Germany - Broadband Market Insights, Statistics and Forecasts

Synopsis

Germany has the second largest broadband market in Europe. The dominant DSL platform is led by Deutsche Telekom which has invested in ADSL2+ and VDSL upgrades serving many urban areas. The greatly consolidated cable sector has responded with extensive DOCSIS 3.0 based 120Mb/s services which DSL cannot match. Faster broadband is creating demand for new bundled services while intense competition has seen prices fall dramatically. Lower charges for local loop unbundling imposed by the regulator should also help increase competition and lower prices further.

This report profiles Germany’s fixed and wireless broadband markets, together with forecasts to 2020 and an analysis of developments with related technologies such as fibre-to-the-home, powerline broadband, wireless broadband, WiFi and internet via satellite. It also examines Deutsche Telekom’s Next Generation Network and the regulatory issues relating to competitor access to new networks.

Key developments:

NGA Forum adopts framework policy on the interoperability of broadband networks; EC closes infringement case against German government for former legislation protecting DT in VDSL market; DT plans to form separate FttH division; Vodafone considers migrating DSL subscribers to its LTE network; KDG extends 100Mb/s DOCSIS 3.0 network to 6.9 million homes; Kabel BW to complete 200 fibre projects by end-2011; Liberty Global secures approval to acquire Kabel BW; DT agrees to lease fibre access from NetCologne; regulator’s market data for 2011, VATM market data for 2010 and update to September 2011; operator data to September 2011.

Companies covered in this report include:

Telekom Deutschland, United Internet, Vodafone, Tiscali, Freenet, Telefónica, QSC, Kabel BW, Kabel Deutschland, Unitymedia, PrimaCom, The Cloud, Energie Baden-Wurttemberg.

Table of Contents

• 1. Synopsis
• 2. Overview
  • 2.1 Government support
  • 2.2 Government Broadband Strategy
  • 2.3 Broadband developments
    • 2.3.1 Broadband statistics
• 3. Cable modems
  • 3.1 Cable market consolidation
  • 3.2 Regulating cable access
  • 3.3 Cable players
    • 3.3.1 Kabel BW
    • 3.3.2 Kabel Deutschland (KDG)
    • 3.3.3 Unitymedia
    • 3.3.4 PrimaCom
• 4. Asymmetrical Digital Subscriber Line (ADSL)
  • 4.1 Telekom Deutschland
  • 4.2 Other service providers
    • 4.2.1 Versatel
    • 4.2.2 United Internet
    • 4.2.3 Vodafone
    • 4.2.4 Tiscali
    • 4.2.5 Freenet
    • 4.2.6 Telefónica
    • 4.2.7 QSC
  • 4.3 ADSL2+
  • 4.4 VDSL
• 5. Fibre-to-the-Home (FttH) networks
  • 5.1 Regulating fibre access
  • 5.2 Telekom Deutschland
  • 5.3 Other developments
    • 5.3.1 Cologne
    • 5.3.2 Hamburg
    • 5.3.3 Schwerte
    • 5.3.4 Munich
    • 5.3.5 Hanau
    • 5.3.6 Essen
    • 5.3.7 Leipzig FTTH network launches
    • 5.3.8 Other operators
• 6. Broadband Powerline (BPL)
  • 6.1 Energie Baden-Wurttemberg
  • 6.2 Vype (Mannheim)
  • 6.3 Power Plus Communications (PPC. AG)
  • 6.4 DREWAG (Dresden)
• 7. Wireless broadband
  • 7.1 Wireless Local Loop (WLL)
  • 7.2 WiMAX/WiFi
  • 7.3 Operators
    • 7.3.1 Deutsche Bahn trials
  • 7.4 Wireless LANS
    • 7.4.1 The Cloud
    • 7.4.2 Vodafone
    • 7.4.3 O2
    • 7.4.4 T-Com
  • 7.5 Broadband Wireless Access (BWA)
  • 7.6 PAMR
  • 7.7 Internet via satellite
  • 7.8 Mobile broadband
• 8. Forecasts – broadband subscribers 2010-2012; 2020
  • 8.1.1 Scenario 1 – higher growth broadband subscriber growth
  • 8.1.2 Scenario 2 – lower growth broadband subscriber growth
  • 8.2 Notes on scenario forecasts
• 9. Related reports

• Table 1 – Internet users and penetration rate – 1999 - 2012
• Table 2 – Broadband subscriber lines by type – 2006 - 2011
• Table 3 – Broadband subscribers by platform – 2001 - 2012
• Table 4 – Broadband subscribers by provider and type (EC data) – 2006 - 2009
• Table 5 – Narrowband internet traffic in minutes – 1999 - 2012
• Table 6 – Broadband internet traffic in gigabytes – 2001 - 2013
• Table 7 – Proportion of DSL subscribers by provider – 2001 - 2013
• Table 8 – Broadband penetration – 2001 - 2013
• Table 9 – Broadband penetration by sector – 2007 - 2011
• Table 10 – Broadband lines by data rates – 2005 - 2011
• Table 11 – Proportion of broadband lines by data rate – 2011
• Table 12 – Broadband market share by data rates (regulator data) – 2010
• Table 13 – Proportion of broadband connections by data rates – 2005 - 2011
• Table 14 – Broadband subscribers and market share by operators – 2010
• Table 15 – Cable subscribers – 2000 - 2013
• Table 16 – Kabel BW broadband and telephony subscribers – 2006 - 2011
• Table 17 – Kabel BW financial data – 2006 - 2011
• Table 18 – Kabel Deutschland financial data – 2008 - 2011
• Table 19 – Kabel Deutschland subscribers by sector – 2007 – 2011
• Table 20 – Kabel Deutschland RGUs by sector – 2007 - 2011
• Table 21 – Kabel Deutschland blended ARPU – 2007 - 2011
• Table 22 – Unitymedia broadband and telephony subscribers – 2006 - 2011
• Table 23 – Unitymedia financial data – 2006 - 2011
• Table 24 – Proportion of DSL connections by provider – 2001 - 2012
• Table 25 – Proportion of DSL connections by type – 2001 - 2010
• Table 26 – DSL household penetration rate – 2005 - 2013
• Table 27 – Telekom Deutschland wholesale and resale lines – 2004 - 2011
• Table 28 – Versatel financial data – 2008 - 2011
• Table 29 – Versatel residential subscribers by sector – 2008 - 2011
• Table 30 – United Internet financial data – 2007 - 2011
• Table 31 – United Internet internet subscribers – 2007 - 2011
• Table 32 – United Internet internet subscribers by type– 2010 - 2011
• Table 33 – Freenet fixed network subscribers by sector – 2005 - 2011
• Table 34 – Freenet financial data by segment – 2005 - 2011
• Table 35 – Telefónica (O2) broadband subscribers – 2007 - 2011
• Table 36 – QSC financial data – 2006 - 2011
• Table 37 – Households passed with fibre – 2007 - 2012
• Table 38 – Satellite broadband subscribers – 2004 - 2013
• Table 39 – Mobile broadband revenue, annual growth – 2004 - 2013
• Table 40 – Mobile 3G data users – 2009 - 2012
• Table 41 – Forecast fixed-line broadband subscribers – higher growth scenario – 2010 - 2012; 2020
• Table 42 – Forecast fixed-line broadband penetration – higher growth scenario – 2010 - 2012; 2020
• Table 43 – Forecast broadband subscribers – lower growth scenario – 2010 - 2012; 2020
• Table 44 – Forecast broadband penetration – lower growth scenario – 2010 - 2012; 2020

• Chart 1 – Internet users and penetration rate – 2000 - 2012
• Chart 2 – Broadband subscriber lines by type – 2006 – 2011
• Chart 3 – Broadband subscribers by platform – 2001 - 2012
• Chart 4 – Broadband internet traffic in gigabytes – 2001 – 2013
• Chart 5 – Broadband connections by data rates – 2005 – 2011
• Chart 6 – Proportion of broadband connections by data rates – 2005 – 2011
• Chart 7 – Kabel BW financial data – 2006 - 2011
• Chart 8 – Kabel Deutschland financial data – 2008 - 2011
• Chart 9 – Kabel Deutschland RGUs by sector – 2007 - 2011
• Chart 10 – Kabel Deutschland blended ARPU – 2007 - 2011
• Chart 11 – Unitymedia broadband and telephony subscribers – 2006 - 2011
• Chart 12 – Unitymedia financial data – 2006 - 2011
• Chart 13 – Telekom Deutschland wholesale and resale lines – 2004 - 2011
• Chart 14 – Versatel financial data – 2008 - 2011
• Chart 15 – United Internet financial data – 2007 - 2011
• Chart 16 – Freenet fixed network subscribers by sector – 2005 - 2011
• Chart 17 – Freenet financial data by segment – 2005 - 2011
• Chart 18 – QSC financial data – 2007 - 2011
• Chart 19 – Households passed with fibre – 2007 – 2012
• Chart 20 – Forecast fixed-line broadband subscribers – higher growth scenario – 2010 - 2012; 2020
• Chart 21 – Forecast broadband subscribers – lower growth scenario – 2010 - 2012; 2020