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FAB FIBER?

BY JONATHAN BLUM, KAGAN

Fiber-to-the-home (FTTH) is showing new life. A recent survey shows there are currently 110,000 homes passed by FTTH with an estimated 10,000 actual subs. MSOs should pay attention: 71% of these customers are served by overbuilds that could become more common. Already a medium-sized municipality is rumored to be rolling out a fresh FTTH plant, and new FCC unbundling rules give the technology new cache. Bullish estimates call for 1.4 million homes passed with 280,000 subs served by 2004. That's not trivial.

FIBER-TO-THE-HOME NEAR-TERM DEPLOYMENT PROJECTIONS
2001 2002 Current 2003 2004
(ALL DATA IN THOUSANDS)
FTTH Homes Passed 19.4 72.1 110.0 315.0 1,400.0
Overbuilt 13.8 51.1 78.1 223.6 994.0
Greenfield 5.6 20.9 31.9 91.4 406.0
% Penetration 5.6% 7.7% 9.2% 12.7% 20.0%
FTTH Subs 1,078 5,568 10,102 39,884 280,556
SOURCE: KAGAN WORLD MEDIA ESTIMATES AND RENDER, VANDERSLICE & ASSOC AND FTTH COUNCIL

Go to ?Broadband Technology? at www.kagan.com/cw.

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