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FTTx GPON OLT and ONT shipments are at all-time highs due to China Mobile's aggressive FTTH network build.


  • China Mobile is well positioned to build an FTTx network, given its strong cash position, existing customer base, and desire to own the customer, whether mobile or at home with value-added services.
  • DFB laser suppliers face expansion decisions given China Mobile's aggressive FTTx network build plans and the use of DFB lasers for other applications.

Features and Benefits

  • Assesses the demand that China Mobile's FTTx network build plan is putting on the GPON supply chain.
  • Discusses the recent revisions to Ovum's FTTx OC forecast due to China Mobile's FTTH plan.

Key questions answered

  • Why are GPON OLT and ONT shipments at all-time highs?
  • Will the new record shipment levels continue through 2015 and beyond?
  • Should GPON suppliers expand production lines to meet the demand?
  • What is the likelihood of continued demand?

Table of contents

Ovum view

  • Summary
  • GPON suppliers face expansion decisions
  • With numerous strengths, China Mobile will be strong in FTTx
  • Suppliers should take advantage of this opportunity


  • Further reading
  • Author

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