NeoPhotonics 2Q12 revenues to exceed guidance
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ABI Research: Cable to account for 25% of fixed broadband subscribers by 2017
Cable digitization efforts in developing economies will be a key driver for cable broadband penetration worldwide, driving service revenues to the $50 billion mark in 2017, according to the latest market analysis from ABI Research.Cable operators in developing regions are entering the market for broadband services using the latest technologies – often leapfrogging older protocols. Cable MSOs’ ability to offer traditional video services, broadband services, and digital VoIP services gives cable vendors a triple-play offering that has attracted a large number of consumers.As of 2011, China accounted for 57% of subscribers in the Asia-Pacific region. Chinese government investment and a cable digitization initiative in an effort to promote competition between TV broadcasters, telecom carriers, and Internet operators have been instrumental in this development.In the United States, Canada and parts of Western Europe, cable operators’ adoption of DOCSIS 3.0 technology, with higher maximum speeds than DSL, has been a key competitive strength against telcos offering only DSL service.“Cable MSOs’ marketing focusing on use of advanced services, such as video streaming, and number of devices in the home has encouraged consumers to upgrade to higher bandwidth tiers,” according to Adarsh Krishnan, senior analyst, TV and video at ABI Research.Looking to next-generation bandwidth-hogging services, including 3D-TV and 4K video resolutions, technology providers are working with operators to prove out the next generation of DOCSIS. DOCSIS 3.1 focuses on upstream channel bonding for higher upload speeds.“Intel has demonstrated its Puma 6 modem achieving 1-Gbps downlink using 24 channels, while Arris has tied together 12 modems to achieve 4.7-Gbps downlink,” said Sam Rosen, practice director of TV and video at ABI Research (see "Kabel Deutschland achieves 4.7 Gbps downstream with ARRIS gear").These findings are part of ABI’s Broadband CPE Research Service, which provides an outlook on operators’ network deployments, consumer adoption and service revenues of cable broadband services as well as analysis of key trends in cable broadband technologies and the market place.
NeoPhotonics 2Q12 revenues to exceed guidance
In a niche looking for good economic news, optical module and subsystems vendor NeoPhotonics Corp. (NYSE: NPTN) has provided some. The company revealed yesterday that it expects revenue for its second quarter ended June 30, 2012, to surpass its previous guidance of $55.0 to $61.0 million. In fact, it could see a new quarterly revenue record.The company declined to predict exactly how high that record might be, citing potential adjustments before its officially reports its second quarter performance, an event expect to occur in early August. However, NeoPhotonics did say that increased demand for its products related to coherent networks, high-speed client applications, and access networks led to the positive expectations.An upbeat second quarter would represent a bounce from the first quarter of the year, when NeoPhotonics saw revenues decline 5% sequentially to $54.2 million.
SURFnet trials Opnext 100-Gbps subsystem over 3300 km
Optical communications technology vendor Opnext Inc. (NASDAQ:OPXT) and Dutch research and education network SURFnet say they have successfully tested Opnext’s new 100-Gbps coherent subsystems. The field trial over SURFnet’s network saw Opnext’s OTS-100FLX digital coherent subsystem transmit 100-Gbps signals between the National Supercomputing Center, SARA, in Amsterdam and CERN (Conseil Européen pour la Recherche Nucléaire - European Organization for Nuclear Research) in Geneva, a round-trip distance of 3300 km.Opnext, which is in the process of finalizing its merger with Oclaro, unveiled its OTS-100FLX 100-Gbps digital coherent subsystem at OFC/NFOEC last March. The system pairs dual-polarization quadrature phase-shift keying (DP-QPSK) with coherent detection as well as soft-decision forward error correction (SD-FEC). The subsystem consists of a suite of OTS-100FLX 100-Gbps flexponder line cards and a newly released OTS-mini ETSI shelf with a 4RU form factor.The embedded fiber link comprised a combination of the relatively high-nonlinear TW+ and TWRS fibers, augmented with EDFAs. The transmission circuit was optically looped back in Geneva, thus creating the 3,300-km full run. The looped-back link operated error-free for more than 23 hours (BER<10-15) over the entire C-band and over a range of launch powers, the parties say. The trial demonstrated the ability of the link to support 8 Tbps via 100-Gbps coherent transponders.SURFnet installed coherent 100-Gbps technology from Ciena Corp. in its network last year (see “SURFnet adds 100 Gbps, ROADM, packet-optical transport via Ciena gear”). However, that hasn’t stopped it from taking technology from other vendors for a test drive. For example, a field trial of 100-Gbps equipment from Cisco using the same route as the Opnext trial was revealed this past March (see “SURFnet demos Cisco 100G DWDM between Amsterdam and Geneva”).“This trial is another clear demonstration that coherent 100-Gbps PM-QPSK transmission technology is tolerant to a very large range of impairments (i.e., chromatic dispersion, polarization mode dispersion, noise) and allows the use of alien wavelengths in research networks over DWDM systems from multiple vendors,” said Roeland Nuijts, optical network architect for SURFnet. “Transmission distance and tolerance against different impairments will be critical going forward as we look to build out international networks across geographic and administrative borders in order to realize a global facility for research networking.”“It is great to see the results of our 100-Gbps coherent product development deliver both the capacity and reach needed to scale next-generation optical networks around the world,” said Mike Chan, president of Opnext’s subsystems business unit. “SURFnet’s 3,300-km field trial really pushed us, and our 100-Gbps coherent technology met the challenge.”
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