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Broadcom Joins China's Cable Gold Rush

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



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paolo.franzoi
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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
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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
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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
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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
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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
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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
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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


 

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