2021-11-17-科尔尼-A_viable_future_model_for_the_internet_56页_4mb

报告摘要

Traffic and Economic Disparity: Internet traffic growth outpaces revenue growth by significant margins (fixed: 35% CAGR, mobile: >100% CAGR). This disconnect in the current two-sided market model threatens to squeeze investment and innovation.
Connectivity Returns Decline: Network operators (Connectivity Providers) are experiencing declining returns on capital (e.g., ~9% in Europe) compared to Online Service Providers (OTPs), limiting further investments.

Traffic Management & Investment: Tackling congestion via traffic management alone is insufficient. Additional revenue is needed to fund network upgrades, especially in fixed infrastructure, where €28 billion in additional annual revenue is required by 2014.
Stakeholder Impact: Heavy users are incentivized to optimize traffic usage, while high-bandwidth content providers could subsidize lighter users, fostering a sustainable system.

Retail Pricing Schemes Modification: Implement tiered pricing to address usage surcharges, though difficult in competitive markets without harming adoption.
Traffic-Dependent Charges: Introduce usage-based fees to incentivize efficient network use, though implementation is contested due to potential impacts on content accessibility and Net Neutrality principles.
Enhanced Quality Services: Deploy differentiated QoS services to improve user experience, with revenue opportunities for content owners and service providers.
Bilateral Quality Services: Allow enhanced delivery via private networks or CDN agreements, offering flexibility and targeting for diverse services.

Maintaining Innovation: Ensure policies do not stifle competition or innovation by opening communication pathways at different value chain levels.
Supporting Investment: Policy‐makers should promote initiatives that fund network upgrades to support sustainable growth, rather than restricting the natural evolution of the market.
Net Neutrality Debates: Allow for transparent industry evolution, balancing the need for financial viability against universal access.

Hybrid Approach Needed: The optimal resolution combines multiple options in a hybrid model, balancing market flexibility, financial incentive alignment, and regulatory oversight.
Governing Principles: Use existing competition law to address unfair practices; promote network evolution that funds returns, innovation, and efficient resource utilization for all sectors.

展开完整摘要