Sunday, March 15, 2009

Factors Boosting Bandwidth Demand Growth

Still citing Telegeography, the following are factors accelerating bandwidth demand growth:
  • Increased adoption of high-speed broadband access (more than 400 mn broadband subscribers worldwide at 2008E)
  • (Illicit) P2P usage --> case TPB
  • Legal video content --> skyrocketing!!
Hulu had 9 million unique viewers in October 2008, rumored to be going international soon
Most sporting events are broadcast online to a global audience in increasingly high quality
Beijing Olympics: 100 million online viewers in China according to CCTV ; The BBC served 40 million streams
And sure : "Content Providers and Content Delivery Networks Increasingly Large Capacity Buyers!!":
  • Content providers and CDNs push content nearer to end-users to optimize quality
  • Google is investing in the Unity cable project and building data centers around the world
  • Microsoft is building a global CDN with 99 nodes and adding 10,000 servers a month
  • Limelight Networks continuing to add servers and PoPs

Source Telegeography / Alan Mauldin

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