Light Reading

Broadcom Joins China's Cable Gold Rush

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
11/14/2012
50%
50%

China's cable broadband market is getting ready to explode, and Broadcom Corp. (Nasdaq: BRCM) is one of the companies hoping to provide a spark using a new flavor of Docsis that has been tailored -- from a technology and cost perspective -- for the nation's MSOs.

C-Docsis, as it's called, is one of three access technologies selected earlier this year by the State Administration of Radio, Film and Television (SARFT) as an acceptable cable access standard for a next-generation broadband (NGB) project that will help the country's cable operators overhaul their plant for triple-play services and arm them to compete against China's powerful telcos, such as China Telecom Corp. Ltd. (NYSE: CHA), China Unicom Ltd. (NYSE: CHU) and China Mobile Ltd. (NYSE: CHL) (See Broadcom Helps Tweak Docsis for China.)

China's NGB initiative is expected to produce nearly 200 billion yuan (US$32 billion) in infrastructure investment over the next five years, according to BDA Research. It's also expected to help pave the way for some consolidation and organization of China's 2,000-plus cable MSOs, many of which are run by municipalities, with many currently offering only basic video services for a few dollars a month over antiquated plant.

SARFT, essentially the Federal Communications Commission (FCC) of China, has standardized on two other Ethernet-over-coax (EoC) technologies for NGB: HiNOC, a baseband technology that may ultimately merge with Multimedia over Coax Alliance (MoCA) , and a modified version of HomePlug A/V. SARFT is expected to let those three technologies duke it out for market dominance. (Light Reading Cable will discuss the other cable NGB options for China in a future story.)

As C-Docsis goes, Broadcom is in the pole position, as it is (so far) the sole supplier of silicon for the necessary network-side gear.

What is C-Docsis?
A key goal of C-Docsis is to make Docsis technology cost-competitive in markets that teem with high-density apartments and other multiple-dwelling units (MDUs). Many Chinese cable systems are considered "fiber deep" because they run PON to the MDU before handing things over to the building's coax network that, in turns, transports services to the individual residences. Traditional Docsis cable modem termination systems (CMTSs) aren't cost-competitive in those environments because they are made to serve tens of thousands of customers, rather than just a couple hundred.

C-Docsis enables any Docsis 2.0- or Docsis 3.0-certified cable modem or set-top with an integrated Docsis Set-Top Gateway (DSG) to interoperate with what's essentially a stripped-down cable modem termination system (CMTS), explains Ernie Bahm, senior director of marketing for Broadcom's Broadband Communications Group. But in C-Docsis parlance, this component is called the Coax Media Converter (CMC).

The CMC functions like a CMTS but does not support the core routing functions. The CMC receives the the PON protocol or point-to-point Ethernet signal and turns it into Docsis packets that can be sent along the coax to the cable modems.

"It's the same technology, but uses a different architecture," Bahm says.

  • Page 2: Big market opportunity

    (7)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
    paolo.franzoi
    50%
    50%
    paolo.franzoi,
    User Rank: Light Beer
    12/5/2012 | 5:17:44 PM
    re: Broadcom Joins China's Cable Gold Rush


    This is not the China only standard.  And many Europeans viewed the T carrier hierarchy as a similar issue.


    seven


     

    Pete Baldwin
    50%
    50%
    Pete Baldwin,
    User Rank: Light Beer
    12/5/2012 | 5:17:44 PM
    re: Broadcom Joins China's Cable Gold Rush


    China needs their own Docsis. Why, of course they do.

    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    12/5/2012 | 5:17:43 PM
    re: Broadcom Joins China's Cable Gold Rush


    Well, it certainly could be used in other markets or address the MDU issue... not sure if there's much of a play in N. America, but agree that it could be interesting in some areas of Europe.  The good news about this is that C-Docsis can apparently use regular Docsis modems, so at least it has access to commdity CPE. JB

    jordan1968
    50%
    50%
    jordan1968,
    User Rank: Light Beer
    12/5/2012 | 5:17:41 PM
    re: Broadcom Joins China's Cable Gold Rush


    agree that c-docsis will benefit cable modem biz to some extent, actually the situation in china is that most of the msos has chosen epon+eoc solution to reach households since last year, i don't think the c-docsis market will boost in china as the time window of access deployment only has 2 years left, the later c-docsis release the smaller market space. 

    jordan1968
    50%
    50%
    jordan1968,
    User Rank: Light Beer
    12/5/2012 | 5:17:33 PM
    re: Broadcom Joins China's Cable Gold Rush
    The number of cable modem used in China should be around 10 million, most of them are embedded in STB as a module enabling uplink, customers access broadband through cable modem are small numbers, may less 2 million. the main reason why MSO chose EoC is about the cost, as you know, there are 200 million analog CATV users will shift to two-way users.
    AESerm
    50%
    50%
    AESerm,
    User Rank: Light Beer
    12/5/2012 | 5:17:33 PM
    re: Broadcom Joins China's Cable Gold Rush


    If there are only 4m DOCSIS modems in China, then cable is way behind the curve. Point Topic has China with 167m b'band subs. Of course, it's a big country. More growth ahead. But EOC is what I've also heard is the buzz. (BTW: Is the legal team at C'Labs OK with the C-DOCSIS tag?)

    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    12/5/2012 | 5:17:28 PM
    re: Broadcom Joins China's Cable Gold Rush


    Yeah, cable broadband in China is way behind the curve, which is whey the country is pursuing this to establish more competition.  Hmmmm...good question about C-Docsis...i'll have to see if the term has (or even needs) the Cablelabs blessing. JB


     

    From The Founder
    Against the odds, Huawei is growing its telecoms networking equipment business in the US -- that should be ringing some alarm bells for domestic vendors.
    Flash Poll
    Live Streaming Video
    CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
    Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
    LRTV Huawei Video Resource Center
    Vodafone: Mobile Money Is About Customer Trust

    8|27|15   |   06.36   |   (0) comments


    Light Reading spoke with Vodafone's Ian Ravenscroft about the unique responsibilities and opportunities facing operators handling customers' financial transactions over the network.
    Telecom Innovators Video Showcase
    Palo Alto Networks on Expanding in the Carrier/Service Provider Market

    8|26|15   |   07:54   |   (0) comments


    Alfred Lee from Palo Alto Networks tells Steve Saunders about their new chassis-based system, the PA-7080, and how it can benefit service providers compared to legacy firewalls.
    LRTV Custom TV
    Global Services Forum Preview

    8|25|15   |   02:36   |   (0) comments


    Light Reading's CEO and Founder Steve Saunders talks about Huawei's upcoming Global Services Forum with the help of Heavy Reading's Patrick Donegan and Teresa Mastrangelo.
    Telecom Innovators Video Showcase
    Infoblox on DNS Threat Index

    8|19|15   |   04:39   |   (0) comments


    Dilip Pillaipakam from Infoblox talks to Steve Saunders about his company's core network services.
    Between the CEOs
    CEO Chat With Ihab Tarazi, Equinix

    8|14|15   |   20:18   |   (1) comment


    Equinix CTO Ihab Tarazi talks to Light Reading founder and CEO Steve Saunders about the dramatic changes in the data center, cloud and interconnect markets and discusses the impact of SDN and NFV in the coming years.
    Telecom Innovators Video Showcase
    The Netformx Ecosystem

    8|14|15   |   09:39   |   (1) comment


    Ittai Bareket, CEO of Netformx, talks with Steve Saunders about the Netformx Ecosystem, which employs cutting-edge prescriptive analytics to help solution providers maximize profits.
    Telecom Innovators Video Showcase
    Versa Networks on Leveraging VNFs

    8|12|15   |   07:37   |   (0) comments


    Kumar Mehta, founder and CEO of stealth mode startup Versa Networks, talks with Steve Saunders about how providers can best leverage virtualized network functions (VNFs).
    LRTV Custom TV
    Transforming the Network Through OPNFV

    8|5|15   |   7:09   |   (0) comments


    Sandra Rivera, VP Data Center Group; GM Network Platforms Group, Intel Corporation, on OPNFV Arno and how the industry is coming together to accelerate the deployment of NFV and transform the network.
    LRTV Huawei Video Resource Center
    Huawei ONS Product Demo

    8|3|15   |   6:01   |   (0) comments


    Huawei shows at Open Networking Summit 2015 in Santa Clara how its SDN and NFV solutions embrace openness.
    LRTV Custom TV
    End-User or Enterprise Benefits to the New IP

    7|30|15   |   04:27   |   (1) comment


    Andrew Coward discusses what the New IP means to end users or enterprise customers. He explains compelling reasons, including how every customer can get their own network, from the transformation to the New IP.
    LRTV Custom TV
    Network Visibility & the New IP

    7|30|15   |   02:23   |   (0) comments


    Mukund Srigopal provides an explanation of what network visibility is and how it is essential as service providers transition to the New IP. In addition, the importance of the network packet broker is discussed.
    Between the CEOs
    CEO Chat With Basil Alwan, Alcatel-Lucent

    7|24|15   |   26:44   |   (5) comments


    Basil Alwan, President of IP Routing & Transport at Alcatel-Lucent, discusses virtualization, cultural challenges, the capex crunch and more with Light Reading founder and CEO Steve Saunders.
    Upcoming Live Events
    September 16-17, 2015, The Westin Galleria Dallas, Dallas, TX
    September 16, 2015, The Westin Galleria Dallas, Dallas, TX
    September 16, 2015, The Westin Galleria Dallas, Dallas, TX
    September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
    October 14-15, 2015, New Orleans Ernest N. Morial Convention Center, New Orleans, LA
    November 5, 2015, Hilton Santa Clara, Santa Clara, CA
    November 17, 2015, Santa Clara, California
    December 1, 2015, The Westin Times Square, New York City
    December 2, 2015, The Westin Times Square, New York City
    All Upcoming Live Events
    Infographics
    Cisco's cloud and virtualization portfolio can increase business agility and innovation by building a more flexible network architecture.
    Hot Topics
    Verizon Hums a Driving Tune
    Sarah Thomas, Editorial Operations Director, 8/26/2015
    Gogo Approved to Speed Up In-Flight WiFi
    Sarah Thomas, Editorial Operations Director, 8/24/2015
    Could Market Volatility Hurt Tech IPOs?
    Dan Jones, Mobile Editor, 8/24/2015
    Fact-Checking the Future of 'Silence Like Diamonds'
    Mitch Wagner, West Coast Bureau Chief, Light Reading, 8/21/2015
    Like Us on Facebook
    Twitter Feed
    September 22, 2015
    Media Begins With “Me”
    Webinar Archive
    BETWEEN THE CEOs - Executive Interviews
    Equinix CTO Ihab Tarazi talks to Light Reading founder and CEO Steve Saunders about data center, cloud and the impact of virtualization in the coming years.
    They say there's no such thing as a stupid question, but I probably sail pretty close to the wind in some of my interviews for LR. But then that's one of the things I ...
    Cats with Phones
    Cats & Boxes: A Love Affair Click Here