2005 3 3-1-
1. 2. 3. 4. -2-
1. -3-
IP ADSL/ FTTH IP-PBX / & -4-
& 2004 1,200 & PC HDD IP 2,050 1,900-5-
FTEL No.1 ADSL (50%*) No.2 (20%*) FNC No.1 (28%**) Nortel 3% 3% 2% Motorola 4% Ericsson 7% 22% Cisco 12% NEC 27% Cisco 17% Alcatel 6% Nortel 17% 11% Lucent 21% ADSL* * ** * -6- ** RHK ( 03/4Q- 04/3Q )
02 IP 7 ADSL FTTx ( ) 14% 43% 23% 20% 25% 23% 24% 28% 1% 22% 27% 21% 30% 22% 24% 23% 31% (US$M) 3,000 10,000 4,500 2,000 1,000 0 ( ) 7% RHK 00 01 02 03 04 05 06 07 33% -7-
04 8,000 7,780 6,000 4,000 3,955 6,298 2,527 3,697 3,746 3,950 4,600 1,230 1,180 1,240 2,000 3,825 3,771 2,467 2,566 2,710 (5%) 0 (5%) (2%) -2,000 ( 12%) ( 12%) ( 6%) 00 01 02 03 04 07 FNCFTEL PBX IP 3G -8-
03 04 05 3G IP -9-
2 2.1 2.2 2.3 2.4 IP 2.5& -10-
IPIP NTT 6 5 2010 IP KDDI IP 400 6002008 BT 21 IP4,000 / Verizon FTTP* 100M /CATV 3G *FTTP: Fiber to the Premises NTT IP 3G 4G 3,000 TCO IP IP/IT -11-
2.1 ADSL/ FTTH IP-PBX & -12-
2005 640 / 2002 WDM 2000 1.7/ WDM Wavelength Division Multiplexing 1997 WDM SONET Synchronous Optical Network 1992 1988 2.5 / LiNbO3 SONET 1983 1980 1986 1.55 m 1.3 m -13-
CAGR 7% 03 :$1.2B 07 :$1.6B CATV SBC Communications Inc. CATV 04 28% 07 30%No.1-14-
( / ) 40 30 20 10 2 0 00/1 01/1 02/1 03/1 04/1 05/1 JPIX* web *JPIX: -15- FLASHWAVE
英国市場 ISPAのベストハードウェアアワードを受賞 z性能 導入支援 ｻﾎﾟｰﾄ品質を称賛 ISPA : Internet Services Providers Association ｲﾝﾀｰﾈｯﾄ ｻｰﾋﾞｽﾌﾟﾛﾊﾞｲﾀﾞｰ連合会 BTでの実績 zadslシェア1位 zﾈｯﾄﾜｰｸｱｯﾌﾟｸﾞﾚｰﾄﾞを受注 250億円/3年 BTの21世紀ネットワーク計画 2008年までに電話網を全IP化 ﾏﾙﾁｻｰﾋﾞｽ ﾉｰﾄﾞ ﾏﾙﾁｻｰﾋﾞｽﾉｰﾄﾞ 推定投資額 500 1,000億円/年 BT戦略ﾊﾟｰﾄﾅｰのﾎﾟｼﾞｼｮﾝを活かしてﾋﾞｼﾞﾈｽを展開 -16-
FLAG FEA SEA-ME-WE WDM SEA-ME-WE -17-
2.2 ADSL/ FTTH IP-PBX & -18-
ADSL NTT 2010 3,000 KDDI TEPCO 20 15 10 ADSL CATV FTTH 5 03 04 05 06 07 08 IDC Japan, 11/2004 2003 2004 2008 (J42108) NTT GE-PON ADSL DSLAM 0 GE-PON : Gigabit Ethernet - Passive Optical Network DSLAM : Digital Subscriber Line Access Multiplexer -19-
WiMAX ADSL / Km ADSL 50M 5 FTTH 100M 20 10M 5 WiMAX 70M 50 WiMAX e HDTV VoD ADSL FTTH WiMAX 100 2010 0 1020 100 / WiMAX WiMAX ADSL/FTTH -20-
2.3 ADSL/ FTTH IP-PBX & -21-
W-CDMA 3G 3,000 / 3G/4G NTT No.1 2006 NTT No.1 2-22-
W-CDMA05 US$B 50 40 30 20 CDMA2000 WCDMA/TD-SCDMA GSM/GPRS/EDGE JV Evolium 2000 GSM 2G 20 /24 10 02 03 04 05 06 07 W-CDMA 15% 07 & 2004 9 GJ05064-23-
2.4 IP ADSL/ FTTH IP-PBX & -24-
IP IP Fixed-Mobile -25-
Cisco OS IOS-XR Fujitsu-Cisco Co-brand Fujitsu-Cisco Co-brand IP IPv6-26-
IP Fixed-Mobile 2005 2006 3G TV LAN 2007 Fixed-Mobile / Proactnes / GeoServe / LAN LAN -27-
2.5& ADSL/ FTTH IP-PBX & -28-
IP/IT TCO IP/IT -29-
IP/IT 600 IP-PBX IP Pathfinder Si-R, SH, Cisco IPCOM PC FENICS LCM* IPCOM FENICS *LCM : Life Cycle Management -30-
IP PBX PRIMEPOWER PBXIP Pathfinder 2 IP PBX IP PRIMEPOWER IP -31-
SFA* *SFA: Sales Force Automation PC FMV FENICS HDD FENICS ID/ FENICS PC PC FENICS PC PC SFA FMV 20,000 FENICS ID -32-
20 FENICS OEM D SIP FENICS IP IDC FENICS IP PBX VoIP-GW -33- PBX IP VoIP-GW /PHS
IPCOM S IP IP IP 1/3 1/3 1/5 1/2-34-
3. -35-
-36-
TOC 21 2 05 TOC Total Operation Cost 04 03 37% 21% 40% 23% -37-
2005 6 * *: PBB PBDE PBB: PBDE: IPCOM S2000/S2200-38-
4. -39-
5,000 4,000 3,950 4,600 3,000 2,000 1,000 2% 5% 04 05 06 07 Cisco -40-
NTT KDDI BT SBC Vodafone Alcatel Cisco Lucent EMC SUN Dell IT Nortel NEC Siemens IBM HP Accenture EDS IT -41-
IT IT IP -42-
-43-
-44-