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


     

    Flash Poll
    From The Founder
    Then pick up your axe, put on your spandex trousers and get yourself down to Light Reading's Big Telecom Event (BTE). Kerrang!!!
    LRTV Custom TV
    Next-Generation CCAP: Cisco cBR-8 Evolved CCAP

    5|5|15   |   04:49   |   (0) comments


    John Chapman, Cisco's CTO of Cable Access Business Unit and Cisco Fellow, explained the innovation design of Cisco's cBR-8, the industry's first Evolved CCAP, including DOCSIS 3.1 design from ground-up, distributed CCAP with Remote PHY and path to virtualization. Cisco's cBR-8 Evolved CCAP is the platform that will last through the transitions.
    LRTV Custom TV
    Meeting the Demands of Bandwidth & Service Group Growth

    5|1|15   |   5:35   |   (0) comments


    Jorge Salinger, Comcast's Vice President of Access Architecture, explains how DOCSIS 3.1 and multi-service CCAP can meet the demands of the bandwidth and service group growth.
    LRTV Custom TV
    DOCSIS 3.1: Transforming Cable From Hardware-Defined Network to Software-Defined Network

    4|29|15   |   03:48   |   (0) comments


    John Chapman, Cisco's CTO of Cable Access Business Unit and Cisco Fellow, explains how DOCSIS 3.1 can transform cable HFC network to a more agile software-defined network.
    LRTV Huawei Video Resource Center
    Predicting Traffic Patterns for Quality Mobile Broadband

    4|29|15   |   6:45   |   (0) comments


    Accessing information ubiquitously creates complexity and creates heavy traffic onto the network, especially at large-scale events like sporting events or festivals. In this video, Huawei's Mohammad Hussain speaks to experts about how to predict traffic and improve user experience during periods of heavy traffic.
    Between the CEOs
    Ciena CEO: The Web-Scale Revolution

    4|28|15   |   10:32   |   (3) comments


    Light Reading CEO and founder Steve Saunders goes head-to-head with long-time Ciena CEO Gary Smith to discuss the impact of the web-scale players, the New IP and 'white box' networks.
    LRTV Documentaries
    Cox Eyes Cloud-Based Home Networks

    4|27|15   |   05:30   |   (0) comments


    Cox's Jeff Finkelstein explains how moving services to the cloud will let cable deliver services faster and eliminate constant hardware replacements.
    LRTV Documentaries
    CableLabs' Clarke Updates Cable Virtualization

    4|23|15   |   05:41   |   (1) comment


    Former BT exec now leading CableLabs' NFV and SDN efforts explains key role of open source and updates efforts to virtualize the home network.
    LRTV Interviews
    Ericsson's CTO Talks Transformation: Pt. II

    4|23|15   |   08:19   |   (1) comment


    In the second installment of an in-depth two-part interview, Ericsson's CTO Ulf Ewaldsson talks to Light Reading CEO and founder Steve Saunders about cultural change, network slicing and technology advances.
    LRTV Interviews
    Ericsson's CTO Talks Transformation: Pt. I

    4|23|15   |   09:27   |   (3) comments


    In the first installment of an in-depth two-part interview, Ericsson's CTO Ulf Ewaldsson talks to Light Reading CEO and founder Steve Saunders about the incredible transformation underway in the communications networking industry.
    LRTV Documentaries
    LTE Paves the Way for the 5G Revolution

    4|20|15   |   4:20   |   (0) comments


    Håkan Andersson, head of 5G product strategy of the Radio Business Unit at Ericsson, discusses the role of LTE, the US and other industry verticals in building a true 5G ecosystem.
    LRTV Documentaries
    The 3GPP's Road to 5G Standardization

    4|17|15   |   4:43   |   (0) comments


    Satoshi Nagata, chairman of the 3GPP's TSG-RAN group and a manager at NTT Docomo, explains the standardization process for 5G, as well as the biggest challenges and opportunities.
    LRTV Documentaries
    AlcaLu CTO Makes the Case for a New 5G Air Interface

    4|16|15   |   3:54   |   (0) comments


    Michael Peeters, CTO of wireless at Alcatel-Lucent, explains why 5G will require a new air interface to meet its diverse performance targets.
    Upcoming Live Events
    May 6, 2015, Georgia World Congress, Atlanta, GA
    May 12, 2015, Grand Hyatt, Denver, CO
    May 13-14, 2015, The Westin Peachtree, Atlanta, GA
    June 8, 2015, Chicago, IL
    June 9, 2015, Chicago, IL
    June 9-10, 2015, Chicago, IL
    June 10, 2015, Chicago, IL
    September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
    October 6, 2015, Westin Peachtree Plaza, Atlanta, GA
    November 11-12, 2015, The Westin Peachtree Plaza, Atlanta, GA
    All Upcoming Live Events
    Infographics
    A study run by Insights in Marketing and commissioned by Meredith shows the devices, channels and ways in which women are consuming content.
    Hot Topics
    No Service, No Problem: 5 Places That Want to Be Unconnected
    Eryn Leavens, Copy Desk Editor, 5/1/2015
    Why Is Verizon Fighting With Programmers?
    Alan Breznick, Cable/Video Practice Leader, 4/28/2015
    Astellia Highlights Customer Care Disconnect
    Ray Le Maistre, Editor-in-chief, 4/29/2015
    Cisco's Robbins to Replace Chambers as CEO
    Sarah Thomas, Editorial Operations Director, 5/4/2015
    T-Mobile Beats Sprint on Subs, Eyes Verizon on Network
    Sarah Thomas, Editorial Operations Director, 4/28/2015
    Like Us on Facebook
    Twitter Feed
    Webinar Archive
    BETWEEN THE CEOs - Executive Interviews
    Light Reading CEO and founder Steve Saunders goes head-to-head with long-time Ciena CEO Gary Smith to discuss the impact of the web-scale players, the New IP and 'white box' networks.
    Many leading communications companies can claim to have undergone significant periods of reinvention during their histories, but none have been through more major ...
    Cats with Phones
    Cinco de Mayo Click Here
    Cats With Phones says Happy Cinco de Mayo. Accessorize appropriately.