- ID: 2628741
- June 2016
- Rethink Research
"A copper mesh of a billion phone lines and hybrid fiber co-ax encircles the planet. The number of lines is actually going down, not up, and in three to four years excess traffic will have to be carried wirelessly. Both wired and wireless networks attach to fiber backhaul tightly interwoven to reach all but the most rural or inhospitable parts of the world.
Broadband is installed on 23% of these lines and rising, shifting data at 1Mbps or more. Wireless broadband is now a possibility. Faster DSL and wireless technologies, will mean the total bandwidth available will increase in a few years by a factor of 20.
As a result, video is becoming more of a one to one experience, rather than a broadcast phenomena and fallout for broadcasting networks and the re-invention of advertising models is now inevitable. Companies fastest to change will gain significant momentum.
Advertising must change, content must change, consumer electronics has been ransacked, and the pressure on operators and the fragmentation of video, is causing havoc. Some established companies will thrive, others will wilt. New players will emerge.
Faultline analyzes the seismic shocks reverberating through these industries on a weekly basis. Assessing technology with the simple ingredients of experience, perspective, and an up to date understanding of what technology can do. Our analysts have been involved in technology assessment for the past 30 years and it is this long view which helps us understand how markets are created, built and dominated, and tells us when change is imminent.” Peter White, Rethink Founder and Principal Analyst, Faultline
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