Infonetics: Wireline Broadband Experiencing Solid Growth; Tier 3 Operators Upgrading their Broadband Networks

Infonetics Research launched a new research service this year – Broadband Subscriber Database by Provider, led by analyst Jeff Heynen. The latest report, released this week, contains demographic and subscriber data of more than 130 global wireline broadband providers.

.    The top 6 wireline broadband providers by subscriber are, in rank order, China Telecom, China Unicom, Comcast, NTT Group, Deutsche Telekom, and AT&T
.    Fixed broadband subscribers in China totaled 183 million in the third quarter of 2013, up 37% in two years
.    In the Middle East, wireline broadband subscribers grew more than threefold in the same period
.    China Telecom, NTT Group, and Verizon are the leading providers of FTTH services
.    Comcast and Time Warner Cable are the 2 largest cable broadband operators by subscribers in the world, and the merged companies will tout over 31 million subscribers

FTTH subscribers are growing rapidly in Europe, while Asia Pacific region is growing faster.


“We’re seeing phenomenal growth in fixed broadband subscribers in Asia Pacific, particularly China, where China Telecom and China Unicom continue to add both DSL and FTTH subscribers at a phenomenal pace. Meanwhile, Latin America continues to see moderate growth in both cable and DSL subscribers,” reports Jeff Heynen, principal analyst for broadband access and pay TV at Infonetics Research.

Heynen continues: “FTTH subscribers in Europe are now showing signs of solid growth, with Swisscom, Free, and Telefonica among a handful of operators moving forward with FTTH.”


Infonetics’ quarterly broadband subscriber database tracks fixed broadband subscribers (DSL, cable broadband, FTTB and LAN, FTTH) in North America, EMEA (Europe, Middle East, Africa), Asia Pacific, and CALA (Caribbean and Latin America). The database, which includes searchable and sortable pivot tables, data, and charts, provides subscriber data by region, technology, individual service provider, and service provider type (cable operator, competitive, incumbent, independent wireless, satellite). It also includes service provider demographics and a Customer Premise Equipment (CPE) Tracker that lists manufacturer, model, and type of CPE by service provider.

To buy the database, contact Infonetics:

In a related report on Set Top Boxes, Heynen wrote:  “The overall set-top box (STB) market declined in 2013, but cable and satellite video gateways had a very strong year, with shipments growing 333% and 98%, respectively,” says Jeff Heynen, principal analyst for broadband access and pay TV at Infonetics Research.

Video gateways collapse the STB and broadband CPE into a single device, and it’s for this reason we expect to see a long-term shift to these devices, at least in North America, to reduce capex in multiple TV set homes,”  he added.   Infonetics expects global IP video gateway revenue to grow at a 79% compound annual growth rate (CAGR) from 2013 to 2018.

Evidently Heynen is on a roll.  In yet another Infonetics report issued last week titled: Tier 3 Broadband Strategies and Vendor Leadership: North American Service Provider Survey, he wrote:

“Tier 3 operators in the U.S. are already heavily invested in FTTH networks and will continue to expand their fiber availability until they reach their entire subscriber base.  But like other operators around the world outside of China,” Heynen continues, “The long-term transition to fiber will happen incrementally, with fiber-to-the-node and fiber-to-the-curb deployments using VDSL2 as a critical, strategic tool in the effort to keep up with subscriber and network bandwidth demands.”




.    Only 5% of operators participating in Infonetics’ survey are providing average downstream speeds of 100+ Mbps today, increasing to 45% by 2016
.    Survey respondents expect capital expenditures earmarked for fixed broadband networks to remain flat
.    After 2014, 55%-75% of respondents plan to upgrade and expand their networks with 2.5G GPON and Ethernet FTTH
.    Meanwhile, the percentage of respondents upgrading their networks with system-level vectored VDSL2 goes from 0 in 2013 to 30% in 2014
.    A majority of those surveyed named Calix, Adtran, and Alcatel-Lucent as the top 3 fixed broadband access equipment suppliers

N. America (West), Asia Pacific: Larry Howard, [email protected], +1 408-583-3335
N. America (East, Midwest), L. America: Scott Coyne, [email protected], +1 408-583-3395
EMEA, India, Singapore: George Stojsavljevic, [email protected], +44 755-488-1623
Japan, South Korea, China, Taiwan: