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LC: The laser radar market is recovering but there are still many challenges
2023-12-04Recently, LightCounting has updated the 3D sensing forecast of the smartphone and car lidar market 50G SFP-DD PON OLT.
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Due to the weaker demand than expected, the annual delivery of smartphones in 2023 is expected to fall again. Huawei added a 3D face recognition function to its high-end mobile phones in 2023, which is a new challenge to Apple 50G SFP-DD PON OLT.
In 2023, the sales of laser radar in the automotive market are expected to increase by 50%to more than $ 600 million of 50G SFP-DD PON OLT. Chinese electric vehicle manufacturers have begun to deploy laser radar on many models and expand production scale. Fully driving car is a long -term goal, but now it can improve safety through ADAS. Lidar is part of this transformation.
Although Cruise has encountered these problems, its main competitors and pioneers of autonomous cars in the United States are gradually increasing more than 100,000 passengers from the waiting list of San Francisco. Cruise's other competitor, Baidu's automatic car call service Apollo GO, provided nearly 1 million ride services in the third quarter of 2023, an increase of 73%year -on -year, but their taxi teams are still not many (hundreds of vehicles are hundreds Calculate) 50G SFP-DD PON OLT.
LightCounting predicts that lidar sales of light vehicles (LV) ADAS applications in 2023-2028 will rapidly increase by 50G SFP-DD PON OLT, as shown in the figure below. Deployment of laser radar on Chinese electric vehicles will lead market growth. Even in 2028, Robotaxis and autonomous trucks will still be the niche market.
The company has a dust-free production workshop of 10,000 square meters, and its production capacity reaches 24 million source devices. One of the companies 50G SFP-DD PON OLT. The company's products are widely served in access networks, mobile wireless communication, transmission networks, data centers, cloud computing, HPCs, cable TV, security monitoring, smart grids, industrial and consumer sensing and lidar (LIDAR) and other application scenarios 50G SFP-DD PON OLT. -
Omdia: Cable companies are pushing PON
2023-11-29The Omdia survey found that 35% of Cable operators have already deployed PON in their networks, and nearly half expect to do so within 12 months. At the same time, EPB, a municipal operator in the United States, is already experimenting with quantum computing 50G SFP-DD PON OLT.
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Many cable operators are advancing Hybrid Fiber/Coax (HFC) upgrades, but a significant number of them are also deploying PON technology for fiber-to-the-home (FTTP) build-out in rural areas and other greenfield environments. Other companies, such as Altice USA and Virgin Media O2, are actively covering the PON 50G SFP-DD PON OLT on their legacy HFC networks.
A recent Omdia survey shed light on PON deployments by cable operators. Omdia, a sister company of Light Reading, found that about 35 percent of cable operators surveyed have already deployed PON in their networks, with another 47 percent expecting to do so in the next year. Only 8% of operators said they had no current plans to deploy PON. This means that by next spring, about 80 percent of cable operators will have deployed the PON 50G SFP-DD PON OLT in some form or fashion, Alan Breznick, a contributing analyst at Heavy Reading, said during Light Reading's "LiveLearning" webinar co-hosted with SCTE.
Major industry organizations are also actively promoting the PON 50G SFP-DD PON OLT technology. A prime example is CableLabs, which has recently formed two fiber-oriented working groups focused on optical operation and maintenance, and has designated a DOCSIS framework for providing ITU-based PON technologies, including XGS-PON with 10g support.
While current PON 50G SFP-DD PON OLT deployments are focused on 10Gig technology, there has been some action focused on next-generation 25Gig technology. Google Fiber is starting to move in this direction, and EPB, a municipal carrier in Chattanooga, Tennessee, has launched a symmetrical 25Gbit/s service covering about 180,000 homes and businesses.
What's next for PON?
Douglas Blue, head of business development for Nokia's fixed networks unit in North America, believes that 10Gig PON technology will be mainstream in regions where competition is limited, but 25Gig PON technology is taking off in more competitive regions. He does not consider the 25G PON to be the "next generation," as shipments of products such as the related Optical Line Terminal (OLT) have been going on for about four years.
Richard Rommes, vice president of Access Network solutions and strategy at Harmonic, agrees that the 10G PON has some advantages, but sees the 100G PON as the next big upgrade to the 50G SFP-DD PON OLT on the horizon.
But speed and capacity are only two parts of the equation.
"The real issue may not be speed, but how operators manage these new networks and make the necessary upgrades to their back-office systems," said Richard Loveland, director of product line management for FTTP products PON at Vecima networks. He said cable operators will have to decide to focus on DocsIS-style technology or consider moving to a new system and platform, the 50G SFP-DD PON OLT.
Unified access - and the ability to disrupt multiple networks to serve multiple verticals - also has something to do with this thinking, Blue said. He believes that the capacity supported by 25G PON 50G SFP-DD PON OLT opens the door for a unified access platform, while 10G technology will fall short.
Katie Espeseth, vice president of new products at EPB, agrees, noting that the 25G PON 50G SFP-DD PON OLT reduces costs while also providing the bandwidth needed by hospitals, universities and other local institutions. "It (25G PON) has opened up a whole new world for us," she said.
But some forum members disagree on when the 25G PON 50G SFP-DD PON OLT will be deployed at scale. Vecima's Loveland said that commercial chips cannot support widespread deployment, and it is also uncertain whether the next big trend will be 25G or 50G Pons.
Blue believes the 25Gig OLT is already deployed at scale. Nokia has deployed about 1.1 million OLT ports, he said. At a scale of 1:32, this equates to 32 million terminals potentially having 25G capacity. But he acknowledged that it could be another six months to a year before the price of 25G optical network terminals (ONT) falls, further boosting the market for 50G SFP-DD PON OLTs.
Today's PON 50G SFP-DD PON OLT, tomorrow's quantum computing
EPB has been at the forefront of PON 50G SFP-DD PON OLT technology, but the company has also begun to focus on quantum computing, as IBM explains, Quantum Computing uses the laws of quantum mechanics to deal with problems considered too complex for classical Computing Architecture.
Espeseth said that if classical computing is described as a "crack in the wall," then quantum computing is like opening up the Grand Canyon. She explained: "We do think quantum technology is going to drive this country forward in 2035, 2040... We think we need to move in that direction now."
EPB launched its quantum network about a -
In 2028, there will be 196 million FTTH/B users in 39 EU countries
2023-04-25The FTTH Council for Europe announced the findings of its FTTH/B Forecast for Europe 2023-2028 report at the FTTH Conference in Madrid.
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In the projections, Homes being passed for FTTH/B in the EU27 plus the UK will reach 211m by 2028, and 308m in the EU39.
By country, the countries with the highest number of FTTH/B households covered will be Germany (33.5 million), France (33.2 million) and the UK (30.7 million). The projections are in line with previous estimates, the committee said.
The report also forecasts 137 million FTTH/B subscribers in the EU27 + UK and 196 million in the EU39 region, with Take-up rates steadily increasing in both regions.
On the technology side, the commission said the data reported an important trend of PON's "gradual but clear victory" over peer-to-peer fiber, due both to ongoing advances in PON technology and the industry's growing focus on power consumption and sustainability.
About EU39: refers to the EU 27 + the United Kingdom, 4 CIS countries (including Kazakhstan and Ukraine), Iceland, Israel, North Macedonia, Norway, Serbia, Switzerland and Turkey.
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IDC has cut its forecast for global IT spending for the fifth month in a row
2023-04-11Last Wednesday, IDC cut its 2023 global IT spending forecast for the fifth month in a row, as tech investment continues to show the impact of a weak economy. In its latest monthly forecast for global IT spending growth, IDC 25G SFP28 SR expects overall growth of 4.4 percent to $3.25 trillion this year. Last month, IDC forecast growth of 4.5%; In October 2022, it forecast growth of 6.0 per cent.
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"Since Q4, we have seen clear and measurable signs of a modest pullback in IT spending in some areas," said Stephen Minton, vice president of IDC's Data and analytics research group. Tech spending remains resilient compared to historical recessions and other types of business spending, but rising interest rates are now impacting capital spending."
A month after cutting its forecast for PCS, IDC 25G SFP28 SR has now cut its forecast for a number of other hardware categories, including servers, wearables and peripherals. Corporate buyers have lowered their forecasts for internal infrastructure investment, while cloud and service provider deployments remain more resilient overall.
Spending by service providers is still down from last year's highs as the industry adjusts to slower growth after the coronavirus pandemic, but planned investments by cloud and super-scale providers have remained largely unchanged since last month. While strong demand for cloud services continues to drive growth in the face of inflationary pressures, non-cloud spending will decline.
Minton said, "The most significant impact is still in the consumer market, where IT spending is expected to fall by 2 percent this year. This would be the second year in a row that consumer tech spending has declined, a big change from the 18 percent consumer growth seen in 2021. On the other hand, enterprise demand for cloud and digital transformation remains strong despite economic headwinds."
Minton added, Resellers, who still make most of their revenue from in-house infrastructure and PCS, will face tough market conditions this year. At the same time, cloud infrastructure, software and services are growing at a slower pace than a year ago, but still account for a larger share of total IT spending and are adding to the general resilience the industry still enjoys."
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