Do Analysys Mason have anyone that Understands Mobile?
Wednesday, September 08th, 2010 | Author:

I seriously begin to wonder if Mobile Wireless Vendors have shares in these guys.

The spectrum to give everyone even 10Mbps Broadband via wireless doesn't exist unless there is a Wireless base station in every street.

Or if they are part of the iPhad cult, how do they think Apple TV will work without FTTH.?

Have they been mesmerised by Intel's buy out of Infineon's Wireless to have GSM/3G/LTE tech?

Do these guys have ANYONE on staff that actually understands Mobile Wireless technology and performance issues or do they just analyse share prices?

Operators should trial fibre to the home (FTTH) while also focusing on less expensive copper-based technologies

Operators should reconsider costly plans for fibre to the home (FTTH) and focus on copper-based technologies, according to global telecoms, media and IT adviser Analysys Mason’s latest report FTTx roll-out and capex in developed economies: forecasts 2010–2015.

Wireless devices and services will continue to capture new consumer telecoms spend (whether this is incremental or substitutive) because this area has the greatest rate of innovation. This growth makes it more difficult for fixed operators because overall consumer spend on telecoms has long since ceased to grow in developed economies. Many cable operators have been offering superfast fixed broadband connectivity for some time in Europe and North America, but take-up remains troublingly low.

“FTTH is often said to be ‘future-proof’, but the future appears to have veered off in a different direction,” says Rupert Wood, Principal Analyst at Analysys Mason and author of the report.

Press release on Analysys Mason


It's true that operators (ISPs) don't want to make the mistake that 3G operators made. They dreamed of all kinds of services. There turned out to be only three:

  1. Voice calls.
  2. SMS.
  3. Pipe for Data.

There is of course VOD / IPTV which is possible on Fibre. That however is really being a Cable TV company (with all the costs) on fibre instead of Coax. You compete with existing Pay TV.

What people want is a connection. No cap or FUP. Reliability. TV is a service that has to be provided separately and most people that want pay-Tv already have it. It's not possible to provide free TV or free VOD on fibre, the costs are higher than a connection only broadband subscription.

It's also true that if the cabinet or curb is near your house or business then VDSL2 or even 1G CAT5e Ethernet (copper) from the fibre fed cabinet can deliver 20Mbps to 100Mbps on Cat3 and 100Mbps to 1Gbps on Cat5e up to 100m. But is that much of roll out saving?

Category: Broadband