宽带革命：下一代网络经济的制胜策略

By Jaimie Lenderman and Stephen Wilson The grThe greeaat brt brooadbadband divideand divide Technology choices and market realities BrBrooadbadband aand at a critict a critical juncal juncturturee The global broadband market is undergoing fundamentaltransformation, presenting both significant opportunities and complexchallenges for industry stakeholders. On the supply side, operators areupgrading their fiber-to-the-premise (FTTP) networks while grapplingwith the operational realities of maintaining increasingly sophisticatedinfrastructure. Critical questions emerge around the role for alternativeaccess technologies in an increasingly fiber-centric world. ArAre fixe fixed wired wireless aceless acccess (Fess (FWA) and fiberWA) and fiber-t-too-the-the-pr-premises (FTTP)emises (FTTP)desdestined ttined to co compeompette or ce or complement eomplement each oach other in the ether in the evvolvingolvingbrbrooadbadband landscand landscapeape?? In this insightful discussion, Omdiaanalysts Jaimie Lenderman and Garinder Shankrowalia explorehow explosive FWA growth is transforming connectivity in areaswhere fiber coverage remains limited. Watch this analysis tounderstand the strategic implications for operators navigating thecomplex relationship between wireless and fiber solutions. While many markets have achieved high fiber penetration levels,significant disparities remain. Higher income countries like Germanyand the USA still maintain surprisingly modest fiber coverage, whilemany emerging markets have seen extensive fiber rollouts. However,Sub-Saharan Africa and parts of South Asia have low FTTP rates, creatinga complex global patchwork of connectivity infrastructure. Operators face consequential decisions regarding their technologies ofchoice, fiber, with first-time FTTP deployers questioning whether tochoose 10G passive optical network (PON) technology from day one.Furthermore, the emergence of 25G and 50G PON technologies addsanother layer of complexity to deployment strategies. The technologyroadmap beyond these capabilities remains to be determined. KKeey risks and opportunitiesy risks and opportunities Wholesale and open access business model evolution BeBeyyond speedond speed Balancing consumer expectations with evolving technology choices and business models SStrtraatteegic impergic imperaativtives and markes and markeet rt reealitiesalities Research across multiple countries reveals that while speed remainscrucial, consumers increasingly value reliability, security, and broaderservice features. Survey data shows consumers are willing to pay forpremium services beyond basic connectivity, indicating significantmonetization opportunities for operators who can deliver differentiatedexperiences. The broadband technology landscape is fragmenting, with fixed wirelessaccess, low-Earth-orbit (LEO) satellite, and cable broadbandtechnologies competing alongside fiber. Each technology presentsdistinct business cases, cost structures, and performance characteristicsthat operators must navigate strategically. DaDatta-driva-driven marken markeet insightt insightss Substantial variations exist between national broadband markets,driven by factors such as FTTP deployment costs per premises passed,spectrum availability, and existing technology infrastructure. The rapidadoption of 10G PON technology by North American telecom operators -driven by opportunities for higher customer revenues and competitivepressure from cable companies - illustrates how local market factorsinfluence technology choices. Performance metrics including latency, reliability, resilience, security,and sustainability are gaining importance. Technologies like LowLatency, Low Loss, and Scalable throughput (L4S) can improveexperience, while enhanced PON security features can supportenterprise-grade applications. These characteristics often correlatestrongly with access technology choices, giving FTTP PON advantagesover copper or cable networks. MarkMarkeet st structructurture ee evvolutionolution The industry is shifting from vertically integrated, siloed network models toward wholesale andopen access approaches. Wholesale-only operators have expanded across many markets globally,while some still see structural separation of network and service businesses. Market dynamics willcontinue to vary significantly, however, some players are now reconsidering wholesale-onlystrategies based on local competitive conditions. Furthermore, operators are expanding their roles beyond basic connectivity into home Wi-Fimanagement, smart home services, and value-added offerings. Professional monitoring, videocloud storage, elderly care services, and premium technical support represent growing revenueopportunities that leverage existing network investments. Interactive poll not supportedView online version MoMoving fving fororwwarard with sd with strtraatteegic intgic intelligelligencencee Leveraging data-driven insights to capitalize on transformation