Imboni yamakhebula izohamba ngokushesha kangakanani ku-all-fiber plant?Umhlaziyi wezezimali we-Credit Suisse ukholelwa ukuthi imboni izophuza ukuthuthuka ukusuka ku-coax ezindaweni ezingancintisana kakhulu, ingaboni noma yikuphi ukuphuthuma ekuthuthukisweni kobuchwepheshe obusheshayo, obuthembekile, ngesivinini kanye nohlobo lokuthuthukiswa okuhambisana nokuncintisana ngaphakathi kwezimakethe ezisebenzayo.
"Silindele ukukhetha okuhlukile okuzokwenziwa ezindaweni ezihlukene [ezinabantu abaningi]," kusho uGrant Joslin, iPhini likaMongameli we-US Telecom Equity Research, iCredit Suisse.“Uma usendaweni lapho une-wireless ye-millimeter wave futhi unombangi oyedwa wefayibha noma izimbangi ezimbili noma ezintathu zefayibha, lolo uhlobo lwendawo lapho ungabeka phambili phambili [ukuthuthukiswa kwe-DOCSIS] kuqala futhi ngokushesha nje lapho 'nginezingxenye ezingenayo, ungathanda ukwenza lokho kuthuthukiswa."
UJoslin uthe kuzoba nokuphuthuma okuncane kokuthuthukela ku-DOCSIS 4.0 ezimakethe ezincintisana kancane.Izindawo zasemadolobheni ezingenakho ukuncintisana ngefayibha ziyathuthukiswa njengesisekelo sokuzivikela, kanti izindawo zasemakhaya kanye nezindawo zasemakhaya ezijulile kungenzeka kube ngezokugcina ukuthuthukiswa.Uthe ukuthuthukiswa kusuka ku-DOCSIS 3.1 kuya ku-4.0 cishe kuzoba kancane kancane futhi kungabi nezindleko ezinkulu kubahlinzeki bezinsizakalo ezinkulu, uma kubhekwa izindleko ezikhona.
"I-Charter ne-Comcast basebenzisa u-$9 kuya ku-$10 billion ngonyaka ngebhizinisi labo njengenjwayelo iCapEx," kusho uJoslin."Sicabanga ukuthi zonke izindleko zokuthuthukisa [i-DOCSIS 4.0] eminyakeni eminingi ezokwenziwa zisendaweni ethile ku-$10 kuya ku-$11 billion."
Indlela yokuthuthukisa ye-DOCSIS 4.0 iletha ezinye izindleko kubaqhubi bezintambo ngaphezu kwesivinini somsebenzisi esingaba ngu-9 Gbps ezansi nomfula kanye ne-4 Mbps phezulu nomfula, okuhlanganisa ukwethembeka okungcono ngokuqapha okusebenzayo kwemishini yasensimini kanye nokunciphisa isidingo sokuhlukaniswa kwamanodi okudinga abasebenzi ngokungeza okwengeziwe. umthamo ophelele ohlangothini lwe-coax lwenethiwekhi.
UJoslin waphawula ukuthi iningi lama-cable operators ngeke likuthole ukwethembeka kwefayibha ngokuthuthukiswa kwe-DOCSIS 4.0, kodwa imboni yakha ngokuthula i-on-ramp kuyo yonke i-fiber ngokusebenzisa ukukhishwa kwayo kwakamuva kwehadiwe.“Njengengxenye yesinyathelo sokuqala sokuthuthukiswa kunobuchwepheshe obubizwa nge-GAP, inkundla yokufinyelela jikelele.Uma umsebenzisi enquma ukuthi awusekho umsebenzi wokuphonsa imali enhle ngemva kokubi noma angabe esabona isikhathi sokuphila kubuchwepheshe be-DOCSIS, kumane kuwukushintshaniswa kwemojula [ukuya ku-fiber].”
Ama-opharetha angathuthela ku-fiber kancane kancane, aqale ngokuthuthela abasebenzisi bomkhawulokudonsa ophezulu ku-fiber ukuze banciphise ingcindezi kunethiwekhi ye-coax bese ekugcineni bathuthukise wonke umuntu ku-fiber."Kuyindlela enhle kakhulu [yokuthutha] kunokushisa yonke inethiwekhi bese ufaka entsha," kusho uJoslin.
I-Fiberconcepts ingumkhiqizi ochwepheshile wemikhiqizo ye-Transceiver, izixazululo ze-MTP/MPO kanye nezixazululo ze-AOC ngaphezu kweminyaka eyi-16, i-Fiberconcepts inganikeza yonke imikhiqizo yenethiwekhi ye-FTTH.Ukuze uthole ulwazi olwengeziwe, sicela uvakashele:www.b2bmtp.com
Isikhathi sokuthumela: Nov-29-2022
