|
PON, cable equipment boost broadband access market
According to market information source Dell’ Oro Group, PON and Cable equipment sales pushed the Broadband Access market up 13 % year-over-year in 1Q16. The availability of DOCSIS 3.1 compatible platforms spurred strong investment in Cable Access Concentrators.
“ Both PON and Cable revenue grew double digits year-over-year. For PON, Huawei, Nokia, and ZTE were, in rank order, the top vendors. Nokia was able to secure the second-rank over the past two quarters with strength in North America. Meanwhile, all three vendors continued to do well in China,” said Alam Tamboli, senior analyst at Dell’ Oro Group.
“ After a small decline in 2015, the Cable market rebounded in the first quarter of 2016. Cable Access Concentrators drove the market with revenues growing almost 50 % y-o-y. Both Arris and Cisco, the two largest Cable Access Concentrator vendors, saw significant increases in demand for their flagship platforms. Both of these platforms have been available for over a year now and are compatible with DOCSIS 3.1, the next generation of technology that will enable Cable operators to easily deploy gigabit services,” Tamboli added.
France: Superfast broadband subs up 35 %
French telecoms regulator Autorité de régulation des communications éléctroniques et des postes( Arcep) has published its scoreboard for the fixed broadband and superfast broadband market( services, rollouts and subscriptions) in France in the first quarter of 2016. SUBSCRIPTIONS: at the end of March 2016, there were 4.5m superfast broadband
|
subscriptions in use(+ 35 % in a year) of which 1.6m to fully fibre access lines( FttH), which is 53 % higher than the year before. l In Q1 2016 the number of superfast broadband subscriptions( maximum download speed equal to or faster than 30 Mbit / s) increased by 265,000 to reach 4.5m, or an additional 1.2m subscriptions year on year( YoY). The majority of this growth is due to an increase in the number of subscriptions to fibre to the home / building( FttH / B) plans, which rose by 160,000 compared to Q4 2015. The number of subscriptions to plans with a headline speed of between 30 and 100 Mbit / s increased by 130,000 over the previous quarter to reach 1.7m(+ 29 % YoY). These include VDSL2 plans, all of which deliver speeds equal to or above 30 Mbit / s, and fibre access lines with coaxial cable in the last mile. l The number of broadband subscriptions – i. e. to a connection with a maximum advertised download speed of less than 30 Mbit / s – stood at 22.6m at the end of the quarter, which is down by 55,000 compared to Q4 2015 and by 255,000 over the year before, due a decrease in DSL broadband subscriptions. These customers account for 83 % of all broadband and superfast broadband subscriptions. l In total, the number of fixed broadband and superfast broadband subscriptions stood at 27.1m at the end of Q1 2016, which marks an increase of 210,000 over the previous quarter and of 900,000 year on year(+ 3.4 %). ROLLOUTS: at the end of March 2016, 14.8m households(+ 9 % YoY) were eligible to subscribe to a superfast broadband service, including 6m via FttH(+ 37 % YoY). l Operators have made substantial investments over the past several years, which have enabled them to deliver |
a wide range of access products over a growing portion of the country. As a result, by the end of Q1 2016, alternative operators had unbundled 9,976 exchanges on the copper local loop, or 1,000 more than the year before, and now serve 92.2 % of all existing lines(+ 0.8 points in a year). Of this total number of lines eligible for LLU, 12.2m have been actually unbundled, which is 180,000 fewer than at the end of Q1 2015. This means that alternative operators have bought 13.6m wholesale connections from Orange, via LLU and bitstream. l Upgrades to the country’ s coaxial cable networks are also ongoing. As a result, by the end of Q1 2016, around 8.9m homes had been equipped for FttLA and HFC access – i. e. optical fibre to the last amplifier and coaxial cable in the last metres, delivering speeds equal to or above 30 Mbit / s. 7.3m of these connections are capable of supplying a throughput of 100 Mbit / s or more, which is up by 18 % compared to Q1 2015. Within this base of potential superfast broadband cable customers, 3.8m of the homes passed are located outside of very high-density areas. l Operators are stepping up the pace of their fibre to the home( FttH) rollouts. As of 31 March 2016, 6m homes were eligible to subscribe to an FttH plan, or 37 % more than the year before. FttH rollouts made steady progress during the quarter, with coverage being delivered to an additional 370,000 households, which translates into a 7 % increase over Q4 2015. This comes on the heels of record increase the previous quarter of 583,000 additional homes passed, and 12 % growth. Of these 6m homes, 2.4m are located outside very high-density areas, and 850,000 are being served by public-initiative networks( PIN). Quarterly |
growth in PIN coverage stands at a very healthy 8 %. FttH rollouts in sparsely populated areas(+ 255,000 access lines) were more substantial than in very high density areas(+ 149,000). Moreover, around 3.6m households – 60 % of all those eligible to subscribe to an FttH plan – now have a choice between at least two superfast fibre access providers(+ 32 % y-o-y) thanks to network sharing schemes introduced by national regulation. l In response to requests from several stakeholders, and to ensure better monitoring of public-initiative network( PIN) rollouts and access product sales, Arcep is introducing a dedicated scoreboard this quarter. A steadily increasing number of indicators will be added to this new PIN scoreboard as they become available. Arcep is including network sharing rates which express the percentage of eligible PIN access lines on which at least two ISPs are able to sell a superfast plan thanks to passive infrastructure sharing schemes. On the 611,000 eligible FttH lines deployed as part of public-initiative networks in the most sparsely populated parts of France, the network sharing rate stands at 30 % of access lines, for an average rate of sharing of 60 % on all networks across France. l Arcep puts the number of lines capable of supplying superfast access( equal to or above 30 Mbit / s) via VDSL at 5.4m, or around 150,000 more lines than in the previous quarter. At the end of March 2016, around 12,350 exchanges had been made VDSL2-capable by at least one operator, around 95.5 % of all lines. In total, at the end of the first quarter of 2016, 14.8m households were able to subscribe to a superfast Internet access service, including 9.3m households( 63 %) located outside of very high-density areas. |