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.