Comments on: The Future of FTTH in China – Part IV http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: What’s Going On in Optical at Nyquist Capital http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-506 What’s Going On in Optical at Nyquist Capital Fri, 08 Jun 2007 13:58:21 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-506 [...] optical wagon aren’t going to roll far until someone other that Verizon and NTT let loose, someone like China Telecom. GE-PON beats G-PON in volume 5:1 in 5 [...] [...] optical wagon aren’t going to roll far until someone other that Verizon and NTT let loose, someone like China Telecom. GE-PON beats G-PON in volume 5:1 in 5 [...]

]]> By: Another China Consultant... http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-507 Another China Consultant... Wed, 11 Apr 2007 21:30:21 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-507 Excellent investigative journalism, Andrew. Wish we were a fly on the wall at that event. Interesting to look at FTTH in China now given the span of time since this post Excellent investigative journalism, Andrew. Wish we were a fly on the wall at that event. Interesting to look at FTTH in China now given the span of time since this post

]]> By: Cornering the Commodity Market at Nyquist Capital http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-508 Cornering the Commodity Market at Nyquist Capital Wed, 04 Apr 2007 16:57:27 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-508 [...] we feel GE-PON volume will outstrip G-PON volume based on our assumption it will be the technology of choice in Asia. According to Finisar, they are not betting on G-PON vs. GE-PON. They simply see G-PON as a good [...] [...] we feel GE-PON volume will outstrip G-PON volume based on our assumption it will be the technology of choice in Asia. According to Finisar, they are not betting on G-PON vs. GE-PON. They simply see G-PON as a good [...]

]]> By: Chinese FTTH Silicon Moves Forward at Nyquist Capital http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-505 Chinese FTTH Silicon Moves Forward at Nyquist Capital Wed, 08 Nov 2006 18:47:20 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-505 [...] The playing field in China is leveled because they are implementing an enhanced version of the IEEE 802.3ah spec. This activity has been totally overlooked in the mainstream media and investment community, and is something I discussed in The Future of FTTH in China - Part IV. Teknovus is the first company to announce a production device that meets the requirements laid out during this conference by China Telecom. [...] [...] The playing field in China is leveled because they are implementing an enhanced version of the IEEE 802.3ah spec. This activity has been totally overlooked in the mainstream media and investment community, and is something I discussed in The Future of FTTH in China – Part IV. Teknovus is the first company to announce a production device that meets the requirements laid out during this conference by China Telecom. [...]

]]> By: Centillium - Cheap by any Measure http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-504 Centillium - Cheap by any Measure Wed, 09 Aug 2006 16:07:35 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-504 [...] Subsequently, I learned that Centillium neglected to attend a key meeting at China Telecom (see The Future of FTTH in China - Part IV) to discuss the enhancements being made to the IEEE GE-PON standard. Centillium was one of only a few companies invited. Given their lack of success in the Japanese market, I was baffled that they would pass on an opportunity to penetrate what may ultimately be the biggest greenfield FTTH opportunity in the world. [...] [...] Subsequently, I learned that Centillium neglected to attend a key meeting at China Telecom (see The Future of FTTH in China – Part IV) to discuss the enhancements being made to the IEEE GE-PON standard. Centillium was one of only a few companies invited. Given their lack of success in the Japanese market, I was baffled that they would pass on an opportunity to penetrate what may ultimately be the biggest greenfield FTTH opportunity in the world. [...]

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-503 Andrew Schmitt Thu, 13 Jul 2006 17:26:48 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-503 Selection of speakers at conferences is not made strictly on merit. I don't think it means anything other than those vendors feel it is worth their time to present there. Thanks for the link though, sounds like an interesting show. Selection of speakers at conferences is not made strictly on merit. I don’t think it means anything other than those vendors feel it is worth their time to present there.

Thanks for the link though, sounds like an interesting show.

]]> By: olsen http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-502 olsen Thu, 13 Jul 2006 13:04:59 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-502 The agenda for the FTTH China 2006 is "Proceeding of EPON Interoperability" http://www.ftthchina.com.cn/agendum_eng.htm Speakers representing the equipment vendors are Suminet (Sumitomo) and Fiberhome. Does that mean anything regarding leading vendors in China? The agenda for the FTTH China 2006 is “Proceeding of EPON Interoperability”

http://www.ftthchina.com.cn/agendum_eng.htm

Speakers representing the equipment vendors are Suminet (Sumitomo) and Fiberhome. Does that mean anything regarding leading vendors in China?

]]> By: Frank C. http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-501 Frank C. Sun, 25 Jun 2006 18:21:35 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-501 Nice review so far regarding the future of FTTH in China. If reviewing the C-version (V1.0) of EPON specs (issued by China Telecom in January), will see alot specs improvements in such areas as interoperability, security, manageability, MPCP, OAM, DBA&QoS, VOIP, TDM etc. Obviously this is taking lesions learned from some of the problems facing Japan EPON market. In addition to CHA, China Netcom also conducted interop trial among selected 5 EPON vendors. I disagree China operators are going to wait until GPON vendors will bring their solutions. I believe nobody suspect the maturity of E-PON technology and supply chain. With the 2008 Beijing Olympics approaching, actually we have already seen EPON deployment ramping up quickly since a year ago. Surely EPON will be dominating China FTTH market. Noteworthy Fiberhome is mentioned. Just take it as an example, within a year or so Fiberhome has already completed several dozens of highly influential EPON-based FTTH projects in high-grade communities, commercial buildings and netbars in such Chinese cities as Beijing, Shanghai, Wuhan, Chengdu, Henan etc. Recent CCID mktg report Fiberhome take the lead with 44% mktg share in fiber digitalization. Nice review so far regarding the future of FTTH in China.

If reviewing the C-version (V1.0) of EPON specs (issued by China Telecom in January), will see alot specs improvements in such areas as interoperability, security, manageability, MPCP, OAM, DBA&QoS, VOIP, TDM etc. Obviously this is taking lesions learned from some of the problems facing Japan EPON market. In addition to CHA, China Netcom also conducted interop trial among selected 5 EPON vendors.

I disagree China operators are going to wait until GPON vendors will bring their solutions. I believe nobody suspect the maturity of E-PON technology and supply chain. With the 2008 Beijing Olympics approaching, actually we have already seen EPON deployment ramping up quickly since a year ago. Surely EPON will be dominating China FTTH market.

Noteworthy Fiberhome is mentioned. Just take it as an example, within a year or so Fiberhome has already completed several dozens of highly influential EPON-based FTTH projects in high-grade communities, commercial buildings and netbars in such Chinese cities as Beijing, Shanghai, Wuhan, Chengdu, Henan etc. Recent CCID mktg report Fiberhome take the lead with 44% mktg share in fiber digitalization.

]]> By: didi ivancovsky http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-500 didi ivancovsky Thu, 22 Jun 2006 11:47:20 +0000 http://www.nyquistcapital.com/2006/06/20/the-future-of-ftth-in-china-part-iv/#comment-500 If you all look at R&D departments in many Chinese vendors, including all the big ones, you can see them developing GPON solutions. in few months, and sooner than later, China Telecom will have the same interop event , and this time with GPON. They are not going to make any real move before GPON vendors will bring their solutions. If you all look at R&D departments in many Chinese vendors, including all the big ones, you can see them developing GPON solutions. in few months, and sooner than later, China Telecom will have the same interop event , and this time with GPON. They are not going to make any real move before GPON vendors will bring their solutions.

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