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China's Telcos Spark PON Revenue Rebound![]() Following five successive years of decline, overall PON revenue rebounded in the first quarter 2018, Dell'Oro reports. Chinese providers -- looking to feed an uptick in subscribers hungry for high-speed broadband -- led the reversal of passive optical network fortunes, said Alam Tamboli, senior analyst at Dell'Oro, and author of the recent "Broadband Access Quarterly" report which measures this and related data. China added more than 11 million new broadband subscribers, Tamboli told Broadband World News. (See Chinese Carrier Plans Could Sway Worldwide PON Pricing.) In addition to PON revenue, increased broadband demand also drove sales of optical networking terminals (ONTs), said Tamboli. "Huawei was the primary beneficiary of the surge, capturing the largest ONT market share," he noted. "While 2018 may be off to a great start for the PON market, we expect demand to soften for the rest of the year as China Mobile is expected to add subscribers at a significantly lower rate. Huawei and ZTE ... are working to diversify their customer base in anticipation of reduced demand in China, as operators in China accounted for over four-fifths of each company's PON revenue in 1Q18." While a growing number of Western operators are exploring or deploying XGS-PON or NG-PON2, most major Chinese operators will advance to XG-PON or XGS-PON, according to Dell'Oro. Related posts:
— Alison Diana, Editor, Broadband World News. Follow us on Twitter or @alisoncdiana. |
In a flurry of activity throughout the week, Donald (DJ) LaVoy, Deputy Under Secretary for Rural Development at the US Department of Agriculture, and his team spent about $145.8 million in the non-urban or suburban areas of seven states.
Calix reported revenue of $120.19 million – up 4% – in Q4 2019, putting a bounce in the step of company president and CEO Carl Russo and a shine to Calix's ongoing transition from hardware vendor to a provider of platforms enabled by cloud, APIs and subscriber experience.
Looking to curtail e-waste and improve the bottom line, BT will require customers to return routers and set-top boxes, although subscribers will not have to pay a fee when they receive regular broadband equipment.
The industry standards organization is looking to ease operator pain from residential WiFi, while it also sees initiatives in connected home and other projects bear fruit.
Deploying DOCSIS 3.1 across its entire footprint gave Rogers Communications the ability to offer speeds of up to 1 Gbit/s,
contributing to a broadband segement that generated about 60% of the Canadian operator's $3.05 billion (US) in Q4 cable earnings.
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