This report analyzes the Global markets for Passive Optical Network (PON) Equipment in US$ Million by the following segments: Fiber-to-the-Home PON, and Fiber-to-the-Building PON. The report provides separate comprehensive analytics for North America, Japan, Europe, Asia-Pacific, and Rest of World. Annual Production forecasts are provided for the period 2006 through 2015. The report profiles 76 companies including many key and niche players worldwide such as Alcatel-Lucent, Allied Telesis Inc, Broadlight Inc, Calix Network Inc, Telefonaktiebolaget LM Ericsson, Freescale Semiconductor Inc, Fujitsu Network Communications Inc, Hitachi Telecom (USA) Inc, Salira Systems, Inc, Mitsubishi Electric Corporation, Motorola Broadband Communications, NEC Corporation, Occam Networks Inc, Oki Electric Industry Co. Ltd., PMC-Sierra Inc, PMC-Sierra Inc, Teknovus Inc, Tellabs Inc, UTStarcom Incorporated, and Wave 7 Optics Inc. Market data and analytics are derived from primary and secondary research. Company profiles are mostly extracted from URL research and reported select online sources.

TABLE OF CONTENTS 

PASSIVE OPTICAL NETWORK (PON) EQUIPMENT		MCP-1882
A GLOBAL STRATEGIC BUSINESS REPORT


                                       CONTENTS



  I. INTRODUCTION, METHODOLOGY & PRODUCT DEFINITIONS

      Study Reliability and Reporting Limitations                       I-1
      Disclaimers                                                       I-2
      Data Interpretation & Reporting Level                             I-2
       Quantitative Techniques & Analytics                              I-3
      Product Definitions and Scope of Study                            I-3
       Fiber-to-the-Home PON                                            I-3
       Fiber-to-the-Business PON                                        I-4


 II. EXECUTIVE SUMMARY

  1. INDUSTRY OVERVIEW                                                  II-1
      How PON Systems Can Address Access Network Bottleneck?            II-1
      The Market Opportunity                                            II-1
      Global FTTx Market On Rise                                        II-2
       Table 1: Global FTTx Market: Percentage Share Breakdown of
       Subscribers by Type of Architecture for the Year Ending
       December 2008 (includes corresponding Graph/Chart)               II-3

       Table 2: Global FTTx Market: Breakdown by Type of
       Architecture by Region for the Year Ending December 2008         II-3

       Table 3: Global FTTx Market (Q3 2008): Percentage Share
       Breakdown by Region - Asia, Eastern Europe, Western Europe,
       North America and Latin America (includes corresponding
       Graph/Chart)                                                     II-3

       Table 4: Global FTTx Market (Q2 2009): Percentage Share
       Breakdown of Port Shipments by Key Players (includes
       corresponding Graph/Chart)                                       II-4
      FTTH Market Scale New Heights                                     II-4
       Table 5: Global FTTH/B Market: Breakdown of Subscriber Base
       by Geographic Region for the Year Ending Dec-2007 & Dec-2008
       (in Millions) (includes corresponding Graph/Chart)               II-5

       Table 6: Global FTTH/B Subscriptions: Breakdown of FTTH/B
       Subscribers for the Years 2008 through 2014 (In Millions)
       (includes corresponding Graph/Chart)                             II-5

       Table 7: Global FTTH Deployments: Breakdown of Fiber
       Connected Households for the Years 2007 through 2013 (In
       Millions) (includes corresponding Graph/Chart)                   II-5

       Table 8: World FTTH Market: Breakdown by Percentage of
       Households with FTTH Connection for 2007 and mid-2008
       (includes corresponding Graph/Chart)                             II-6

       Table 9: World FTTH Market (2007 & 2008): Percentage Share
       Breakdown of Port Shipments by Technology - GePON, GPON,
       Active Ethernet, and BPON (includes corresponding
       Graph/Chart)                                                     II-7

       Table 10: Top 3 EPON Markets in the World: Breakdown of FTTB
       and FTTH Subscribers for the Year 2011 (in Millions)
       (includes corresponding Graph/Chart)                             II-7

       Table 11: World FTTH Market (2007): Percentage Share
       Breakdown of Port Shipments by Key Players - Mitsubishi,
       Sumitomo, Tellabs, Hitachi, Nokia-Siemens, and Others
       (includes corresponding Graph/Chart)                             II-8

       Table 12: World FTTH Market: Breakdown of Number of Port
       Shipments by Key Players for Year Ending Q3 2007 (includes
       corresponding Graph/Chart)                                       II-8

       Table 13: World FTTH Market (2005 & 2006): Percentage Share
       Breakdown of Port Shipments by Key Players - Mitsubishi,
       Sumitomo, Hitachi, Tellabs, UT Starcom, and Others (includes
       corresponding Graph/Chart)                                       II-8
      Ethernet PON: The Widespread FTTH Technology                      II-9
       Table 14: Global FTTx Market (2008): Percentage Share
       Breakdown by Technology - EPON, GPON, Ethernet P2P, and BPON
       (includes corresponding Graph/Chart)                             II-9

       Table 15: Global FTTx Market (2008): Percentage Share
       Breakdown of FTTx Technologies (Subscribers) by Region
       (includes corresponding Graph/Chart)                             II-9
      Key Adopters of EPON Technology                                   II-10
      Key Adopters of GPON Technology                                   II-10
      Key Adopters of BPON Technology                                   II-11
      Key Adopters of Ethernet P2P Technology                           II-11
      Telecommunications: A Key End-Use Market                          II-11
      Regional Perspective                                              II-11
      Road Ahead for Passive Optical Networks                           II-12
      Current Market Condition                                          II-12
       Impact of Recession                                              II-12
       Vendors Adopt Wait-and-Watch Strategy in Present Economic
        Environment                                                     II-13
        GPON Continues to be the Dollar Driver                          II-13
         Table 16: Global GPON Active Electronics Market (2007 &
         2011): Percentage Share Breakdown of Revenues for OLT
         Equipment and ONT Equipment                                    II-14
       Emerging Markets Will Serve As Key Growth Engines                II-14
       FTTH Deployments Races Ahead                                     II-14
      Market Trends & Issues                                            II-15
       Rising Demand for Broadband Content and Services                 II-15
       Triple Play and IPTV Services will Create Need for Fiber Optics  II-15
       Service Providers Investments to Boost PON Market                II-16
       DSL to Lose Market Share in Favor of FTTH                        II-16
       Competition and Deregulation Compels the Need for Fiber
        Access Network                                                  II-16
      Key Challenges to Market                                          II-17
       Players Focus on Developing Next-Generation PON technologies     II-17
       Market Consolidation Underway                                    II-17
       Active Ethernet FTTH Becomes Increasingly Popular                II-17
       Falling Equipment Costs Will Bring Down PON Revenue Growth       II-17
      Competitive Landscape                                             II-18
      Key Statistics:                                                   II-18
       Table 17: Global PON Equipment Market: Annual Sales for PON
       Equipment by Type - EPON ONU and BPON/ GPON ONU in Million
       Units for the years 2007 through 2012 (includes corresponding
       Graph/Chart)                                                     II-18

       Table 18: Global PON Equipment Market: Annual Sales for PON
       Equipment by Type - EPON OLT Ports and BPON GPON OLT Ports in
       Million Units for the years 2007 through 2012 (includes
       corresponding Graph/Chart)                                       II-19

       Table 19: Global BPON/GPON Semiconductor Equipment Market:
       Annual Sales for PON Equipment by Type - ONU/ ONT and OLT
       Ports in US$ Million for the years 2004 through 2009
       (includes corresponding Graph/Chart)                             II-19

       Table 20: Global EPON Semiconductor Equipment Market: Annual
       Sales for PON Equipment by Type - ONU/ONT and OLT Ports in
       US$ Million for the years 2004 through 2009 (includes
       corresponding Graph/Chart)                                       II-20

       Table 21: World PON IPTV Access Infrastructure Market: Annual
       Revenues for the PON Equipment in US$ Million for the Years
       2007 through 2015 (includes corresponding Graph/Chart)           II-20

       Table 22: World PON IPTV Access Infrastructure Market:
       Percentage Share Breakdown of Revenues by Geographic Region
       for the Years 2007 & 2015 (includes corresponding
       Graph/Chart)                                                     II-21

       Table 23: World PON IPTV Access Infrastructure Market (2007):
       Percentage Share Breakdown of Revenues by Key Players
       (includes corresponding Graph/Chart)                             II-21

       Table 24: World Broadband Market (Q3 2008): Percentage Share
       Breakdown of Broadband Subscribers by Technology - DSL, Cable
       Modem, FTTx, and Others (includes corresponding Graph/Chart)     II-21

       Table 25: Breakdown of DSL Subscribers, Non-DSL Subscribers
       and Total Broadband Subscribers in the Americas for Q3 2008
       (in Millions) (includes corresponding Graph/Chart)               II-22

       Table 26: Breakdown of DSL Subscribers, Non-DSL Subscribers
       and Total Broadband Subscribers in Asia for Q3 2008 (in
       Millions) (includes corresponding Graph/Chart)                   II-23

       Table 27: Breakdown of DSL Subscribers, Non-DSL Subscribers
       and Total Broadband Subscribers in EMEA for Q3 2008 (in
       Millions) (includes corresponding Graph/Chart)                   II-24

       Table 28: World Fixed Broadband Subscriber Base: Breakdown of
       Number of Subscribers (in Millions) by Country As of Q1 2008
       (includes corresponding Graph/Chart)                             II-25

       Table 29: World Broadband Internet Subscriber Base: Breakdown
       of Number of Subscribers (in Millions) and Penetration Rate
       by Country As of September 2007 (includes corresponding
       Graph/Chart)                                                     II-25

       Table 30: World Broadband Internet Service Users: Top 20
       Countries Ranked by Broadband Penetration Rate (%) As of
       September 2007 (includes corresponding Graph/Chart)              II-26

       Table 31: World Broadband Internet Service Users: Top 15
       Countries Ranked by Household Broadband Penetration Rate (%)
       for 2012F (includes corresponding Graph/Chart)                   II-26

  2. REGIONAL PERSPECTIVE                                               II-27
      United States                                                     II-27
       Market Overview                                                  II-27
       Key Statistics:                                                  II-27
        Table 32: US Fixed Connectivity Subscriber Base (2007):
        Percentage Share Breakdown of Number of US Households by
        Technology (includes corresponding Graph/Chart)                 II-27

        Table 33: US FTTH Market (2008): Percentage Share Breakdown
        of Subscriber Base by Type of Provider (includes
        corresponding Graph/Chart)                                      II-27
        FTTH Broadband Reaches More Homes in the US                     II-28
      Europe                                                            II-28
       Market Overview                                                  II-28
       Smaller European Economies Dominate FTTH Penetration             II-29
        Table 34: European FTTH Market (2008): Breakdown of Market
        Penetration (In %) by Select European Country (includes
        corresponding Graph/Chart)                                      II-29
        FTTH Growth in Europe                                           II-29
        Broadband, FTTx Connections Continue to Surge in Western Europe II-30
        Key Statistics:                                                 II-30
         Table 35: European FTTH Deployment for Connected Households
         for the years 2007 through 2013 (In Thousands) (includes
         corresponding Graph/Chart)                                     II-30

         Table 36: European FTTH Deployment (2013F): Breakdown by
         Number of Connected Households for Select Country (In
         Thousands) (includes corresponding Graph/Chart)                II-30

         Table 37: European FTTH Deployment (2013F): Breakdown of
         Household Penetration by Select Country (In %) (includes
         corresponding Graph/Chart)                                     II-31

         Table 38: European FTTH Market (2008): Percentage Share
         Breakdown of Number of FTTH Connections by Type of Operator
         (includes corresponding Graph/Chart)                           II-31

         Table 39: European FTTH Market (2013F): Percentage Share
         Breakdown of Number of FTTH Connections by Type of Operator
         (includes corresponding Graph/Chart)                           II-32
        Market Trends & Issues                                          II-32
         Fiber Deployments by Municipalities and Utilities              II-32
         Rise in Greenfield Deployments                                 II-32
         Construction Costs in FTTH Market                              II-32
         Decline in Equipment Costs                                     II-33
         Government Regulations and Political Issues                    II-33
         Rise of Alternative Networks                                   II-33
        Regional Market Overview                                        II-34
         Austria                                                        II-34
         Denmark                                                        II-34
         France                                                         II-34
         Germany                                                        II-35
         Italy                                                          II-35
         The Netherlands                                                II-35
         Norway                                                         II-36
         Spain                                                          II-36
         Sweden                                                         II-37
         The United Kingdom                                             II-37
      Asia-Pacific                                                      II-37
       FTTH Poised for Rapid Growth                                     II-37
        Table 40: Top 4 FTTH Countries in Asia by Market Penetration
        at the end of Dec 2008 (includes corresponding Graph/Chart)     II-38

        Table 41: Asia Pacific FTTH/B Market: Breakdown by Number of
        Subscribers & Homes Passed for the Year Ending December 2007 & 
        2008                                                            II-38
       North Asia's Booming FTTH Market                                 II-38
       PON Equipment Market                                             II-39
       Regional Market Overview                                         II-39
        Australia                                                       II-39
         Lack of Government Response Delays FTTH Deployment in
          Australia                                                     II-39
        China                                                           II-40
         China to Become World's Leading Fiber Market                   II-40
          Key GPON Announcements in China                               II-40
         Emerging Broadband and FTTH Industry in China                  II-40
          Increased Demand for Higher Bandwidths                        II-41
          Decline in Cost of Optical Components                         II-41
          Increased Competition in the Market                           II-41
          Government Regulations                                        II-42
         Research and Development Initiatives in  the Recent Past       II-42
         Key Regional Players                                           II-42
          Table 42: Chinese FTTx Market: Percentage Share Breakdown
          by Key Operators for the Year 2008 (includes corresponding
          Graph/Chart)                                                  II-43

          Table 43: Chinese FTTx Market: Percentage Share Breakdown
          of Port Shipments by Key Vendors for Q2 2009 (includes
          corresponding Graph/Chart)                                    II-43
         Key Commercial Projects and Field Trials                       II-43
         Ethernet PON is the Most Preferred FTTH Technology             II-44
         Demand for GPON Also Catching Up                               II-45
         Decline in Deployment of P2P Network Systems                   II-45
         Highly Competitive Broadband Market                            II-45
         Future Prospects of FTTH Market                                II-45
        India                                                           II-46
         FTTH Market in India                                           II-46
          Issues and Challenges                                         II-46
         Indian PON Equipment Market                                    II-46
         Key Statistics:                                                II-47
          Table 44: Indian Broadband Market: Breakdown of Broadband
          Subscribers by Type of Connectivity As of June 2008
          (includes corresponding Graph/Chart)                          II-47
        Japan                                                           II-48
         Market Overview                                                II-48
         Role of Government                                             II-48
         Key Statistics:                                                II-48
          Table 45: Japanese Broadband Internet Market: Percentage
          Share Breakdown of Broadband Subscribers by Access Medium
          for 2006 through Q1 2009 (includes corresponding
          Graph/Chart)                                                  II-48

          Table 46: Japanese FTTH Subscriber Market: Percentage
          Share Breakdown by Type of Subscriber for the Years 2007 &
          2008                                                          II-49

          Table 47: Japanese FTTH Subscriber Market: Percentage
          Share Breakdown of FTTH Subscriptions by Key Players for
          the Years 2007 & 2008 (includes corresponding Graph/Chart)    II-49
        South Korea                                                     II-49
         Table 48: South Korea FTTx Market: Percentage Share
         Breakdown by Key Players for the Year 2008 (includes
         corresponding Graph/Chart)                                     II-49
        Taiwan                                                          II-50
         Table 49: Taiwanese Broadband Internet Access Market
         (2006): Percentage Share Breakdown of Broadband Subscribers
         by Access Medium (includes corresponding Graph/Chart)          II-50
      Latin America                                                     II-50
       Brazil                                                           II-50
       Key Statistics:                                                  II-51
        Table 50: Broadband Internet Services Market in Brazil
        (2005): Percentage Share Breakdown of Revenues by Technology
        (includes corresponding Graph/Chart)                            II-51
      Middle East                                                       II-51

  3. PRODUCT OVERVIEW                                                   II-52
      Active & Passive Optical Networks: Two Key Optical Networking
       Technologies                                                     II-52
      Passive Optical Network (PON): A Definition                       II-53
      Services Offered Through a PON Network                            II-53
      PON Architecture                                                  II-53
      Standard Types of PON                                             II-54
       BPON                                                             II-54
       EPON                                                             II-54
       GPON                                                             II-54
       A Comparison of Current PON Technology                           II-55
      Next-Generation of PON Technology                                 II-55
       WDM PON                                                          II-55
       DOCSIS-PON                                                       II-55
       RF-PON or RFOG                                                   II-56
      Fiber-To-The-X (FTTx) Technology                                  II-56
       PON Based FTTH (Fiber to Home) Technology                        II-56
       PON Based FTTB (Fiber to Building) Technology                    II-57

  4. PRODUCT INNOVATIONS/INTRODUCTIONS                                  II-58
      EXFO's New PON Power Meter to Redefine FTTH Testing Standards     II-58
      Trend's New PON Power Meter Measures Power Levels at Three
       Wavelengths                                                      II-58
      Vitesse Semiconductor Launches the First Full PMD Chipset for
       10G-EPON                                                         II-59
      EXFO Launches PON Power Meter for FTTH Testing                    II-59
      Aurora Networks Introduces Comprehensive Single-Fiber RFPON
       Solution                                                         II-60
      Versa Technology Rolls Out GEPON Product Line for FTTH and FTTB   II-60
      Teknovus Launches 10G EPON                                        II-61
      Fujikura Unveils GPON SFP Transceiver                             II-61
      AOI Introduces Small Form-Factor Transceiver for ONTs             II-61
      Alphion Debuts PON.ext One-Rack Optical GPON Extender             II-62
      Freescale Debuts MSC7104 to Encourage GPON Adoption               II-62
      ConnectMaster Introduces Module for PON Documentation and
       Planning                                                         II-62
      ECI Telecom Introduces New GPON OLT Offering                      II-63
      Ericsson Announces Demonstration of First GPON System for IPTV    II-63
      Optiwave Releases Latest Version of OptiSystem                    II-63
      Zarlink Introduces New Synchronous Ethernet Devices               II-64
      Clearfield Launches New FieldSmart Fiber PON Solution             II-64
      Teknovus Releases Latest EPON OLT Chip                            II-65
      Sumitomo Develops Optical Devices for FTTH Transmission           II-65
      ANADIGICS Introduces New ACA2604 RF Amplifier for FTTH Market     II-65
      iamba Networks Releases New iSN1000 GPON ONT ASICs                II-66
      LS Cable to Unveil Triple Fast G-PON Equipment                    II-66
      Charles Industries Adds CFFP to a Leading Collection of Fiber
       Optic Pedestal Products                                          II-66
      PMC-Sierra Introduces Advanced GPON Machines for FTTH
       Applications                                                     II-67
      Calix Debuts Standards-Compliant ONT Range                        II-68
      Enablence Launches ONT-G888 GPON ONT for MDU Usage                II-68
      Enablence Technologies Adds ONT-E1321i Collection to TRIDENT7(TM)
       Product Group                                                    II-69
      ZTE Corporation Debuts World's Original Fusion TDM/WDM PON Model  II-69
      ZTE Launches First PON Multi-service Access Platform              II-69
      Alcatel-Lucent Upgrades FTTU System with Optical Monitoring,
       IEEE 1588 Timing Features                                        II-70
      AFL Telecommunications Debuts Noyes OPM4-FTTx Power Meter         II-70
      ADC Enhances PONy Express(TM) Transport Solution with WDM-PON
       Application                                                      II-70
      ADC Augments OmniReach(R) FTTX Collection with Value-added,
       Economical Offerings                                             II-71
      PMC-Sierra Reveals Reference Designs Specifically for FTTH
       Deployments                                                      II-72
      PMC-Sierra Unveils 10G EPON Demonstration for Gen-Next FTTH
       Applications                                                     II-72
      PMC-Sierra Releases Highly Integrated, Second-Generation of
       GPON Devices                                                     II-72
      OFS Announces the Re-Launch of FOX(TM) Solution                      II-73
      Occam Networks Creates FQS to Speed up Fiber Based Deployments    II-73
      UNET Announces Plans to Provide High-Speed Broadband Service      II-74
      LG-Nortel, Nortel Unveil Latest WDM-PON Powered Ethernet
       Access Solution                                                  II-74
      Ericsson Launches 10 Gbps GPON System for IPTV and Expands EDA
       1500 with 8-Port GPON Board                                      II-75
      Broadlight Unveils BL 2000 PON ONMaker 4.0 Software               II-75
      Teknovus Introduces New EPON Optical Line Terminal Chip, TK3723   II-76
      Teknovus Unveils Optical Monitoring and Management Solutions
       for Fiber Networks                                               II-76
      Salira to Unveil MW-PON, Multi-wavelength EPON Solution           II-76
      Salira Introduces New DOCSIS over EPON Solution, DePON(TM)           II-77
      OZC Unveils 4/6 Channel Optical Multiplexer- Demultiplexers       II-77
      NeoPhotonics Unveils New GPON Transceivers Range for FTTP
       Network Support                                                  II-77
      Calix Introduces GPON ONTs Using RFOG technology, Calix 725 ONT   II-78
      Calix Unveils GPON ONTs for MDU and Business Markets              II-78
      Calix Unveils New Extended Reach GPON Technology                  II-79
      Alloptic Releases Xgen9000 ONT for Backhaul and Business
       Applications                                                     II-79
      Teknovus Launches Commercial 2G-EPON                              II-80

  5. RECENT INDUSTRY ACTIVITY                                           II-81
      Hitachi, Pacific Broadband Networks Ally for FTTP Solutions       II-81
      Salira Systems, Hitachi Telecom to Merge Business Operations      II-81
      Huawei Installs FTTH Network for Slovak Telekom                   II-81
      Setar N.V. Aruba Selects Enablence's TRIDENT7 Universal Access
       Platform                                                         II-82
      Motorola Signs Strategic Agreement with Alloptic                  II-82
      Lattelecom Selects ECI Telecom's GPON Solution                    II-82
      Zhone Signs Agreement with Alloptic to Expand GPON Portfolio      II-82
      Alloptic Selects Ikanos' VDSL2 Chipsets for its Gigabit
       Ethernet PON Terminal                                            II-83
      Motorola Obtains USDA Acceptance for its GPON FTTH Solutions      II-83
      TXP Inks Distribution Agreement with FONEX                        II-83
      Alcatel-Lucent and HKBN Collaborate Over GPON Services            II-84
      LG Powercom to Deploy Ubiquoss FTTx solutions                     II-84
      Citizens Telephone Chooses Fiber Optic Communication Solution
       of Alloptic                                                      II-85
      ECI Partners with Fibra to Deploy GPON Network                    II-85
      CHT to Expand Optical Communication Network                       II-86
      Alloptic Inks Distribution Pact with Cascade Networks             II-86
      Lexcom Deploys 'Trident7' Network of Wave7 Optics                 II-86
      UTStarcom to Deliver Broadband Network Solution to United
       Telecoms                                                         II-87
      ADTRAN(R) Integrates GPON Technology Within Total Access(R) 5000      II-87
      Grameen CyberNet Chooses Ericsson's Devices to Deploy FTTH
       Network                                                          II-87
      Chunghwa Telecom to Expand its Fiber-Optic Networks               II-88
      Huawei to Supply EPON Equipment to China Netcom                   II-88
      Gtd Group Signs Agreement with Alcatel-Lucent                     II-88
      Alloptic, NEC Magnus Team up for GE-PON VDSL2 ONT Development     II-88
      Alloptic Inks Reseller Agreement with SAIC                        II-89
      NEC Bags Svenska Fibernat AB High-Speed Fibre Network Contract    II-89
      Alcatel-Lucent Bags Multi-Million EPB Network Contract            II-90
      Hotwire to Deploy Motorola Broadband Network Solutions            II-90
      Hitachi, Carina Collaborate to Offer Utility Information
       Solutions Over GPON                                              II-91
      TXP, CIG Inks MoU to Merge Business Operations                    II-91
      Neuf Cegetel to Deploy Alcatel-Lucent FTTH Solutions              II-92
      Alcatel-Lucent Bags Suo Cable Order                               II-92
      PMC-Sierra's Chipset Transport Architecture to Support BG(TM)
       MSPP Family                                                      II-92
      LG-Nortel Announces Acquisition of Novera                         II-93
      Fujikura Receives FTTH System Order from TOT                      II-93
      Grameen CyberNet Offers Advanced Broadband Services Over
       Ericsson's GPON Solution                                         II-93
      Ericsson, Telefonica Sign Strategic Partnership to Develop
       Fiber Optical Network                                            II-94
      Telecom Liechtenstein Offers VDSL2 Contract to Ericsson to
       Upgrade ADSL Network                                             II-94
      Ericsson and Telekom Malaysia Signs Contract for Optical
       Network Expansion                                                II-94
      Ericsson, 21st Century Technologies Sign Contract for
       Residential Fiber Optic Network                                  II-95
      Corning Cable Systems Bags Contract for Supply of Evolant(R)
       Solutions Products to PorchLight                                 II-95
      du to Deploy Corning's SMF-28(R) ULL Optical Fiber for Large-
       Capacity Pan Emirates Network                                    II-96
      WCCTA Partners Clearfield for FTTH Solution                       II-96
      AFS Enters into Partnership with Ciena to Upgrade Network         II-96
      BroadLight Product Chosen for Comtrend's Residential Gateway      II-97
      BroadLight, Percello Announce Collaboration                       II-97
      Billion Electric Selects BroadLight's BL2348 SoC                  II-97
      BroadLight Collaborates with Atheros                              II-98
      BroadLight, AudioCodes Announce Collaboration                     II-98
      BroadLight Announces Partnership with ITRI in Taiwan              II-99
      BroadLight Offers BL2348 SoC for XAVi's CPE Product Series        II-99
      Askey Selects BroadLight's BL2348 System-on-Chip                  II-99
      ZyXEL Deploys E2E GPON Technology of BroadLight                   II-100
      Albany Appoints ADC to Replace Copper Lines with Fiber Network    II-100
      Gtd Group Selects Alcatel to Install Pioneering Network in Chile  II-101
      Neuf, Alcatel Enter into Agreement to Deploy FTTH Network         II-101
      Suo Selects Alcatel For Supplying GPON                            II-101
      Calix Announces Deployment of GPON ONT Across Minnesota           II-102
      UTStarcom Wins Contract to Deliver Broadband Network Triple-
       Play Solutions to United Telecom                                 II-102
      Enablence to Supply PON Solutions for Dansk Bredband's FTTH
       Services                                                         II-102
      Enablence Acquires Wave7 Optics                                   II-103

  6. FOCUS ON SELECT PLAYERS                                            II-104
      Alcatel-Lucent (France)                                           II-104
      Allied Telesis Inc (USA)                                          II-104
      Broadlight Inc (USA)                                              II-104
      Calix Network Inc (USA)                                           II-105
      Telefonaktiebolaget LM Ericsson (Sweden)                          II-105
      Freescale Semiconductor Inc (USA)                                 II-105
      Fujitsu Network Communications Inc (USA)                          II-106
      Hitachi Telecom (USA) Inc (USA)                                   II-106
       Salira Systems, Inc (USA)                                        II-106
      Mitsubishi Electric Corporation (Japan)                           II-107
      Motorola Broadband Communications (USA)                           II-107
      NEC Corporation (Japan)                                           II-107
      Occam Networks Inc (USA)                                          II-108
      Oki Electric Industry Co. Ltd (Japan)                             II-108
      PMC-Sierra Inc (USA)                                              II-108
      Sumitomo Electric Networks Inc (Japan)                            II-109
      Teknovus Inc (USA)                                                II-109
      Tellabs Inc (USA)                                                 II-109
      UTStarcom Incorporated (USA)                                      II-110
      Wave 7 Optics Inc (USA)                                           II-110

  7. GLOBAL MARKET PERSPECTIVE                                          II-111
      Table 51: Global Recent Past, Current & Future Analysis for
      PON Equipment by Geographic Region/Country - North America,
      Japan, Europe, Asia-Pacific, and Rest of World Markets
      Independently Analyzed with Annual Sales Figures in US$
      Million for Years 2006 through 2015 (includes corresponding
      Graph/Chart)                                                      II-111

      Table 52: Global 10-Year Perspective for PON Equipment by
      Geographic Region - Percentage Breakdown of Dollar Sales for
      North America, Japan, Europe, Asia-Pacific, and Rest of World
      Markets for Years 2006, 2009 & 2015 (includes corresponding
      Graph/Chart)                                                      II-112

      Table 53: Global Recent Past, Current & Future Analysis for
      PON Equipment by Application: Fiber-to-the-Home Application
      and Fiber-to-the-Building Application Independently Analyzed
      with Annual Sales Figures in US$ Million for Years 2006
      through 2015 (includes corresponding Graph/Chart)                 II-113

      Table 54: Global 10-Year Perspective for PON Equipment by
      Application: Percentage Breakdown of Dollar Sales for
      Fiber-to-the-Home Application and Fiber-to-the-Building
      Application for Years 2006, 2009 & 2015                           II-113


 III. COMPETITIVE LANDSCAPE

     Total Companies Profiled: 76 (including Divisions/Subsidiaries - 83)

     ------------------------------------------
     Region/Country                     Players
     ------------------------------------------
     The United States                     36
     Canada                                 1
     Japan                                 10
     Europe                                14
        France                              3
        Germany                             1
        The United Kingdom                  1
        Italy                               1
        Spain                               1
        Rest of Europe                      7
     Asia-Pacific (Excluding Japan)        19
     Middle East                            3
     ------------------------------------------