Summary

米国調査会社マインドコマース(Mind Commerce)の調査レポート「ケーブル事業者市場：技術毎、住宅用サービス毎（無線、インターネット、エンターテインメント、セキュリティ、ホームオートメーション、IoTベースのアプリ）、中小企業用ソリューション毎、企業用アプリ毎（クラウドホスティング、機器・動画管理、統合アクセス）、産業毎　2019-2024年」は、ケーブルMSO(Multiple System Operator)エコシステムの企業、技術、ソリューション、ビジネスチャンスについて査定している。従来の住宅用と中小企業用サービスに加え、固定ネットワークプロバイダ、IoT市場のビジネスチャンス、無線・モビリティなどの消費者サービスなどのより幅広いB2B市場についても記載している。各主要サブセグメントのビジネスチャンスを評価し、2018-2023年の予測も提供している。ケーブルMSOネットワークオペレータへの5Gとエッジコンピューティングの影響を査定している。

Overview:

This report evaluates Cable MSO ecosystem players, technologies, solutions, and market opportunities. This includes traditional residential and SMB services as well as the broader B2B market for fixed network providers, IoT market opportunities, wireless/mobility and other consumer services. The report evaluates these market opportunities and provides forecasts for every major sub-segment from 2018 through 2023. The report also evaluates the impact of 5G and edge computing on Cable MSO network operators.

The report also assesses the Cable MSO business service environment, landscape, and investment strategies such as the impact and opportunities surrounding developments with Citizens Broadband Radio Service (CBRS). Looking beyond simply migration from coaxial cable to fiber networks, the report takes into consideration important technical matters such as Cable MSO converged IP/MPLS network architectures, IoT networks and functionality.

The report also evaluates how these technical considerations relate to market opportunities such as Cable MSO IoT vertical coverage. The report also evaluates the impact of artificial intelligence on Cable MSO providers. Finally, the report also provides a summation with conclusions and recommendations for all industry constituents.

Cellular network operators will go head-to-head with cable companies for many of their B2B services including business Internet and backhaul solutions. Mind Commerce sees this as a substantial strategic issue for MSOs starting in 2020. Accordingly, purchasers of this report will also receive 5G Market Assessment: Vendor Strategies, Technology and Infrastructure Outlook and Application Forecasts at no additional cost.

The term multiple-system operator (MSO) refers to a network operator of multiple cable or direct-broadcast satellite television systems. We use the terminology Cable MSO in this report as MSOs are predominantly fixed connection providers that utilize fiber and largely cable for connectivity to homes and businesses. This category includes residential Internet, Voice over IP (VoIP), TV, and security services as well as a variety of business services.

Cable MSOs such as Cox Communications have provided SMB services for a long time. With the advent of the Mobile Virtual Network Operator (MVNO) business model, many Cable MSOs have launched consumer wireless offerings as an MVNO. More recently, Cable MSO providers seek to leverage their assets to offer various Internet of Things (IoT) related applications and services.

In terms of IoT related services, Cable MSO companies hold a key role in connected home applications and services including home automation. Service areas include home security (monitoring, access control, automated lighting, etc.), connected appliances (refrigerator, washer/drier, whole house vacuum, etc.), HVAC systems, irrigation systems, and entertainment including TV service, video on demand, and competition with Over-the-Top (OTT) service providers. One of the ways that Cable MSOs can differentiate themselves versus OTT providers is to become one themselves by leveraging Telecom APIs. In fact, there are a few good arguments for cable companies using the OTT model only for wireless service rather than a traditional MVNO model.

On the business to business (B2B) front, traditional Cable MSOs have new competition from Google Fiber as well as other companies seeking to provide high-speed fixed network connectivity. Due to the commercial introduction of 5G, and more specifically 5G New Radio (5GNR), cable MSO providers will have will have new competition from wireless carriers for connectivity, especially for enterprise communications. More specifically, 5GNR uses millimeter wave RF propagation, which enables both high capacity and low latency data transport as a competitive offering to fiber and cable.

Select Findings:

•    Wireless carriers will lose the battle for residential ISP services
•    Cable MSOs have a key role in consumer IoT and connected homes
•    OTT service providers are at a competitive disadvantage to Cable MSOs
•    Overall Cable MSO B2B services will grow at 9% CAGR during the study period
•    Strategic focus of Cable MSOs is optimal infrastructure and ensuring high quality services
•    Successful Cable MSOs will successfully leverage Multi Access Edge Computing infrastructure

Select Report Benefits:

•    Market by connectivity including cable, fiber, satellite, and other wireless
•    Market by market sector including residential, enterprise, industrial, and government services
•    Business services market by type including small and medium business (SMB) and enterprise customers
•    Market by networking type including consumer wireless, cable modem, set-top box, WiFi router, and VoIP devices
•    Market by business solutions including cloud hosting, device and video management, converged cable access, and more
•    Enterprise market by industry verticals including finance, healthcare, education, hospitality, media and entertainment, and others
•    Enterprise service support including  digital media and imaging, telemedicine, eLearning, grid computing, e-government, and more

Target Audience:

•    Network operators
•    IoT service providers
•    ICT infrastructure suppliers
•    Content and application providers
•    Datacenters and cloud services providers

Companies in Report:

•    Accedian Networks Inc.
•    ADVA Optical Networking
•    Altice USA
•    AT&T Inc.
•    Atlantic Broadband
•    Blue Ridge Communications
•    Buckeye Broadband
•    Cable Labs
•    Cable One Inc.
•    CenturyLink
•    Charter Communications
•    Ciena Corporation
•    Cincinnati Bell Inc.
•    Cisco Systems Inc.
•    Cogent Communications Inc.
•    Comcast
•    Consolidated Communications
•    Cox Communications Inc.
•    Digicable
•    EXFO Inc.
•    Frontier Communications Corporation
•    Fujitsu Ltd.
•    GCI Communications Corp.
•    Google Fiber
•    Greenlee Communications
•    GTT Communications Inc.
•    Harmonic Inc.
•    Juniper Networks Inc.
•    Liberty Cablevision
•    Mediacom Communications Corporation
•    Midcontinent Communications
•    Nokia Corporation
•    Pacific Broadband Networks
•    Ribbon Communications
•    Rogers Communications
•    Service Electric Cable TV Inc.
•    Shandong Cable Network
•    Shaw Communications
•    Sprint Corporation
•    Telenet
•    Telephone and Data Systems Inc.
•    TPG Internet Pty Ltd ABN
•    Verizon Wireless
•    Virgin Media
•    WaveDivision Holdings LLC
•    WideOpenWest Finance LLC
•    Windstream Communications
•    Zayo Group LLC

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Table of Contents

1.0          Executive Summary
2.0          Introduction
2.1          Cable MSO Landscape
2.1.1      Converged Communication Architecture
2.1.2      Service Routing Platform
2.1.3      Wireless Structure
2.2          Cable Internet Performance vs. Wireless Broadband Access
2.3          Citizens Broadband Radio Service (CBRS)
2.4          Important Technologies: DOCSIS, NFV, SDN, and OSS/BSS
2.5          Importance of Ethernet Connectivity
2.6          Fixed Network and Satellite Provider Video and IP Services
2.7          The Role of WiFi, LTE, and 5G Services
2.8          In-Building Capacity Boosting and DAS Solution
2.9          Cable MSO Market Factors
2.10        Cable MSO Market Players
3.0          Technology and Market Analysis
3.1          Cable MSO Consumer vs. Enterprise Market
3.2          Cable MSO and Connected Homes
3.2.1      Connecting to the Connected Home
3.2.2      Connected Homes and “Smart” Products and Services
3.3          Enterprise Telecom Service Spending and Commercial Services
3.4          Cable Infrastructure Spending
3.5          Wireless MVNO Opportunity
3.6          Cable MSOs can Leverage Telecom APIs for OTT Service
3.7          Network Virtualization and Service Orchestration
3.8          Spectrum Sharing in LTE 5G and Spectrum Access System (SAS)
3.9          Cloud Solution and Network Deployment
3.10        VoIP Transformation and Next Generation Video
3.11        Cable MSO IoT Network and Functions
3.12        IoT Vertical for Cable MSO
3.13        Cable MSO Deployment and Expansion
3.14        Cable MSO Business Model
3.15        Cable MSO User Characteristics
4.0          Company Analysis
4.1          Altice USA
4.2          ADVA Optical Networking
4.3          Accedian Networks Inc.
4.4          AT&T Inc.
4.5          Atlantic Broadband
4.6          Telephone and Data Systems Inc.
4.7          Blue Ridge Communications
4.8          Buckeye Broadband
4.9          Cable Labs
4.10        Cable One Inc.
4.11        CenturyLink
4.12        Charter Communications (Spectrum Enterprise)
4.13        Ciena Corporation
4.14        Cincinnati Bell Inc.
4.15        Cisco Systems Inc.
4.16        Cogent Communications Inc.
4.17        Comcast
4.18        Consolidated Communications
4.19        Cox Communications Inc.
4.20        Digicable
4.21        Ribbon Communications
4.22        EXFO Inc.
4.23        Frontier Communications Corporation
4.24        Fujitsu Ltd.
4.25        GCI Communications Corp.
4.26        Google Fiber
4.27        Greenlee Communications
4.28        GTT Communications Inc.
4.29        Harmonic Inc.
4.30        Juniper Networks Inc.
4.31        Liberty Cablevision
4.32        Mediacom Communications Corporation
4.33        Midcontinent Communications
4.34        Nokia Corporation
4.35        Pacific Broadband Networks
4.36        Rogers Communications
4.37        Service Electric Cable TV Inc.
4.38        Shandong Cable Network
4.39        Shaw Communications
4.40        Sprint Corporation
4.41        Telenet
4.42        TPG Internet Pty Ltd ABN
4.43        Verizon Wireless
4.44        Virgin Media
4.45        WaveDivision Holdings LLC
4.46        Windstream Communications
4.47        WideOpenWest Finance LLC
4.48        Zayo Group LLC
5.0          Cable MSO Market Forecasts 2019 – 2024
5.1          Consolidated Cable MSO Market 2019 – 2024
5.2          Cable MSO Market by Segment 2019 – 2024
5.2.1      Cable MSO Market by Infrastructure 2019 – 2024
5.2.1.1   Cable MSO Market by Cable Type 2019 – 2024
5.2.1.2   Cable MSO Market by Networking Equipment Type2019 – 2024
5.2.2      Cable MSO Market by Software Solution 2019 – 2024
5.2.3      Cable MSO Market by Service Sales 2019 – 2024
5.2.3.1   Cable MSO Market by Business Service 2019 – 2024
5.2.3.1.1               Cable MSO Market by TV Service 2019 – 2024
5.2.3.1.2               Cable MSO Market by Internet Service 2019 – 2024
5.2.3.1.3               Cable MSO Market by Wireless Mobility Service 2019 – 2024
5.2.3.1.4               Cable MSO Market by Enterprise Service 2019 – 2024
5.2.3.1.5               Mobile Driven Cable MSO Business Service Market 2019 – 2024
5.2.3.1.5.1           Mobile Driven Cable MSO Business Service Market by Connectivity 2019 – 2024
5.2.3.2   Cable MSO Market by Professional Service 2019 – 2024
5.3          Cable MSO Market by Vertical Market Sector 2019 – 2024
5.3.1      Cable MSO Enterprise Market by Organization Size 2019 – 2024
5.3.2      Cable MSO Enterprise Market by Industry Vertical 2019 – 2024
5.4          AI Solution Market in Cable MSO 2019 – 2024
5.4.1      AI Solution Market in Cable MSO by Segment 2019 – 2024
5.4.2      AI Solution Market in Cable MSO by AI Technology 2019 – 2024
5.5          Big Data Analytics Solution Market in Cable MSO 2019 – 2024
5.6          IoT Opportunity in Cable MSO 2019 – 2024
5.6.1      IoT Opportunity in Cable MSO by Type 2019 – 2024
5.7          Cable MSO Market in Edge Network 2019 – 2024
5.8          Cable MSO Market in 5G 2019 – 2024
5.8.1      Cable MSO Market in 5G by Segment 2019 – 2024
5.9          Cable MSO Market by Region 2019 – 2024
5.9.1      North America Cable MSO Market by Leading Country 2019 – 2024
5.9.2      Europe Cable MSO Market by Leading Country 2019 – 2024
5.9.3      APAC Cable MSO Market by Leading Country 2019 – 2024
5.9.4      ROW Cable MSO Market by Leading Country 2019 – 2024
6.0          Conclusions and Recommendations
7.0          Appendix: Connected Home Market 2019 – 2024
7.1          Connected Home by Smart Product Segment 2019 – 2024
7.1.1      Connected Home by Home Security, Surveillance and Access Solutions 2019 – 2024
7.1.2      Connected Home by Smart Home Appliances 2019 – 2024
7.1.3      Connected Home Smart Home Media and Entertainment 2019 – 2024
7.1.4      Connected Home by Smart Energy Management 2019 – 2024
7.1.5      Connected Home to Smart Vehicle Integrated Applications 2019 – 2024
7.2          Connected Home by Deployment Type 2019 – 2024
7.2.1      Connected Home Do It Yourself (DIY) Solutions 2019 – 2024
7.2.2      Connected Home Managed Services 2019 – 2024
7.2.3      Connected Home Support and Maintenance 2019 – 2024
7.3          Connected Home Service Providers 2019 – 2024
7.3.1      Connected Home Customer Premise Equipment 2019 – 2024
7.3.2      Connected Home Applications by Network Operator 2019 – 2024
7.3.3      Connected Home Applications by OTT Service Provider 2019 – 2024
7.3.4      Connected Home by Connectivity Method 2019 – 2024
7.4          Connected Home by Technology 2019 – 2024
7.5          Connected Home by Cloud Computing Type 2019 – 2024

Figures

Figure 1: Cable MSO Service Landscape
Figure 2: Cable MSO Converged IP/MPLS Network Architecture
Figure 3: Cable MSO Business Service Ecosystem
Figure 4: SMB Preference over Cable MSO Services
Figure 5: Connected Home and Smart Products
Figure 6: Three Tier Access System
Figure 7: Cable MSO IoT Network and Functions
Figure 8: Cable MSO IoT Vertical Coverage
Figure 9: Global Consolidated Cable MSO Market 2019 – 2024
Figure 10: Global Wireless Cable MSO Business Service Market 2019 – 2024
Figure 11: Global AI Solution Market in Cable MSO 2019 – 2024
Figure 12: Global Big Data Analytics Solution Market in Cable MSO 2019 – 2024
Figure 13: Global IoT Opportunity in Cable MSO 2019 – 2024
Figure 14: Global Cable MSO Market in Edge Network 2019 – 2024
Figure 15: Global Cable MSO Market in 5G 2019 – 2024
Figure 16: Connected Home by Smart Product Segment 2019 – 2024
Figure 17: Connected Home by Home Security, Surveillance and Access Solutions 2019 – 2024
Figure 18: Connected Home by Smart Home Appliances 2019 – 2024
Figure 19: Connected Home Smart Home Media and Entertainment 2019 – 2024
Figure 20: Connected Home Smart Speaker and Virtual Private Assistant Enabled Devices 2019 – 2024
Figure 21: Connected Home Interactive Television and Video 2019 – 2024
Figure 22: Connected Home Console and Cloud-based Gaming 2019 – 2024
Figure 23: Connected Home Immersive Solution Devices 2019 – 2024
Figure 24: Connected Home Immersive Applications 2019 – 2024
Figure 25: Connected Home by Smart Energy Management 2019- 2026
Figure 26: Connected Home to Smart Vehicle Integrated Applications 2019- 2026
Figure 27: Connected Home by Deployment Type 2019- 2026
Figure 28: Connected Home by Do It Yourself (DIY) Solutions 2019- 2026
Figure 29: Connected Home by Managed Services 2019- 2026
Figure 30: Connected Home by Support and Maintenance 2019- 2026
Figure 31: Connected Home Service Providers 2019- 2026
Figure 32: Connected Home Customer Premise Equipment 2019- 2026
Figure 33: Connected Home by Applications by Network Operator 2019- 2026
Figure 34: Connected Home by Applications by OTT Service Providers 2019- 2026
Figure 35: Connected Home by Applications by Connectivity Method 2019- 2026
Figure 36: Connected Home by Technology 2019 – 2024
Figure 37: Connected Home by Cloud Computing Type 2019 – 2024

Tables

Table 1: Google Fiber Service Package
Table 2: Global Cable MSO Market by Segment 2019 – 2024
Table 3: Global Cable MSO Market by Infrastructure Type 2019 – 2024
Table 4: Global Cable MSO Market by Cable Type 2019 – 2024
Table 5: Global Cable MSO Market by Networking Equipment Type 2019 – 2024
Table 6: Global Cable MSO Market by Software Solution Type 2019 – 2024
Table 7: Global Cable MSO Market by Service Sales Type 2019 – 2024
Table 8: Global Cable MSO Market by Business Service Type 2019 – 2024
Table 9: Global Cable MSO Market by TV Service Type 2019 – 2024
Table 10: Global Cable MSO Market by Internet Service Type 2019 – 2024
Table 11: Global Cable MSO Market by Wireless Mobility Service Type 2019 – 2024
Table 12: Global Cable MSO Market by Enterprise Service Type 2019 – 2024
Table 13: Global Mobile Driven Cable MSO Business Service Market by Connectivity Type 2019 – 2024
Table 14: Global Cable MSO Market by Professional Service Type 2019 – 2024
Table 15: Global Cable MSO Market by Vertical Market Sector 2019 – 2024
Table 16: Global Cable MSO Enterprise Market by Organization Size 2019 – 2024
Table 17: Global Cable MSO Enterprise Market by Industry Vertical 2019 – 2024
Table 18: Global AI Solution Market in Cable MSO by Segment 2019 – 2024
Table 19: Global AI Solution Market in Cable MSO by AI Technology 2019 – 2024
Table 20: Global IoT Opportunity in Cable MSO by Type 2019 – 2024
Table 21: Global Cable MSO Market in 5G by Segment 2019 – 2024
Table 22: Global Cable MSO Market by Region 2019 – 2024
Table 23: North America Cable MSO Market by Leading Country 2019 – 2024
Table 24: Europe Cable MSO Market by Leading Country 2019 – 2024
Table 25: APAC Cable MSO Market by Leading Country 2019 – 2024
Table 26: ROW Cable MSO Market by Leading Country 2019 – 2024
Table 27: Connected Home by Smart Product Segment 2019 – 2024
Table 28: Connected Home by Home Security, Surveillance and Access Solutions 2019 – 2024
Table 29: Connected Home by Smart Home Appliances 2019 – 2024
Table 30: Connected Home Smart Home Media and Entertainment 2019 – 2024
Table 31: Connected Home Smart Speaker and Virtual Private Assistant Enabled Devices 2019 – 2026
Table 32: Connected Home Interactive Television and Video 2019 – 2026
Table 33: Connected Home Console and Cloud-based Gaming 2019 – 2026
Table 34: Connected Home Immersive Solution Devices 2019 – 2026
Table 35: Connected Home Immersive Applications 2019 – 2026
Table 36: Connected Home by Smart Energy Management 2019- 2026
Table 37: Connected Home to Smart Vehicle Integrated Applications 2019- 2026
Table 38: Connected Home by Deployment Type 2019 – 2024
Table 39: Connected Home by Do It Yourself (DIY) Solutions 2019 – 2024
Table 40: Connected Home Managed Services 2019 – 2024
Table 41: Connected Home Support and Maintenance 2019 – 2024
Table 42: Connected Home Service Providers 2019 – 2024
Table 43: Connected Home Customer Premise Equipment 2019 – 2024
Table 44: Connected Home Applications by Network Operator 2019 – 2024
Table 45: Connected Home Applications by OTT Service Provider 2019 – 2024
Table 46: Connected Home by Connectivity Method 2019 – 2024
Table 47: Connected Home by Technology 2019 – 2024
Table 48: Connected Home by Cloud Computing Type 2019 – 2024