Something over 55% of landline broadband users are in the "Global South," about 500M. The South is about 65% if you include "wireless-only" many of which are 4G LTE at ten megabits or more. The gap is widening rapidly and will increase by well over 70M in 2018. Six large developing countries are growing 5% or more in the last year, compared to only one in the developed world. China is adding ~30M more each year. Most developed countries are between 75% and 95% connected. That leaves little room for growth. more
In keeping with the discussion that I have been involved in over the last decade, 'structural changes' should be today's key phrase - not just for the telecoms sector but for every sector in our economies. It has been clear for a long time that structural change is well overdue. It doesn't really matter which sector you pick, you will see that some of these reform debates go back at least a decade - and often longer -- in healthcare, education, environment, energy, finance and banking and media. more
If you are passionate about ICT policy, Peering, and Interconnection, then the Africa Peering and Interconnection Forum (AfPIF) is the place to be. The 7th annual AfPIF takes place in Dar es Salaam, Tanzania from 30 August – 1 September 2016. AfPIF is a multistakeholder forum organized by the Internet Society that brings together a diverse range of business leaders, infrastructure providers, Internet service providers (ISPs), Internet Exchange Points (IXPs), international financial institutions, policy-makers, and regulators from all over the world. more
"Net neutrality" is implicitly framed as a debate over how to deliver an equitable ration of quality to each broadband user and application. This is the wrong debate to have, since it is both technically impossible and economically unfair. We should instead be discussing how to create a transparent market for quality that is both achievable and fair. In this paper I propose an alternative approach that (potentially) meets the needs of both consumer advocates and free market proponents. more
Every four years – as it has done for nearly a hundred years – the ITU-T as the world's only global intergovernmental standards body for all telecommunication, invites its 196 sovereign state members to a meeting where they examine their work and set the stage for the next four years. There is no treaty prepared, but they do examine major developments and decide needed standardization work, priorities and structure of the organization itself – including their leadership. more
The global financial crisis and the very rapid growth in mobile broadband, thanks to smartphones, have combined to create havoc in the mobile market. On the one hand, we see that customers, especially those in countries seriously affected by the GFC, such as Southern Europe and Ireland, have reduced their mobile use, with the result that there has been a significant drop in Average Revenue per User (ARPU). On the other hand, phenomenal growth has taken place in mobile broadband, but without a significant increase in ARPU... more
It's official. A team of market analysts from Oppenheimer are saying [PDF] what I've been saying since 1997, that the apps are separating from the network, and this is driving a wave of "explosive innovation." more
Picture this: the still state-owned (51% of shares) Belgian incumbent telecom and Internet operator, Belgacom, is not a dominant player on the ISP market, according to the Brussels appeals court... It is obvious to every inhabitant of Belgium that the incumbent is everywhere. It owns all the copper pairs to homes and a good deal of the fibre. No single Internet or telephony operator can get into the business without transiting through the Belgacom network at some stage. more
When I initiated NNSquad (Network Neutrality Squad), one of my primary concerns was that many seemingly reportable "events" that can occur on the Internet -- and that might seem on their face to be network neutrality "violations" -- might actually be caused by innocent technical issues related to ISP operations, testing anomalies, or misinterpretation of test or otherwise observed data. Analysis of these situations -- which may invoke security and privacy concerns -- can be quite complex, and without a reasonably complete picture of events can also be considerably problematic... more
Software-Defined Networking (SDN) and Network Functions Virtualization (NFV) have been picking up the pace as of late. A high percentage of communication service providers and large data centers have either added these technologies on their roadmaps, or are already doing small-scale Proof-of-Concepts (PoC) in their testbed environments. more
The fixed broadband network is the infrastructure needed to meet the needs, both economic and societal, of developed markets. While some people in some developed markets have abandoned their fixed telephone connection in favour of all-mobile solutions, the majority (90% plus) still have both a fixed and a mobile connection... And so wireless broadband and FttH will develop, in a complementary and harmonious way. There are several reasons for this. more
Given all the clueless, nonsensical assertions coming out of Washington these days about 5G and purported leadership, it seemed time to do another reality check. It was timely at the moment because, with the Coronavirus concerns, the massive 3GPP 5G industry collaboration engine switched to virtual meeting mode for February. Thus – with travel barriers to participation completely absent – the participation metrics represent a real litmus test for even nominal engagement in global 5G industry collaboration and technology development. more
We have reported in the past on the rapid decline of the copper telecoms network in the USA. A decade ago BuddeComm predicted that it would be impossible to move two customer access networks in parallel towards the new fibre future, the one operated by the telcos and the other operated by the cable companies. At that stage we indicated that a possible outcome could be that the telcos would upgrade their networks to FttH and that the cable companies would become the key tenants on that network. more
In October 2012, the Chairman and Ranking Member of the House Intelligence Committee issued a joint statement warning American companies that were doing business with the large Chinese telecommunications companies Huawei and ZTE to "use another vendor." The bipartisan statement explains that the Intelligence Committee's Report, "highlights the interconnectivity of U.S. critical infrastructure systems and warns of the heightened threat of cyber espionage and predatory disruption or destruction of U.S. networks if telecommunications networks are built by companies with known ties to the Chinese state, a country known to aggressively steal valuable trade secrets and other sensitive data from American companies." more
The arrival of the iPhone, Android and iPad will raise the stakes higher in the mobile broadband market. The fact that iPhone alone has over 140,000 Apps over sort of open networks, not portals, shows the demand for mobile applications. This will put an enormous strain on the infrastructure of the mobile operators and will require them to build fibre networks to all mobile stations, as well as invest in more spectrum and new technologies such as LTE. At the same time the mobile subscriber markets are becoming saturated and competition is driving margins down. more