Light Reading
China picks 'C-Docsis' as an acceptable cable access standard, creating a multi-billion-dollar opportunity for Broadcom and its vendor partners

Broadcom Joins China's Cable Gold Rush

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

Big market opportunity
And it's a potentially major opportunity for Broadcom and its C-Docsis partners. Infonetics Research Inc. analyst Jeff Heynen estimates that the Chinese cable market represents between 190 million to 200 million subscribers, with about half of that footprint still one-way. C-Docsis gets Broadcom "to a point where they can reach price points that make Docsis deployable in the Chinese market," he says.

Cost issues were causing regular Docsis to sputter out in China, says Bahm, who estimates that about 4 million Docsis modems have been deployed in the country so far.

For now, Broadcom is the only supplier of C-Docsis silicon, though it expects other companies to join in. Broadcom has already lined up several Chinese vendors to make the CMCs, including ZTE Corp. (Shenzhen: 000063; Hong Kong: 0763), Huawei Technologies Co. Ltd. , Lancable Technology Ltd., UTStarcom Telecom Co. Ltd and Sumavision Technologies Co. Ltd. , a supplier that's pitching a miniaturized, China-focused CMTS called the CC8800 that is capable of bonding 16 downstream channels and four upstream channels. Any Docsis-certified modem will do.

The largest Chinese cable operator deploying C-Docsis today is Wasu Digital TV Media Group, an operator based in Hangzhou with more than 1.8 million cable TV subs.

"We also have several field trials going on with our Chinese system customers," Bahm says. "It's not PowerPoint; it's not coming; it's all here now."

But there's still some opportunities in China for regular Docsis, though it's difficult to determine how big that opportunity is. Casa Systems Inc. , for example, has made some headway with Chinese cable operators, and recently introduced a mini Docsis 3.0 CMTS designed for MDUs. (See Casa Shrinks Docsis 3.0 CMTS, Casa Downsizes the CMTS , Casa Wins CMTS Deal in China and China MSO Taps Casa's CMTS.)

And there's some risk for the vendors, even in a cable broadband market as untapped as China. Success of each of the different access technologies available in China will hinge on how operators make their selections and how the MSOs end up consolidating, Bahm says.

— Jeff Baumgartner, Site Editor, Light Reading Cable



(7)  | 
Comment  | 
Print  | 
< Previous Page 2 / 2
Newest First  |  Oldest First  |  Threaded View
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. &nbsp;And many Europeans viewed the T carrier hierarchy as a similar issue.


seven


&nbsp;

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.&nbsp; 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.&nbsp;

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.&nbsp; Hmmmm...good question about C-Docsis...i'll have to see if the term&nbsp;has (or even needs) the Cablelabs blessing. JB


&nbsp;

Flash Poll
From The Founder
It's clear to me that the communications industry is divided into two types of people, and only one is living in the real world.
LRTV Interviews
From 4G to 5G: Alcatel-Lucent's Dave Geary

11|25|14   |   09:09   |   (1) comment


Dave Geary, President of Wireless at Alcatel-Lucent, talks about the evolution of the 4G market, small cells, partnerships, 5G and the IoT.
LRTV Huawei Video Resource Center
Building a Secure Telefonica Network With Huawei's High-End Firewall

11|24|14   |   4:37   |   (0) comments


Andrew Davies, IP architect of the Telefonica, a leading digital communications company, discusses the Huawei security gateway solution and putting the solution into the testbed.
LRTV Huawei Video Resource Center
Huawei Partners with Spirent to Verify CE12816's 10GE Port & TRILL Networking Capabilities

11|24|14   |   2:50   |   (0) comments


Spirent Communications is the world's leading supplier for telecom testing appliances and solutions. Spirent has been in a close partnership with Huawei for a long time.
LRTV Huawei Video Resource Center
Saudi Airlines & Its ICT Transformation

11|24|14   |   2:07   |   (0) comments


In this video, Saudi Airlines discusses its network problems and how Huawei's Agile Network is its all-in-one solution.
LRTV Huawei Video Resource Center
Huawei's Agile Switch Benefiting Saudi Arabia's Yamamah Hospital

11|24|14   |   2:40   |   (0) comments


Saudi Arabia's Yamamah Hospital speaks about how Huawei's Agile Switch has improved the medical service's network infrastructure.
LRTV Huawei Video Resource Center
FanPlay & Huawei Build a Wireless Agile Smart Stadium

11|24|14   |   2:13   |   (0) comments


FanPlay is a cloud-based white label service, which is effectively a football fan engagement platform underpinned by mobile payment technology.
LRTV Huawei Video Resource Center
Building an Agile Stadium

11|24|14   |   3:54   |   (0) comments


Stadiums may be thousands of tons of concrete and steel, but they now need to be agile. Being at the stadium may not be as alluring as it once was. Sports franchises and stadium operators discuss how to get fans back.
LRTV Huawei Video Resource Center
Huawei Helps ChinaCache Tackle Challenges in the Internet Industry

11|24|14   |   3:09   |   (0) comments


ChinaCache is China's largest content distribution network supplier. Huawei's CE12800 has provided ChinaCache with very strong support in its establishment of an infrastructure network.
LRTV Huawei Video Resource Center
Cefinity on Managed Security Services & Next-Generation Firewall

11|24|14   |   7:05   |   (0) comments


Cefinity is a cloud management service provider in Southeast Asia. Ivan Zhang, CEO of the company, discusses the implementation of security service management in the cloud era.
LRTV Huawei Video Resource Center
Huawei's Agile Gateway in the Eyes of Cefinity

11|24|14   |   2:11   |   (0) comments


Cefinity is a managed service provider for enterprise networks. The company currently uses Huawei's AR series routers for the most complete range of functions. CEO Ivan Zhang speaks about the advantages of the AR series routers.
LRTV Huawei Video Resource Center
CTO of Bus-Online Talks About Huawei's Agile Gateway

11|24|14   |   2:53   |   (0) comments


Bus-Online covers around 100 million users everyday. In addition to providing mobile TV, and advertising services to the public, Bus-Online has also entered the field of mobile Internet.
LRTV Huawei Video Resource Center
Amsterdam ArenA as an Agile Campus

11|24|14   |   3:31   |   (0) comments


The Amsterdam ArenA, home of the Ajax soccer team, can be a crowded space. ArenA has partnered with Huawei to work on bringing ample bandwidth to 53,000 people at the same time.
Upcoming Live Events
December 2, 2014, New York City
December 3, 2014, New York City
December 8-10, 2014, Reykjavik, Iceland
February 10, 2015, Atlanta, GA
April 14, 2015, New York City, NY
May 6, 2015, McCormick Convention Center, Chicago, IL
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 9-10, 2015, Chicago, IL
Infographics
Irish Telecom outlines the rise of VoIP technology, including its adoption within businesses and their perception of its quality.
Hot Topics
$38.3M: Ain't That a Kik in the SMS
Sarah Reedy, Senior Editor, 11/20/2014
Do You Have a 2020 Vision?
Dennis Mendyk, Vice President of Research, Heavy Reading, 11/21/2014
Operators Should Block Ads to Get Their Cut, Startup Says
Sarah Reedy, Senior Editor, 11/24/2014
$35B+ Spectrum Auction Dings Verizon, Shines Dish
Dan Jones, Mobile Editor, 11/24/2014
Amazon Eyes Ad-Supported Video – NY Post
Mari Silbey, Independent Technology Editor, 11/25/2014
Like Us on Facebook
Twitter Feed