Electronic House Expo/Fall 2001 Long Beach S73: Integrating DSL and Wireless in the Home Wayne Caswell HomeRF Communications Chairman Siemens Information

Electronic House Expo/Fall 2001 Long BeachS73: Integrating DSL and Wireless in the Home

S73: Integrating DSL and Wireless in the Home

Wayne CaswellWayne CaswellHomeRF Communications Chairman

Siemens Information & Communication Mobile

LivingRoom

HomeOffice

GameRoom

BedRoom

Electronic House Expo/Fall 2001 Long BeachS59: Installing Wireless - The Configuration Choices

DSLDSLinto the Office

WirelessWirelessthroughoutthe House

Whole-house DSL Applications:Voice, Data and Entertainment


What DSL Applications? When ?

• TRADITIONAL DSL Market drivers– Shared Internet Access, Multi-PC Homes– Mobile Convenience of un-tethered computing– Easy Installation and flexible configuration

• NEAR TERM DSL Market drivers– Cordless phones: Multiple hand sets, lines – Multimedia: New appliances and wireless media

extend benefits and drive consumer acceptance(Audio now, Video soon)

• Integrating Wireless


DSL Application Bundles

• Carrier benefits – improved operational efficiencies (digital capacity vs. analog), – improved customer loyalty, – revenue protection (e.g. long distance), – new revenue sources (more phone lines), and– competitive barriers (limit switching incentives).

Individual services become commodities. Carriers bundle or perish.

• Consumer benefits – lower monthly costs, – new sources of value, – new functions for existing devices, and – the simplicity of a single bill and support #.

will happen even without consumers demanding it.


Application Bundle - 2003 Value

• Shared Internet/Wireless Mobility/Easy Installation– Equipment TAM - X units– Service $ monthly increment

• Streamed Audio– Equipment TAM – ½ X units– Service $ new service

• Cordless/IP Telephony– Equipment TAM - ½ X units– Service $ new service

• VPN/Service and Support– Equipment TAM - ½ X units– Service $ new service

• Video Distribution– Equipment TAM - ?? units– Service $ incremental


Application Bundle - 2005 Value

• Shared Internet/Wireless Mobility/Easy Installation– Equipment TAM - 2X units– Service $ monthly increment

• Streamed Audio– Equipment TAM - 2X units– Service $ new service

• Cordless/IP Telephony– Equipment TAM - 2X units– Service $ new service

• VPN/Service and Support– Equipment TAM - X units– Service $ new service

• Video Distribution– Equipment TAM - ?? units– Service $ incremental


How comfortable are you in receiving bundled services from … ?

28.50%33.80%

23.20% 23.90%

0%

5%

10%

15%

20%

25%

30%

35%

Cable Company Local Telco Long-distance Co Utility

Source: CableLabs 2001

(% of PC households)


How likely are you to switch to a new service provider if offered bundled services?

43.10%

50.30%

59.20% 61.10%

0%

10%

20%

30%

40%

50%

60%

70%

General $10/mo.Savings $20/mo.Savings $30/mo.Savings

Source: CableLabs 2001

(% of PC households)


Desired Services in Telecom Bundle

7%

2%

35%

53%

58%

71%

79%

84%

0% 20% 40% 60% 80% 100%

Not Interested

Satellite TV

Paging

Cellular

Internet

Cable TV

Long Distance

Local Phone

Source: The Strategis Group 2000


What services are Networked Broadband Households willing to pay More for?

53%

44%

43%

40%

39%

38%

0% 10% 20% 30% 40% 50% 60%

Home Systems Control

Internet Telephony

Basic Firewall

Parental Control/Filtering

Streaming Content

Subscription Music

Source: Parks Associates, 4Q 2000

Only HomeRF supports Voice, Data & Entertainment


Interest in New Services among Existing broadband and Soon-to-be Broadband HH

34.2%

57.6%

35.6%

45.4%

24.8%

35.4% 33.2%

43.7%

23.8%

30.6%

0%

10%

20%

30%

40%

50%

60%

VoD PVR Video Conf Audio N/W Synch.Svcs

Existing BB Users Dial-up Users going to BB

Source: Parks Associates, Bundled Services & Residential Gateways, 2001

(% of households interested in service)








Broadband Market Growth

0

2

4

6

8

10

12

14

16

2000 2001 2002 2003 2004

Cable Modem DSL

Su

bsc

rib

ers

(M

)

Source: FCC Composite of Various Analyst Forecasts (Merrill Lynch, Morgan Stanley, Bear Stearns, Bernstein/McKinsey, Dain Raucher, Veronis Shuler, Strategis, Lehman, Pioneer, DLJ)


$0

$50

$100

$150

$200

$250

$300

$350

Rev

enu

es (

$B)

1998 1999 2000 2001 2002

Data TelecomsTotal Telecoms

Source: IDC

DSL: Data revenues are Rising …but Voice revenues DOMINATE!


0.000

0.500

1.000

1.500

2.000

2.500

2001 2002 2003 2004

TelechoiceP arks AssociatesYankee GroupAverage VoDSL

Su

bsc

rib

ers

(M

)

DSL Telephony - Market Oppy.


Source: DSL average (FCC Composite), VoDSL average (Parks, Telechoice, Infonetics)

Su

bsc

rib

ers

(M

)

DSL Telephony vs. DSL Modems

0.000

2.000

4.000

6.000

8.000

10.000

12.000

14.000

2001 2002 2003 2004

DSL Subscribers (FCC)

VoDSL Subscribers (Avg.)


DSLDSL Telephony - Market Drivers

• Driven by growth in Narrowband Market– Requirement to add 2nd line for dial-up access

• Driven by SOHO – Most cost effective for 2 - 16 lines

• Local Loop Enhancements– Automation to turn new services on/off– Need intelligence: activate, monitor, measure, etc.

• Continued Deregulation– Increasing Maturity of Broadband Technology– Competitive access requires multiple operators


CableCable Telephony Deployments

• AT&T BSI San Francisco, Chicago, Dallas, Denver, Hartford, Pittsburgh, Salt Lake City, Seattle, Los Angeles, Detroit, Atlanta, Jacksonville, Pompano, Boston, Richmond

• Cablevision Long Island NY & Fairfield County CT

• Charter N/A

• Comcast Alexandria & Prince William Counties VA and Price George County MD

• Cox Orange County CA, San Diego, Phoenix, Oklahoma City, Hampton Roads VA, Omaha, Hartford

• Insight Indiana

• Time Warner Rochester NY, Portland ME

Source: Pulver.com


20.6

28.231.3

39.743.4

0.84.5

0

5

10

15

20

25

30

35

40

45

50

1996 1997 1998 1999 2000

Sal

es (

M u

nit

s)

Cordless Phones Wireless LANs

+37%

+11%

+27%+9%

Sources : CEA & Intersil

US Cordless Phone Market

900

MH

z

2.4

GH

z


Video-on-Demand is set to Take Off

VoD Revenue ($M)

0

200

400

600

800

1000

1200

1999 2000 2001 2002 2003

Source: Source: Yankee Group, 2000








What Wireless Technology Can Deliver These Applications?

• HomeRF is ideal for broadband homes. Other home net technologies fall short.

• Addressing only near term apps may not yield a proper base for service providers to build upon.

• Interference may become a key issue for service providers in dealing with wireless networking.


Existing Upper Layers

TCP UDP

IPDECT

HomeRF MAC Layer

HomeRF PHY Layer

CSMA/CAPriorityCSMA TDMA

Network Layers

“Ethernet”Data Path

StreamingMedia Path

Toll-QualityVoice Path


20 ms

fN+5 Data#8Hop

Ack#8

Data#10 Ack#10

Data#9 Ack#9

20 ms

fN Data#1Hop

Ack#1

Data#2 Ack#2

Data#3 Ack#3

All asynchronous traffic

fN+1 Dn#1

Up#1

Data#4BHop

Ack#4

10 ms

Beacon is added for Isochronous traffic and frame length is reduced to 10ms

fN+3 Up#3

Up#1

Data#6BHop

Ack#6

Dn#3

Dn#1

Second call is added

BHop

10 ms

Dn#1

Up#1

Data#5 Ack#5fN+2

BHop

Dn#3

Up#3

Data#7 Ack#7

First call ends. Frame reordered.fN+4

Superframes and Subframes


Hops Out of Interference

FHSS DSSS

TimeTime

Fre

qu

en

cy


Interference 1contacts fN

10 ms

Active data traffic

Hop BeaconfN Data 1 Ak1

Active calls

Dn5 Up5Data 2 Dn2 Up2

Normal calls continue

Dn5 Up5Dn2 Up2

Data packet succeeds on retry

Ak2Data 2Hop BeaconfN+1

Control point allocatesretry of up/down 2

Dn2 Up2

Active Interference Avoidance

Latency is bounded to 10 ms even in the presence of interference

Add Wireless to existing Ethernet

InternetModem

Router


BaseStation

Add Wireless to existing Ethernet

Modem

Router


HomeGateway

Internet


Service Provider Deployments of Routers vs. Web-centric RGs

85%75%

60%45%

35%

15%25%

40%55%

65%

0%

20%

40%

60%

80%

100%

120%

2001 2002 2003 2004 2005

Routers Web-cetric RGs

Source: Parks Associates, 4Q 2000

www.HomeRF.org

[email protected] Communications Chairman

Q&A


Documents

Electronic House Expo/Fall 2001 Long Beach S73: Integrating DSL and Wireless in the Home Wayne Caswell HomeRF Communications Chairman Siemens Information