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Next-Gen PON: $7B Market by 2022 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."
Indeed, XGS-PON's capabilities are well worth the higher price tag to some service providers -- most notably Verizon -- but including a growing number of operators around the globe, said Julie Kunstler, principal consultant for broadband access at Informa sister company Broadband Access 5-Year ForecastOvum earlier this month. (See NG-PON2: The Case for 5G Trumps Lackluster Equipment Volumes.) 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. Related posts:
— Alison Diana, Editor, Broadband World News. Follow us on Twitter or @alisoncdiana.
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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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