Global - Forecasting (qualitative) 2006

Synopsis

Archived report. This report was archived in 2006 and has not been updated. The year 2006 was the first year where the more tangible effects of convergence are becoming visible. The operational separation of BT will reverberate throughout the global industry. Triple-play business models, the march forward of the DVR, increased demand for better user experiences in the presentation of these new services, away from PCs towards plasma screens and HDTV. And the convergence of the telecoms and broadcasting infrastructures will produce some major battles in the telco/media space. WiMAX and WPAN are adding their weight to these developments from 2006 onwards.

Table of Contents

• 1. Synopsis
• 2. The market in ten years time
• 3. High-level developments
• 4. Short-term developments
• 5. Medium-term developments
  • 5.1 Key trends
• 6. Internet economy
  • 6.1 One million companies already depend on the Internet economy
    • 6.1.1 Internet economy is looking for bypasses
• 7. Industry structures
  • 7.1 Industry Restructuring
• 8. Three distinct segments
  • 8.1 Infrastructure
  • 8.2 Content
  • 8.3 Appliances
  • 8.4 Get a 360 degree vision
  • 8.5 Separation and integration
  • 8.6 The roles of the players
  • 8.7 Internet companies might take over the telcos
  • 8.8 Media restructuring
  • 8.9 Next generation network
  • 8.10 To VoIP or not to VoIP?
• 9. New business models
  • 9.1 After broadband, triple play will be the next battleground
  • 9.2 VoIP the key in triple play
  • 9.3 Wholesale opportunities
  • 9.4 Telcos learning at great cost
• 10. My prediction: a golden future ahead of us
• 11. China will dominate the industry within 5 years

• Exhibit 1 – New public network concept
• Exhibit 2 – Triple play pricing examples