ZyXELs xDSL Roadmap

November 2005 Christoffer Gislinge, Sales Manager ZyXEL Communications A/S

Agenda

Market trends, Prices and Tripple Play New xDSL Technologies: ADSL2+ og VDSL2 ZyXELs Market Position Roadmap

Market trends

Broadband Northern Europe

3500 3000

DK NO SE FI

ACTUALS

Source: Merril Lynch

ESTIMATIONS

Broadband Growth Nordic

NO SE FI

Kilde: Merril Lynch
More lines, lower revenue

Falling revenue per user

DSL Linier Worldwide 120

Market development

New services demands new equipment more bandwith, QoS mm.

Growth declining

Need for new services to ensure growth
Further growth and market

Existing equipment

Tripple-play Solution: Data, Voice and Video
ADSL2+, Fiber VDSL2, Wimax. IP DSLAM, FTTx

What is Tripple Play?

ADSL Tripple Play Modem

Port 1 Port 2

ADSL Port 3 Port 4

VoIP phone

Bandwidth needs

Kilde : ITRI/Taiwan 2004

The effect of Tripple Play?
Necesarry for further growth Video doubles revenue Use existing database for selling new features Aboid customers shopping around One Stop Shopping

New Technologies

Market trends xDSL ports
Worldwide Yearly Shipment of xDSL COE portsxADSL, ADSL2+ % Change MKT Share VDSL, VDSL2 % Change MKT Share SHDSL.bis % Change MKT Share Total 1.5% 57,794 5.3% 853 93.2% 3,038 53,61,478 14.1% 92.5% 3,988 31.3% 6.0% 982 15.0% 1.5% 66,62,807 2.2% 87.5% 7,896 98.0% 11.0% 1,068 8.8% 1.5% 71,63,009 0.3% 83.6% 11,305 43.2% 15% 1,055 -1.2% 1.4% 75,62,808 -0.3% 81.7% 13,069 15.6% 17.0% 999 -5.3% 1.3% 76,877
Source: In-Stat, Apr 2005. (COE)

New xDSL technologies

Downstream Mbps

Upstream Mbps

Standard
ADSL2+ ADSL2++ VDSL, 4band Long Reach VDSL VDSL2 (6band) G.SHDSL.bis

100 4.6

30 4.6
Yes, ITU-T G.992.5 Yes, Japan Yes, ITU-T, EFM Yes, ITU-T, EFM Yes, ITU-T Yes, ITU-T G.991.2.bis

Downstream Rate

Higher bandwitdh for 3Play Less distance to POP!

ADSL2+ and VDSL2

Higher bandwidth demands shorter distance to the central VDSL2 and ADSL2+ er good for decentralized solution or high density population areas

Before (data-only ADSL)

ADSL Modem
Up to 5.5km ADSL Modem Central / POP
New Tripple Play - decentralization
Street Cabinet 1-1.5 km VDSL2/ADSL2+ Modem Fiber ring

Street Cabinet

1-1.5 km Central Street Cabinet VDSL2/ADSL2+ Modem
1-1.5 km VDSL2/ADSL2+ Modem

The solution is

Decentralized DSLAMs Fiber based Backbone, based on IP IP based Backbone
Low Cost Easy use and setup Scaleable VDSL2 is only IP based

ZyXEL market position

ZyXELs Market Position
Worlds third largest xDSL CPE vendor (Gartner) Worlds largest xDSL Router Vendor (Gartner) Worlds largest VDSL/VDSL2 vendor(Gartner) 10,4% of the world market for IP DSLAM (Gartner)

Reference

ZyXEL Broadband Roadmap

Roadmap IP DSLAM

IES-5000/384 ports
ADSL2+ G.SHDSL.bis VDSL2 MSC1000G

IES-????

Fiber ADSL2+ VDSL2 WIMAX VoIP
IES-3000/360 ports IES-2000/120 ports IES-1248/48 ports

ADSL2+ Build in splitter

SMG700

BRAS, PPPoE

IES-1000/24ports

G.SHDSL ADSL2+

Future

Roadmap VDSL/VDSL2

CNXT VDSL1

VES-1124 VSG-1200

CNXT VDSL2

VES-2500

P841C_2

VES-1416F-34

VES-1616F-34

VES-1624F-34

VES-1624F-34 (II)

VES-1624F-44

VES-1624F-44 (II)

VX811TX (M) VX503EX

VX811TX

DSL (1/2)

P660HW function TMSS 2 VPN TI 7200 P660HW-D function TMSS 2VPN TI 7200 WLAN G+ Higher gain Firewall MBM v2 WPA2/WMM New Web GUI

P661HW-6x

WLAN G+ Firewall P660HW-6x MBM

P661HW-Dx

P660HW-Tx

P660HW-Dx P661H-Dx

P661HWP
TI 7200 P661HW-D function 802.11a/b/g HomePlug AV/ MoCA/ HPNA 3
P661H-6x P660H-Tx P660H-6x
ADSL2+ router USB/Ethernet Zero Configuration

P660H-Dx

P660RU-Tx
TI 7200 Zero Configuration
P660R-6x P660R-6xC P660R-Tx P660R-Dx
ADSL pocket-size USB modem Win98SE/ME/2000/XP/Mac 9/X

P630-Cx

P630-Sx

DSL (2/2)

Wired speed Dual WAN GB Ethernet USB printer server USB storage Advanced QoS IP v6 P662HW-D function

P675HW

ADSL 2+ SOHO
WLAN G+ Firewall 20 IPSec VPN DMZ interface P662HW-6x Anti Virus CAC MBM Dial backup
TI 7200 Higher gain MBM v2 IP v6 New Web GUI P662HW-6x function

P675H P662HW-Dx

P662H-6x
4 Ethernet Port Firewall IPSec VPN MBM Dial Backup

P662H-Dx

G.SHDSL

P792H P791R

2/4 channel bundle 4 Ethernet Port Firewall IPSec VPN MBM v2 Dial Backup

Roadmap VDSL CPE

Gateway
P-2802HWL2 P-2802HWV2 P-2802HWL1 P-2803HWL1 P-2802HWL3 P-2803HWL3

Router

P-873HW P-872HW_2

P861H P871

P-872H P-872HW P871_1 P-873

P841/25

Existing

Product Roadmap GEPON

OLT-1308 OLT5005

ONU/FTTB /FTTC

VDSL ONU

ONU/FTTH

July/05

ZyXEL VoIP Roadmap

ADSL2+ IAD
Autoprov. Server TFTP, HTTPS Total installation

Busines

P2602HW 2 port VoIP WLAN, Firewall 4xSwitch
P2608HWL 8 port VoIP WLAN, Firewall 4xSwitch
P2602R 2 port VoIP ADSL2+ SIP
P2602HIW 2 port VoIP ISDN TE/NT WLAN, Firewall 4xSwitch
P2602R-Dx 2 port VoIP ADSL2+ SIP VDSP

ATA Ethernet VoIP

P2302HW 2 port VoIP WLAN, Firewall 4xSwitch
P2308HWL 8 port VoIP WLAN, Firewall 4xSwitch

Pport VoIP ATA SIP

P2302HWU 2 port VoIP USB port WLAN, Firewall 4xSwitch
P2302R 2 port VoIP Ethernet SIP

Professional VoIP

PFX 4 FXO 30 concurrent calls 30 voice mails

ISDN Module

PoE Modul

Server

P5000 SIP Videotelefon MSN, email, e-shop Touch screeen Handset/Remote
P2100S/SE Sip Telefon PoE 2 port switch P2000W v3 SIP/GSM Camera (UMA)

Client

ZyXEL Set Top Box Roadmap

Key Features

1. MPEG-1 2. MPEG-2 3. MPEG-4 4. H.264/AVC 5. VC-1(WMV9) 1.MPEG-1 Audio Layer 1&2 2.MP3 3.AAC 4.Dolby Digital 5.WMA
Video codec Application s Easy of Deployment

Audio codec

Content protection protection
1. VoD 2. IP TV 3. Internet surfing 4. Network PVR 5. Pay Per View

1.TR-069

1.DRM 2.SSL 3.Smart card 4.Macrovision copy protection

Applications

IPTV VoD Game

Conference

Physical Appearance

Ethernet

S-Video

IP-STB Launch Schedule

P-3020
Intel IXP425 + TI 642 H.264/SD

STB-1000 Series

ST7109 DVB-T H.264/HD/VC-1

STB-2000 Series

Olo River Highly programmable, scalable PVR VoIP Video Phone UPnP/AV DVB-T

Functionality

Q&A