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Cortina Acquires Immenstar

Cortina has agreed to acquire Immenstar. I’ve written about both companies extensively (See here and here).

This acquisition is surprising. Cortina previously focused more on the core of the network and has either built or acquired products designed to enable the next generation of WAN equipment for carrier applications. Immenstar is tightly focused on fiber to the home chipsets, a much more access oriented application. I suspect that Cortina is looking to couple it’s carrier class ethernet solutions with Immenstar’s high density OLT solution. Still, it is not a pretty fit.

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Immenstar and the Quad OLT

ImmenstarI first came across Immenstar, a provider of GE-PON silicon, while researching The Future of FTTH in China. These are the most notable things about Immenstar.

  • R&D in China. Helps win Chinese business
  • Funding from UT Starcom, and likely their lead customer
  • They have a quad OLT chip

They were recently profiled in Lightreading and in the comments a short debate ensued on the merits of a quad OLT.

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PMC-Sierra Q108

PMC-Sierra reported revenue at the high end of guidance but what caught investors attention was higher than expected revenue guidance for Q208. Of particular interest to readers should be PMC’s comments on FTTH in China and Japan, which we expand upon based on our in-depth knowledge of the area.

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FTTH Silicon Market Share

image The latest Linley Group report on Networking Silicon Market Share provides a breakout of PON FTTH silicon market share for the second year running.. It includes both market size and market share information for all Networking markets, including PON. The key takeaway is that Linley believes the market grew only 20% in dollar size, though I estimate deployments grew worldwide over 50% year over year. Such is life as a semiconductor vendor.

They shared the following data with me.

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Centillium – Next on Someone’s Shopping List?

The excellent Linley Group discusses Cortina’s recent acquisition of Immenstar, (my coverage here) a maker of FTTH silicon. Cortina is rapidly making itself as a consolidator communication silicon companies and Linley speculates their next target might be a ‘small VDSL vendor’. That vendor would be Centillium (CTLM), though I feel it is a better match for suitors other than Cortina.

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The Future of FTTH in China – Part IV

This is part IV in a continuing series. Part III can be found here.

Enter the Dragon

China Telecom (CHA) recently assembled a very quiet, closed door session of suppliers in order to orchestrate implementation of several extensions to the IEEE 803.3ah GE-PON standard. This event has gone totally unreported in the press. Obviously, knowing which companies attended would be valuable- this is what I have been able to conclude.
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