Latest Research by Julie Kunstler
Market Share Report: 2012 FTTx, DSL, and CMTS (Units)
This report looks 2012 FTTx PON, DSL, and CMTS equipment volumes on a global and regional basis. The following products are included: GPON OLT ports, EPON OLT ports, GPON ONT/ONU units, EPON ONT/ONU units, next-gen PON, ADSL, VDSL, and CMTS.
The Merger of China’s Smart Grid and PON – A Potential Perfect Storm
The State Grid Corporation of China (SGCC) has been testing communications technologies for the implementation of a smart grid and is conducting a pilot for 80,000 premises based on FTTx EPON (Ethernet passive optical networking). The deployment of a countrywide smart grid based on PON fiber communications would provide a $1.5-2.0 billion opportunity to FTTx component and equipment vendors.
Embedded OTDR: The Finalist for PON Network Diagnostics
Embedded OTDR into PON OLT modules is gaining interest as the best way to include OTDR diagnostic and monitoring functions into PON networks. Embedded OTDR running on a separate wavelength preserves most of the existing equipment.
After China’s FTTx Boom, Here Comes Brazil – Sort Of
Vendors are seeking the next major FTTx market following China. Several Brazilian service providers have FTTx networks under deployment. Brazil represents a decent market opportunity for FTTx vendors but will not match China's consumption levels.
10G PON Deployment Plans: An Update
10G EPON is ready for commercial deployment but few deployments are under way. XG-PON's readiness lags behind, as does the market. 10G PON optics prices will remain high until a major service provider begins large-scale deployments.
BOSA-based PON Customer Devices Gaining Share
Two trends could bring the cost of PON CPE to within 2x of DSL costs and increase the role of ODMs that make this equipment: devices based on bidirectional optical subassemblies (BOSAs) and integration of physical-media-dependent (PMD) components.
FTTx Deployment Review: Network Utilization Based on PON Equipment Ratios
There has been much discussion around the number of subscribers that an FTTx PON can support. This report examines actual network utilization based on equipment shipment data and subscriber data. The focus is Japan, Korea, China, and North America.
FTTx Market Review: China’s Dominance
As a leading user of FTTx equipment, China has seen its dominance of the FTTx market grow. In-country FTTx equipment vendors are major suppliers both within and outside of China.
10G PON Deployment Plans for 2011: Review
This reports provides an overview of expected 10G PON deployments in 2011. A comparison of the costs of 1G EPON versus initial 10G EPON equipment is also provided. Three market drivers for 10G PON are presented.
What are Neophotonics’ Chances for a Good Exit?
Neophotonics filed to go public in 2010. Meanwhile, Source Photonics was acquired and went private. How does Source's exit impact Neophotonics? What are the possible exits for Neophotonics?