发布时间：2008年5月

介绍：

This report examines the latest developments in the United States, Asia and Europe, provides analysis of the issues surrounding the introduction of these
services and assesses the opportunities linked to their deployment as a fixed solution in the residential market in Europe and North Africa.

正文目录：

1.Introduction.....................................................................................................................................11
2. Can satellite be a key technology for providing end-user access?...........................................13
2.1. Features of two-way access .................................................................................................. 13
2.1.1. How it works................................................................................................................. 13
2.1.2. Technical specificities tied to use of the Ka band........................................................ 15
2.1.3. Economic advantages of using the Ka band ............................................................... 15
2.1.4. Increasingly competitive commercial offers................................................................. 16
2.1.5. Latency not a major obstacle....................................................................................... 17
2.2. A technology back in the news .............................................................................................. 18
2.2.1. In North America.......................................................................................................... 18
2.2.2. In Asia .......................................................................................................................... 26
2.2.3. In Europe ..................................................................................................................... 27
3. Competition from terrestrial technologies ...................................................................................34
3.1. Wireline technologies still dominate but wireless broadband making strides ........................ 34
3.1.1. Massive dominance of wireline systems: xDSL and cable modem............................. 34
3.1.2. Market development .................................................................................................... 37
3.1.3. Wireless cellular network technologies........................................................................ 39
3.1.4. Alternative wireless technologies: Wi-Fi and WiMAX.................................................. 40
3.1.5. Market development .................................................................................................... 43
3.2. Outlook for new generation ultra-fast broadband technologies ............................................. 47
3.2.1. Fibre optic and FTTH................................................................................................... 47
3.2.2. Future of mobile solutions and 4G............................................................................... 48
4. Satellite’s competitiveness ............................................................................................................51
4.1. Technological competitiveness .............................................................................................. 51
4.2. An efficient solution for reducing the digital divide................................................................. 53
5. Market segmentation criteria .........................................................................................................55
5.1. Socioeconomic criteria ........................................................................................................... 55
5.1.1. PC penetration rate...................................................................................................... 55
5.1.2. GDP per capita ............................................................................................................ 57
5.1.3. Rural/urban population density .................................................................................... 58
5.2. Features of a terrestrial broadband rollout............................................................................. 59
5.2.1. DSL network coverage ................................................................................................ 59
5.2.2. Broadband penetration ................................................................................................ 62
5.2.3. Internet access speeds................................................................................................ 63
5.2.4. Internet access prices.................................................................................................. 64
5.3. Criteria shaping the development of satellite TV ................................................................... 67
5.3.1. Satellite dish equipment............................................................................................... 67
5.3.2. Satellite pay-TV penetration ........................................................................................ 68
5.4. Main challenges and uncertainties......................................................................................... 71
5.4.1. Tied to the development of wireline networks ............................................................. 71
5.4.2. Tied to the development of wireless networks............................................................. 71
5.4.3. Tied to the TV market structure ................................................................................... 72
5.4.4. Tied to government involvement.................................................................................. 72
6. Target markets with varying features ...........................................................................................73
6.1. Characterisation of satellite target markets............................................................................ 73
6.2. Positioning strategies by zone ............................................................................................... 75
6.2.1. Strategic options open to satellite operators ............................................................... 76
6.2.2. Suitability of the different strategic options according to the geographical zone being
targeted....................................................................................................................... 78
6.2.3.Synthesis ..................................................................................................................... 82
Glossary ...............................................................................................................................................83

图表目录：

Table 1 Future range of speeds supplied by the Tooway offer, based on the KA-SAT .................................... 31
Table 2 Cable modem standard features.......................................................................................................... 36
Table 3 Performances of 802.11 standards...................................................................................................... 40
Table 4 Fixed WiMAX performance.................................................................................................................. 42
Table 5 A selection of current/planned WiMAX service rollouts in Europe and North Africa ............................ 45
Table 6 Estimated number of households not covered by fixed broadband networks at the end of 2006 ........ 54
Table 7 List of satellite TV services available in Europe in 2007 ...................................................................... 70
Table 8 Identification and characterisation of potential target markets ............................................................. 74
Table 9 Positioning strategies for a satellite operator ....................................................................................... 82
***
Figure 1 List of countries analysed in this report................................................................................................ 11
Figure 2 How two-way internet access via satellite works ................................................................................. 13
Figure 3 Example of beam coverage with frequency reuse ............................................................................... 15
Figure 4 Estimated cost of bandwidth for Ka-band systems (launched satellite) ............................................... 16
Figure 5 Change in the price of a satellite broadband reception terminal .......................................................... 17
Figure 6 Main uses of the internet in French households in 2007...................................................................... 17
Figure 7 Growth of the WildBlue subscriber base.............................................................................................. 18
Figure 8 Breakdown of WildBlue subscribers by population density.................................................................. 18
Figure 9 Impact of WildBlue on Ka-band terminal shipments in the United States ............................................ 19
Figure 10 Residential internet access services marketed by WildBlue ................................................................ 20
Figure 11 Growth of HughesNet subscribers ....................................................................................................... 21
Figure 12 The new service architecture with the SpaceWay 3 satellite ............................................................... 21
Figure 13 The Spaceway transmission system.................................................................................................... 22
Figure 14 Residential internet access services marketed by Hughes.................................................................. 23
Figure 15 ViaSat-1 development roadmap .......................................................................................................... 24
Figure 16 Estimation of the ViaSat-1’s capacity in North America ....................................................................... 24
Figure 17 Growth of the installed base of Ka-band terminals in Canada............................................................. 25
Figure 18 The Thaicom 4/IPStar satellite’s coverage .......................................................................................... 26
Figure 19 Growth of IPSTAR terminal sales ........................................................................................................ 26
Figure 20 Performance of the HylasOne satellite ................................................................................................ 27
Figure 21 Service coverage provided by Avanti................................................................................................... 28
Figure 22 Tooway Ka and Ku-band coverage...................................................................................................... 29
Figure 23 Eutelsat’s Tooway service line............................................................................................................. 29
Figure 24 The Sat3Play system architecture ....................................................................................................... 31
Figure 25 Range of bitrates offered by Vivéole.................................................................................................... 32
Figure 26 DSL variants, according to downstream bitrate ................................................................................... 35
Figure 27 Theoretical performance of ADSL2+, VDSL and VDSL2..................................................................... 35
Figure 28 European broadband market structure by access technology, Q3 2007 ............................................. 37
Figure 29 North African broadband market structure by access technology, Q3 2007........................................ 38
Figure 30 Change in the monthly price of a basic DSL service............................................................................ 38
Figure 31 Expected use of frequency bands by geographical zone..................................................................... 42
Figure 32 Number of sites for covering the population with HSxPA and Mobile WiMAX ..................................... 42
Figure 33 3GLTE deployment around the world .................................................................................................. 48
Figure 34 GSM evolution to 3GLTE..................................................................................................................... 49
Figure 35 Comparison of current technologies .................................................................................................... 51
Figure 36 Satellite’s positioning for supplying broadband access services in rural areas.................................... 53
Figure 37 PC penetration rates in 2005 ............................................................................................................... 56
Figure 38 GDP per capita in 2007 ....................................................................................................................... 57
Figure 39 Population density in Europe ............................................................................................................... 58
Figure 40 Population density in North Africa........................................................................................................ 58
Figure 41 Total DSL network coverage at the end of 2006.................................................................................. 59
Figure 42 DSL coverage of urban and suburban areas at the end of 2006 ......................................................... 60
Figure 43 DSL coverage of rural areas at the end of 2006 .................................................................................. 61
Figure 44 Broadband penetration as of Q3 2007................................................................................................. 62
Figure 45 End-user DSL bitrates in Europe and North Africa at the end of 2006................................................. 63
Figure 46 End-user cable bitrates in Europe and North Africa at the end of 2006............................................... 64
Figure 47 Average price of a broadband offer (DSL & Cable) at the end of June 2007– 1 Mbps downstream.... 65
Figure 48 Average price of a broadband offer (DSL & Cable) at the end of June 2007– 4 Mbps downstream.... 66
Figure 49 Percentage of households equipped with a satellite dish at the end of 2007....................................... 68
Figure 50 DTH subscriber base at the end of 2007 ............................................................................................. 69
Figure 51 Map of potential target markets for a satellite internet access offer..................................................... 75
Figure 52 Positioning of the different strategic options in zone 1......................................................................... 78
Figure 53 Positioning of the different strategic options in zone 2......................................................................... 79
Figure 54 Positioning of the different strategic options in zone 3......................................................................... 80
Figure 55 Positioning of the different strategic options in zone 4......................................................................... 81