Skip to main content

Quest for the Next Wave of Broadband Growth

Where's the primary opportunity of new consumer demand for broadband services? According to the latest market study by Informa, global fixed-broadband subscription numbers will reach half a billion this year, driven by continued growth in the emerging markets.

Although the fixed-broadband markets of many developed countries are saturated, tens of millions of homes in China and India are still without broadband. These under-served markets are poised to drive yet another wave of broadband growth -- creating opportunities for service providers and equipment vendors.

"Overall the number of net new fixed-broadband subscriptions grew in 2009 to over 480 million, largely as a result of accelerating growth in emerging markets and we expect this number to reach 500 million this year. China, Russia, Mexico, India and Vietnam were among the countries that recorded the greatest leaps in fixed-broadband subscription numbers last year," said Rob Gallagher, Principal Analyst at Informa Telecoms & Media.

China extended its broadband subscriber lead over the U.S., and Russia overtook Italy to claim the number eight spot. India, Mexico, Turkey, the Ukraine and Vietnam look set to also grow strongly, provided that current trends continue.

Seven of the top 20 countries -- by fixed-broadband subscription count -- at the end of September 2009 could be classified as emerging markets. The number of net additions in each of these countries was up substantially year-on-year, while those of the world's largest developed markets were either flat or down.

"Given that about four out of five households do not have broadband in these markets, there is still much room for growth. We forecast that these under-served markets will contribute the bulk of the next 100 million subscriptions by 2014," concludes Gallagher.

All regions recorded increases in fixed-broadband household penetration of between three and five percentage points in the first half of 2009 -- except Africa, because of problems such as poor fixed-line infrastructure and very low income levels.

Many of the fastest-growing markets -- relative to their size -- were in the Middle East, despite the high levels of fixed-broadband household penetration.

Popular posts from this blog

How Prediction Markets Outran The Rulebook

Prediction markets have stopped behaving like a betting curiosity and started behaving like market infrastructure. Executives who still file them under gambling are working from a stale map, and so are many of the regulators trying to govern them. A new Juniper Research market study gives prediction markets substantial attention, and its core message for decision-makers is that legitimacy, not demand, is now the binding constraint. Volume Has Outrun the Rulebook Juniper Research reports that combined monthly volume across Kalshi and Polymarket stood below $5 billion in September 2025 and reached roughly $24 billion by April 2026. Around the FIFA World Cup, a single month surpassed $50 billion, roughly matching the entire regulated U.S. sports betting handle for 2025. That is close to a tenfold climb in under a year, and it happened in full public view. Institutional Capital Has Taken a Position Intercontinental Exchange, parent of the New York Stock Exchange, committed $1 billion to Po...