25G PON is market ready and likely to become the technology of choice for operators seeking faster-than-10 Gbps FTTP now and in the near future.
The future of 25G PON directly depends on the magnitude of early operator demand and adoption of advanced use cases requiring 25G-specific capabilities.
The Nokia/Proximus announcement of world’s first 25G PON deployment at the end of May was a significant milestone for the global broadband industry. It primarily showed that the 25G PON technology is market ready and significantly outperforming XGS-PON, which is only now becoming mainstream. It also symbolized the increased importance of Europe as a competitive battleground for fixed broadband, which will only continue heating up with increased broadband investment fueled by national broadband plans and post-COVID recovery funds. Finally, the launch served to validate unique capabilities of Nokia’s Quillion chipset, currently the only vendor solution capable of delivering 25G PON. Continue reading “25G PON Goes Live, Needs More Deployments to Break into Mainstream”→
Samsung has traditionally found itself outside of the sphere of influence with European operators, but a combination of emerging vRAN and O-RAN technologies and geopolitics is creating a new opportunity.
The company’s O-RAN deal with Vodafone UK, announced in June, is small in size but could represent the beginning of a long tail of opportunity.
Subsea cable deployments have represented a small but significant share of revenue for many vendors. However, that is changing as demand for broadband capacity continues to increase.
These vendors are also finding that subsea deployments serve not only as a source of growth, but as an ideal venue to showcase their latest product capabilities as well, particularly in 800G coherent optics.