Executive summary
In a nutshell
Our view
Growth of mobile broadband subscribers and mobile traffic creating opportunity for FTTH vendors
Key messages
Mobile broadband will compete with lower fixed-speed tiers
Throughput can be trickier to predict and measure
Mobile broadband subscriber growth will outpace fixed broadband
But overwhelming majority of mobile broadband subscribers will be consumers on handsets
Complementary growth in many markets, substitution in selected few
Divide between emerging and developed markets
Dig beyond the country level to demographics
Determinants of fixed-mobile broadband access substitution
The evolution of devices will be a significant determinant in choice between wireline and mobile access
Wireless networks will need to match wireline networks in consumer experience
Rise of integrated operators
FONTocells anyone?
Challenges and questions remain about the complexity and diversity of opportunities
Initial wins indicate vendors taking note; some product tweaks under way
How significant is the mobile backhaul market for FTTx equipment likely to be?





List of Figures
Figure 1: The effect of mobile broadband on fixed broadband subscribers and access networks will be complex