I hardly understood most of these TLAs so stated hunting for market data to see how big this might be -http://www.fiberoptictel.com/ftth-pon-equipment-markets-forecast-2015/
But they do have competition Nokia, alcatel etc
Here are schematics of PON
http://www.fiberoptictel.com/7-diagrams-to-understand-pon-bandwidth-evolution-better/