Thursday, September 11, 2014

Dell'Oro: VDSL and GPON Drive Strong Q2 Access Market

Total second quarter Access revenue, including PON, DSL, and Cable, surged 12% over the year-ago period, according to a new report from Dell'Oro Group.  This growth was driven by a greater than 30% increase in VDSL port shipments and more than 40% increase for both GPON OLT port and ONT unit shipments.  The report shows that year-on-year growth was driven by higher shipments across all regions for both technologies.

“EMEA and North America accounted for the vast majority of VDSL shipments with Western Europe being especially strong as an increasing number of operators deploy vectoring products, which can significantly increase bandwidth while using existing copper infrastructure,” said Steve Nozik, Principal Analyst of Access research at Dell’Oro Group.  “For GPON, China continues to dominate the market but there was also significant growth in other regions especially Southeast Asia, Southern Europe and the Middle East,” Nozik added.

The report shows that in the second quarter, Alcatel-Lucent continued to hold the lead for VDSL port shipments, significantly ahead of the next two top vendors, Huawei Technologies and ADTRAN.  For GPON, Huawei Technologies and ZTE were the top two vendors due largely to their market leadership position in China, followed by Alcatel-Lucent in the number three position.

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