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: 03 September 2018 03 September 2018
Maybe the British Telecom cutback did not imply a trend. At Adtran's event, they discussed growing deployments at major companies. They also are seeing demand for 35b VDSL. Germany is ready to turn on 10M lines of 35b.
nbn told me last year they were headed to G.fast and now are installing. nbn is $2B more behind budget but expects to be completed in 2020. Although the government has changed, the nbn is not changing deployment plans. FTTN or G.fast to the remaining sites.
AT&T has been doing some G.fast outside their incumbent territory, They are actively competing for housing complexes nationwide. They have (finally) integrated G.fast into their OSS/BSS software and now are ready to use G.fast in-territory. John Donovan says they are doing 5M homes passed with FTTH in the next year. If he didn't misspeak, any G.fast would be beyond that 5M.
Century is now run by the former Level 3 management. For the last two quarters, they have starved the telco side of capex. They are slowly returning to upgrades, including vectoring.
DT has said G.fast and FTTH in 2019, but not suggested quantities.
Telecom Italia is being overbuilt by 10M lines of FTTH by government-controlled ENEL Open Fiber. They don't have the money to match, so are experimenting with G.fast.