5G ecosystem

5G will drive the next optical upgrade cycle faster than previously forecast, geographic extension and higher bandwidth throughput

it will need nore data centers and mobile backhaul/fronthaul.

The future drivers for high bandwidth,

smart TV,

4k UHD TV

dedicated VR 

dedicated portable and mobile VR

2022 到時所需新带宽是Y17的3.6 x

光纤、

Y17是100G主六成、200G 二成五

Y22 400G 四成、100G四成、200G二成

光纤设备

FTTH PON的需求动力

1. competition for residential customer

2. operators want the upgrade to be sufficient for several years

3. other use cases for PON, such as university use, small cells, backhaul, enterprises or smart cities

中国是最大市場

FWA 取代FTTP premise

advantage,

faster paybacks,

faster deploy and provision

equipment installation

lower inplement cost

challenges,

density of mobile users, 

bandwidth, spectrum, shared

types of backhaul,

indoor coverage,

take rates, 

obstacles, 

weather,

 windows, trees...

FWA 對mobile only or wireline only operators 是很大挑战、只有固移整合的業者才能知道如何極大化价值

此外、SDN/ NFV market

2022 US$ 34bn

Three parts....

NFVI  network function virtualization infrastructure 

3.5bn

VNF  virtual network function software

MANO management and orchestration software

20.3bn

services

9.6bn