NTT
The Future of FTTH in China – Part IV
This is part IV in a continuing series. Part III can be found here.
Enter the Dragon
China Telecom (CHA) recently assembled a very quiet, closed door session of suppliers in order to orchestrate implementation of several extensions to the IEEE 803.3ah GE-PON standard. This event has gone totally unreported in the press. Obviously, knowing which companies attended would be valuable- this is what I have been able to conclude.
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The Future of FTTH in China – Part III
This is part III in a continuing series. Part II can be found here.
We believe China Telecom (CHA), as well as other Chinese actors, will choose GE-PON. They are motivated by factors that transcend technical specifications, factors that matter most to the selection process.
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The Future of FTTH in China – Part II
This is part II in a continuing series. Part I can be found here.
Technology Selection – GE-PON vs. G-PON
Chinese carriers will be forced to select between two competing standards for Passive Optical Networks (PON) for Fiber to the Home (FTTH) Deployments.
The Future of FTTH in China – Part I
Fiber to the Home (FTTH) and Passive Optical Networks (PON) in particular have received an inordinate amount of attention from the financial community in the last year. Attention has been focused at every level of the value chain, from component companies that make chips and optics to Telecom Equipment and Set-Top box makers to Carriers who are deploying services like IPTV over a new fiber infrastructure. The resurgence in the market performance of optical stocks was (incorrectly we believe) attributed to FTTH and other broadband services.
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NTT – Hedge Your Dollars
The Dollar has been in a free-fall against the Yen. There are a number of reasons, most related to the coming end of ZIRP and the repatriation of massive amounts of Japanese capital that was borrowed for nothing and invested offshore. The reasons are beyond the scope of this blog but sentiment appears to be turning against the dollar.
AMCC demonstrates GPON MAC
AMCC (AMCC) demonstrated a GPON chipset in a Xilinx FPGA at OFC in Anaheim. No announcement (that I saw) was made, and no press was in Lightreading.
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NTT GE-PON ONU Hardware BOM
Are you ready for some Japanese ONU install and hardware pr0n? This is excerpted from research we did on Passave (PMCS).
All photos and component data (click to enlarge) are courtesy of a Japanese web page. I used Google to translate the page – available here. (I don’t think human translators have much to worry about yet). Zoro, whoever you are, thank you.
NTT Video FTTH
NTT has partnered with SKY Perfect communications to create a new company called OptiCast (.pdf link) that will focus on delivering Video over the fiber NTT is rapidly installing throughout Japan. OptiCast will be a joint venture between NTT East/NTT West and SKY Perfect, a CATV company with about 4MM subscribers.
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