| Research-based Huawei #2 with a Bullet |
| Written by Dave Burstein |
Huawei reports $21.5B in 2009 sales, up 17% despite the economy. They probably haven't caught Alcatel yet, but almost inevitably will pass them in a quarter soon. UBS has an estimate of $22.5B for Alcatel (with some hesitation) while Michael Genovese of Soleil comes in with a lower guess of $21.7B, so they likely remain ahead.
The NY Times was impressed with Huawei's win at Norway's Telenor, beating out Scandinavian rivals Ericsson and NokiaSiemens close to home. Kevin O'Brien points to “innovative Huawei products like its SingleRAN. … Huawei was the first company to produce an L.T.E. base station, the fastest in the industry, on a large scale.” Some one at Huawei pr has what looks like a coup. Gustav Sandstrom of The Wall Street Journal writes Huawei “now has another key selling point: the quality of its technology.” No one can dismiss Huawei and ZTE any longer. Working with Verizon, they are testing the first 10 gig XG-PON. Huawei no longer has a labor cost advantage because Alcatel has moved most manufacturing and much of the engineering work to Asia. But they do have enormous advantages in a huge home marker and a very supportive government. The Chinese government provided a 20 year, 2% loan to Uganda for Huawei to build a $106M fiber network across 2,000 kilometers and connect to the new East Africa cables. State controlled banks have provided over $10B in financing. They've built service networks in many parts of the world that are strong. They are now ahead technically in many products although still behind in others. They still face obstacles many places. India has just forbidden their national carrier, BSNL, from purchasing gear from Huawei to use in any of the provinces on the Pakistan or Chinese border. With a bullet” is a fast-rising star in the record business, marked with a bullet symbol in Billboard's sales ratings. Huawei does not intend to stay #2.Verizon Conducts World's First 10 Gigabit-per-Second Fiber-to-the-Premises Field Test Next-Generation Passive Optical Network Test Paves Way for Enormous Capacity Increases News ReleaseWALTHAM, Mass. – December 16, 2009 – Verizon is the first telecommunications company in the world to successfully field-test a passive optical network system known as XG-PON that can transmit data at 10 gigabits per second (Gbps) downstream and 2.4 Gbps upstream, four times as fast as the current top transmission speeds supporting the company's all-fiber FiOS network. The test, conducted recently in southern Massachusetts, sets the stage for Verizon to meet the emerging customer demand for a wide variety of devices and applications that require a network capable of transmitting large amounts of data at very high speeds. The devices and applications could include unicast HD video streaming, ultra-high-definition video, 3D video, user-generated content distribution, video conferencing, and new high-speed data services for medium- and large-business customers. The XG-PON signal was tested independently on a dedicated passive optical network (PON) as well as overlaid on a fiber providing FiOS service to a customer. The overlay test verified there was no interference between the XG-PON signal and the regular FiOS signal using gigabit passive optical network (GPON) technology and running at 2.5 Gbps downstream and 1.24 Gbps upstream. Previously, Verizon tested the XG-PON signal in the company's Waltham laboratory. Until now, ITU standards-based XG-PON technology has been tried only in demonstrations and lab trials. Final technical standards for global design and deployment aren't expected until mid 2010. Verizon, however, is working to test and validate the next generation of fiber-to-the-premises (FTTP) technologies from various vendors to help accelerate standards activities, and to ensure that Verizon maintains its leadership in FTTP development and deployment to meet customers' ever-growing bandwidth and service-quality needs. "From the earliest stages of the FiOS design, we knew we could repeatedly and progressively leverage the immense capacity of fiber to carry more and more data in support of customer applications," said Mark Wegleitner, senior vice president of technology for Verizon. "Now we're already working on the best way to take the next leap forward in capacity." Wegleitner noted that in 2004 Verizon launched FiOS service using the broadband passive optical network (BPON) technology, which provided downstream speeds of 622 Mbps per second. Less than three years later, the company successfully introduced the gigabit passive optical network, or GPON technology, at speeds that are four times faster than the broadband passive optical network's downstream rate and eight times faster than its upstream rate. The XG-PON trial, according to Dr. Vincent O'Byrne, director of technology for Verizon, consisted of a new optical line terminal (OLT) installed in the Verizon central office, generating a 10 Gbps XG-PON signal transmitted over a wavelength, or color of light. Two tests were conducted: One test transmitted the XG-PON signal by itself on a separate PON fiber between the central office and a new optical network terminal (ONT) device at a customer's home. In the other test, the XG-PON stream was merged as a separate wavelength onto an already-operating live fiber running FiOS with GPON at 2.5 Gbps to provide a total downstream flow of 12.5 Gbps. At the customer's house, the XG-PON and GPON signals were received by ONT devices, showing that the network can simultaneously deliver the GPON and XG-PON signals on the same fiber at the two speeds, without any degradation in service. A "test cart" prepared by technical staff from Verizon's FTTP Architecture and Design Group in Waltham was installed at the FiOS customer's house, and was used to exercise the XG-PON information channel. It transmitted and received data service at the XG-PON rate. On the test cart, the signal was demodulated and the performance of the new technology was measured. O'Byrne said the test is a technology validation, rather than a product trial, affirming the present XG-PON specification and confirming what has been achieved in Verizon's lab. "This trial is a first for the industry and sets the stage for Verizon to offer increased speeds on the same network currently being used by our GPON customers," said Brian Whitton, executive director of access and video technologies. "This further validates our strategic choice of fiber-to-the-premises as the best way to build a future-proof network." The trial was conducted with XG-PON equipment from Huawei, a leader in providing next generation telecommunications networks. Future trials with other suppliers' advanced systems are expected over the coming months. Verizon Communications Inc. (NYSE:VZ), headquartered in New York, is a global leader in delivering broadband and other wireless and wireline communications services to mass market, business, government and wholesale customers. Verizon Wireless operates America's most reliable wireless network, serving more than 89 million customers nationwide. Verizon also provides converged communications, information and entertainment services over America's most advanced fiber-optic network, and delivers innovative, seamless business solutions to customers around the world. A Dow 30 company, Verizon employs a diverse workforce of more than 230,000 and last year generated consolidated revenues of more than $97 billion. For more information, visit www.verizon.com. #### Media Contact:
Jim Smith, 908-559-3477
FSAN Publishes Framework for the XG-PON (10 Gigabit-Capable PON) SpecificationXG-PON Specification Provides Reference for Designing Optical Access Networks to Meet Growing Bandwidth and Service Requirements
Press Release Source: Finisar On Monday September 21, 2009, 5:00 am EDT
KUALA LUMPUR, MALAYSIA--(Marketwire - 09/21/09) - The Full Service Access Network (FSAN) group announced during its quarterly meeting hosted by Finisar Corporation (NASDAQ:FNSR - News) and Telekom Malaysia, that the NG-PON1 White Paper, which is the framework for the XG-PON (10 Gigabit-capable PON) specification, has been peer-reviewed and accepted for publication by the IEEE Communications Magazine in the November 2009 issue. The base-level of its specifications are expected to be finalized in ITU-T in October 2009. The XG-PON specifications are viewed by FSAN members as the definitive reference for designing optical access networks to meet the growing bandwidth and service requirement by end users. The XG-PON specification provides a cost-effective solution for the co-existence with mainstream FTTx access technologies and backward compatibility to existing fiber deployments. The NG-PON1 White Paper is the result of a several year process of study and deliberation by the FSAN community on the nature of the next generation of PON systems. The approach taken was to consider several possible technologies and solutions considered to be most cost-effective, and select those with the best fit for both established and emerging service demands. The White Paper chronicles this decision-making process, and details both the service requirements and the selected system specifications. Completed in May 2009, the White Paper serves as the design framework for the standardization of the XG-PON systems. It will be published as a series of three articles in the IEEE Communications Magazine November 2009 issue. The scope of the XG-PON specification, expected to be finalized in September 2009, includes the terminology framework, system requirements, and physical layer aspects, and will bring the FSAN standard to an equivalent level of completion vs. the 'to-be-announced' 10G EPON standard by IEEE. In addition, the XG-PON specifications also take operators' requirements of management and maintenance into consideration. The transmission convergence and management parts of XG-PON specifications are expected to be finished in mid-2010. "The new family of XG-PON systems will meet the continuously growing demand of bandwidth per customer, driven by the constant evolution of services and applications," said Mr. Paolo Solina, chair of the FSAN Optical Access Network Working Group. "The specification process of the XG-PON system is consistent with the usual FSAN guidelines, i.e. the development of a cost-effective solution with particular attention to the operators' needs and the efficiency of the transmission protocol with high Quality of Service." About FSAN The Full Service Access Network (FSAN) Group is an interest group for the world's leading telecommunications services providers, independent test labs, and equipment suppliers to work towards a common goal of truly broadband fiber access networks. The Mission of FSAN is to drive applicable standards, where they already exist, into the services and products in the industry, while simultaneously advancing its own specifications into the appropriate standard bodies to provide further definition to the Full Service Access Network. FSAN has more than 80 members representing the leading implementers of Gigabit rate G-PON and B-PON Passive Optical Networking. For more information, visit www.fsanweb.org. Contact:
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