Competition Study 2024: Analysis of the Competitive Situation in the German Fixed Network Market (VATM / DIALOG CONSULT)

Summary

• The fixed network telecommunications market is estimated at 33.0 billion euros in 2024, with Deutsche Telekom holding 17.2 billion euros, or 52.1 percent.p.5
• Copper connections based on Telekom infrastructure still make up about two thirds of all active connections (66.9 percent).p.6
• The total market comprises 39.9 million connections at mid-2024.p.6
• Telekom holds a 46.7 percent share of homes passed in fibre, up from 41.5 percent at the end of 2022 and 18.7 percent at the end of 2015.p.8
• Of 16.9 million FTTH/B homes passed, Telekom accounts for 7.9 million and Deutsche Glasfaser for 2.1 million.p.9
• Competitors' FTTH/B connections number 3.4 million (8.5 percent), versus 1.2 million (3.0 percent) for Telekom.p.6
• Telekom's share of homes connected is 30.3 percent and of homes activated 23.8 percent at the end of 2023.p.8

Key insights

1. Telekom's broadband market share on copper and FTTH platforms is forecast to reach 59.7 percent in 2024.p.11
2. Competitors' access to the Telekom FTTH network currently depends on active, high-priced bitstream access.p.13
3. Vodafone accounts for 0.6 million homes passed (3.8 percent) and Tele Columbus for 0.5 million (2.8 percent).p.9
4. Cable (HFC) connections account for 21.5 percent of end-customer connections.p.6