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Jeff Heynan - Infonetics - Residential Gateway Requirements for the Broadband Home
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Residential Gateway Requirements for the
Broadband HomeTuesday 27th September 2011
Jeff Heynen
Directing Analyst, Broadband and Video
Infonetics Research
Copyright © 2011 Infonetics Research, Inc.
Broadband Home Trends
• Premium broadband services growing, replacing baseline ADSL, cable, and dial-up
• IP video to multiple devices driving bulk of residential traffic
• Demand for latency-sensitive, sustained applications increasing
• Operators increasing bandwidth at no charge; great for consumers, not great for business
– Pressure on operators to increase number of services offered as bandwidth to the home becomes commoditized
Copyright © 2011 Infonetics Research, Inc.
Broadband subscribers will continue to grow
• Growth in fixed broadband subscribers expected up 11% in CY11
– Total expected to hit 741M by 2015
• Most growth expected in China, CALA, Eastern Europe, and Russia
• PON FTTH, VDSL, and wideband cable to see the highest growth rates
Source: Infonetics Research, Fixed and Mobile Subscribers Market Size and Forecast, April 2011
Wireline Broadband Subscribers
by Category
0
100
200
300
400
500
600
700
800
CY04 CY05 CY06 CY07 CY08 CY09 CY10 CY11 CY12 CY13 CY14 CY15
Mil
lio
ns
FTTB+LAN
VDSL/VDSL2
G.SHDSL
ADSL/ADSL2+
Wideband cable broadband
Standard cable broadband
PON FTTH
Ethernet FTTH
xDSL
Region (All) Technology (All)
Number of Subscribers
Year
Subscriber Type
Copyright © 2011 Infonetics Research, Inc.
RG growth follows premium subscribers
• Currently strong growth in NA and EMEA from multi-screen services and transition from ADSL and standard cable
• Long-term growth will be driven by emerging markets as NA and EMEA mature
Source: Infonetics Research, Broadband CPE and Subscribers Market Share, Size, and Forecast 2Q11, September 2011
Residential Gateway Units
0
10
20
30
40
50
60
70
80
90
100
CY05 CY06 CY07 CY08 CY09 CY10 CY11 CY12 CY13 CY14 CY15
Mil
lio
ns
Multiservice gateways / Voice CPE
Broadband gateways
Frequency Annual Region (All) Residential Gateways Residential gateways Metric Units
Units
Period
Residential Gateway Type
Copyright © 2011 Infonetics Research, Inc.
Bundled services offered today and tomorrow
• Most operators still
bundling very basic
services: BB, voice, etc.
• Most layering IPTV, home
security, home automation,
other services
• More services = more
loyalty = reduced churn
• More services helps to
offset revenue sacrifice to
provide more bandwidth
Source: Infonetics Research, Residential Gateways Deployment Strategies: Global Service Provider Survey, April 2011
0%
0%
0%
13%
7%
20%
40%
27%
60%
73%
73%
100%
13%
20%
27%
33%
47%
47%
53%
73%
73%
100%
100%
13%
0% 20% 40% 60% 80% 100%
Mobile broadband
Home automation
Femtocell
Third-party video
Multiscreen video
Home security
Mobile voice
WiFi hotspot access
VoIP
TDM voice
IPTV
Broadband data
Serv
ices
Percent of Respondents
2012
Now
Copyright © 2011 Infonetics Research, Inc.
Throughput and versatility are critical
• Interface expectations
closely match service
expectations (e.g. Zigbee
and home automation)
• HomePNA and HomePlug
growing while MoCA
remains limited to North
America
• RG vendors must manage
costs of inventory amidst
growing gateway
complexity
Source: Infonetics Research, Residential Gateways Deployment Strategies: Global Service Provider Survey, April 2011
0%
0%
0%
7%
0%
0%
7%
7%
7%
7%
0%
7%
13%
13%
27%
53%
40%
100%
7%
13%
13%
13%
13%
13%
13%
20%
20%
20%
27%
47%
67%
87%
93%
7%
7%
7%
0% 20% 40% 60% 80% 100%
SATA (integrated hard drive)
MoCA
Display (network diagnostics,
home control, etc.)
WiGig
Z-Wave
Zigbee
WirelessHD
HomePlug
eSATA (for external
hard drives)
802.11n dual radio
G.hn (HomeGrid)
USB 3.0
USB 2.0
Coaxial output (for
RF overlay video)
HPNA
802.11n
Gigabit Ethernet
10/100M Ethernet
Inte
rfaces
Percent of Respondents
2012
Now
Copyright © 2011 Infonetics Research, Inc.
Operators want advanced features
• Operators want to manage
and monitor these devices;
RGs are critical customer
interface
• RGs must provide both
subscriber and network
protection
• With DLNA, operators are
taking a step towards
becoming whole-home
network managers
Source: Infonetics Research, Residential Gateways Deployment Strategies: Global Service Provider Survey, April 2011
7%
7%
13%
13%
27%
27%
33%
33%
40%
40%
40%
47%
53%
67%
73%
80%
0%
0% 20% 40% 60% 80%
Android
OpenRG
Femtocell
OSGi
IPSec
Stateful packet inspection
Dynamic QoS
DoS protection
DLNA
Content fi ltering/
parental controls
TR-069 management
Intrusion detection
VPN
Firewall
IGMP
IPv6
Remote access
Featu
res
Percent of Respondents Rating 6 or 7
Copyright © 2011 Infonetics Research, Inc.
The net result: ultra broadband home gateway
• High routing throughput (200Mbps-1Gbps)
• Minimum 4 GigE LAN connections
• Up to 4 RJ11 ports
• 1-2 USB 2.0 ports
• High performance control processor to run OSGi, Android, other RG software stacks
• Automatic checking of GPON/VDSL2/Ethernet connectivity and activation of corresponding MAC
• G.hn/MoCA/HPNA/HomePlug ports
• Room for Zigbee or Z-Wave
• Integrated SoC
Copyright © 2011 Infonetics Research, Inc.
The advanced RG is critical to broadband
revenue growth
• Operators view the RG as their logical demarcation point
• With RGs, operators can extend into home automation, security, and home network management
• Maintaining video quality will be the RG’s most critical feature
• Because of complexity, more operators are going directly to ODM manufacturers for advanced gateways
Copyright © 2011 Infonetics Research, Inc.
Q&A
• Questions?
Copyright © 2011 Infonetics Research, Inc.
Jeff HeynenDirecting Analyst, Broadband Access
+1 408.583.3359
jeff.heynen@infonetics.com
http://twitter.com/JeffHeynen
www.infonetics.com
THANK YOU
Copyright © 2011 Infonetics Research, Inc. 12
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