Broadband Bob Report


02/05/02


1. Wave of Broadband Market Studies Released
2. Com21 Developing DOCSIS CMTS
3. GCI Introduces Services in Kenai/Soldotna, Alaska
4. Terayon Reports 2.5 Million Modems Shipped
5. Shaw Reports 676,866 Subs + Scheduled Installs
6. Lead IP Introduces Sub Mgmt & Provisioning Solution
7. WideOpenWest to Deploy Alopa's Provisioning
8. Omne to Deploy JacobsRimell's Provisioning

1. Wave of Broadband Market Studies Released
A wave of broadband market studies have recently been released including studies by Strategis, Dell'Oro, GartnerG2, and The Yankee Group.

The Strategis Group has released "Residential Broadband: Cable Modems, DSL, & Fixed Wireless," a study offering an analysis of user attitudes and an overview of carrier activity and trends. Forecasts for each technology are included. The firm finds that the combined residential broadband market will exceed 38 million households by 2006.

Dell'Oro has released a report on the access market, tracking DSL, cable modems, and dial-up modems. The "Access -Year Forecast Report" includes an industry overview as well as revenue, unit, and price forecasts. The firm finds the market for access equipment to grow from $7.8 billion in 2001 to $11.1 billion in 2006.

GartnerG2 has released "Broadband: The Revolution is on Hold Europe Just Now," a study providing analysis of the development of broadband across Europe. The firm finds a significant number of Internet users in France, Germany and the UK to be unwilling to pay premium prices for broadband, and without new compelling content or reduced pricing, the penetration rate of broadband services in these areas is projected to be no more than 10% by 2005. GartnerG2 suggests that providers must reduce prices from a current average of 45-60 Euros per month to less than 30 Euros per month.

European Net Access Stats - provided by GartnerG2:
Year-End 2001
                    France       Germany      U.K.    U.S.

All Households      24.8m         37.7m     27.7m   105.0m
Internet Households  4.5m         10.3m      8.8m    63.0m
Broadband HH         0.5m          1.0m      0.2m    13.8m
Internet Penetration  18%           27%       34%      60% 
Broadband Penetration  2%            3%        1%      13%
Broadband Penetration
 of Internet HH        8%            9%        2%      22%
GartnerG2 finds the Netherlands to be the most broadband friendly nation in Europe. A third of the households are expected to adopt broadband by 2005. Greece is expected to have the worst broadband penetration.

The Yankee Group has released "Asia-Pacific Broadband Access: Forecast and Outlook," a study of broadband access development in Australia, China, Hong Kong, India, Indonesia, Japan, Korea, Malaysia, New Zealand, the Philippines, Singapore, Taiwan, Thailand, and Vietnam.

The firm finds that ADSL has led the broadband market in Asia with a 49% share in 2000. It projects 27 million ADSL subs in Asia by 2004. The Yankee Group also projects Korea to have 13.2 million broadband subs by 2004, with Japan serving 12.0 million subs, and Taiwan serving 3.4 million subs over the same period.

At Broadband Outlook 2002, the Consumer Electronics Association stated that the penetration rate of broadband services in the U.S. was 10%, among the 68% of homes passed by services. The firm projects the take rate to reach 20% by the end of this year.

PC World magazine, within its February issue, projects 43 million broadband subscribers by 2005.

Strategis Group
http://www.strategisgroup.com

Dell'Oro
http://www.delloro.com

GartnerG2
http://www.gartnerG2.com

Yankee Group
http://www.yankeegroup.com

Consumer Electronics Association
http://www.ce.org

PC World
http://www.pcworld.com


2. Com21 Developing DOCSIS CMTS
Com21 has said that it is developing the DoxController XB system, a DOCSIS/EuroDOCSIS CMTS accompanied by a network management and provisioning system [NMAPS]. The headend solution features TDMA support, symemetrical data rate support, and user-configurable upstream channel bandwidth allocation and load balancing. The management system features remote provisioning, configuring, and monitoring of the headend. The full featured version of NMAPS provides management interfaces for QoS and VLAN settings as well as subscriber provisioning, monitoring, fault analysis, and performance management tools.

DoxController will be entering trials in the spring. Commercial availablility is scheduled for Q'3.

In other company news, Com21 has announced that the Canadian Cable Systems Alliance has entered a one-year agreement with the vendor for the supply of Doxport 1110 and 5020 modems for deployment among the association's 87 member companies.

Com21
http://www.com21.com

Canadian Cable Systems Alliance
http://www.ccsa.cable.ca


3. GCI Introduces Services in Kenai/Soldotna, Alaska
GCI, a cable operator serving Alaska, has introduced cable modem services in Kenai/Soldotna. The provider serves more than 26,500 subs in Anchorage, Fairbanks, Juneau, Nome, Seward, Sitka, and Valdez.

GCI
http://www.gci.com


4. Terayon Reports 2.5 Million Modems Shipped
Terayon has reported shipping more than 2.5 million cable modems, including 1.1 million shipped in 2001. The company has shipped more than 6,500 headends, with 1,800 shipped last year.

In a separate announcement, Terayon has said that CableLabs has completed its DOCSIS 2.0 spec and is finalizing test plans for Q'1 interoperability testing and possible Q'3 certification testing. The company's SCDMA technology will be part of the 2.0 advanced PHY. Terayon plans to develop 2.0 cable modems as well as supply 2.0 chips through its newly created subsidiary, Imedia Semiconductor.

Terayon
http://www.terayon.com


5. Shaw Reports 676,866 Subs + Scheduled Installs
Shaw has reported ending November with 676,866 cable modem subs plus planned installs among 2,836,030 homes passed by the service.

Shaw Communications
http://www.shaw.ca


6. Lead IP Introduces Sub Mgmt & Provisioning Solution
Lead IP Systems has introduced LEADsystem, a subscriber management and provisioning system that does not require signaling, switching, gateways and hosting servers in the network center. The technology consists of intelligent embedded residential servers that enable peer-to-peer communications, integrated enabled technologies and home control. The platform performs naming and address resolution services.

The company has said that Kabelfoon BV, a Dutch cable operator, has completed tests of LEADsystems and plans a wider-scale commercial deployment of the technology in the next few weeks.

Lead IP Systems
http://www.leadip.com


7. WideOpenWest to Deploy Alopa's Provisioning
Alopa Networks has announced that WideOpenWest will deploy its subscriber management and provisioning system, MetaServ. The provider will use the technology to qualify, provision, activate, and mediate services across its network.

WideOpenWest
http://www.wideopenwest.com

Alopa Networks
http://www.alopa.com


8. Omne to Deploy JacobsRimell's Provisioning
JacobsRimell has said that Omne Communications Limited (formerly Eon) has deployed its subscriber management and provisioning system for EuroDOCSIS-based cable modem services. The provider passes 325,000 homes over a network that reaches from northwest England to the southwest of Scotland.

JacobsRimell
http://www.jacobsrimell.com




© Copyright 2000 Gecko Research & Publishing

The Broadband Bob Report is a weekly take of the latest news regarding data over cable, 2-way HFC networks and related applications and services. Subscribers to Broadband Bob’s Cable Modem Mailing List receive the Broadband Bob Report via E-Mail each Monday. For info on joining the mailing list, visit http://www.hfc.net/mailinglist

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