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

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

GPON and VDSL Show Strongest Growth

PR Newswire

REDWOOD CITY, Calif., Dec. 4, 2012

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
Julie@DellOro.com.

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

Website: http://www.delloro.com
Contact: Julie Learmond-Criqui, +1-650-622-9400 x244 or Fax: +1-650-654-9428,
Julie@DellOro.com