IPTV CUSTOMER PREMISES EQUIPMENT –
     HOME NETWORKING TECHNOLOGY
MARKET ANALYSIS AND DEPLOYMENT FORECASTS




          ...
© Copyright S2 Data Corporation, 2006. All rights reserved.


Reproduction in whole or part is prohibited without the expr...
Table of Contents


Executive Summary........................................................................................
HomePNA .....................................................................................................................
List of Figures


Figure 1: Worldwide DSL Subscriber Forecast (millions of units)................................13


Figu...
Figure 17: Worldwide ONT / iNID with Advanced Networking (millions of units) ...73


Figure 18: Worldwide ONT / iNID with ...
List of Tables


Table 1: Worldwide DSL Subscriber Forecast (millions of subs) .................................11


Table...
Table 18: Worldwide IP Set Top Boxes with Advanced Networking ........................79


Table 19: Worldwide TAM - IPTV ...
EXECUTIVE SUMMARY


              The IPTV technology ecosystem presents diverse and often complex
              challenge...
Untitled
Upcoming SlideShare
Loading in …5
×

Untitled

343 views

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
343
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Untitled

  1. 1. IPTV CUSTOMER PREMISES EQUIPMENT – HOME NETWORKING TECHNOLOGY MARKET ANALYSIS AND DEPLOYMENT FORECASTS JUNE 2006 PREPARED BY: S2 DATA CORPORATION AUTHORS: GREG FAWSON AND JASON BLACKWELL
  2. 2. © Copyright S2 Data Corporation, 2006. All rights reserved. Reproduction in whole or part is prohibited without the express written permission of S2 Data. The contents of this report represent the interpretation and analysis of statistics and information that is generally available to the public or released by responsible agencies or individuals, but is not guaranteed as to its accuracy or completeness. The reader acknowledges that they use this information at their own risk
  3. 3. Table of Contents Executive Summary......................................................................................................................... 9 Subscriber Forecasts – State of the Market...............................................................................10 Total DSL Subscribers.........................................................................................................10 Total FTTH Subscribers........................................................................................................14 Total IPTV Subscribers........................................................................................................18 The Multi-Room Challenge – Making or Breaking the Business Model.................................22 Operator Evaluation Criteria ...........................................................................................23 Performance Profile...................................................................................................23 Deployment Cost.......................................................................................................24 Quality of Service / Reliability ..................................................................................27 Ease of Installation .....................................................................................................28 Future-Proof Performance........................................................................................29 Standards Compliance ............................................................................................31 Multi-Room Networking Technology Choices ..........................................................................33 The CAT-5 Rewire...............................................................................................................33 Analog Video Distribution / RF Modulation ..................................................................36 HomePlug / Powerline Communications......................................................................38 Wireless................................................................................................................................44 ©2006 S2 Data Corp. All Rights Reserved IPTV Customer Premises Equipment – Home Networking Technology Market Analysis and Deployment Forecasts -3-
  4. 4. HomePNA ...........................................................................................................................48 Coaxsys / TVnet .................................................................................................................52 MoCA ..................................................................................................................................53 Target Platforms for Advanced Networking Integration ........................................................60 Residential Gateways / Broadband Home Router (BHR) ..........................................60 Residential Gateways with Advanced Home Networking.................................63 ONT/ONU and iNID ...........................................................................................................67 ONT / iNID with Advanced Home Networking .....................................................71 IPTV Set Top Box.................................................................................................................74 IP Set Top Boxes with Advanced Networking .......................................................77 Networking Port TAM and Technology Breakout Forecasts...................................................82 ©2006 S2 Data Corp. All Rights Reserved IPTV Customer Premises Equipment – Home Networking Technology Market Analysis and Deployment Forecasts -4-
  5. 5. List of Figures Figure 1: Worldwide DSL Subscriber Forecast (millions of units)................................13 Figure 2: Worldwide FTTH Subscriber Forecast (millions of units)...............................15 Figure 3: Worldwide IPTV Subscriber Forecast (millions of subs) ...............................19 Figure 4: HPNA 3.0 Bandwidth Performance Charts ..................................................50 Figure 5: Entropic c.LINK Chipset Block Diagram........................................................55 Figure 6: Verizon Voice, Data and Video Bandwidth Allocation ............................57 Figure 7: Verizon FiOS Home Networking Diagram w/ MoCA ..................................58 Figure 8: Verizon FiOS Deployment Diagram with BHR ...............................................59 Figure 9: Corinex ADSL2+ AV200 Powerline Gateway G............................................61 Figure 10: Worldwide Residential Gateway Forecast (millions of units) ..................63 Figure 11: Residential Gateway Platform Simplified Block Diagram .......................65 Figure 12: PMC Sierra MSP7120 Residential Gateway Reference Solution ............65 Figure 13: Worldwide Residential Gateways with Advanced Home Networking (millions of units)........................................................................................................................66 Figure 14: Worldwide Residential Gateways with Advanced Home Networking (millions of ports) .......................................................................................................................67 Figure 15: Passive Optical Network Topology ..............................................................68 Figure 16: Worldwide ONT / iNID Forecast (millions of units) .....................................70 ©2006 S2 Data Corp. All Rights Reserved IPTV Customer Premises Equipment – Home Networking Technology Market Analysis and Deployment Forecasts -5-
  6. 6. Figure 17: Worldwide ONT / iNID with Advanced Networking (millions of units) ...73 Figure 18: Worldwide ONT / iNID with Advanced Networking (millions of ports) ..74 Figure 19: Worldwide IPTV Set Top Box Forecast (millions of units)...........................76 Figure 20: Amino STB with Ready Links External HPNA 3.0 Adapter.........................78 Figure 21: Worldwide IP STB with Advanced Networking (millions of units)............79 Figure 22: Worldwide IP STB with Advanced Networking (millions of ports) ...........81 Figure 23: Worldwide TAM – IPTV CPE with Advanced Networking (millions of units) ......................................................................................................................................83 Figure 24: Worldwide TAM – IPTV CPE with Advanced Networking (millions of ports) ......................................................................................................................................84 Figure 25: Worldwide TAM – Advanced Home Network Ports by Interface Type (millions) ......................................................................................................................................87 ©2006 S2 Data Corp. All Rights Reserved IPTV Customer Premises Equipment – Home Networking Technology Market Analysis and Deployment Forecasts -6-
  7. 7. List of Tables Table 1: Worldwide DSL Subscriber Forecast (millions of subs) .................................11 Table 2: Regional DSL Subscriber Forecasts (millions of subs) ...................................12 Table 3: Worldwide FTTH Subscriber Forecast (millions of units)................................14 Table 4: Regional FTTH Subscriber Forecasts (millions of subs)..................................17 Table 5: Worldwide IPTV Subscriber Forecast (millions of subs) ................................18 Table 6: Regional IPTV Subscriber Forecasts (millions of subs) ..................................20 Table 7: DSL Data Rates by Technology........................................................................24 Table 8: IPTV Installation Cost Table for Typical Three Room Deployment..............25 Table 9: Deployment Cost Projection Table by Number of Customers ...................26 Table 10: Two Room / Three Room CAT-5 Rewire Installation Cost Survey.............34 Table 11: Worldwide Residential Gateway Forecast (millions of units) ...................62 Table 12: Worldwide Residential Gateways with Advanced Networking..............64 Table 13: Worldwide ONT / iNID Forecast (millions of units) ......................................70 Table 14: Regional ONT / iNID Forecast (millions of units)..........................................71 Table 15: Worldwide ONT / iNID with Advanced Networking ..................................72 Table 16: Worldwide IPTV Set Top Box Forecast (millions of units)............................75 Table 17: Regional IPTV Set Top Box Forecast (millions of units) ...............................77 ©2006 S2 Data Corp. All Rights Reserved IPTV Customer Premises Equipment – Home Networking Technology Market Analysis and Deployment Forecasts -7-
  8. 8. Table 18: Worldwide IP Set Top Boxes with Advanced Networking ........................79 Table 19: Worldwide TAM - IPTV Customer Premise Equipment with Advanced Networking .................................................................................................................82 Table 20: Worldwide TAM – Advanced Home Network Ports by Interface Type (millions) ......................................................................................................................................86 ©2006 S2 Data Corp. All Rights Reserved IPTV Customer Premises Equipment – Home Networking Technology Market Analysis and Deployment Forecasts -8-
  9. 9. EXECUTIVE SUMMARY The IPTV technology ecosystem presents diverse and often complex challenges to operators deploying voice, video and data services over copper twisted pair or FTTx networks. Among the more critical challenges facing Telcos is the distribution of services to multiple devices and locations within customer premises. The distribution of digital video and other services in the home requires robust home networking technologies with predictable quality of service, high levels of performance and ease of installation. Several home networking technologies and standards have emerged which can eliminate the need for homes to be rewired with CAT5 cable. In addition, the integration of advanced home networking technologies in customer premise equipment such as residential gateways, IP STBs and ONTs/iNIDs enables operators to more easily deliver and distribute services within the home. In addition to an in-depth analysis and forecasts on the global IPTV market, particular emphasis is placed on how regional subscriber forecasts will drive the consumption of IP Set Top Boxes and other key customer premise equipment. CPE unit shipment forecasts are used to provide the reader with groundbreaking forecasts for advanced home networking technologies being implemented in future Telco TV deployments. The development of these detailed forecasts considers a myriad of factors including availability of existing in home wiring solutions, technical feasibility and performance, impact on operator business case and other critical factors. This study is a vital resource for telecom operators, network equipment manufacturers, semiconductor companies, financial analysts and OEMs. ©2006 S2 Data Corp. All Rights Reserved IPTV Customer Premises Equipment – Home Networking Technology Market Analysis and Deployment Forecasts -9-

×