Ask the Experts: What’s driving the need for Next

Ask the Experts: What’s driving the need for Next Generation PON?

October 30, 2017

PROPRIETARY AND CONFIDENTIALThis document contains Calix proprietary and confidential information. Access to and use of this information is strictly limited by Calix. This document and the information contained herein may not be used, disclosed, or reproduced without the prior written authorization of Calix.The information contained in this presentation is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described for our products remain at our sole discretion.© 2017 Calix. All rights reserved.© 2017 Calix. All rights reserved.

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On the Panel


On the Panel

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JulieKunstler

Principal Analyst

Curt FrankenfeldDirector, Access

Strategy and Development

Vincent O’ByrneDirector of Technology

Joseph Fasone

Founder and CEO

Ovum | TMT intelligence | informa7 Copyright © Informa PLC

Panel topics

Costs Ecosystem

Deployment Plans

Subscribers and

Applications


Significant declines in NG-PON2 optics cost are being forecast

Ovum Forecast (published in Aug)By 2022:• $570 OLT optics• $180 ONT optics

At BBWF:• $100 ONT

optics by 2020 - possibly


Cost comparison – NG-PON2 versus XGS-PON (10/10)

ASP gap = due to technology and volume:• XGS OLT volume = 3.9 million• NG-PON2 OLT volume = 290k

ASP gap = due to technology and volume:• XGS ONT volume = 42..9 million• NG-PON2 ONT volume = 1.25 million

$102

$570$180

$21


NG-PON2 ecosystem – is it complete, is it ready, can it bring down the costs?

Optics levelMinimal participation from Chinese optics vendors but seeing a

shift.

Is intense cooperation across ecosystem sufficient to lower

costs?optics – equipment - CSPs

Equipment levelMinimal participation

by China’s vendors but numerous

discussions at BBWF.

Are the NG-PON2 equipment solutions

ready?


Status of testing and deployment, expansion plans

Testing status Deployment Plans Expansion Plans


Residential (FTTH)

• Which residential customers and why

• Network monetization• Wholesaling or open

access opportunities• Advantages of NG-PON2

Enterprises or Businesses

• Which enterprises or businesses and why

• Network monetization• Wholesaling or open


versus alternatives

Transport

• MBH – mobile backhaul• MFH- mobile fronthaul• Wholesaling or open


versus alternatives

Subscribers and Applications – NG-PON2’s role in next-gen networking


Julie Kunstler is a Principal Analyst at Ovum specializing in wireline/fixed/wireless access, particularly next-gen broadband technologies, deployments and monetization strategies.

With more than 30 years industry experience, Julie examines new access technologies and the challenges in adoption and deployment. She focuses on components, equipment and SDN/NFV for fiber (PON and next-gen PON), copper (xDSL and G.fast), coax (DOCSIS, CCAP) and wireless (FWA, 5G).

Julie began her coverage of NG-PON2 before it was standardized, focusing on its advantages in access and transport.

Prior to joining Ovum, Julie served as VP Business Development for Teknovus, a broadband chip company that was acquired by Broadcom.

Julie has worked as an executive, investor and board member for communications companies. She received her MBA from University of Chicago.

Julie Kunstler


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Ask the Experts: What’s driving the need for Next