Very limited sales of ADSL, VDSL chips for now. Ikanos was the first with VDSL2 DMT, today's standard. They've incorporated Globespan-Conexant, once the largest ADSL chip provider. But until their vectored & G.fast chips ship, sales are dismal. With investments from Alcatel and Tallgrass, they have time to turn things around - when the chips get out the door. Tallgrass and management bought an additional $12M in equity early in February.
They are particularly enthused about G.fast. On their investor call http://bit.ly/1BcvVC1, "One is that G.fast is obviously the flagship of the 1-gig push forward, if you will. We expect that market to be -- as the percentage of the total to be around 25% of the mix of the balance of the DSL technology, but one of the things that interesting around G.fast is an end-to-end replacements or deployment takes place.
CEO Yaolong Tan "Our chips are 8% faster than Broadcom's." Tan earned his doctorate at UCLA's Henry Samueli School of Engineering in 2000. He worked in Silicon Valley for years, and now is back in China. He's CEO of Triductor, founded in 2006. He is shipping VDSL2 vectored cpe chips to Chinese manufacturers who in turn are distributing the boxes worldwide.
Tan received his UCLA degree directly from Henry Samueli. He has enormous respect for Broadcom. But he's not afraid to take on Broadcom's chips. China is deeply committed to replacing imported chips with Chinese designs. Tan said,"The technology of this chip used to be monopolized by America, so our country had to spend tens of millions of dollars importing from overseas. What my team and I want to do is realize the localization of this chip in the new developing wave of semi-conductor industry, to equip Chinese people with their own high-speed video networks."
Triductor, like HiSilicon, has also announced a G.hn chip. While G.fast is getting the publicity, thanks to an effective campaign by the ITU, it's two years or more away. G.hn, a much simpler system, is already being used to extend "fiber to the basement" to apartments at hundreds of megabits. China Telecom & Unicom, the monopoly landline providers, are fiercely resisting government demands they upgrade something like 100 million apartments from DSL to fiber. Fiber to the basement + G.hn might be an attractive alternative.
The 2012 Ibuka Medal went to three people on the video standards committee for H.264/MPEG4-AVC. The 2013 award went to three on the High-Efficiency Advanced Audio Coding committee. For more than 20 years, the DSL Standards group has been advancing broadband from 1.5 megabits in the pre-DMT days to G.fast’s hundreds of megabits. It’s time to put together a nomination. This year's nominations are due January 31. The chair of the committee is Kenneth Wiegand of Fraunhofer, one of those who won the award for video standards. Balan Nair, also on the committee, installed millions of lines of DSL as CTO of Qwest.
The 2014 Award went to Marty Cooper, cell phone inventor and friend to many of us. Marty’s Marconi Panel in D.C. in October upended many people’s thinking about spectrum. Two dozen of the most influential in D.C. were in the audience to hear “We’ve never had a spectrum shortage and we never will.” The video is well worth watching http://bit.ly/Marconispectrum
For information on the award, http://www.ieee.org/about/awards/tfas/ibuka.html If we don’t get this together for this year, let’s make sure to do it next year.
America's role changes. DSL speeds would be much lower and tens of millions of current DSL customers wouldn't be served without the extraordinary work of Tom Starr and dozens more on "The DSL Committee." We'd have far more problems with interference if the T1E1.4 committee hadn't developed a set of rules 20 years ago. Tens of millions of homes that today get 3-6 megabits would probably have been capped at 1.5 megabits if they didn't create competition for the first ADSL modem. Literally hundreds of problems were prevented or resolved by the work they've done.
America is no longer the center of the telecom world, so perhaps it was inevitable that the American standards committee would fade away.