Overview
This report introduces the value chain concept in relationship with PON development. The report structure allows a detailed analysis of PON technologies and markets as well as current situation with PON component and subsystem industries.
We evaluated specifics of B-PON, G-PON, E-PON, showed their similarities and differences and provided PON market data. The PON value chain analysis showed that the component layer is still suffering from the industrys downturn with poor performance and margins. Subsystems vendors, such as Alloptic, Alcatel and other are working with the higher gross and operating margins.
The PON industry development is geographic - specific, and currently Asia and the U.S.
are the leaders. Customers perception and PON market drivers are different in these geographic segments, and this affects the fee structure and broadband access development in general.
Based on the analysis of the PON industry, this report projects a rapid growth of PON developments around the globe. The dominating forces are and will be RBOCs in the U.S. and NTT in Japan, though municipalities in the U.S. and Europe are also very involved in PON projects.
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