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Momentum behind next-gen TWDM PON creates a fresh opportunity for merchant chip vendors as they compete against vertically integrated Huawei and ZTE.


  • Internal PON MAC chip development by both Huawei and ZTE has hurt merchant PON chip vendors and given Huawei and ZTE dominance in the PON equipment market.
  • TWDM PON represents a new market opportunity for merchant chip vendors and new potential customers such as Cisco, Ciena, and Juniper.

Features and Benefits

  • Analyzes the vertical integration strategies of Huawei and ZTE in the PON market.
  • Evaluates the new opportunity for merchant chip vendors as TWDM PON deployments gain traction.

Key questions answered

  • Why did Huawei and ZTE develop their own PON chips? What are the advantages to such vertical integration?
  • Why does TWDM PON offer a new opportunity to merchant chip vendors?

Table of contents

Ovum view

  • Summary
  • Huawei and ZTE’s dominance has hurt merchant chip suppliers
  • TWDM PON provides opportunities for merchant chip suppliers
  • Recommendations for players


  • Author

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