KDDI R&A 2010 9 2000 AT&T Verizon MSO Comcast Time Warner 2 MSO FTTP AT&T Verizon Comcast Time Warner Google Sprint Nextel Clearwire FCC FTTH FTTP WiFi WiMAX Title Overview of U.S. Broadband Market Author KAIFU, Mich CEO of ENOTECH Consulting Abstract Due to the major policy changes in 2000 s, U.S. broadband players were consolidated into two major groups, telecom carriers (AT&T and Verizon) and cable MSO s (Comcast and Time Warner). It has contributed to the rapid growth of broadband penetration. Cable MSO s still keep the early lead and hold majority in the market share, but the carriers are fighting back with FTTP deployment and the bundle strategy. Keyword Broadband Wireless Broadband FTTH FTTP Triple play Quadruple play WiFi WiMAX PAGE 1 of 21
FCC 200kbps 70002005 1 FCC 1 1236 62.3% FCC National Broadband Plan 1 http://hraunfoss.fcc.gov/edocs_public/attachmatch/doc-296239a1.pdf http://wiki.answers.com/q/how_many_households_are_in_the_us http://www.broadband.gov/plan/executive-summary/ PAGE 2 of 21
OECD 256kbps DSL FCC 6 10Mbps 25% 2 256kbps OECD Broadband Statistics MSO 2 200kbps DSL 2 3 Mobile Wireless 3G FTTP Fiber To The Premise FTTH Home Premise3.6% Verizon2007 08 61% DSL Multi System Operator PAGE 3 of 21
3 FCC 4 FCC PAGE 4 of 21
2000 DSL 2 1 2 DSL 1996 96 ILEC DSL ISP ILEC ILEC CLEC MSO 92 1950 70 80 90 92 MSO 90 95 Time Warner Bell Atlantic Verizon MSO MSO 2000 RBOC ILEC MSO VoIP PAGE 5 of 21
AT&T VerizonMSO Comcast Time Warner 2 MSO 2003 3 90 MSO100 ISP AOL90 90 DWDM 3 3 MSO VoIP IP IPTV PAGE 6 of 21
MSO MSO 1 MSO 2005 FCC ILEC MSO MSO MSO MVNO 73% DSL 50% 44% FTTPDC 13% FTTP http://hraunfoss.fcc.gov/edocs_public/attachmatch/doc-296239a1.pdf PAGE 7 of 21
2 1 Verizon FiOS Verizon GTE DC 5 VerizonFiOS Verizon company website Verizon FiOS FTTH FTTP IPTV RF RFoG RF over Glass FiOS 2005 IPTV AT&T AT&T FTTH RFoG Verizon IPTV Verizon FiOS PON passive optical network PAGE 8 of 21
FiOS 1 FDH Fiber Distribution Hub Optical Splitter 32 FDH ONT Verizon 2010 3 FiOSDSL DSL DSL 9,310,000 FiOS 3,618,000 FiOS TV 3,029,000 Verizon Verizon 2005 FiOS 2006 2010 1800 POP availablefios 6 700 FiOS TV 3 400 Verizon AT&T 40 Verizon 229 2010 3 FiOS TV 2009 Verizon 2009 Verizon3200 POPFiOS FiOS http://news.cnet.com/8301-30686_3-20001377-266.html PAGE 9 of 21
2 2 FiOS FiOS3 15Mbps/5Mbps $50 25Mbps/25Mbps $65 50Mbps/20Mbps $140 FiOSFiOS TV 80% YouTube Verizon VoD HD 2 3 AT&T U-verse AT&T 6 Verizon Verizon AT&T U-verse FTTH FTTN Fiber To The Node VDSL2 Verizon FCC FTTH AT&T FTTHFTTH PAGE 10 of 21
6 AT&T U-verse AT&T company website IPTV FTTN Verizon IPTV 2006 2 Verizon 2008 AT&T 2010 3 U-verse 3/4 U-verse TV 1 100 * 17,532,000 * DSL U-verse 3G U-verse TV 2,300,000 AT&T AT&T U-verse AT&T13% available 2 20% PAGE 11 of 21
Verizon AT&T 2 4 U-verse AT&T U-verse 3Mbps $35 6Mbps $40 12Mbps $45 18Mbps $55 24Mbps $65 FTTN+VDSL224Mbps MSO AT&T Verizon AT&T U-verse DirecTV 2 5FTTH FTTH Council RVA FTTH Homes Passed 2010 1830 580 Verizon360 6 Verizon AT&T FTTH Verizon FTTH200750 PAGE 12 of 21
SureWest 7 FTTH Coucil 3 3 1 Comcast Comcast Comcast 2010 Xfinity DOCSIS 3.0 15Mbps/3Mbps $43 20Mbps/4Mbps $53 30Mbps/7Mbps $63 50Mbps/10Mbps $100 PAGE 13 of 21
AT&T U-verse AT&T U-verse DSL CM AT&T MSO FiOS U-verse HD VoD 8 8 ChangeWave Research 3 2 3G 2006 WiFi Muni-Wi-Fi PAGE 14 of 21
Google Muni-Wi-Fi 9 GoogleWiFi ENOTECH 2007 Verizon AT&T 5.8GHz WiMAX 2 WiMAX LTE Verizon LTE 3WiMAX Sprint Clearwire 2 Sprint WiMAX Clearwire 56% 4G Sprint Clearwire 3G Clearwire Sprint MVNO Clearwire 2010 3 28 4100 20101 2000 3 Clearwire 971,000 814,000 157,000 94% CLEAR PAGE 15 of 21
10 Clearwire Clearwire Sprint 4GWiMAX WiFi 2010 6 4 4G/3G Android EVO HTC Android 11 Sprint 4G Overdrive 4G/3G EVO Sprint PAGE 16 of 21
3 3 Clearwire Sprint WiMAX Google Comcast Time Warner Brighthouse MSO SprintClearwire MVNO Comcast High-Speed 2go Time Warner Road Runner Mobile Sprint Clearwire Sprint Clearwire MSO AT&T Verizon Sprint 1990 MVNO WiMAX LTE EVO 3G 3 4 Google Verizon AT&TMSOGoogle Google Google FCC 2010 2 Google 1 WiFi http://www.google.com/appserve/fiberrfi/public/overview PAGE 17 of 21
3 26Google 1,100 Google YouTube Google Google Muni-Wi-Fi Google MSO 4 4 1 5 U-verse DSL 10 Comcast http://googleblog.blogspot.com/2010/03/next-steps-for-our-experimental-fiber.html Topeka Rancho Cucamonga PAGE 18 of 21
8 2 Xbox360 FastEther WiFi 4 2 Comcast Comcast DVR 2 STB 105 6Mbps 43 46 160 Comcast Comcast SNS Twitter YouTube Hulu Netflix Xbox itunes Pandora AOL radio Skype PAGE 19 of 21
P2P 4 3 U-verse U-verse U-verse Comcast U-verse 2 U-verse U-verse HD U-verseTV 4 4 U-verseTV AT&T AT&T DM PAGE 20 of 21
U-verse FCC AT&T Verizon 1989 NTT 1996 1998 1999 MBA WEB http://www.enotechconsulting.com Blog http://d.hatena.ne.jp/michikaifu/ Twitter http://twitter.com/michikaifu PAGE 21 of 21