WHO ARE THE ECHO BOOMERS?
Transcription
WHO ARE THE ECHO BOOMERS?
WHO ARE THE ECHO BOOMERS? Echo Boomers are the generation born between the early 1980s and the mid 1990s. They are the children of the baby boomer generation of the 1950s and 1960s. There are over 250 million of them and the oldest are now moving into adulthood to become the first true digital citizens. They are also known as: ‘Generation Y’, ‘Bridgers’ or ‘Millennials’. Most have grown up in a world where they’ve never ridden in a car without a seat-belt, spent a day at the beach without sun cream or left home without a mobile phone. Real World Quadruple Play: Converging Fixed and Mobile Broadband 25 25 September September 2006 2006 Jeremy Steventon-Barnes [email protected] Key Message Consumers demand services that are instant, intelligent, and indispensable Converged services require deep fibre for high quality triple play, plus bandwidth scaling for mobile broadband Agenda > Convergence trends > Triple play and deep fibre > Mobile broadband About Tellabs > Over 30 years’ experience > Leader in North American fibre access > Over 40% of EMEA mobile operators rely on Tellabs > Solutions in about 300 networks in about 100 countries > About 3,700 employees > 2005 annual revenue $1.9B Operator Challenges Fixed Operator Business Challenges Source: Infonetics, “Service Provider Plans for IP, MPLS, and ATM” Reducing opex and creating new services are key to growing revenues and beating the competition Operator Challenges Mobile Operator Business Challenges Source: Infonetics, “Service Provider Plans for Next Gen Mobile and Wireless Broadband” Again: creating new services and reducing opex Convergence Vision Converged Network Residential Access Business Access Mobile New services, opex synergies, lower churn… Convergence by Orange 31st 31stMay May2006 2006 Orange OrangePioneers PioneersTotal TotalCommunications: Communications: Integration of Mobile, Fixed-Line Integration of Mobile, Fixed-Lineand andBroadband Broadband plus plusbusiness businesscommunications communicationsservices services --Orange, Orange,Wanadoo, Wanadoo,Equant Equantand andEtrali Etraliunite uniteunder underthe theOrange Orangebrand brand --AAsingle singlecustomer customerexperience experiencefrom fromsales salesto toservice service --Launch of free Orange broadband for Orange Launch of free Orange broadband for Orangemobile mobilePay PayMonthly Monthlycustomers customers --Free Freefixed-line fixed-linecalls callsto toOrange Orangemobiles mobileswith withnew new"Anytime" "Anytime"broadband broadbandtalk talk service service --Future Futureconverged convergedservices servicesannounced, announced,including includingOne OnePhone, Phone,single singleemail emailand and one oneaddress addressbook bookacross acrossmobile mobileand andbroadband broadband --Orange Business Services: a single banner Orange Business Services: a single bannerfor forall allbusiness businessservices services Convergence by Sky 18 18July July2006 2006 BRITISH BRITISHSKY SKYBROADCASTING BROADCASTINGPLC PLC Free FreeBroadband Broadbandfor forSky SkyCustomers Customers Launch Launchsets setsnew newstandards standardsin inquality, quality,ease easeand andsavings savings Convergence by Vodafone 30 30May May2006 2006 Vodafone VodafoneGroup Group Strategy Strategyupdate updatefrom fromVodafone Vodafone “In “Inthe thecontext contextof ofchanging changingcustomer customerrequirements requirementsand andthe thegrowing growing convergence convergenceof ofmobile, mobile,broadband broadbandand andthe theinternet, internet,Vodafone's Vodafone'sthird third strategy strategyobjective objectivewill willbe beto toinnovate innovateand anddeliver deliveron oncustomers' customers'total total communications communicationsneeds.” needs.” > 1 September: “Vodafone Germany launched … flat rate … fixed, mobile and DSL services” > 11 September: “Vodafone to deliver fixed-line broadband services in the UK” > 15 September: “Vodafone Italy and Fastweb announce joint broadband initiative” Convergence by Telecom Italia Thanks to broadband, telecoms and the media are converging and that is where we are moving Marco Tronchetti Provera ex-Chairman, Telecom Italia [“The Economist”, 14 Sep 2006] 3play and 4play defined Triple Tripleplay play(telecommunications) (telecommunications) From FromWikipedia, Wikipedia,the thefree freeencyclopedia encyclopedia In Intelecommunications, telecommunications,the theTriple TriplePlay Playservice serviceisisaa marketing marketingterm termfor forthe theprovisioning provisioningof ofthe thethree three services: services:high-speed high-speedInternet, Internet,television television(Video (Videoon on Demand Demandor orregular regularbroadcasts) broadcasts)and andtelephone telephone service serviceover overaasingle singlebroadband broadbandconnection. connection. Triple TriplePlay Playhas hasled ledto tothe theterm term"Quadruple "Quadrupleplay" play"(or (or 4play) 4play)where wherewireless wirelesscommunications communicationsisisintroduced introduced as asanother anothermedium mediumto todeliver delivervideo, video,Internet Internetand and voice voicecontent. content.The Thegrouping groupingtogether togetherof ofservices services(as (as triple tripleor orquadruple quadrupleplay) play)isiscalled calledmulti-play. multi-play. Multi-play bandwidth needs High Speed Data and VOIP = 5Mbps Gaming Stream = 4Mbps AoD/VoD Stream = 4Mbps PVR Stream = 4Mbps SDTV Stream 1 = 4Mbps SDTV Stream 2 = 4Mbps Premium HDTV Stream = 12Mbps HDTV in multi-play Æ need for deep fibre FTTx Options FTTP 100M BPON/GPON VDSL2 150m GE Local Exchange 100M FTTC 1.2-2.4km ADSL2+/ VDSL2 10-20M FTTN Fibre costs in for greenfield deployments FTTP Per Home Capital Costs Fiber Copper 1980s 1990s Source: In-Stat/MDR YE-99 YE-00 YE-01 YE-02 YE-03 Parity with Cost of Deploying New Copper Triple play summary > 3play is as old as cable modems > 1st generation 3play with IPTV over ADSL2+ only delivers SDTV > Satellite, cable and competitive operators are offering a growing menu of HDTV plus instant Internet > To compete, incumbent operators need deep fibre, ie FTTP or FTTC Mobile Broadband > 4play is more than just adding mobile voice to 3play > Mobile broadband is being realised through 3G HSPA > Data traffic grows rapidly Æ large bandwidth upgrades > Revenue growth is slower > Operators must decouple bandwidth from cost… Europe: Mobile Revenue Trends 300 US$ Bn 250 200 18% 21% 2004 2005 24% 27% 30% 32% 2006 2007 2008 2009 150 100 50 0 Voice Data Source: Pyramid Research Data revenue grows steadily… But data traffic grows dramatically… Mobile Margin Trends? Money es u n e v e R r to ra e p O e Mobil Margin Squeeze h) ha k c a B ul itio d a r t s( t s o C ac o r p p nal a Time Cost-effective backhaul OR margin squeeze? Mobile Network Evolution > Wireline broadband as a precedent > Minimise backhaul opex > Reduce leased line bandwidth for 3G data with statistical gain > Substitute Metro Ethernet & DSL for expensive TDM leased lines > Deploy Ethernet Microwave with adaptive modulation > Converge with wireline broadband infrastructure where possible > Anticipate new standards and services Summary Consumers demand services that are instant, intelligent, and indispensable Converged services require deep fibre for high quality triple play, plus bandwidth scaling for mobile broadband