The Next Telecom Boom


Published: Dec 2008
Pages: 
50
Analyst: 
Frank Ohrtman
Single User: 
$295.00
Company Wide: 
$995.00
Team License: 
$685.00
New technologies such as IP Multimedia Subsystems (IMS) and WiMAX enable one service provider to offer the equivalent of telephone service (landline or mobile) data (T3, T1, DSL, cable modem, cellular broadband, fixed or mobile) and video at a fraction of the infrastructure costs that incumbent service providers (landline telephone, cable TV or cellular) have already invested in their networks. How will incumbents compete? Where do investment opportunities lie in terms of technologies that will be the pillars for the next (and exponentially larger) telecom boom?

This publication addresses those issues and offers answers that are critical to incumbents and new entrants as they consider significant investment in network upgrades, new networks, applications and services. In this analysis, Frank Ohrtman evaluates new technologies that will almost certainly force incumbent service providers to invest billions into new infrastructure or face a massive market share losses to new service providers or other service providers who do invest in new technologies to offer an expanded range of services.

Target Audience: 
  • Network infrastructure suppliers such as Ericsson, Alcatel-Lucent, Nokia Siemens Networks, Nortel, and Motorola
  • Service providers of all types including wireline, cable MSOs, cellular, and new entrants such as Google
  • Investors in new infrastructure including WiMAX, IMS, and related fixed and wireless IP applications
  • Any company with a vested interest in new broadband spectrum such as 700 MHz
  • Incumbent and new entrant fixed, wireless, and next generation operators
  • Developers of NGN applications such as FMC and any IP-based services
Table of Contents: 

Chapter One: You Can't Be A "One Trick Pony" and Expect to Survive in the Telecom Market of 2012

Challenges for Incumbent Telephone Companies

OPEX

CAPEX

Cost per Subscriber

Challenges for Cable TV Companies

ARPU

Mostly Residential

VoIP

Challenges for Satellite TV Providers

CAPEX

Limitations

Challenges for Cell Phone Service Providers

CAPEX

OPEX

Summary

What Happens Next: The Four Big Telecom Technology Trends

Big Trend #1: IMS - The Basis for Triple and Quadruple Play

IMS Vision

Big Trend #2: VoIP
VoIP Architecture

The Physical Layer: Access via Media Gateways and Other Devices

The Control Layer: The Softswitch

The Session Border Controller (SBC)

Peer-to-peer Telephony
The Asterisk PBX................................................................................................................................................. 26

Conclusion

Big Trend #3: IPTV

Mobile TV

Big Trend #4: Wireless

What is WiMAX?

Fixed WiMAX

Mobile WiMAX

WiMAX is not Wi-Fi

WiMAX as compared to LMDS and MMDS

Interference

Antenna Technologies and Interference

Prioritizing Traffic

WiMAX Security

Four Big Trends Applications or "What will the AWS auction winners do with their new networks?"

PSTN bypass with the Four Big Trends

IMS + WiMAX + VoIP - The "killer app" of Three Big Trends

Four Big Trends Applications Mobile (IEEE 802.16e-2005)

IMS + VoIP + WiMAX = cellular alternative

Four Big Trends Economics: Compare WiMAX with Other Technologies

Conclusions

Categories: 
Next Generation Networks (NGN)
Strategy (Technology and Market)

CLIENT ACCESS