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Motorola and Broadlight

This news caught us by surprise. Motorola has invested in Broadlight, a supplier of silicon for GPON equipment. Our analysis of the GPON market (in conjunction with an extensive look at Passave) reached the following conclusions.

Tellabs – Broadlight
Optical Solutions (Now Calix) – In House
Alcatel – Freescale
Motorola (Quantum Bridge) – BPON in house, hiring an ASIC team for GPON
Hitachi – Unknown

Unclear what this means to the ASIC team in Andover, MA and in PA.

Regardless, we remain very negative on GPON as an opportunity for silicon PON MAC vendors and negative on GPON as a widely adopted technology over the next several years.

Discussion

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  1. interesting to know why you’re so “negative” on GPON, given the volume of “noise” created by mega RFQ/RFPs issued by Verizon/SBC/Bellsouth etc. looks like they’ll commit serious dollars for the deployment in the next few yrs, as their survival at stake here..

    Posted by rangchen yu | November 23, 2005, 7:58 PM
  2. RBOCs issue RFPs all of the time. We believe FTTH is a key differentiator and has significant OPEX advantages over cable. We don’t see a big need to make the jump from BPON to GPON for some time.

    What we may be seeing see here are the equipment companies deciding to outsource the risks of a technology migration by finding a chump chip company to do the work for them.

    Posted by Andrew Schmitt | November 23, 2005, 10:04 PM
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