In yet another sign of stress for the IPTV camp, cable companies are looking hard at their own RFoG or linear RF over glass approach, as more telco experience is showing that to be the best way to deliver broadcast channels and (some say) even some video on demand.
A cable shift to fiber to the home has been a possibility for years as the potential of FiOS becomes clear, but the timing of the shift depends on more effective RFoG architectures, which are now emerging.
Our models suggest that there is a narrow range at present where any FTTH approach is too expensive to support and DSL-IPTV is still cost effective. Below a certain economic density, DSL-IPTV can’t produce decent ROI. RFoG could lower the minimum density for FTTH and so threaten IPTV-DSL as a strategy for telcos, which are likely to adopt some of the principles of RFoG themselves for areas othin in demand to be served by PON. So far, cable appears to be looking at the technology for greenfield builds.