Abstract
Service providers (SPs) buy next-generation access (NGA) infrastructure
primarily through tenders focused narrowly on specific product areas.
Similarly, the big NGA vendors are good at selling boxes but less proficient
at partnering with SPs to help deploy and scale NGA networks economically.
Consequently, constructing the optical distribution networks (ODNs) that
constitute up to (on average) half or more of the per-subscriber cost of NGA
rollouts is left to the carriers and a wide range of outside plant, design,
and test companies. We see an opportunity for access systems vendors to more
actively support carriers' ODN buildouts to the benefit of both parties.
Alcatel-Lucent, Huawei, and ZTE are taking some steps in this direction
already, in an effort to provide their customers with NGA solutions rather
than commoditized hardware.
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