Lub Xya Hli 6, 2022
Nrog ntau lab nyiaj daus las ob qho tib si pej xeem thiab ntiag tug ntawm lub rooj, cov neeg ua si tshiab fiber ntau tau nce mus rau sab laug thiab sab xis.Qee qhov me me, nyob deb nroog telcos uas tau txiav txim siab ua kom thev naus laus zis los ntawm DSL.Lwm tus yog cov neeg nkag tshiab nkaus rau lub hom phiaj lub hnab tshos ntawm qee lub xeev, raws li Wire 3 tab tom ua hauv Florida.Nws zoo li yuav luag tsis yooj yim sua tias txhua tus yuav muaj sia nyob ntev.Tab sis yog kev lag luam fiber ntau destined rau ib tug rollup akin rau dab tsi twb tau pom nyob rau hauv cable thiab wireless?Thiab yog tias muaj, thaum twg nws yuav tshwm sim thiab leej twg yuav ua qhov kev yuav khoom?
Los ntawm tag nrho cov nyiaj, cov lus teb rau seb puas muaj ib qho kev rov qab los yog qhov rov hais dua "yog".
Recon Analytics tus tsim Roger Entner thiab Txoj Kev Tshawb Fawb Tshiab Txoj Kev Blair Levin ob leeg hais rau Kev sib koom ua ke yog qhov yuav los.AT&T CEO John Stankey zoo li pom zoo.Ntawm lub rooj sib tham JP Morgan cov neeg ua lag luam hauv lub Tsib Hlis, nws tau sib cav tias rau ntau tus neeg ua haujlwm me me "lawv txoj kev npaj ua lag luam yog lawv tsis xav nyob ntawm no hauv peb xyoos lossis tsib xyoos.Lawv xav tau yuav thiab noj los ntawm lwm tus. "Thiab teb cov lus nug txog kev sib sau ua ke ntawm FierceTelecom podcast tsis ntev los no, Wire 3 CTO Jason Schreiber tau hais tias "nws zoo li tsis muaj kev cuam tshuam hauv kev lag luam loj heev."
Tab sis cov lus nug ntawm thaum twg kev sib sau ua ke yuav pib ua siab ncaj yog qhov nyuaj me ntsis.
Entner tau sib cav tias yam tsawg kawg rau cov neeg nyob deb nroog, cov lus nug nyob rau hauv qhov kev sib ntaus sib tua ntau npaum li cas hauv lawv.Txij li cov tuam txhab me me no yuav tsis muaj cov neeg ua haujlwm tsim kho lossis lwm yam khoom siv tseem ceeb rau tes, lawv "yuav tsum nrhiav cov leeg uas lawv tsis tau txav mus rau ntau xyoo" yog tias lawv xav hloov kho lawv cov tes hauj lwm rau fiber ntau.Cov neeg ua haujlwm no, ntau yam uas yog tsev neeg, yuav tsum txiav txim siab seb lawv puas xav nqis peev lub sijhawm thiab kev siv zog hauv kev hloov kho lossis tsuas yog muag lawv cov peev txheej kom lawv cov tswv tuaj yeem so haujlwm.
Lub upside yog "yog tias koj yog ib tus neeg nyob deb nroog me me, nws yog qhov kev ua si uas pheej hmoo tsawg," Entner tau hais.Vim tias qhov kev thov rau fiber ntau, "ib tug yuav yuav lawv" txawm lawv taug txoj kev twg.Nws tsuas yog qhov teeb meem ntawm qhov nyiaj them ntau npaum li cas lawv tau txais.
Lub caij no, Levin tau kwv yees tias kev ua lag luam yuav zoo li yuav pib nce ntxiv tom qab nthwv dej ntawm tsoomfwv cov nyiaj los ntawm cov yeeb nkab tau faib.Qhov ntawd yog ib feem vim tias nws nyuaj rau cov tuam txhab rau ob qho tib si tsom mus yuav cov cuab tam thiab thov nyiaj pab tib lub sijhawm.Thaum kev sib cog lus pib ua qhov tseem ceeb, txawm li cas los xij, Levin tau hais tias qhov kev tsom mus rau "ua li cas koj thiaj li tau txais hneev taw sib txuas thiab ua li cas koj tau txais nplai."
Levin tau sau tseg tias yuav tsum muaj txoj cai tswjfwm meej rau cov uas tab tom nrhiav yuav cov neeg sib tw ua haujlwm hauv ntau qhov chaw.Cov no yog hu ua geographic expansion mergers thiab "ib txwm antitrust txoj cai yuav hais tias tsis muaj teeb meem" vim hais tias xws deals tsis ua rau cov neeg siv khoom muaj kev xaiv tsawg, nws hais.
Thaum kawg, "Kuv xav tias peb yuav xaus rau hauv qhov xwm txheej zoo ib yam li kev lag luam cable uas yuav muaj peb, tej zaum plaub, tej zaum ob lub xov tooj loj loj uas npog tag nrho 70 txog 85% ntawm lub tebchaws," nws hais.
Cov neeg yuav khoom
Cov lus nug tom ntej no yog, yog tias muaj kev sib tw, leej twg yuav ua qhov kev yuav khoom?Levin hais tias nws tsis pom AT&Ts, Verizons lossis Lumens ntawm lub ntiaj teb tom.Nws tau taw qhia rau qib 2 cov chaw muab kev pabcuam xws li Frontier Communications thiab cov tuam txhab kev ncaj ncees ntiag tug xws li Apollo Global Management (uas yog tus tswv Brightspeed) raws li cov neeg sib tw ntau dua.
Entner tuaj rau qhov zoo sib xws, ceeb toom nws yog tier 2 tuam txhab uas muag - tshwj xeeb tshaj yog venture capital-backed tier 2s - uas tau qhia txog kev txaus siab rau kev yuav khoom.
“Nws yuav txuas ntxiv mus txog thaum nws los txog tam sim ntawd.Nws nyob ntawm seb qhov kev lag luam hloov pauv li cas thiab cov paj laum zoo li cas, tab sis tam sim no tseem muaj ib tuj ntawm cov nyiaj poob rau hauv qhov system, "Entner tau hais.Lub xyoo tom ntej no tau teem los ua "kev pub noj frenzy thiab qhov loj dua koj yog qhov tsawg dua uas koj dhau los ua zaub mov."
Txhawm rau nyeem cov lus no ntawm Fierce Telecom, thov mus saib: https://www.fiercetelecom.com/telecom/big-fiber-rollup-coming-question-when
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.
Lub sij hawm xa tuaj: Plaub Hlis-08-2022
