Comments on: The Future of FTTH in China – Part V http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: State of the Photon - Global FTTH Activity at Nyquist Capital http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-516 State of the Photon - Global FTTH Activity at Nyquist Capital Thu, 31 May 2007 22:02:18 +0000 http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-516 [...] installs initially but I feel demographics favor much larger numbers in the long run (see “The Future of FTTH in China“). It is hard to believe the equipment will be sourced from Japan, so expect to see Huawei, [...] [...] installs initially but I feel demographics favor much larger numbers in the long run (see “The Future of FTTH in China“). It is hard to believe the equipment will be sourced from Japan, so expect to see Huawei, [...]

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-515 Andrew Schmitt Fri, 02 Feb 2007 21:50:34 +0000 http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-515 I don't think it is possible to call the horse race between PMCS and Teknovus. Each has unique advantages - PMCS (Passave) has an installed base in Japan and deployment credibility. Teknovus is un-encumbered by customers and likely can react better to the shifting requirements in China. PMCS can also bring in Voip functionality that will be crucial for integration in the gateway. As for PMCS, until recently Passave was all GE-PON. G-Pon is a new thing for them. PMCS is very focused on GE-PON. This is what I do know: Chinese customers never single source a vendor. If they can't have two wives they don't get married. I think both vendors win. UT Starcom has a solid history of winning business within China. The company was built on their success in the PHS business, success that was won through the kind of negotiating tactics I never learned. It's way too early to tell who will or who won't win. I don’t think it is possible to call the horse race between PMCS and Teknovus. Each has unique advantages – PMCS (Passave) has an installed base in Japan and deployment credibility. Teknovus is un-encumbered by customers and likely can react better to the shifting requirements in China. PMCS can also bring in Voip functionality that will be crucial for integration in the gateway.

As for PMCS, until recently Passave was all GE-PON. G-Pon is a new thing for them. PMCS is very focused on GE-PON.

This is what I do know: Chinese customers never single source a vendor. If they can’t have two wives they don’t get married. I think both vendors win.

UT Starcom has a solid history of winning business within China. The company was built on their success in the PHS business, success that was won through the kind of negotiating tactics I never learned.

It’s way too early to tell who will or who won’t win.

]]> By: Niles http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-514 Niles Thu, 01 Feb 2007 21:03:27 +0000 http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-514 You seem to be of the opinion that GE-PON will dominate in China. How do you assess Teknovus' chances there against PMCS at the major Chinese carriers? Their intense focus solely on E-PON, unlike PMCS, seems like it has an opportunity to pay off there. Also, do you think smaller outfits like Fiberhome have any chance to win significant FTTH business there against the likes of Huawei and ZTE? Thanks. Keep up the good work on your blogsite. It's one of the best out there. You seem to be of the opinion that GE-PON will dominate in China. How do you assess Teknovus’ chances there against PMCS at the major Chinese carriers? Their intense focus solely on E-PON, unlike PMCS, seems like it has an opportunity to pay off there. Also, do you think smaller outfits like Fiberhome have any chance to win significant FTTH business there against the likes of Huawei and ZTE? Thanks.

Keep up the good work on your blogsite. It’s one of the best out there.

]]> By: TelecomVistas.com » Could the Bloom be Off Wireless? http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-513 TelecomVistas.com » Could the Bloom be Off Wireless? Tue, 15 Aug 2006 15:39:14 +0000 http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-513 [...] Undoubtedly, wireless technology will have an increasing role to play in communications, but it is interesting to note, that at a time when MEX is reporting that investment in wireless technology has dropped, the New York Times is reporting that Verison is investing huge $$ to broadly deploy FTTH in markets like New York. Moreover, the amount invested in FTTH in China (originally seen as a huge market for FWA) has grown at a much faster rate than FWA. Who’d have guessed? [...] [...] Undoubtedly, wireless technology will have an increasing role to play in communications, but it is interesting to note, that at a time when MEX is reporting that investment in wireless technology has dropped, the New York Times is reporting that Verison is investing huge $$ to broadly deploy FTTH in markets like New York. Moreover, the amount invested in FTTH in China (originally seen as a huge market for FWA) has grown at a much faster rate than FWA. Who’d have guessed? [...]

]]> By: FTTHblog » Issues of Fiber Reach in Asian Multi Dwelling Units http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-512 FTTHblog » Issues of Fiber Reach in Asian Multi Dwelling Units Tue, 27 Jun 2006 16:34:27 +0000 http://www.nyquistcapital.com/2006/06/27/the-future-of-ftth-in-china-part-v/#comment-512 [...] With the anticipated massive deployment of FTTx in China, a key question is how close to the actual residence will fiber be deployed in multi dwelling units. The answer to this question determines how much volume will fiber cable, optical component, and FTTH silicon vendors see from the China FTTH deployment. Part V of the Nyquist Condition blog series on China FTTH examines this question. Filed under: Business and New FTTH Rollouts Comments: [...] [...] With the anticipated massive deployment of FTTx in China, a key question is how close to the actual residence will fiber be deployed in multi dwelling units. The answer to this question determines how much volume will fiber cable, optical component, and FTTH silicon vendors see from the China FTTH deployment. Part V of the Nyquist Condition blog series on China FTTH examines this question. Filed under: Business and New FTTH Rollouts Comments: [...]

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