Studie - Submarine cable in Asia: bubble or business as usual?

Strong Internet growth and rising demand for redundant capacity in Asia-Pacific are driving renewed submarine cable investment. Some commentators have wondered if this is a bubble that is going to burst. Ovum doesn’t think so, but there is potential for danger if the wrong decisions are taken over the next two years.

Table of contents



Executive summary



In a nutshell

Key messages



The Asian submarine cable market



Overview

New cable investment in Asia



The current Asian international market



Overview

International capacity

International traffic

Pricing



Supply and demand to 2011



Overview

Cost of construction

Drivers of demand

Operator strategy and future prospects



Table of figures



Figure 1 Global international capacity investment

Figure 2 Inter-regional Internet capacity, 2007

Figure 3 Internet capacity (Mbps) and GDP (US$ billion), 2007

Figure 4 Internet capacity (Mbps) and broadband lines (000s), 2007

Figure 5 Capacity and traffic growth rates, 2005-2007

Figure 6 STM-1 (155Mbps) IP transit prices (per Mbps), 2005-2007

Figure 7 STM-4 (622Mbps) IP transit prices (per Mbps), 2005-2007

Figure 8 GigE (1Gbps) IP transit prices (per Mbps), 2005-2007

Figure 9 Broadband connections in Asia (000s)

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