Dark Blue: Firm commitments from incumbent: BT (10M), Belgacom, Australian NBN, Swisscom, Austria, Bezeq Israel, Chunghwa Taiwan, Telus Canada, Telekom South Africa, SK Korea, (U.S.) AT&T, Century, Frontier, Windstream, Belgium, Omantel
Mid Blue: Smaller carriers in Germany, Norway, Finland, Japan
- Published: 24 May 2017 24 May 2017
Especially in the U.S. and Canada, there's a stampede to reach MDU customers with five hundred megabits to a gigabit. If you want to win customers in large buildings, it's becoming a no-brainer to go to G.fast - today. About six months ago, I predicted that would be the trend, but until Calix shared their customer details, I hadn't seen evidence I was right.
There are ~30 announced G.fast deployments worldwide, so I was startled when Calix told me they have about 90 customers in active deployment. I've known the Calix people for a decade or more, and don't doubt their claim. Some undoubtedly are just a building or three, but I know others, including Century/Qwest, are far beyond that stage. Geoff Burke writes, "There is no doubt that we are seeing a major shift from promising 'pilot' technology to live commercial deployments. Calix alone has now over 90 commercial deployed customers and increasing with a dozen new customers every month. They are installing in both low-rise to high-rise MDUs, from towns to the largest cities, Business MTUs and parks and even campus environments such as universities."
74% are in the U.S., 12% in Canada, 9% in AustralAsiaPac and 5% in the rest of the world.
Geoff reports, "The majority deployed to date have been sealed DPU units (but not by a substantial margin.)"
Antitrust policy made it very difficult for AT&T to expand to new regions after 1913. The Bells had already covered a majority of the population, but huge areas were unserved. Thousands of companies developed, including many rural cooperatives. Some grew to over a million customers but others were extremely small. One I know has only 800 customers. They have been massively subsidized, first by a cut of long distance revenues and more recently by $billions in universal service funding.
Calix dominates the smaller U.S. carriers and has over 1,000 customers globally. They gave very strong support to G.fast as soon as Sckipio was able to deliver the chips and have inspired 10% of their base to deploy.
G.fast or fiber home is the right choice for any large building.