Yuav ceev npaum li cas kev lag luam cable txav mus rau tag nrho cov fiber ntau cog?Tus kws tshuaj ntsuam xyuas nyiaj txiag ntawm Credit Suisse ntseeg tias kev lag luam yuav qeeb qeeb los ntawm kev sib tw hauv cov cheeb tsam tsis sib tw, tsis pom muaj kev kub ntxhov hauv kev hloov kho kom nrawm dua, txhim khu kev qha thev naus laus zis, nrog kev ceev thiab hom kev hloov kho tshiab los ntawm kev sib tw hauv kev lag luam uas lawv ua haujlwm.
Grant Joslin, Tus Lwm Thawj Coj ntawm US Telecom Equity Research, Credit Suisse tau hais tias "Peb cia siab tias yuav muaj ntau yam kev xaiv sib txawv hauv thaj chaw [cov pej xeem ntom ntom].""Yog tias koj nyob hauv thaj chaw uas koj tau txais millimeter yoj wireless thiab koj tau txais ib tus neeg sib tw fiber ntau lossis ob lossis peb tus neeg sib tw fiber ntau, qhov ntawd yog qhov chaw uas koj yuav tsum tau ua ntej [DOCSIS hloov kho] ua ntej thiab sai li sai tau koj. 'tau txais cov khoom los hauv, koj yuav nyiam ua cov kev hloov kho tshiab. "
Joslin tau hais tias yuav muaj kev ceev ceev tsawg dua rau kev hloov kho rau DOCSIS 4.0 hauv kev lag luam qis dua.Cov cheeb tsam suburban uas tsis muaj kev sib tw fiber ntau tau hloov kho raws li qhov kev tiv thaiv, thaum nyob deb nroog thiab cov cheeb tsam nyob deb nroog yuav yog qhov kawg uas yuav tau hloov kho dua tshiab.Nws tau hais tias qhov kev hloov kho tshiab los ntawm DOCSIS 3.1 txog 4.0 yuav zoo li maj mam zuj zus thiab tsis ua rau muaj nuj nqis tseem ceeb rau cov chaw muab kev pabcuam loj, muab lawv cov kev siv nyiaj uas twb muaj lawm.
Joslin hais tias "Charter thiab Comcast siv $ 9 txog $ 10 nphom hauv ib xyoos rau lawv txoj kev lag luam li niaj zaus CapEx," said Joslin."Peb xav tias tag nrho cov nqi ntawm [DOCSIS 4.0] kev txhim kho ntau xyoo uas yuav ua tiav yog qhov chaw hauv $ 10 txog $ 11 billion ntau yam."
DOCSIS 4.0 kev txhim kho txoj hauv kev xa qee qhov nqi-offsets rau cov neeg ua haujlwm cable ntxiv rau cov neeg siv tau nrawm ntawm 9 Gbps nqes qis thiab 4 Mbps sab saud, suav nrog kev ntseeg tau zoo dua los ntawm kev saib xyuas cov cuab yeej siv hauv teb thiab txo qhov xav tau kev ua haujlwm hnyav ntawm kev sib cais los ntawm kev ntxiv ntau ntxiv. tag nrho muaj peev xwm nyob rau hauv coax sab ntawm lub network.
Joslin tau sau tseg tias feem ntau cov neeg ua haujlwm cable yuav tsis tau txais kev ntseeg siab ntawm fiber ntau los ntawm DOCSIS 4.0 hloov khoom dua tshiab, tab sis kev lag luam tau ntsiag to tsim ib qho chaw rau txhua qhov fiber ntau los ntawm lawv cov khoom siv kho vajtse tshiab."Raws li ib feem ntawm Kauj Ruam 1 ntawm qhov kev hloov kho tshiab muaj cov thev naus laus zis hu ua GAP, qhov dav dav nkag platform.Yog tias tus neeg teb xov tooj txiav txim siab tias tsis muaj kev siv pov tseg nyiaj zoo tom qab qhov tsis zoo lossis lawv tsis pom kev ua neej nyob ntxiv hauv DOCSIS thev naus laus zis, nws tsuas yog kev sib pauv hloov pauv [kom txav mus rau fiber ntau]. "
Cov neeg ua haujlwm tuaj yeem txav mus rau fiber ntau ntawm kev maj mam, ua ntej tsiv cov neeg siv high-bandwidth mus rau fiber ntau los txo qhov siab ntawm coax network thiab tom qab ntawd thaum kawg hloov kho txhua tus mus rau fiber ntau.Joslin tau hais tias "Nws yog txoj hauv kev zoo nkauj dua [txoj kev tsiv teb tsaws] dua li hlawv tag nrho lub network thiab muab tso rau hauv ib qho tshiab," Joslin tau hais.
Fiberconcepts yog cov chaw tsim khoom tshaj lij ntawm Transceiver cov khoom, MTP / MPO cov kev daws teeb meem thiab cov kev daws teeb meem AOC tshaj 16 xyoo, Fiberconcepts tuaj yeem muab txhua yam khoom rau FTTH network.Yog xav paub ntxiv, thov mus saib:www.b2bmtp.com
Post lub sij hawm: Nov-29-2022
