Cambridge Industries Group

Presented by:

Cliff Lin

CIG SVP, Marketing

Clin@ci-g.com

BBWF 2014 presentation:

Competition - A Key Driver for FTTx

About CIG

10/23/2014 // 02

Leading FTTx OEM ONT Supplier

Broadband Access Product Design & Manufacturing;

ODM/JDM/OEM

Strong in R&D

300+ Engineers

2,000+ Manufacturing

10/23/2014 // Slide 03

FTTx Services and Competitions

Higher bandwidth, gaming,

Lower cost of infrastructure

IPTV, VoD, HDTV, 4KTV etc,

Telepresence

Main driver for FTTH however is

“Competition” to support these services.

10/23/2014 // Slide 04

Overall Global FTTX Projects

5

Competitive Landscape NA

North America competitive landscape

Google sets a new bar of 1Gbps broadband

AT&T is re-evaluating xDSL strategy towards FTTx

CenturyLink is responding with new FTTx initiatives.

Verizon has large scale FTTx GPON deployment

Cable Operators considering FTTx network upgrade path

Competitive Landscape SA

10/23/2014 // Slide 06

Mexico Increased FTTx competition between telco and

cable operators.

South America Brazil – Incumbent operators ramping up wide scale

GPON deployment as a result of competition with smaller competitors.

7

Competitive Landscape in Europe

Europe

Nordics remain focused on P2P Open Access FTTx

solutions.

Limited competition and high deployment cost limit FTTH in UK, Germany, France.

Eastern Europe competition spur FTTx

Competition between operators in Spain and Portugal promote FTTx in western Europe.

Competitive Landscape in Middle East

10/23/2014 // Slide 08

Turkey Competition in Turkey is stimulating more FTTx

Operators expand FTTx to homes and schools

Deploying a mix of FTTx and FTTB solutions

Competition in UAE continues to push FTTx

Saudi Arabia Competition between operators is promoting more FTTx.

Looking for optimized installation practices and

Regional Broadband Trends

10/23/2014 // Slide 09

Russian region

Russian incumbent ramp up deployment to fend off

competition from regional operators and ISPs

Ukraine continues P2P Metro-E FTTx solution

Armenia and Kazakhstan continue FTTx network growth

10

APAC Competitive Landscape

APAC China - Competition among operators

lead to FTTx >20M lines

India – Limited FTTx deployment due to right of way issues

Vietnam

Competition amount major operators EPON/GPON

11

APAC Competitive Landscape

APAC Japan, Korea, Taiwan, Singapore

Competition has spurred wide scale FTTx with EPON, GPON and AoE

Australia NBNCo pushing forward in 2014 for nationwide FTTx deployment

Competitions and FTTx

New services will spur competition among operators.

Competition among operators will continue to fuel FTTx deployments

10/23/2014 // Slide 012

10/23/2014 // Slide 013

FTTx Services and Competitions –

What is NEXT?

Higher bandwidth, gaming,

Lower cost of infrastructure

IPTV, VoD, HDTV, 4KTV etc,

Telepresence

FTTH + Wi-Fi

+

APPs 4Everything

CIG PROPRIETARY

10/23/2014 // Slide 014

谢谢！