- Figure 3: Gigabit broadband subscriptions are starting to grow rapidly
- Figure 4: European FTTP homes passed and subscriptions, 2012–2023
- Figure 5: European FTTP residential coverage and take-up rates, % September 2023
- Figure 6: Marketing approaches for selling FTTP to end users
- Figure 7: Benefits of FTTP versus alternatives for consumers and operators
- Figure 8: Additional work needed to go from “homes passed” to connections
- Figure 9: Extending FTTP access throughout MDUs can be problematic
- Figure 10: Copper network switch-offs are starting, but will extend into the 2030s
- Figure 11: Historic evolution paths for broadband market structure
- Figure 12: Main categories of FTTP network owners
- Figure 13: US market as an illustration of fibre ownership diversity
- Figure 14: FTTP strategies for incumbent operators
- Figure 15: Government control of national and regional FTTP networks
- Figure 16: High profile of altnets in the European FTTP landscape
- Figure 17: Wholesale FTTP models have applicability outside developed economies
- Figure 18: Selected large-scale investor-backed altnets and carve-outs
- Figure 19: Selected utility and municipality-run FTTP providers
- Figure 20: Plausible end-state for FTTP markets
- Figure 21: Potential FTTP overbuild ratios (based on original build intentions)
- Figure 22: UK FTTP overbuild by region, May 2023
- Figure 23: Selected FTTP M&A and consolidation deals
- Figure 24: Key regulatory and policy domains relating to FTTP
- Figure 25: FTTP deployment in the EU vs. Digital Decade targets
- Figure 26: US BEAD programme funding mechanism
Technologies and industry terms referenced include: 5G, AI, altnets, AT&T, B2B, BEAD, BT, capex, Copper, EU, European Comission, FWA, germany, ISPs, last-mile, MDUs, MNOs, net neutrality, overbuild, partnerships, regulation, UK, US, wholesale, Wholesale access