Australian NBN: major opportunity for GPON vendors, particularly Alcatel-Lucent
In June 2010, Alcatel-Lucent announced that it had been selected to supply AU$70 million (US$64 million) worth of GPON and Ethernet aggregation equipment to the Australian NBN (National Broadband Network). The AU$43 billion (US$39 billion) build, which had entered a holding pattern due to the withdrawal of political support, now has the support needed to continue. The objective of the NBN is to provide 100Mbps FTTH broadband to 93% of the nation and to boost the nation’s digital economy by creating a platform for new public and private services, such as e-health and smart utility grids.
Executive summary
In a nutshell
Ovum view
Path to FTTH has been tortuous
Uncertainty from unexpected elections should be resolved soon
GPON will face an easier path in Australia than in EC nations
Significant opportunity for GPON vendors
The network will be primarily GPON-based, but businesses will get Active Ethernet P2P too
Vendors’ equipment must be able to operate with smart meters and deliver e-health services
Alcatel-Lucent has potential to garner a significant share of the overall access opportunity
Interoperability will be an important criterion
NBN publications will be an important source of information
Methodology
Sourced from Alcatel-Lucent and NBNCo
In a nutshell
Ovum view
Path to FTTH has been tortuous
Uncertainty from unexpected elections should be resolved soon
GPON will face an easier path in Australia than in EC nations
Significant opportunity for GPON vendors
The network will be primarily GPON-based, but businesses will get Active Ethernet P2P too
Vendors’ equipment must be able to operate with smart meters and deliver e-health services
Alcatel-Lucent has potential to garner a significant share of the overall access opportunity
Interoperability will be an important criterion
NBN publications will be an important source of information
Methodology
Sourced from Alcatel-Lucent and NBNCo
LIST OF TABLES
Table 1: Selected details of the Australian FTTH NBN rollout
Table 1: Selected details of the Australian FTTH NBN rollout
LIST OF FIGURES
Figure 1: Representation of the NBN
Figure 1: Representation of the NBN
