日经济成长趋势.pptVIP

* * * FROM 2008 OCT PRE-BOD PPT (PREPARED BY BEN) * VOIP / SKYPE compete w/ PSTN by “on-net free” * CHT also dominatesfixed data biz * South Korea / Japan are market leader in FTTxTaiwan will follow the trend FTTH Penetration * What we see in JapanSaturated in Wired, FTTx will replace ADSL Source : NRI Mil Subs * Customer demand more bandwidth Y2015 internet traffic estimation * CATV * Taiwan Cable Household Penetration (Excludes CHT MOD) 63.4% Charged users 21.6% Pirates (non-paying viewers) 15% non adopters Sourced : NCC, AC Nelson Total Households in Taiwan 7.6M * CA