Dell’Oro Group: Moderate Growth for Access Network Equipment with PONs leading the pack

In it’s new Quarterly Access report, Dell’ Oro Group says sales of access network equipment (i.e. for PON, DSL, and cable hybrid fiber/coax (HFC) ) grew by a “moderate” 6% year-on-year in the third quarter of 2012.  PON systems were the leading segment, advancing 21% over the same quarter of 2011.  Cable access networks (MSOs) grew 5% annually. 

Overall DSL equipment sales declined versus the year-ago quarter, because a decrease in ADSL revenues offset 30% growth in VDSL revenues.  In the growing VDSL segment, Alcatel-Lucent and Huawei again held the top two slots, with ADTRAN at number three.

“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 said.

Alcatel-Lucent, Huawei, and ZTE won the quarter in the GPON space; excluding sales in China, however, Calix is moving into the third position, the report states.

in the first quarter, Cisco (e.g Scientific Atlanta), 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.

The Dell’Oro Group Quarterly Access Report provides tables that cover manufacturers’ revenue, average selling prices, and port/unit shipments for cable, DSL, and PON equipment.