PON and Cable Access Infrastructure Equipment Sales Surge in First Quarter, According to Dell’Oro Group
According to a newly published report by Dell’Oro Group, the trusted source for market information about the networking and telecommunications industries, PON Optical Line Terminals (OLTs) revenue increased over 50 percent in the first quarter of this year, driven by a surge in EPON and GPON deployments. This increase occurred at the same time that Cable Modem Termination Systems (CMTS) revenue increased by 30 percent.
“Demand for PON and Cable access equipment was strong in the first quarter, a trend we expect to continue throughout 2008,” said Tam Dell’Oro, President of Dell’Oro Group. “PON is being driven by new GPON deployments, especially by Verizon, as well as the resumption of EPON deployments in Japan after a pause in 2007 when operators planned for next generation networks. Cable operators are resuming purchases after a slow 2007 when most operators were planning for new DOCSIS 3.0 CMTS equipment, which is now available from most Cable access vendors,” Dell’Oro added.
The report also shows that the resumption of EPON deployments in Japan helped Mitsubishi and Sumitomo overtake Tellabs for the top two spots in the PON OLT market. Cisco’s sequential revenue growth almost doubled in the first quarter, and helped extend its dominance in the CMTS market.
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 Emily@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.