PON Market Reached Another Revenue Milestone in Fourth Quarter, According to Dell'Oro Group

Chinese Operators to Help Expand GPON Market Over the Next Few Years

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Mar 10, 2011, 09:00 ET

REDWOOD CITY, Calif., March 10, 2011 /PRNewswire/ -- According to a newly published report by Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, the PON market posted record revenues of almost $800 million in the fourth quarter of 2010. The report shows that the continued upward trajectory of the market was driven largely by growing fiber deployments in China.

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"We estimate that China accounted for more than half of total GPON revenues in the fourth quarter," said Tam Dell'Oro, President of Dell'Oro Group. "Chinese operators initially utilized EPON when fiber deployments began a couple of years ago, but have increasingly utilized GPON over the last several quarters. We now expect that GPON will become the leading PON technology in China within the next few years due to its higher bandwidth capabilities and functionality," Dell'Oro added.

The top three GPON vendors in the fourth quarter were Huawei, Alcatel-Lucent, and Ericsson. While Chinese vendor, Huawei, remained the top PON supplier in its domestic market, non-Chinese vendors Alcatel-Lucent and Ericsson also derived substantial portions of their fourth quarter GPON revenues from shipments to China. Alcatel-Lucent benefited from being a leading supplier for Verizon's FiOS, which also accounted for a significant 15 percent of total GPON revenues.

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 Emily Kendall +1.650.622.9400 x223 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