At long last, the African FTTH Boom is here. From Kenya to South Africa, Mauritius, or Congo-Brazzaville, the rise of last mile fibre is transforming Africa’s broadband retail market. From user experience to pricing models and market share upheavals, we say it’s a whole new game.
Arguably the most comprehensive analysis developed on the rise and impact of FTTH in African markets, “The African FTTH Boom, Last Mile Fibre Dynamics, Economics and Outlook in African Markets” takes an extensive look at FTTH adoption patterns across the continent, including key infrastructure, business economics, winners and losers, market structure and regulatory drivers, current and projected levels of homes passed and connected. And much more.
We say a lot of things in this report. A sample:
- The rise of last mile fibre is transforming Africa’s broadband retail market dynamics – it’s a whole new game.
- Only around 45% of Africa’s Fixed broadband addressable demand has been reached by fixed broadband access solutions – and only 2% is currently reached by FTTH.
- we find the notion of an almost mobile-only African connectivity marketplace to be largely fallacious.
- Regulation is a critical obstacle to African FTTH growth; for the most part, African market structures are not optimized for FTTH roll-outs.
- Africa’s mobile operators have traditionally ignored FTTH. As a result, they have fallen behind. They can’t afford to.
- African markets will need between $2.3bn and $4bn over the 2016-2020 period to hit our FTTH projections.
- African FTTH economics are good in the first 1-2 phases of rollout, and much tougher thereafter. Along with regulation, these economics are the biggest risk to all the projections we have made in our report.
- African FTTH at scale is a long, long term game. Investors looking for quick returns and payback periods will not find them here.
- But providers that stick to it over the long run will hold a nearly unassailable position in Africa’s digital infrastructure market.
- And more..