Asia-Pacific telcos are forecast to see service revenues from DSL, fiber broadband and IPTV rise from $52.5 billion in 2010 to $79.5 billion in 2016, according to a new research.
ABI Research also said that significant revenue growth will come from fiber broadband and IPTV services, offset slightly by some declines in broadband DSL. Cable companies in the region will see revenues decline slightly, from $51 billion to $49.5 billion, with increases in cable broadband offsetting some loss of pay-TV revenue to telco-provided IPTV and satellite. In sum, telcos will see revenue growth of 51% while cable companies see a decline of revenues by 3%.
Both China and India have significant regulation unfolding which will shift the balance of power between telcos and cable companies.
“China’s Triple-Play Net Convergence initiative has already started to force the consolidation of provincial level cable operators to serve populations of approximately 20 million – up from small regional operators serving hundreds of thousands to a few million,” said Sam Rosen ABI Research senior analyst.