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.
Jonestown
Mobile Backhaul: Going to the Dark Side?

10|30|14   |   2:26   |   (1) comment


Heavy Reading's Patrick Donegan shares his view on a dark trend that bubbled up at Light Reading's annual backhaul conference in NYC.
LRTV Huawei Video Resource Center
2014 Huawei Electric Power Industry Summit: Interview With CEO of SwitchCom

10|30|14   |   4:13   |   (0) comments


SwitchCom, an IT company based in Angola, recommends a variety of Huawei solutions and hardware to their customers in the energy industry.
LRTV Huawei Video Resource Center
2014 Huawei Electric Power Industry Summit: Interview With Ethiopia's Ministry of Water Irrigation & Energy

10|30|14   |   4:08   |   (0) comments


Gosaye Mengistie of Ethiopia's Ministry of Water Irrigation & Energy discusses the collaboration with Huawei in that country.
LRTV Huawei Video Resource Center
2014 Huawei Electric Power Industry Summit: Interview with Dongfang Electronics Corporation

10|30|14   |   5:46   |   (0) comments


Dongfang Electronics Corporation, headquartered in Chengdu, China, is one of China's largest manufacturers of power generators and contractors of power station projects.
LRTV Huawei Video Resource Center
2014 Huawei Electric Power Industry Summit: Interview with Zimbabwe's Customers

10|30|14   |   3:31   |   (0) comments


Representatives of Zimbabwe's Ministry of Power and Development discuss the energy needs of their country as well as new areas of improvement due to enhanced ICT capabilities.
LRTV Huawei Video Resource Center
2014 Huawei Electric Power Industry Summit: Interview With Colbún Chile

10|30|14   |   4:29   |   (0) comments


In Chile, an aging energy infrastructure was in dire need of a modern update. Claudio Valenzuela of Colbún discusses how Huawei's ICT solutions continue to provide crucial information to improve the grid and how an in-country engineer is a cricial asset.
LRTV Huawei Video Resource Center
2014 Huawei Electric Power Industry Summit: Interview With YuLiao

10|30|14   |   6:27   |   (0) comments


Yu Liao, chairman of the Chinese Association for Renewable Energy in Germany, discusses the role that ICT solutions play in helping to grow renewable energy resources in Germany.
LRTV Huawei Video Resource Center
2014 Huawei Electric Power Industry Summit: Interview

10|30|14   |   2:54   |   (0) comments


Sifang has been working with Huawei on several projects. JingTao Wu, Assistant President of Beijing Sifang Automation Co. Ltd., believes that the cooperation with Huawei can facilitate Sifang's process of internationalization.
LRTV Huawei Video Resource Center
A Better Connected Smart Grid: Powering Laos

10|30|14   |   5:38   |   (0) comments


Representatives of Electricite Du Laos (EDL), a state-owned corporation, discuss the importance of ICT solutions in serving their country's energy needs.
LRTV Huawei Video Resource Center
2014 Huawei Electric Power Industry Summit: Interview With Junwei Lu

10|30|14   |   4:50   |   (0) comments


Professor Junwei Lu of Griffith University Australia describes his work with micro grid technology and the future of the power industry.
LRTV Documentaries
The Next-Gen Network Disconnect

10|29|14   |   01:23   |   (2) comments


There's a lot of talk about making networks more simple with SDN, NFV and next-gen broadband technology – but what about the complexity of introducing such capabilities?
LRTV Custom TV
Grow Your VPN Service Revenue

10|27|14   |   4:00   |   (0) comments


Watch how CSP product managers can better differentiate and maximize the value of their Internet, VPN and cloud services for business services customers, by adding premium application performance visibility to their data services.
Upcoming Live Events
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 3, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
February 10, 2015, Atlanta, GA
May 6, 2015, McCormick Convention Center, Chicago, IL
May 30, 2015, The Westin Peachtree, Atlanta, GA
June 9-10, 2015, Chicago, IL
Infographics
WhoIsHostingThis.com presents six of the world's most extreme WiFi hotspots, enabling the most epic selfies you can imagine.
Hot Topics
Microsoft's Skype Embraces WebRTC on IE
Sarah Reedy, Senior Editor, 10/27/2014
FTC Slaps AT&T With Throttling Lawsuit
Sarah Reedy, Senior Editor, 10/28/2014
Wheeler Gets Down With OTT
Mari Silbey, Independent Technology Editor, 10/29/2014
China's MVNOs Hit the Wall
Robert Clark, 10/27/2014
Let's Not Kill SDN & NFV With Silos
Francois Locoh-Donou, Senior VP, Global Products Group, Ciena, 10/28/2014
Like Us on Facebook
Twitter Feed