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: 15 January 2017 15 January 2017
The Chinese chipmaker has been almost invisible for two years, at least in the West. They are a substantial company, now ten years old. Their CEO is a U.C.L.A. Ph.D who was successful in American chip companies until he founded Triductor in 2005 in California. The funding and market developed in China and they moved. They have a substantial business although I've seen no figures. Huawei, by far the largest telecom supplier, has a close relationship. I covered Triductor a while back, when they were considering extending their VDSL line to G.fast. Good to see another supplier confident of G.fast demand.
Lincoln Lavoie's University of New Hampshire Interoperability Lab is crucial to the future of G.fast and is strongly supported by the Broadband Forum. Broadcom and Sckipio are working hard to make their chips fully compatible because their customers want more than one choice. As so many vendors cut back, any smart buyer wants the protection of a second source.
Ubilinx, on the attendee list below, is the well-known chip vendor, Realtek, Brian Santo reports. I guess the marketing department is experimenting with a new name, but I haven't spoken to them in a while. Leading DSLAM makers Adtran, Calix, & Nokia will be there. Huawei, the last of the four majors, hasn't registered yet; they may be expecting the chip vendors to represent them.
Few have come to grips with how few vendors remain in telecom. I rarely see any but those four, although XyZEL and others have designs. That's also true in 4G and 5G wireless. No one in North America can deliver a wireless network since Lucent was swallowed. AT&T and Verizon have to choose among Nokia, Ericsson, and perhaps Samsung. (The U.S. blocks Huawei and ZTE.) Nokia and Ericsson are more than decimated. ZTE is reported to be chopping 3,000 heads. Huawei is maintaining their $10B research budget, which is more than Nokia & Ericsson combined, which doesn't help the Americans.
AT&T and Verizon really should increase their research budget by a billion or two each just to keep up. That's only 1% or so of sales, but they probably won't do so. They have promised Wall Street more than than can reasonably be delivered. Research payoffs take too long. AT&T is spending money heavily on SDN & NFV, with an admirable degree of openess. They need to do much more.
|ADTRAN GmbH||DPU Solutions|
|Broadcom||FTU-O & FTU-R Solutions|
|Calix||CPE & DPU Solutions|
|Greenlee Communications||CPE Solution|
|Nokia||CPE & DPU Solutions|
|Sckipio||FTU-O & FTU-R Solutions|
|Triductor Technology(suzhou), Inc.||VTU-R Solution|
|Ubilinx Technology, Inc.||FTU-O & FTU-R Solutions|
|Viavi Solutions||CPE Solution|