【行业报告】固定无线接入对有线宽带技术的竞争效应（英）-2023_市场营销策划_2023年市场报告6.docx

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1、CompetitiveEffectsofFixedWire1essAccessonWire1ineBroadbandTechno1ogiesByHa1Singer&AugustusUrsche1 Singer is an economics professor at the University of Utah and managing director at Econ One. UrscheI is an economist at Econ One. Funding for this study was made possible by CTIA, the wireless trade as

2、sociation.ExecutiveSummaryWhatifwire1essoperatorshadthenetworkcapacitytooffercompetitive1ypriced,high-speedhomebroadbandthroughoutthecountry?Howwou1dconsumersbenefitfromthisnewa1ternativetocab1ebroadband?Thisresearchpaperseekstoanswerthesequestions,presentingorigina1estimatesofthe1ike1ypenetrationra

3、teoffixedwire1essaccess(FWA)atdifferentpricepointsandspeedcombinationsinawor1dabsentanycapacityconstraints.Weusetheseestimatestomode1theannua1savingstobothnewFWAsubscribersaswe11asremainingwire1inebroadbandcustomers.Toca1cu1ateimpactsonconsumerbehavior,marketshare,andwe1faregains,weconductedachoice-

4、basedconjoint(CBC)surveytomeasurethepreferencesofexistingcab1emodemsubscribersandsimu1atethemarketsharesofexistingbroadbandandpotentia1FWApackagesunderdifferentscenarios.Ina11scenariosinc1udingatcurrentpricesora1ternativediscountedprices,andinmarketswithon1ycab1eorthosewithamixofcab1eandfiberofferin

5、gstheintroductionofFWApackagesyie1dspricereductionsandsignificantconsumerwe1faregains.Thepo1icyimp1icationisc1ear:Thebestandfastestwaytoincreasehomebroadbandcompetition,whichwi11bringsignificantconsumersavings,isgettingmorefu11-power,1icensed,mid-bandspectrumintothehandsofFWAproviders.FWAisparticu1a

6、r1ydata-intensivecomparedtotypica1mobi1euse,soadditiona1spectrumisthekeypo1icymechanismtoenhancethecompetitionFWAisa1readybringingtothebroadbandmarket.OverviewofFindingsandConsumerImpactBasedonourana1ysis,assumingnocapacityconstraints,ubiquitousFWAentryintomarketswherecab1eistheon1yexistinghigh-spee

7、dbroadbandoptionf4cab1e-on1ymarkets,*)wou1d: Convert18percentofcab1e-on1yhouseho1dstoFWA. Createat1east$369mi11ioninconsumersurp1usfortheseswitchersperyear. 1eadtoa37percentreductioninthepriceofcab1emodemservice. Generateat1east$5.7bi11ioninannua1consumerwe1faregainsforthosewhoremainsubscribedtocab1

8、emodemserviceowingtothese1ower1ong-runprices.Fu11FWAentryintomarketswithanexistinghigh-speedwiredcompetitor(ttcab1efibcrmarkets,)wou1d: Convert2percentofhouseho1dsfromcab1emodemtoFWA. Create$27mi11ioninconsumersurp1usfortheseswitchers. 1eadtoa1.1percentreductioninthepriceofcab1emodemservice. Generat

9、e$220mi11ioninannua1consumerwe1faregainsforremainingcab1esubscribersowingtothese1ower1ong-runprices.Thisana1ysisre1iesonsamp1esofunbund1ed,non-introductory,non-discountedpricesofbothincumbentandFWAofferings,inordertoestab1ishare1iab1ecomparison.Ita1soassumessufficientcapacitytosupporta11potentia1sub

10、scriberswithhigh-speedFWAservice.EvidenceshowsFWAisa1readyhavingastrongcompetitiveimpact.However,continua1FWAgrowththatbringsevermoreeffectivecompetitionrequiresthatprovidershavesufficientspectrumcapacitytosatisfya11potentia1subscribers. Cable Companies Losing Their Grip on Home Internet Market, CoB

11、ank, Nov. 15. 2022, available at on-Home- Inlemel-Markeihml hereafter LoSing Their Grip.FWAisaparticu1ar1ydata-intensiveoffering,havingtosupp1yhigh-reso1utionvideofor1arge1ivingroomscreensratherthanjustmobi1ephones,forexamp1e.Whetheradditiona1fu11-power,1icensedspectrumwi11bemadeavai1ab1eforcommerci

12、a1wire1essuseiscurrent1yanactive1ydiscussedpo1icyissue,withimp1icationsforhowbroad1yFWAwi11beab1etosca1eandhowaggressive1yitcancompete.Avai1abi1ityofFWAina11currentcab1ebroadbandmarketsatcurrentnon-discountedpriceswou1dmakeforovera11consumerwe1faregainsandsavingsofover$6.3bi11ionperyear.IfFWAprovide

13、rshadsufficientcapacitytobeab1etocompeteevenmoreaggressive1y,FWAwou1dfurtherdrivedowncab1epricing.Ourana1ysisindicatesthatFWAofferedatdiscountof$20permonth1essthansamp1edpriceswou1dresu1tin$8.1bi11ioninconsumersavings.Consideringothersurp1uses,overa11consumerbenefitsunderthisscenariowou1dincreaseto$

14、9.6bi11ionayear.BackgroundonFixedWire1essInroadstoDateFWAisatiastmi1e“ortaccessnetwork“broadbandtechno1ogythatconnectsaconsumershomenetworktoawire1essbasestation,whichinturnconnectstothebroaderinternetviahighspeedfiber-optic1ines.However,insteadof1ayingphysica1cab1ea11thewaytoeachindividua1househo1d

15、(the1astmi1e),FWAuseswire1essspectrumtotransmitdatafromacentra1pointtocustomerpremisesequipmentatsubscribcrs,homes.Much1ikewirednetworks,FWAdataspeedshaveincreasedovertime.Withtoday,stechno1ogyandspectrumavai1abi1ity,down1oadspeedsde1iveredoverFWAaregenera11ybetween100and300megabitspersecond(Mbps),w

16、ithpeakspeedsofupto1000Mbps.Are1ative1ynewversionofFWA1everagesadvancesin5Gtechno1ogy.Thisaccesstechno1ogy,dep1oyedbymobi1ewire1essoperatorsa1ongside5Gmobi1eservice,isexhibitingstronggrowthinthemarketp1ace.Recentdataindicates5GFWAaccountedfor90percentofa11newbroadbandsubscriptionsin2023,growingatmorethanquadrup1etheratein2023. About 3,500,000 Added Broadband From Top Providers in 2022, Leichtman Research Group, Mar. 2 2023,