Fuji-Keizai U.S.A., Inc. releases a new market research report.
Retail Opportunities: U.S. Open Access Networks
Technology, Competitive Analysis, Market Forecast and Directions
along with Retail Product Opportunities
Published: July 18, 2008
Total Page: 116 pages
Introduction
Wireless Networks – 700Mhz
U.S. network operators are opening their networks to products sold at retail. This is happening now with both the wireless operators and the cable companies. The wireless companies are responding to pressure coming from the powerful open Internet ethic and from the influence of Google and other major Internet companies. – This pressure caused the U.S. FCC to include open access provisions in its auction of 700 MHz spectrum and led major U.S. wireless operators, AT&T, Verizon, and Sprint to initiate open access programs.
Cable Networks
The cable networks have followed a similar path as the Telcos. The cable companies started with closed networks that have become quite large over time. As it did with the Telcos, the U.S. FCC has been pushing the cable companies to open their networks so that consumers can buy TVs, DVRS, or other retail video devices, and connect them directly to the cable network without a set-top box provided by the cable company
The cable companies introduced tru2way in January 2008 that provides the ability to connect retail devices to the cable network and access a full set of services including interactive applications using cable set-top boxes or retail products. The deployment of tru2way will create a strong opportunity for retail open access products connected to the U.S. cable networks.
Digital Living Networks
The Digital Living Network Alliance (DLNA) was formed to create an open standards based, multi vendor interoperable ecosystem for exchanging all types of media including photos, audio, and video files between a broad set of devices. DLNA can be used to support the storage of media that may be generated using a camcorder as well as playing this media on a TV or an audio player.
DLNA provides opportunities for the cable and Telco companies as well as for retail product companies to offer new architectures for delivering home entertainment. DLNA can be used to discover and stream content to TV’s and audio systems, DLNA devices handle the rendering of the content, so a DLNA network can eliminate the rendering function from the set-top box or its equivalent. DLNA may also provide a way to create a multivendor approach to functions such as whole home DVR where a single DVR can serve any of the TVs in a home.
DLNA will give the consumer electronics companies the ability to market products that take new roles, such as the ability to act as the home library of the full range of media and to play it on a variety of devices. Service providers can create new home network architectures by using the new DLNA retail devices in addition to or in place of their own products. These new architectures will create significant revenue opportunities for the consumer electronics companies along with significant opportunities for the cable companies to reduce their capital expenditures on set-boxes and other consumer devices.
1. Executive Summary
1.1 Opportunities from Open Access
The Role of Open Access in the Internet
Figure 1-1: Progress in Dialup Modem Speeds1.1.1 Turning Away from Open Access
1.1.2 The Resurgence of Open Access1.2 700 MHz and Other Wireless Technologies
1.2.1 The technology Trends Beyond 2009
Table 1-1: Leading 700 MHz Auction Results
1.2.2 Verizon’s Open Access Applications
Table 1-2: Verizon's Open Access Application Ideas
1.2.3 4G Subscribers by Device Type
Figure 1-2: 4G Subscribers by Device Type 2008-20131.3 CableLabs tru2way
1.3.1 OpenCable and Product Opportunity
1.3.2 The Demand of tru2way Devices by Channel
Figure 1-3: tru2way Devices by Channel 2008-20131.4 Digital Living Network Alliance
1.4.1 DLNA Certification over 2000 Products
1.4.2 U.S. Market Demand of DLNA Consumer Electronic Devices
Figure 1-4: U.S. DLNA Consumer Electronic Devices Shipped
(DVDs/ Media Servers, Camcorders, DVD Players, Game Consoles, Cameras, TVs,
Music Players, Personal Computers)1.5 Integrated Open Access Retail Strategies
2. Opportunities from Open Access
2.1 History of Open Access
Figure 2-1: Progress in Dialup Modem Speeds2.2 Overview of Current Infrastructure
2.3 Migration from Current Infrastructure
2.3.1 Next Generation Approach and Services
Table 2-1: Current Open Access Technology Trends
(Network Environment, Current Approach, Next Generation Approach,
Next Generation Services)
2.3.2 Major Service Provider’s Deployment2.4 Industry Activities and Directions
2.4.1 Industry Positioning and Potential Open Access Strategies
Table 2-2: Industry Positioning
(Segment, Strategy, Services, Potential Open Access Strategies)
2.4.2 The Mobile Service Providers
2.4.3 Cable Service Providers
2.4.4 Satellite Service Providers
2.4.5 DLNA Standardization2.5 Summarizing Open Access
3. 700 MHz and Other Wireless Services'
3.1 Fixed and Wireless Broadband Landscape
Figure 3-1: Fixed and Wireless Broadband Landscape3.2 700 MHz Capabilities and Advantages
Table 3-1: Performance of Different Spectrum Bands
Figure 3-2: 700 MHz Spectrum
Table 3-2: Leading 700 MHz Auction Results3.3 700 MHz Auction Results
Figure 3-3: 700 MHz A Block Auction Results
Figure 3-4: 700 MHz B Block Auction Results
Figure 3-5: 700 MHz C Block Auction Results
Figure 3-6: 700 MHz E Block Auction Results3.4 Wireless Technologies
3.4.1 4G WiMAX Technology
3.4.2 4G LTE Technology
3.4.3 802.11 WiFi Technologies
Table 3-3: 802.11 Networking Standards
3.4.4 3G W-CDMA Technology
3.4.5 2G GSM Technology
3.4.6 2G CDMA and 3G CDMA 2000 Technologies
3.4.7 700 MHz Whitespace Communications
Table 3-4: White Space Availability3.5 Service Provider Strategies
3.5.1 Verizon
Figure 3-7: Verizon’s Spectrum Holding Before 700 MHz Auction
Figure 3-8: Verizon’s Spectrum Holding After 700 MHz Auction
Table 3-5: Verizon's Open Access Application Ideas
Figure 3-9: Verizon’s Open Development Initiative
3.5.2 AT&T
3.5.3 Sprint3.6 Product Opportunities
3.6.1 LiMo Foundation Technology
Figure 3-10: LiMO Foundation Architecture
Table 3-6: First LiMo Handsets
Figure 3-11: Google Android Architecture
3.6.2 Google’s Android Technology
3.6.3 Nokia’s Symbian Operating System
Table 3-7: Ownership of Symbian Limited
Table 3-8: Symbian Foundation Membership Rights
3.6.4 Mobile Handsets
3.6.5 Machine to Machine Applications
3.6.6 Digital Lifestyle Applications
3.6.7 Automotive Applications3.7 Competitive Analysis: Communications Systems Companies
3.7.1 Alcatel-Lucent
3.7.2 Cisco
3.7.3 Ericsson
3.7.4 Huawei
3.7.5 Motorola
3.7.6 Nokia Siemens Networks
3.7.7 ZTE3.8 Competitive Analysis: Wireless handset Makers
3.8.1 Nokia
3.8.2 Motorola
3.8.3 Apple
3.8.4 OnStar
3.8.5 Autonet Mobile
3.8.6 Sony3.9 Market Forecast and Future Outlook
3.9.1 The Current Mobile Networks
Figure 3-12: Performance of Fixed and Wireless Technologies
3.9.2 Directions beyond 2010 Mobile Networks
3.9.3 4G Mobile WiMAX and LTE
Table 3-9: 4G Mobile WiMAX and LTE
3.9.3.1 4G LTE Standardization:
Figure 3-13: 4G Deployments by Mobile Operator
(AT&T, Verizon , Sprint)
3.9.4 4G LTE Deployments by Mobile Operator 2008-2013
3.9.4.1 4G Deployments by Mobile Operator by Technology
Figure 3-14: 4G Deployments by Technology 2008-2013
(LTE, Mobile WiMAX)
3.9.4.2 4G Device Sold by Year by Type
Figure 3-15: 4G Devices Sold by Year by Type 2008-2013
(Consumer Devices, Handsets, PCs)
3.9.4.3 Mobile WiMAX Devices Sold by Year by Type
Figure 3-16: Mobile WiMAX Devices Sold by Year 2008-2013
(Consumer Devices, Handsets, PCs)
3.9.4.4 LTE Devices Sold by Year by Type
Figure 3-17: LTE Devices Sold by Year 2008-2013
(Consumer Devices, Handsets, PCs)3.10 Strategies and Recommendations
3.10.1 Selecting Product Opportunities
3.10.2 Selecting a Wireless Technology
3.10.3 Working with the Service Providers
4. CableLabs tru2way
4.1 Technology Overview
Figure 4-1: Block Diagram of tru2way Set-top Box4.2 Service Provider Strategies
Figure 4-2: U.S. Pay TV Subscribers4.2.1 Time Warner Cable
4.2.2 Comcast
4.2.2.1 Cox Communications4.3 Product Opportunities
4.3.1 IPTV tru2way Opportunities
4.3.2 Developing tru2way Products4.4 Competitive Analysis
4.4.1 Panasonic
4.4.2 Sony
4.4.3 Motorola4.5 Market Forecast and Future Outlook
4.5.1 Pay TV Subscriber Forecast
Figure 4-3: Pay TV Subscriber Forecast 2007-2013
(Teleco IPTV, Satellite, Cable)
4.5.2 tru2way Capable Subscriber Forecast
Figure 4-4: tru2way Capable Subscriber Forecast 2008-2013
(Bright House, Cable Vision, Cox, Carter, Time Warner, Comcast)
4.5.3 tru2way Device by Cable Company and by Channel
Figure 4-5: tru2way Device by Cable Company 2008-2013
(Bright House, Cable Vision, Cox, Carter, Time Warner, Comcast, Other)
Figure 4-6: tru2way Devices by Channel 2008-2013
(Retail tru2Way, Cable tru2Way)4.6 Recommendations
4.6.1 Selecting Product Opportunities
4.6.1.1 Working with the Service Providers
5. Digital Living Network Alliance
5.1 Technology Overview
5.1.1 Network Categories and Device classes
Table 5-1: DLNA Device Categories and Classes
5.1.1.1 DLNA Certified Products by companies
Table 5-2: DLNA Certified Products
(Company, Digital Media Adapter, Digital Video Recorder, Audio-Video System,
Network Attached Storage, Tele-vision, Personal Computer, Printer, DVD Player,
BluRay Recorder/ Player, HD-DVD Recorder/ Player, Game Console, Digital Camera, Portable Music/ Video Player, Mobile Devices)
5.1.2 DLNA Formats and Protocols
Table 5-3: DLNA Protocol Building Blocks5.2 Service Provider Strategies
Table 5-4: DLNA Service Provider Members5.3 Product Opportunities
5.3.1 Home Devices
5.3.2 Handheld Devices
5.3.3 Home Infrastructure Devices5.4 Competitive Analysis
Table 5-5: Prominent Consumer Electronics DLNA Members5.4.1 Buffalo, Inc.
5.4.2 Sony
5.4.3 Microsoft5.5 Market Forecast and Future Outlook
Figure 5-1: U.S. Consumer Electronic Devices Shipped5.5.1 U.S. Consumer Electronic Devices Shipped by Products 2007-2013
(DVDs/ Media Servers, Camcorders, DVD Players, Game Consoles, Cameras
TVs, Music Players, Personal Computers)
5.5.2 The Demand of U.S. DLNA Consumer Electronic Devices by Products
Figure 52: U.S. DLNA Consumer Electronic Devices Shipped 2008-2013
(DVDs/ Media Servers, Camcorders, DVD Players, Game Consoles, Cameras
TVs, Music Players, Personal Computers)
5.5.3 The Penetration of U.S. DLNA Consumer Electronic Devices by Products
Figure 53: U.S. DLNA Penetration 2008-2013
(DVDs/ Media Servers, Camcorders, DVD Players, Game Consoles, Cameras
TVs, Music Players, Personal Computers, Total Devices)5.6 Recommendations
5.6.1 Product Opportunities
5.6.2 Integrating DLNA with Open Access
6. Integrated Open Access Retail Strategies
6.1 The DLNA Ecosystem
6.2 Recommendations
6.2.1 Selecting Product Opportunities
6.2.2 DLNA Ecosystem
6.2.3 Working with the Service Providers