subject: Forecast Update: Rf Optical Components For Cable Tv-aarkstore Enterprise [print this page] Over the forecast period (200914), investment in HFC networks will recover from recession-induced caution but will remain muted as MSOs continue to focus on other technologies such as DOCSIS 3.0 to deliver increased broadband speeds. New upstream applications have not emerged. One next-gen architecture RFoG (radio frequency over glass) bears watching as it bridges cable and PON standards.
Table of Contents :
Executive summary
In a nutshell
Ovum view
Forecast summary
Recession recovery this year followed by cyclical trough in 2011
Definition of forecast coverage
Short-term dynamics: cyclical decline compounded by macroeconomics
Economic slowdown had direct impact
MSO revenues healthy; capex declines but remains high
Headend expenditures compete with optics for capex
Long-range market forecast drivers and barriers
Drivers of optical spending
Barriers to optical spending
Swing votes: trends to watch
Product group forecasts
Forecast has peaks and valleys over the next five years
Downstream DWDM QAM transmitters for narrowcast
Downstream 1310nm and O-band WDM transmitters: fiber pair gain
Downstream receivers
Upstream
Video overlay for broadcast highly efficient in terms of transmitters and amplifiers
Market scenarios and early warning signs
Potential good news
Potential bad news
Optimistic scenario: With easy node segmentation opportunities used up, need for all-fiber more attractive
Logical node splits
Physical node splits
Fiber deep
New RFoG products
RFoG fiber plant compatible with PON deployment
Pessimistic scenario: alternative ways to satisfy broadband demand