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TMCNet: Research and Markets: Forecast Update: RF Optical Components for Cable TV

[December 14, 2009]

Research and Markets: Forecast Update: RF Optical Components for Cable TV

Dublin, Dec 14, 2009 (M2 PRESSWIRE via COMTEX) -- Research and Markets (http://www.researchandmarkets.com/research/37822b/forecast_update_r) has announced the addition of the "Forecast Update: RF Optical Components for Cable TV" report to their offering.


Over the forecast period (2009-14), investment in HFC networks will recover from recession-induced caution but will remain muted as MSOs continue to focus on other technologies such as DOCSIS 3.0 to deliver increased broadband speeds. New upstream applications have not emerged. One next-gen architecture - RFoG (radio frequency over glass) - bears watching as it bridges cable and PON standards.

Key Topics Covered: Executive summary In a nutshell Ovum view Forecast summary Recession recovery this year followed by cyclical trough in 2011 Definition of forecast coverage Short-term dynamics: cyclical decline compounded by macroeconomics Economic slowdown had direct impact MSO revenues healthy; capex declines but remains high Headend expenditures compete with optics for capex Long-range market forecast drivers and barriers Drivers of optical spending Barriers to optical spending Swing votes: trends to watch Product group forecasts Forecast has peaks and valleys over the next five years Downstream DWDM QAM transmitters for narrowcast Downstream 1310nm and O-band WDM transmitters: fiber pair gain Downstream receivers Upstream Video overlay for broadcast highly efficient in terms of transmitters and amplifiers Market scenarios and early warning signs Potential good news Potential bad news Optimistic scenario: With "easy" node segmentation opportunities used up, need for all-fiber more attractive Logical node splits Physical node splits Fiber deep New RFoG products RFoG fiber plant compatible with PON deployment Pessimistic scenario: alternative ways to satisfy broadband demand Links Appendix A: Cable optics supply chain Comparison to telecom supply chain Equipment vendors (component customers) Arris Aurora BKTel Cisco Harmonic Motorola Teleste Component and subsystem vendors Applied Optoelectronics Inc.

BKTel Emcore (acquired JDSU) Finisar (acquired Optium) Cisco Furukawa Sumitomo (acquired Eudyna) JDSU Mitsubishi Appendix B: MSO capex intentions A snapshot of eleven leading MSOs List of Tables Table 1: Component vendor roles Table 2: Leading MSO revenues, capex, and statements List of Figures Figure 1: Market forecast, optical subsystems market for RF optics into cable TV Figure 2: Market forecast, RF optical components for cable TV, global Figure 3: Generalized cable network showing functions included in forecast Figure 4: Example of subsystem revenues history, 2005-09 Figure 5: Representative system revenues by quarter, 1Q05-2Q09 Figure 6: Subsystem forecast by product group, 2006-14 Figure 7: Blast-and-split architecture, showing that the addition of a third node requires a new DWDM transmitter Figure 8: Home-run architecture showing logical but not physical node splits Figure 9: WDM for home-run architecture physical node splitting (additional split after logical node split shown in Figure 8) Figure 10: Generic RFoG architecture showing forecasted components For more information visit http://www.researchandmarkets.com/research/37822b/forecast_update_r Source: Ovum CONTACT: Laura Wood, Senior Manager, Research and Markets Fax: +1 646 607 1907 (US) Fax: +353 1 481 1716 (Rest of World) e-mail: press@researchandmarkets.com ((M2 Communications disclaims all liability for information provided within M2 PressWIRE. Data supplied by named party/parties. Further information on M2 PressWIRE can be obtained at http://www.presswire.net on the world wide web. Inquiries to info@m2.com.

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