Dell’Oro Optimistic for Broadband Access Growth
total ONT units consumed on an annual basis. The Chinese FTTH market has matured, with broadband penetration in the country reportedly nearing 80%. Though subscriber growth is slowing, there is still a tremendous installed base of subscribers that will continue to require new ONTs. However, additional growth is expected from the rest of the world— particularly North America and Western Europe. In Western Europe, major operators including Orange, DT, BT OpenReach, and Proximus are all expanding their fibre rollouts and even moving quickly to XGS- PON for symmetric 10G services.
Market analyst Dell’Oro says global spending on broadband access equipment and CPE is expected to have a 3% CAGR from 2020-2025, which is a solid increase from a 0% CAGR in its Broadband Access and Home Networking 5-Year Forecast Report. It says the combination of continued residential subscriber growth and increased capacity utilisation rates noted by global broadband providers will more than offset the negative impacts of component shortages and labour limitations. The spending slump Dell’Oro had expected to see in 2021 after the increased investment levels
penetration rates and the total addressable market for broadband service providers have expanded significantly over the last year. Subscriber growth has also resulted in improved revenue and gross margins for service providers. As a result, providers are pulling forward some of their upgrade projects, including those involving the transition from copper to fibre. Dell’Oro’s five-year CAGR for PON equipment has been increased yet again to 5% from 3%. It finds that China, which has historically accounted for anywhere from 65-80% of total PON spending, has peaked in terms of
of 2020 is not going to materialise. In fact, says the analyst, spending will continue to grow this year as operators deal with continued subscriber additions, as well as competitors increasing their investments in fibre, HFC, and fixed wireless networks. It notes that broadband subscriber additions continue to grow at a furious pace around the world, as the Delta variant continues to limit the return of employees to their offices and has extended hybrid learning environments for students. Even if subscriber growth does slow later this year, it says, broadband
DELTA Fiber Taps Nokia For 400G+ Transport Network
Furukawa, Fujitsu, Collaborate on Next- Gen Integrated Optics
Furukawa Electric and Fujitsu Optical Components (FOC) have agreed to collaborate on product development of integrated devices for next- generation, high-capacity optical communications. The companies say they will utilise the strengths of both companies to develop high-capacity, compact, low power consumption devices for next-generation communications networks, meeting the need for solutions in the Asia region. The aim is to create world-class, top-performing devices for next-generation communications networks by combining the technologies of both companies in order to respond to the explosive increase in communications traffic and demand for reduced power consumption. Furukawa Electric and FOC also aim to bring together the two companies’ optical
device products for digital coherent systems in order to offer specialised transceiver solutions to customers in the Asia region, a market where such solutions will be in high demand. Furukawa says the collaboration will bring together Furukawa Electric’s compound optical semiconductor technology and FOC’s LN/silicon photonics technology to develop integrated devices
Nokia says it has been selected by Netherlands operator DELTA Fiber to provide a next- generation optical transport network, based on 400G wavelengths, to handle the operator’s increased traffic and further expansion of its FTTH rollout. The high-capacity network will offer customers enhanced service quality and speeds. It adds that 400Gbps speeds and higher wavelengths enable a simplified network that increases operational and cost efficiency. To rapidly deploy services to its customers, reduce network total cost of ownership and extend network lifecycles, DELTA Fiber will use the
Nokia 1830 Photonic Service Switch (PSS) platforms. This, says Nokia, will support DELTA Fiber’s deployment of a new DWDM network, incorporating Nokia’s broad family of ROADMs, enabling optimized core and metro applications to cover the entire country. The core network build is currently underway to support 19 sites and will be followed by the deployment of metro sites, covering approximately 75 locations. This deal is part of a broader cooperation with DELTA Fiber to support its expansion plans, which also includes Nokia supplying XGS. PON access network and customer premise equipment.
for next-generation, high-capacity optical
communication that are both high in performance and compact in size, bringing together both companies’ technologies to create something that cannot be achieved by these components individually. The companies say they intend to deploy these integrated devices globally for the over 800Gbps transceiver market.
| ISSUE 25 | Q3 2021
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