Vodafone Group Public Limited Company · LSE:VOD
Vodafone Group Public — Vodafone Group — Investor Presentation (April 2014)
10 slides from Vodafone Group Public's investor presentation, Apr 22, 2014
Slide 1: Mobile backhaul market
Report for Vodafone Mobile backhaul market 22 April 2014 • James Allen 39013-213
Slide 2: Summary
Mobile backhaul market 2 Summary This document summarises the results of a project carried out by Analysys Mason on behalf of Vodafone, looking at: the extent to which microwave point to point radio can support the provision of cell site backhaul over the lifetime of the recommendation on relevan
Slide 3: Mobile backhaul is important
Current situation 3 Mobile backhaul is important Each mobile operator needs to connect its base stations with its core network electronics; these links are often referred to as “backhaul”. These links are leased lines (SDH or Ethernet). Backhaul link Core node Aggregation node Base station Deman
Slide 4: Microwave radio has been enabling self-supply by mobile operators
Current situation 4 Microwave radio has been enabling self- supply by mobile operators… The mobile operator has a variety of options to provide these links: building its own links, often using microwave point to point radio leasing commercial inputs, where these are available buying regulated i
Slide 5: Backhaul requirements will exceed the capabilities of microwave soon
Future situation 5 ..but backhaul requirements will exceed the capabilities of microwave soon Urban cells Rural 5 site "daisy chain" 1,600 2000 1800 1,400 1600 1,200 1400 Capacity (Mbit/s) Capacity (Mbit/s) 1,000 1200 800 1000 800 600 600 400 400 200 200 0 0 2014 2015 2016 2017 2018 2019 2020 2014 2
Slide 6: The wholesale terminating segments market is not well harmonised
Current regulation 6 The "wholesale terminating segments" market is not well harmonised.. Italy defines the mobile backhaul market as distinct and finds no SMP (although this may not be prospectively true at high bandwidths) Some countries do not allow mobile operators to use wholesale termina
Slide 7: Remedies in the passive infrastructure access market also vary widely
Current regulation 7 .. the remedies in the passive infrastructure access market also vary widely.. In the six countries we examined, there are a wide variation of approaches: Access to duct and dark fibre Italy Access to duct only France Spain (dark fibre if duct not available) Access to
Slide 8: Prices vary substantially across the EU
Current prices 8 ..and prices vary substantially across the EU Monthly prices of 100Mbit/s circuits in different European countries Fast Ethernet 100 Mbit/s (eur/mes) 1.600 Francia 1.400 Italia 1.200 Reino Unido Media 1.000 España 800 Alemania 600 Austria Portugal 400 Suecia 200 0 Distancia (Km) 2 7
Slide 9: The recommendation on relevant markets is an appropriate tool to improve the situation
Conclusion 9 The recommendation on relevant markets is an appropriate tool to improve the situation It would seem helpful for the market for wholesale terminating segments of leased lines to be retained in the Recommendation. Failing this, guidance could be provided by the Commission or BEREC to
Slide 10: Contact details
10 Contact details James Allen Partner james.allen@analysysmason.com Analysys Mason Limited St Giles Court, 24 Castle Street Cambridge CB3 0AJ UK 39013-213