Feb 23, 2011

New VDSL Subscribers to Quadruple by 2014

New subscribers to very-high-bitrate digital subscriber line (VDSL) service are set to nearly quadruple by 2014 as more competitors begin to ramp up their support for the technology, according to new IHS iSuppli research.

The number of new annual VDSL subscriber additions will grow to 60.1 million in 2014, up from just 15.6 million in 2009. A total of 23.3 million new VDSL subscribers were added in 2010.

“The telco broadband market is undergoing a seismic shift,” said Lee Ratliff, senior analyst for broadband and digital home at IHS. “Newer technologies such as VDSL and fiber-to-the-home (FTTH) have begun to emerge, while interest is waning within the industry for traditional broadband technologies like cable and asymmetric digital subscriber line (ADSL).”

Meanwhile, consumers also are willing to adopt the latest technology in order to get faster access to content.

“As the broadband market switches from a focus on data to stressing wideband multi-service and multimedia, fatter pipes to receive content are becoming more desired,” Ratliff said. “Broadband rates of 1 to 5 megabits per second (Mbps) were adequate when people were only surfing the Internet, but peer-to-peer file sharing, online gaming, streaming audio, voice over Internet protocol (VoIP) and Internet protocol television (IPTV) now all could be operating within one home. Such heavy activity points likely to a future in which 50 to 100Mbps will be standard—which fits exactly with VDSL’s capabilities.”

Ikanos Faces Increased Competition

Long dominated by Ikanos Communications Inc., the VDSL semiconductor market recently has become much more competitive. While Ikanos still leads with 55 percent market share, that figure is down from 75 percent only a year ago with the trend unlikely to stop anytime soon. Lacking in intellectual property (IP) to create a single-chip gateway solution, Ikanos instead has centered its focus on advanced VDSL technology such as vectoring and bonding. Such a strategy will continue to supply the company with the most advanced technology, but without having an integration roadmap, the door also has opened for competitors Broadcom Corp. and Lantiq to grab their fair market share.

Moreover, a new competitor with a history in the ADSL market, Ralink Technology Corp.—which recently acquired ADSL maker TrendChip Technologies Corp.—will soon bring a VDSL chip to the market in the first quarter of 2011. Ralink promises to bring a new level of cost competitiveness to the VDSL market, further squeezing Ikanos.

Falling Prices Mean More Opportunities

IHS believes that VDSL chipset pricing will decline in price, thereby increasing integration of the technology among broadband suppliers and consumers. This is in direct contrast with ADSL, which is unlikely to see any further declines in the average selling price (ASP) of its chipsets.

The decline in VDSL pricing will result in rapidly decreasing ASPs and innovation among chipset features.

More: Competition Heats Up in VDSL Semiconductor Market Wednesday, February 23rd, 2011

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Feb 14, 2011

CenturyLink IPTV arrives in Las Vegas

CenturyLink is now taking on Cox Communications in Las Vegas with its IPTV service.

CenturyLink's Prism service is based on Microsoft.s MediaRoom and in various places is delivered via ADSL, VDSL, and even some FTTH deployments. In Las Vegas, the company alludes to fiber but does not specify what the last mile connection is.

Current phone customers can add Prism for $32.99 a month. TV and voice packages start at $72.94 a month. Triple-play bundles range from $87.95 and go to $151.95.

CenturyLink has been quietly expanding the service since last summer. It has previously been available in Tallahassee, Orlando and Fort Meyers in Florida; Raleigh, N.C.; Jefferson City and Columbia in Missouri; and LaCrosse, Wisc.By Brian Santo CedMagazine.com - February 14, 2011

The introduction of the service was first reported by the Las Vegas Sun.

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Feb 10, 2011

Obama Gets Serious about Broadband

In an address to be given at Northern Michigan University in Marquette, Mich., President Obama today will detail plans to facilitate the rollout of high-speed wireless services across more of the country.

In his State of the Union address, President Obama called for a "National Wireless Initiative" to make available high-speed wireless services to at least 98 percent of Americans. The president today will lay out "The Wireless Innovation and Infrastructure Initiative" that he hopes will free up spectrum through incentive auctions, spur innovation and creating a nationwide, interoperable wireless network for public safety. President Obama says the plan will reduce the national deficit by approximately $10 billion.

The president has chosen to detail the plan in a city where local businesses have been able to grow as a result of broadband access, with particular benefit in exporting goods to new markets around the world. He will also see a demonstration of how the university's WiMAX network has enabled distance learning for university and community students.

The Administration has set the goal of freeing up 500 MHz of spectrum within the next 10 years. The proposal to auction off spectrum freed up from the government and voluntarily relinquished by current commercial users is estimated to raise $27.8 billion. The White House says the auctions could reduce the deficit by $9.6 billion over the next decade.

Last June, President Obama issued a memorandum calling for action by the federal government and Congress to enable spectrum to be used more efficiently. The NTIA identified 115 MHz of federal spectrum that can be freed up as part of a "fast track" process for exclusive or shared use, selected another 95 MHz of spectrum for immediate evaluation and offered a plan for evaluating other federal spectrum bands that can be used more efficiently. By Andrew BergThursday, February 10, 2011

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