Worldwide overview of FTTH/B

Panorama at end 2011

Valerie CHAILLOUHead of Projectsv.chaillou@idate.org

FTTx Summit Europe April 24 th, 2012

Agenda

► FTTH/B Worldwide Status at end 2011‐ Global Figures

‐ Leading players

► Focus per region‐ APAC

‐ North America

‐ Other regions

► Global drivers for FTTH/B

► National Broadband plans

FTTH/B Worldwide Status at end 2011

Global figures

8 M10.2 M

58 M0.52 M

Source: IDATE

<0.3 M

FTTH/B subs worldwide from December 2010…

… to December 2011

6.7M8.8 M

45.4 M0.3 M

<0.2 M

Global FTTH/B market:

~77 M subscribers at Dec 2011

Focus per region

APAC: the Japanese case

► More than 22 Million FTTH/B subscribers at December 2011 and 46Million Homes Passed...

► More than 90% of the households covered!

► Higher FTTH/B than DSL subscribers net adds since April 2005

► Specific drivers for FTTH/B in Japan‐ Attractive prices, closing the gap with ADSL tariffs

‐ Aerial deployments

‐ Strong positioning challenge for NTT: objective reached wi th a ~75% market share!

‐ Government’s proactive approach to FTTH deployments

► But no dedicated services…. with a few but growing IPTVsubscribers basis in Japan (probably around 3 million)

APAC: elsewhere in the region

► Chinese FTTH/B is growing at a steady pace: it will shortlybecome the main market in terms of number of subscribers

► Growth rates are also high is several countries: Vietnam,Singapore, Malaysia

► India: several announcements but very few realdeployments

► National programs on their way: identified driver for FTTH/ Bin the region

North America: FTTH/B, unique solution for RBOCs

► At December 2011, Verizon has signed 4.8 M FiOS FTTH subs and has about 4.2 M FiOS TV subs

► Verizon facing new challenges for extending its cov erage; LTE is becoming a priority

► Huge competition from cablecos, providing up to 50 or 100 Mbps connections

► Numerous players involved in local rollouts

► In Canada, Bell Aliant is targeting 600 k homes and businesses passed at end 2012

Other regions

► Europe‐ Still heterogeneous markets

‐ Coverage remains a priority

‐ But the market is progressing (~13% of worldwide FTTH/B subscribers at end2011), in particular thanks to Eastern countries

► LATAM‐ Market at its very early stage

‐ Specific issues in the region (market liberalization, regulation…)

‐ Very high potential (demographics, lack of efficiency of other technologies…)

► MENA‐ UAE is clearly leading

‐ Egyptian potential from real estate programs

Global drivers for FTTH/B

Global drivers for FTTH/B

► A market driven by competition‐ As it is the case in the US and Europe, in several APAC countries, cable operators could

be in the driving seat …

► Quality of Copper Local Loop influencing migration of Residential customers to Fiber

‐ Middle East, LATAM, some Asian countries, some East European countries

► The dynamism of the real estate market‐ Middle East, LATAM

► Mobile backhaul and LTE … ‐ Mobile operators are densifying their backhaul with the explosion of Mobile Broadband

and Smartphones

‐ LTE base stations and Femtocells at home will need fiber!

► Demographics figures

► National programs

National Broadband plans

National Broadband plans

� Mix of new and existing players

� Egypt (eMisr National BB Plan), Colombia (Vive Digital Plan) now on the list!

Source: Alcatel Lucent

Thank you !