Infonetics Research: GPON and VDSL Bright Spots in Struggling Broadband Aggregation Market

  Infonetics Research: GPON and VDSL Bright Spots in Struggling Broadband
  Aggregation Market

Business Wire

CAMPBELL, Calif. -- February 27, 2013

Market research firm Infonetics Research released vendor market share and
preliminary analysis from its 4th quarter 2012 (4Q12) PON, FTTH, and DSL
Aggregation Equipment and Subscribers report. (Full report published Mar. 4.)

ANALYST NOTE

“2012 was a challenging year for fixed broadband equipment, with DSL taking
the biggest hit as China continues its transition to FTTH,” notes Jeff Heynen,
directing analyst for broadband access and pay TV at Infonetics Research. “But
despite the difficult road for DSL, VDSL remains a real bright spot, expanding
among operators in Western Europe, North America and Latin America. Vectoring
solutions and a long-term path to G.Fast are driving sustained interest in
VDSL2.”

Heynen adds: “Meanwhile, GPON equipment had an outstanding year, with China
again contributing the most revenue and EMEA and Latin America providing
pockets of strength.”

BROADBAND AGGREGATION MARKET HIGHLIGHTS

  *Global sales of broadband aggregation equipment (DSL, PON, Ethernet FTTH)
    fell 6% in 4Q12, to $1.56 billion, as a result of declines in spending on
    DSL equipment in EMEA and EPON gear in Asia
  *For the full year 2012, worldwide spending on broadband aggregation
    equipment was down 10% to $6.65 billion, with DSL equipment taking the
    largest hit, plunging 26%
  *Meanwhile, the 2.5G GPON equipment segment is up 30% in 2012, led by
    China, where a dramatic swing in technology choice by China Telecom and
    China Unicom is shifting investment from EPON to GPON for FTTH deployments
  *VDSL port shipments grew by almost a quarter in 2012, reaching 23 million
    worldwide, as Belgacom, KPN, British Telecom, France Telecom, Deutsche
    Telekom, Turk Telecom, and Telekom Austria deploy VDSL2 to keep pace with
    cable DOCSIS 3.0 rollouts
  *In 2012 in the overall broadband aggregation market, perennial leader
    Huawei lost some revenue share to its top competitors, and Alcatel-Lucent
    pulled ahead of ZTE for 2^nd place
  *The top 3 overall vendors also lead the growing 2.5G GPON equipment
    market, with Dasan Networks rounding out the #4 spot

REPORT SYNOPSIS

Infonetics’ quarterly  broadband aggregation report provides worldwide and
regional market size, vendor market share, forecasts, analysis, and trends for
1.25G, 2.5G, and 10G EPON, 2.5G and 10G GPON, FTTH, FTTB, PON, and DSL
aggregation equipment. The report also tracks FTTH, FTTB+LAN, and DSL
subscribers. Companies tracked include ADTRAN, Alcatel-Lucent, Calix, Dasan,
ECI Telecom, Fiberhome, Fujitsu, Genexis, Hitachi, Huawei, Iskratel,
Mitsubishi, Motorola, NEC, OF Networks, PacketFront, Sumitomo, Tellabs,
Ubiquoss, Zhone, ZTE, ZyXEL, and others. To buy the report, contact
Infonetics: http://www.infonetics.com/contact.asp.

RELATED RESEARCH

  *Latest Infonetics Broadband Access research brief: http://bit.ly/VLHWII
  *Godfrey Chua joins Infonetics to launch M2M and Connected World research
  *Huge market potential for Ethernet over Coax in China; Cablecos prepare
    for broadband fight
  *MoCA drives growth in home networking devices market in 1H12
  *Operators conflicted over fixed broadband investments, give nod to
    Alcatel-Lucent

UPCOMING BROADBAND MARKET SHARE/FORECAST REPORTS AND SURVEYS

Download Infonetics’ market research brochure, publication calendar, events
brochure, report highlights, tables of contents, and more at
http://www.infonetics.com/login.

  *Broadband CPE & Subscribers: PON, FTTH, Cable & DSL
  *Home Networking Devices
  *Residential Gateway Strategies: Global Service Provider Survey
  *Total Broadband Equipment, CPE & Subscribers Pivot

INFONETICS WEBINARS

Visit https://www.infonetics.com/infonetics-events to register for or to
sponsor Infonetics events.

  *100G Optics: Why Operators Are Upgrading Now, with Cisco, Cyan, Oclaro
    (Mar. 5)
  *Using DPI and Metadata to Strengthen Cyber Security, with Qosmos (Mar. 27)
  *Expanding Cable Broadband Beyond DOCSIS 3.0 (Sponsorships available)
  *The Transcoder Boom in a Multiscreen World (Sponsorships available)

TO BUY REPORTS, CONTACT:

N. America (West), Asia, Latin America: Larry Howard, larry@infonetics.com, +1
408-583-3335

N. America (East), Texas, Midwest: Scott Coyne, scott@infonetics.com, +1
408-583-3395

Europe, Middle East, Africa: George Stojsavljevic, george@infonetics.com, +44
755-488-1623

Japan, South Korea, China, Taiwan: http://www.infonetics.com/contact.asp

ABOUT INFONETICS

Infonetics Research (www.infonetics.com) is an international market research
and consulting firm serving the communications industry since 1990. A leader
in defining and tracking emerging and established technologies in all world
regions, Infonetics helps clients plan, strategize, and compete effectively.
View Infonetics’ About Us slides at http://bit.ly/QUrbrV.

Photos/Multimedia Gallery Available:
http://www.businesswire.com/multimedia/home/20130227005679/en/

Multimedia
Available:http://www.businesswire.com/cgi-bin/mmg.cgi?eid=50578335&lang=en

Contact:

Infonetics Research
Jeff Heynen, +1 408-583-3359
Directing Analyst, Broadband Access and Pay TV
jeff.heynen@infonetics.com
Twitter: @JeffHeynen
 
Press spacebar to pause and continue. Press esc to stop.