Access Equipment Revenue Takes a Hit in the First Quarter, According to Dell'Oro Group

Cable CPE is the Bright Spot Driven by DOCSIS 3.0 Shipments by Arris, Cisco, and Netgear

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May 29, 2012, 09:00 ET

REDWOOD CITY, Calif., May 29, 2012 /PRNewswire/ -- According to a newly published report by Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, first quarter revenue for Access equipment (Cable + DSL + PON) including infrastructure equipment and CPE declined 8 percent sequentially after surging to a record level in the fourth quarter. All technology segments showed sequential declines for both revenue and shipments with the exception of Cable CPE which had strong growth both sequentially and over the year-ago period.

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"Typical seasonal weakness was exacerbated by several factors including lower PON shipments to China after strong year-end budget spending, the economic uncertainly in Europe and a slow start by North American service providers," said Steve Nozik, Principal Analyst of Access research at Dell'Oro Group. "Cable CPE was the exception with growth driven by users upgrading to high bandwidth DOCSIS 3.0 service for which new devices are required." Nozik added.

The report shows that in the first quarter, Cisco, with near record shipments, was the lead vendor in terms of Cable CPE unit shipments. Arris was next with its strongest shipment quarter in over a year followed by Netgear which saw its Cable CPE shipments reach a record level.

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 Jessica Hsueh +1.650.622.9400 x222 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