The Cable Show 2008
Alloptic Enhances RFoG Proposition with New Return Path Capabilities
| May 21, 2008 | Broadband Infrastructure | Show Update
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Analyst: Erik Keith
Current Perspective: Neutral
Vendor Importance: Moderate/High
Market Impact: Low |
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Event Summary
May 19, 2008 – Alloptic, a provider of fiber to the premise (FTTP) systems, announced the expansion of its radio frequency over glass (RFoG) portfolio with the introduction of new Return Path Receivers and Return Path Transmitters. These new components provide cable operators with service-enabling enhancements such as: more subscribers per fiber, longer reach for customers farther away, and an optical network ready for Data Over Cable Standard Interface Specification (DOCSIS) 3.0 with channel bonding.
Analytical Summary
• Current Perspective: Neutral on Alloptic’s enhanced RFoG proposition, because despite the expanded service delivery capabilities enabled by the new return path components (i.e., receivers and transmitters) – which will make it easier for cable operators to deliver ultra-broadband or “wideband,” DOCSIS 3.0-spec data services – this is effectively a table stakes move for Alloptic to ensure that it remains competitive with rivals in this still-evolving fiber-access sub-sector.
• Vendor Importance: Moderate to high to Alloptic, which needed to continue pushing forward with RFoG enhancements, especially as Alloptic strives for competitive separation from rival FTTP systems vendors that have also incorporated RFoG support into their respective FTTP/PON propositions. This announcement also paves the way for Alloptic’s pending debut of the new flagship FTTP platform, the edge10, which will support 10 Gigabit PON, and which Alloptic has scheduled for general availability in mid-2008.
• Market Impact: Low on the FTTP and broadband cable markets, because RFoG is still a new concept for cable operators, with an extremely small service footprint (essentially, limited trial deployments). Alloptic’s FTTP market presence is tangible, but comparatively small, and with no customer endorsement for its expanded RFoG solution set, this announcement generates only a limited market impact.
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Competitive Positives and Concerns
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