Comments on: NTT FTTH subscriber additions exceed DSL

By: NTT GE-PON ONU Hardware BOM at Nyquist Capital

NTT GE-PON ONU Hardware BOM at Nyquist Capital — Tue, 11 Sep 2007 19:43:40 +0000

[...] device ASP based on their S-1 filings and NTT install rates. This was the price in the first 1/2 of 2005, it is likely lower by [...]

By: PMC-Sierra Acquires Passave - Nyquist Capital

PMC-Sierra Acquires Passave - Nyquist Capital — Tue, 04 Apr 2006 21:09:39 +0000

[...] If we see 30MM GE-PON nodes deployed by 2010, and Passave/PMC-Sierra secures 50% market share, you are looking at a total revenue stream of $300M (assuming $20 silicon B.O.M.). Considering PMC can sell additional silicon alongside these products, the purchase price is reasonable. I think they could have acheived similar results by purchasing Teknovus for less. [...]

By: Teknovus and Passave at a Crossroads

Teknovus and Passave at a Crossroads — Thu, 16 Feb 2006 16:33:09 +0000

[...] NTT has by far the largest FTTH deployment in the world, and adds more FTTH subscribers each day than DSL- the only major country in the world to do so. They are targeting 20M subscribers by the end of this decade. If you want to be a component or equipment player in FTTH, you need to be an incumbent at NTT or at Verizon. KDDI, the Korean carrier has announced their intent to deploy FTTH in a big way, but we’ve heard rumors this is not going to happen for various reasons. [...]

By: NTT GE-PON ONU Hardware BOM at Nyquist Capital

NTT GE-PON ONU Hardware BOM at Nyquist Capital — Fri, 20 Jan 2006 03:05:44 +0000

[...] Passave device ASP based on their S-1 filings and NTT install rates. This was the price in the first 1/2 of 2005, it is likely lower by now. Anyone with more accurate swags on component costs (particularly the FPGA’s – looking for Cisco pricing here) can contact me directly at schmitt at nyquistcapital.com, or comment using the forums. [...]

By: NTT Video FTTH at Nyquist Capital

NTT Video FTTH at Nyquist Capital — Tue, 03 Jan 2006 21:22:12 +0000

[...] The public objective is to drive demand for FTTH deployment, though things are going so well there it isn’t clear why that needs a big catalyst. You read it here first that NTT FTTH subscriber additions were outstripping DSL additions. It’s also a good way for NTT to squeeze more revenue out of their existing infrastructure. Unlike Verizon or SBC who are building a parallel broadcast video infrastructure not radically different than the incumbent cable companies, NTT has partnered with a cable company. Our suspicion is that there is not overlap between SKY’s existing subscriber base and the NTT FTTH deployment, and this is a way for SKY to get access to some more subscriber infrastructure. NTT gets to offer 20th century broadcast cable service while full-blown IPTV takes shape. It would be a lot like Verizon partnering with Cablevision or Comcast in Time Warner’s turf. [...]

By: Brad_K

Brad_K — Mon, 12 Dec 2005 15:33:19 +0000

From what I have heard, NTT is looking at a 10Gbps video overlay. I assume it is IP based, but don’t know for sure.

By: FTTHblog » News from Japan: FTTH Taking Over DSL and Video over RF for GEPON

Thu, 01 Dec 2005 06:59:41 +0000

[...] Nyquist Capital has a blog entry showing a couple slides from a recent NTT presentation. The big news is that new FTTH installations are overtaking new DSL installations. Pricing is $40/month for a FTTH GEPON internet connection. This is comparable in price to Verizon Fios, but access speed is much higher. [...]