BROADBAND IN THE LOCAL LOOP: GLOBAL EDITION

Table Of Contents

I. EXECUTIVE SUMMARY

• A. Introduction
  
• B. Research Methodology

II. MARKET TRENDS

• A.Global Broadband Perspective
  
• B. Historical Perspective: Telecommunications &Cable Television
  
• C. Telecommunications Deregulation & Oversupply
  
• D. Cable Regulation & Consolidation
  
• E. Wireless Frenzy & Distraction
  
• F. Decline of Telephone Subscribers & “Cold Copper”
  
• G. Upgrading of Cable Systems & Services
  
• H. Economic Slow Down, Profit Squeeze & Debt Load
  
• I. Global Capital Crunch & Continuing Broadband Investment
  
• J. Broadband DSL Subscriber Growth
  
• K. Broadband Cable Subscriber Growth
  
• L. Broadband DSL Revenue Growth
  
• M. Broadband Cable Revenue Growth
  
• N. Broadband DSL Service Upgrades
  
• O. Broadband Cable Service Upgrades
  
• P. DSL Business Service Upgrades
  
• Q. Cable Business Service Upgrades
  
• R. Wireless Broadband Trends
  
• S. Satellite Broadband Trends
  
• T. Consumer Perspective
  
  • 1. Array of Services
    
  • 2. Data Rate Performance and Quality of Service
    
  • 3. Tiered Pricing
    
  • 4. Price Elasticity
    
  • 5. Personal Embrace of Broadband
    
  • 6. Is there a Broadband “Killer App?”
    
• U. Broadband Forecast Perspective
  

III. WLAN HISTORY & LATEST STANDARDS

• A. Fiber Optic Overlay Technology
  
• B. Optical Ethernet Technology
  
• C. Cable Television Systems Overview
  
• D. Broadband Cable Service Standards
  
  • 1. DOCSIS 1.0
    
  • 2. DOCSIS 1.1
    
  • 3. Euro-DOCSIS
    
  • 4. DOCSIS 2.0
    
• E. Other Cable Initiatives
  
  • 1. OpenCable
    
  • 2. PacketCable™
    
  • 3. VoD Metadata and CableHome
    
• F. DOCSIS Cable Modem Suppliers
  
• G. Euro-DOCSIS Cable Modem Suppliers
  
• H. DOCSIS CMTS Suppliers
  
• I. Euro-DOCSIS CMTS Suppliers
  
• J. Cable Modem and CMTS Silicon Suppliers
  
  • 1. Broadcom
    
  • 2. Conexant
    
  • 3. Imedia Semiconductor
    
  • 4. Intel
    
  • 5. ST Microelectronics
    
  • 6. Texas Instruments
    
• K. DSL MODEM TECHNOLOGY
  
  • 1. Overview of Telephone Systems
    
  • 2. Traditional Phone Systems
    
  • 3. Analog Transmission
    
  • 4. Digital Transmission
    
  • 5. DSL
    
  • 6. DSL Modem Standards
    
    • a) ISDN
      
    • b) SDSL
      
    • c) IDSL
      
    • d) HDSL
      
    • e) HDSL2
      
    • f) SDSL
      
    • g) SHDSL and G.shdsl
      
    • h) ADSL
      
    • i) ADSL2 and ADSL2+
      
    • j) VDSL
      
  • 7. DSL Modem Suppliers
    
• L. DSL Chip Vendors
  
  • 1. Analog Devices
    
  • 2. Broadcom
    
  • 3. Centillium Communications
    
  • 4. Conexant
    
  • 5. GlobespanVirata
    
  • 6. Fujitsu
    
  • 7. Infineon Technologies
    
  • 8. Intel
    
  • 9. LSI Logic
    
  • 10. MetaLink
    
  • 11. Samsung Electronics
    
  • 12. STMicroelectronics
    
  • 13. Texas Instruments
    
• M. Wireless Technology
  
  • 1. MMDS
    
  • 2. LMDS
    
  • 3. Wireless Metropolitan Area Network (WirelessMAN)
    
  • 4. Wireless LAN (WLAN)
    
• N. Satellite Technology

IV. GLOBAL MARKET FORECAST COMMENTARY

• A. Worldwide Summary
  

V. NORTH AMERICAN MARKET

• A. Overview
  
• B. Canada
  
  • 1. DSL Providers
    
  • 2. Broadband Cable Providers
    
• C. United States
  
  • 1. DSL Providers
    
  • 2. Broadband Cable Providers
    
• D. U. S. Telecom Operators
  
  • 1. BellSouth
    
  • 2. Covad
    
  • 3. Qwest
    
  • 4. SBC Communications
    
  • 5. Verizon
    
  • 6. Other Providers
    
• E. U. S. Cable System Operators
  
  • 1. Adelphia
    
  • 2. AOL Time Warner
    
  • 3. AT&T Broadband
    
  • 4. CableVision
    
  • 5. Charter Communications
    
  • 6. Comcast
    
  • 7. Cox Communications
    
  • 8. Insight Cable
    
  • 9. Mediacom
    
  • 10. RCN
    
  • 11. UnitedGlobalCom
    
  • 12. Other Providers
    

VI. EUROPEAN MARKET

• A. Summary
  
• B. Austria
  
• C. Belgium
  
• D. Czech Republic
  
• E. Denmark
  
• F. Estonia
  
• G. Finland
  
• H. France
  
• I. Germany
  
• J. Greece
  
• K. Hungary
  
• L. Iceland
  
• M. Ireland
  
• N. Italy
  
• O. Lithuania
  
• P. Luxembourg
  
• Q. Malta
  
• R. Netherlands
  
• S. Norway
  
• T. Poland
  
• U. Portugal
  
• V. Slovenia
  
• W. Spain
  
• X. Sweden
  
• Y. Switzerland
  
• Z. United Kingdom
  
• AA. Other European Countries
  

VII. ASIA-PACIFIC MARKET

• A. Summary
  
• B. Australia
  
• C. Hong Kong
  
• D. Indonesia
  
• E. Japan
  
• F. New Zealand
  
• G. Philippines
  
• H. Singapore
  
• I. South Korea
  
• J. Taiwan

VIII. EUR-ASIA MARKET

• A. Summary
  
• B. China
  
• C. India
  
• D. Israel
  
• E. Russia
  
• F. Saudi Arabia
  
• G. Thailand
  
• H. Turkey
  
• I. Other Eur-Asian Countries
  

IX. LATIN AMERICA MARKET

• A. Summary
  
• B. Argentina
  
• C. Brazil
  
• D. Chile
  
• E. Mexico
  
• F. Peru
  
• G. Venezuela
  
• H. Other Latin American Countries
  

X. AFRICA MARKET

• A. Summary
  
• B. South Africa
  
• C. Other African Countries
  

XI. GLOBAL SUBSCRIBER FORECAST TABLES

• A. Overview
  
• B. Using Forecast Tables for Additional Analysis
  
• C. Forecast Tables by Region
  
• D. Subscriber Forecast Tables
  

XII. EQUIPMENT & CHIP UNIT FORECAST TABLES

XIII. EQUIPMENT & CHIP REVENUE FORECASTS

• A. Worldwide Summary
  
• B. Broadband Subscriber Revenue Forecasts
  
• C. DSL Broadband Equipment & Silicon Shipment Forecasts
  
• D. DSL CPE Modem & CPE Silicon Shipment Forecasts
  
• E. DSL DSLAM Port Equipment & Silicon Shipment Forecasts
  
• F. Cable Modem Broadband Equipment & Silicon Shipment Forecasts
  
• G. Cable CPE Modem and CPE Silicon Shipment Forecasts
  
• H. Cable CMTS Equipment and Silicon Shipment Forecasts
  
• I. Potential Upsides and Downsides to Forecasts
  

Figures

• Figure 1 Worldwide DSL & Cable Modem Subscriber Trends, 2000-2006
  
• Figure 2 Worldwide Broadband DSL & Cable Modem Subscriber Shares: 2006
  
• Figure 3 North America Broadband DSL & Cable Modem Subscriber Shares: 2006
  
• Figure 4 Worldwide Broadband Subscribers by Region: 2006
  
• Figure 5 Worldwide Broadband Market Subscriber Revenue: 2002-2006
  
• Figure 6 Worldwide Broadband Equipment Market Revenue: 2002-2006
  
• Figure 7 Worldwide Broadband Silicon Device Market Revenue: 2002-2006
  
• Figure 8 Traditional One-Way Cable Television System
  
• Figure 9 Upgraded Two-Way Cable Television System
  
• Figure 10 Early Cable Modem Household with PC and TV
  
• Figure 11 Modern Cable System with Fiber Optic Overlay to Local Optical Node
  
• Figure 12 Modern Cable Household w/ Cable Modem & Digital Cable Converter Box
  
• Figure 13 Modern Cable System with Passive Fiber Optic Hub & Ethernet Ring
  
• Figure 14 Advanced Fiber to the Curb (FTTC) Cable System
  
• Figure 15 Fiber-To-The-Home (FTTH), Fiber-To-The-Business (FTTB) Cable System
  
• Figure 16 North American Cable System Band Allocation
  
• Figure 17 DOCSIS Band Allocation for Individual Cable Modem Operation
  
• Figure 18 Typical DOCSIS 1.1 Cable Modem Burst Performance
  
• Figure 19 Typical DOCSIS 2.0 Cable Modem Burst Performance
  
• Figure 20 Traditional Telephone System
  
• Figure 21 Telephone System with T1 Trunks
  
• Figure 22 Telephone System with Fiber Optic Nodes
  
• Figure 23 Modern Telephone System w/ Legacy Twisted Pairs, Trunk Cables, Remote Concentrators, Optical Nodes, DSL Subscriber & Business Lines
  
• Figure 24 Modern Telephone Household with DSL Modem
  
• Figure 25 ADSL Band Allocation with ADSL DMT Channels over POTS
  
• Figure 26 Typical ADSL Downstream Data Rates over Distance
  
• Figure 27 ADSL2 Band Allocation with Channelized DMT Pair for Voice over DSL
  
• Figure 28 ADSL2+ Band Allocation with DMT Channels Extending out to 2.2 MHz
  
• Figure 29 Typical ADSL2+ Downstream Data Rates over Distance
  
• Figure 30 Worldwide Broadband Subscriber Trends, 2000-2006
  
• Figure 31 Worldwide Broadband DSL & Cable Modem Market Shares 2002
  
• Figure 32 Worldwide Broadband DSL & Cable Modem Market Shares 2006
  
• Figure 33 Worldwide Broadband Markets by Region 2002
  
• Figure 34 Worldwide Broadband Market by Region 2006
  
• Figure 35 North America Broadband DSL & Cable Modem Subscribers, 2000-2006
  
• Figure 36 North America Broadband DSL & Cable Modem Market Share: 2002
  
• Figure 37 North America Broadband DSL & Cable Market Share: 2006
  
• Figure 38 Canada Broadband DSL & Cable Modem Subscriber Trends: 2000-2006
  
• Figure 39 United States Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 40 United States DSL Market Share by Operator: 2002
  
• Figure 41 United States Cable Modem Market Share by MSO: 2002
  
• Figure 42 Europe Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 43 Europe Broadband DSL & Cable Modem Market Share: 2002
  
• Figure 44 Europe Broadband DSL & Cable Modem Market Share 2006
  
• Figure 45 Austria Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 46 Belgium Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 47 Czech Republic Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 48 Denmark Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 49 Estonia Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 50 Finland Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 51 France Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 52 Germany Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 53 Greece Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 54 Hungary Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 55 Iceland Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 56 Ireland Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 57 Italy Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 58 Lithuania Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 59 Luxembourg Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 60 Malta Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 61 Netherlands Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 62 Norway Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 63 Poland Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 64 Portugal Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 65 Slovenia Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 66 Spain Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 67 Sweden Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 68 Switzerland Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 69 United Kingdom Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 70 Asia-Pacific Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 71 Asia-Pacific Broadband DSL & Cable Modem Market Share: 2002
  
• Figure 72 Asia-Pacific Broadband DSL & Cable Modem Market Share: 2006
  
• Figure 73 Australia Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 74 Hong Kong Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 75 Indonesia Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 76 Japan Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 77 New Zealand Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 78 Philippines Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 79 Singapore Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 80 South Korea Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 81 Taiwan Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 82 Eur-Asia Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 83 Eur-Asia Broadband DSL & Cable Modem Market Share: 2002
  
• Figure 84 Eur-Asia Broadband DSL & Cable Modem Market Share: 2006
  
• Figure 85 China Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 86 India Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 87 Israel Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 88 Russia Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 89 Saudi Arabia Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 90 Thailand Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 91 Turkey Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 92 Latin America Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 93 Latin America Broadband DSL & Cable Modem Market Share: 2002
  
• Figure 94 Latin America Broadband DSL & Cable Modem Market Share: 2006
  
• Figure 95 Argentina Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 96 Brazil Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 97 Chile Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 98 Mexico Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 99 Peru Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 100 Venezuela Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 101 Other Latin American BB DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 102 Africa Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 103 South Africa Broadband DSL & Cable Modem Subscribers: 2000-2006
  
• Figure 104 Worldwide DSL & Cable Modem Subscribers for 2000 to 2006
  
• Figure 105 Worldwide Broadband Subscriber Revenues for 2000 to 2006
  

Tables

• Table 1 Traditional Cable System Bandwidth Requirements
  
• Table 2 DOCSIS 1.0-Certified Cable Modems
  
• Table 3 DOCSIS 1.1- Certified Cable Modems
  
• Table 4 Euro-DOCSIS 1.0-Certified Cable Modems
  
• Table 5 DOCSIS 1.0-Qualified CMTSs by Vendor
  
• Table 6 DOCSIS 1.1-Qualified CMTSs by Vendor
  
• Table 7 Euro-DOCSIS 1.0 Qualified CMTSs by Vendor
  
• Table 8 DSL Modem Products by Vendor
  
• Table 9 DSL Access Network Equipment Vendors
  
• Table 10 Worldwide and Regional Subscriber Tables
  
• Table 11 North America Market Subscriber Forecasts
  
• Table 12 European Market Forecasts (section 1 of 4)
  
• Table 13 European Market Forecasts (section 2 of 4)
  
• Table 14 European Market Forecasts (section 3 of 4)
  
• Table 15 European Market Forecasts (section 4 of 4)
  
• Table 16 Asia-Pacific Market Forecasts (section 1 of 2)
  
• Table 17 Asia-Pacific Market Forecasts (section 2 of 2)
  
• Table 18 Eur-Asia Market Forecasts (section 1 of 2)
  
• Table 19 Eur-Asia Market Forecasts (section 2 of 2)
  
• Table 20 Latin-America Market Forecasts
  
• Table 21 Africa Market Forecasts
  
• Table 22 Worldwide DSL & Broadband Cable Subscribers: 2000 -2006
  
• Table 23 Worldwide DSL CPEs & Silicon Device Units: 2000-2006
  
• Table 24 Worldwide DSLAM Equipment & Silicon Device Channels: 2000-2006
  
• Table 25 Worldwide Cable CPEs & Silicon Device Units: 2000-2006
  
• Table 26 Worldwide Cable Headend Equipment & Silicon Channels: 2000-2006
  
• Table 27 Worldwide Broadband Subscriber Revenues: 2000-2006
  
• Table 28 DSL Worldwide Broadband Subscriber Additions: 2002-2006
  
• Table 29 DSL CPE Modem Worldwide Shipments: 2002-2006
  
• Table 30 DSL CPE Modem Silicon Worldwide Shipments: 2002-2006
  
• Table 31 DSL DSLAM Port Equipment Worldwide Shipments: 2002-2006
  
• Table 32 DSL DSLAM Port Silicon Worldwide Shipments: 2002-2006
  
• Table 33 Cable Worldwide Broadband Subscriber Additions: 2002-2006
  
• Table 34 Cable CPE Modem Worldwide Shipments: 2002-2006
  
• Table 35 Cable CPE Modem Silicon Worldwide Shipments for 2002 to 2006
  
• Table 36 CMTS 1 x 4 Blade Worldwide Shipments: 2002-2006
  
• Table 37 CMTS 1 x 4 Silicon Chipset Shipments: 2002-2006
  

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