Worldwide sales of next-generation PON technologies will add up to $7 billion by 2022, new Dell'Oro Group research finds.
The report, "Broadband Access 5-Year Forecast," incorporates technologies such as 10 Gbit/s EPON, XGS-PON and NG-PON2. By 2022, XGS-PON will account for $1.034 billion versus 2017 sales of $16 million, Alam Tamboli, senior analyst at Dell'Oro told Broadband World News. NG-PON2 will reach $204 million in 2022 compared with $5.9 million in 2017, he noted.
That works out to a compound annual growth rate of almost 40%, according to Dell'Oro.
"This is a part of the transition toward next-generation technologies as those technologies ramp up deployments," Tamboli said.
There is a long way to go before next-generation PON makes any noticeable dent in the installed 2.5 Gbit/s EPON base -- but operators want the capabilities of newer PON options and must upgrade aging infrastructure.
Slicing Up PON Pie
XGS-PON and 10 Gbit/s EPON, with some help from NG-PON2, slowly take share away from 2.5 Gbit/s EPON, according to Dell'Oro Group's "Broadband Access 5-Year Forecast."
"NG-PON2 adoption really comes down to is pricing low enough, and is XGS-PON good enough that there’s no need for the higher-capabilities of NG-PON2?" he said. "I think my NG-PON2 forecast has the most caveats attached to it. It could go anywhere from falling apart/zero revenue to being much bigger than XGS-PON, all depending on those two factors."
Oceans don't separate next-generation PON adoption, which operators around the globe are planning and deploying. Chinese service providers are upgrading to XGS-PON and XG-PON, Ovum and Dell'Oro analysts agreed. But other providers are choosing from the entire array of PON options, Tamboli noted.
"It’s really a mixed bag. North America, Europe and even parts of Asia Pacific outside of China are all expected to drive strength in PON," he said.
After suffering many quarters of financial and broadband subscriber losses, Frontier Communications' bond owners are ready for dramatic change – including a replacement for CEO Dan McCarthy (pictured), Bloomberg reports today, citing several sources.
Verizon and Calix bonded four wavelengths in the lab, bringing Verizon closer to its goal of one unified network for multiple services, says Kevin Smith, vice president of network planning at Verizon, during Calix ConneXions 2019 in Las Vegas.
Calix must overcome ties to its hardware-based past and return to positive earnings, something CEO Carl Russo predicts will happen soon -- pointing to the vendor's flat Q3 earnings and uptick in Verizon orders as positive financial indicators.
The ongoing debate around GPON vs EPON can get as heated as discussions around politics and religion, but both technologies offer some advantages over the other depending on the needs your network is servicing.
In this webinar, we will focus on the facts around the GPON vs EPON debate and how that technological decision is almost always made based on factors outside the technology itself.
In this insightful Light Reading radio show, Kurt Raaflaub, Head of Strategic Solutions Marketing, will outline the key service provider challenges, deployment considerations, next-gen Gigabit technologies, and service models to win market share in the rapidly growing MDU market.