Access Equipment Revenue Grows Modestly in the Third Quarter, According to Dell'Oro Group

GPON and VDSL Show Strongest Growth

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Dec 04, 2012, 09:00 ET

REDWOOD CITY, Calif., Dec. 4, 2012 /PRNewswire/ -- According to a newly published report by Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, third quarter revenue for Access gear (Cable + Digital Subscriber Line (DSL) + Passive Optical Network (PON)) including infrastructure equipment and customer premises equipment (CPE) showed moderate 6 percent growth over the year ago period. Within this total, PON revenue achieved the highest growth at 21 percent, while Cable grew 5 percent. Although softening ADSL trends pulled the total DSL market revenue down, VDSL revenues shot up more than 30 percent versus the year ago period.

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"We saw strong growth from three segments in the third quarter. PON revenue surged to a record level, largely driven by strong GPON shipments to China, continuing the trend of the last several years," said Steve Nozik, Principal Analyst of Access research at Dell'Oro Group. "Cable revenue growth was driven by strong DOCSIS 3.0 CPE sales that more than offset sharply lower CMTS sales. For DSL, high-speed VDSL port shipments grew more than 50% over the year ago period driven by Western Europe, where a number of operators have chosen a fiber-to-the-node (FTTN) upgrade strategy utilizing VDSL," Nozik added.

The report shows that in the third quarter, Alcatel-Lucent, Huawei, and ZTE were the top three vendors in terms of GPON revenue, however, with shipments to China excluded, that Calix takes the number three position. For VDSL port shipments, Alcatel-Lucent, Huawei and ADTRAN were the top vendors. In the Cable arena, Cisco remained the dominant supplier for CMTS while Arris led Cable CPE.

About the Report
The Dell'Oro Group Quarterly Access Report provides complete, in-depth coverage of the market with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Network infrastructure equipment includes Cable Modem Termination Systems (CMTS), Digital Subscriber Line Access Multiplexers ([DSLAMs] by technology ADSL, G.SHDSL, and VDSL), and PON Optical Line Terminals ([OLTs] by technology BPON, EPON, and GPON). The report also covers Cable and DSL Customer Premises Equipment (CPE) technology and PON Optical Networking Terminals (ONTs). To purchase this report, call Julie Learmond-Criqui +1.650.622.9400 x244 or email [email protected].

About Dell'Oro Group
As the trusted source for market information about the networking and telecommunications industries, Dell'Oro Group provides in-depth, objective research and analysis that enable component manufacturers, equipment vendors, and investment firms to make fact-based, strategic decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.DellOro.com.

SOURCE Dell'Oro Group