sebastian schick
DESCRIPTION
FTTH Conference 2012Munich 16 Feb 2012, Day 2TRANSCRIPT
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Potentials and Synergies for DSOs in energy and telecommunication network enlargement activities
M. Sebastian Schick, Sales Manager, Nexans
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A glance at NEXANS
NEXANS – a worldwide leading expert in the cable industry
Sales of over 6 b€
Industrial presences in over 40 countries
Commercial activities worldwide
23.700 employees
BUILDING 22 %
TELECOM INFRASTRUCTURES 5 %
PRIVATE NETWORK 6 %
ENERGY INFRASTRUCTURES 47 %
INDUSTRY 20 %
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Content
What happens on the energy grid sector?
What is the meaning for the FTTH community?
FTTH - an ROI going against ?
The “right” components and technologies?
Conclusion
∞
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A changing environment Example: Germany
Grid level
Today (ground cabling) Energy Concept 2020 (political)
BMU Energy Concept 2020
EHV +350 km +650km
MV 500.000 km +55.000 km +140.000 km
LV 1.100.000 km +140.000 km +240.000 km
Invest Volume Overall Infrastructure
10-13 b.€ 21-27 b.€
investments in renewables « Photovoltaic » and « Wind energy »
« E-Mobility » requires additional capital or energy efficiency increase for compensation
Increased demand on grid management and scalability requires synchronic investment in energy and information grid « Smart Grid »
Source: DENA, BMU
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The European Town Centers….
……a big installation site?
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Synergies
Harmonizing Civil Engineering Work is one positive leverage for FTTH, but:
o “Synergies in terms of costs are
overestimated1”
o “Common Civil Work actions of
Energy, Gas, Water & Fiber can
decrease single costs by r.a.
20-50%1”
Civil Engineering
Material & Components
FTTH
Inve
stm
ent
Source 1: VDE - Association for Electrical, Electronic and
Information Technologies e.V
FTTH is a Mega Project for each DSO!
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Distribution System Operators of today and of the future….
Political stigmatic business Rising competition Shrinking revenues Direct Market Access Market Push vs. Market Pull Public Utility Mandate
Energy
Gas
Heat
Water
Pressure
Pressure
Pressure
Pressure
FTTH
FTTH
Energy
Gas
Heat
Water
Telco + Multi Media Services
New Services enable:
Value Added through Fiber
Increase Prices
New Market Segments, as E- health, Virtual Community, HD-television, E-Learning
Increased Welfare!
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DSO Business Options for Telco-activities
1 Step: only operating passive FTTH-infrastructure, renting the grid to one or more telecommunication service providers
Example: Fiber Optic Cables, Micro-Duct Systems, Hybrid-Solutions
2 Step: beside passive also management of the active (telco + power) infrastructure
Example: above stated + Switch Systems 3 Step: using own strong and close position to the customers, to position
own telecommunication services and products. Bundling of products, White label products
Example: own brand including all services, establishing new market segment
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ROI at industrial level?
First results show internal ROIs at DSO level of 20-25 years based on IRR 6%
Leverages within the Business Plan:
Reduce the Cash-to-Cash Cycle (time offset between spending and revenues)
Harmonize Actions
Invest in the right passive and active components
Decide at least: Energy Installation + Micro Duct (hidden reserves)
Build up cooperations or Non Profit Organization (NPOs)
Telecommunication (TC) is not economically, if TC systems are installed within others activities, with no time-close returning revenues
∞ ROI of
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The “right” components and technologies
MDU- Deployment
Extraction
Blown
Microducts LV-
Hybrids
Drop Cables
Switch Systems
MV-Hybrid
KINOPTICTM
Cabinets
P2P
PON
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Conclusion
Helping to create a brighter future!
DSOs can directly or indirectly support the FTTH rollout
Synergies can be created, but are limited
FTTH creates new potentials for additional business models and technologies
FTTH is a long-time investment, but with a low-risk character
Need for increasing investments to generate additional economies of scale