Indecision and infighting amongst cable operators about their next-gen network plans are heaping havoc upon some of the industry's top suppliers while also opening up the door to opportunities for others.
Although they held the high ground during the DOCSIS 3.0 and DOCSIS 3.1 eras, the competitive footing of Arris/CommScope, Cisco Systems and even Casa Systems has been slipping a bit as MSOs mull over what direction to take next. That situation, in turn, has aided Harmonic, which has made a big bet on CableOS, a virtualized form of the Converged Cable Access Platform (CCAP) that is being adopted in a big way by Comcast and being monitored closely by several other major cable operators.
The long-term position of cable access network vendors is also being stirred up as cable operators assess their next moves with a distributed access architecture (DAA) and the pursuit of bandwidth-building technologies such as Full Duplex DOCSIS (FDX) and Extended Spectrum DOCSIS (ESD). While Comcast is a champion of FDX, many other cable operators around the world are more interested in ESD.
This fragmentation and divisiveness threatens to spawn a new kind of problem for the cable industry and its group of equipment makers and silicon vendors. Comcast alone probably isn't big enough to drive enough volume into FDX to make that work for suppliers. And the other operators don't drive enough volume for a different, non-FDX option.
"None of us are big enough to carry the ecosystem," a cable exec familiar with the debate said.
A potential unifier and solution to this problem is DOCSIS 4.0, a specification under development at CableLabs that will support FDX, ESD and Low-Latency DOCSIS. However, it could be as many as three years before D4.0 is ready for prime time. In the meantime, cable operators can still plow ahead with some outside plant upgrades and the deployment of remote PHY devices.
Wi-Fi is the foundation of the connected home for consumers; yet, it’s often a source of frustration. With the imminent release of the new Wi-Fi 6 standard – combined with a strong Managed Wi-Fi offer – service providers can reverse subscriber frustration while tapping into new revenue streams.
Key topics include:
What’s different about Wi-Fi 6 and why it matters to your subscribers
The importance of offering Managed Wi-Fi and its connection to Wi-Fi 6
How you can elevate your brand and gain a strong foothold in the home network.
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.