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 November 2018 03 November 2018
Viavi sells test equipment to almost all the carriers. They apologized to investors for the low sales of G.fast. From Seeking Alpha, CEO Oleg Khaykin
Now, the G.fast is -- has been perennially delayed and postponed in North America. It’s not that it has past us by, I don’t think that anybody got any spend. And the expectations that telcos would match the cable guys with the spend on DSL side with the gigabit to the home, thus far have largely not materialized with a few exceptions of a smaller operators. The biggest players are still kind of kicking the can down the road.
Where we are seeing G.fast picking up and happening it’s a really in Europe. But as I said, Europe is a much smaller market for both cable, as well as G.fast than North America would be. So, I think, it still may happen, but it will probably at a much smaller volumes than many of our customers were initially anticipating. And I think some of the telco companies are now thinking perhaps using 5G to do the kind of final couple of hundred yards into the home versus the copper. So, it still hasn’t fully shaken out yet. So, that’s the status of G.fast. It’s pretty much dormant and delayed.
I hope they are wrong.