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: 27 April 2018 27 April 2018
Geoff Burke of Calix writes, "We have A3 solutions in trials at large customers." This is very good news because some customers seem to be waiting for Amendment 3, which doubles spectrum use for speeds up to 2 gigabits. Calix has well over 100 customers, thousands of systems deployed, and tens of thousands of home gateways.
Calix is known for using Sckipio chips, which use dynamic time allocation for higher effective speeds. That allows speeds to often be at 1 gigabit today by devoting more spectrum to either upstream or downstream based on demand.
Analyst Alan Tamboli believes, "Once the higher frequencies (212 MHz) and higher port groupings (i.e., 48-port and 96-port) are successfully tested and trialed, this will change, especially at MDUs."
Burke agrees, saying, "It's becoming clearer that this technology is ideally suited for high-speed applications in MDUs." I have confirmed that Australia's nbn will be deploying G.fast "from the driveway" for 1-4 homes later this year, but few are deploying G.fast to unattached homes.
For apartment buildings, Geoff adds "Alternative technologies like 35b are rapidly falling out of favor as uncompetitive." G.fast seriously outperforms 35b up to ~200 meters, enough to accommodate almost all in-building needs. Deutsche Telekom's 35b is obviously a mistake in larger buildings, although they have made vague promises of G.fast in the future.
That Calix is in volume deployments with Sckipio chips has to be good news for ZTE, banned from using Broadcom chips by the U.S. government. Besides Sckipio from Israel, Metanoia from Taiwan produces G.fast chips. ZTE has contracts in Germany and Austria and needs to find alternate suppliers.
Broadcom has announced Amendment 3 chips but has not provided any details of deployments.