Chinese telecom equipment vendor ZTE is leading the
broadband CPE revenue and shipments in Q3 2011.
ZTE’s partnership with China
Telecom to deliver Ethernet FTTH infrastructure and CPE for higher-end
residential complexes in Shanghai contributed to the success of the Chinese
equipment maker.
Motorola and Huawei tied for second for overall broadband
CPE revenue, followed by Technicolor and ARRIS.
Global broadband CPE revenue held steady (up 1 percent)
in Q3 2011 over Q2 2011, with FTTH CPE revenue up 16 percent, cable CPE up 2
percent, and DSL CPE down 6 percent.
Year-over-year, global FTTH CPE revenue is up 36 percent,
cable CPE is up 18 percent and DSL CPE is up 4 percent.
ZTE also took the top spot in the highly-competitive FTTH
CPE market from Huawei in 3Q11, and held onto the top spot in DSL revenue as
well, thanks to the strength of ADSL gateway sales in China, EMEA, and Latin
America.
Despite a 7 percent worldwide decline in cable CPE
revenue, Motorola held onto the top spot in cable CPE.
As we mentioned earlier, we expect the global wireline
broadband CPE market to peak in 2011 due to a surge of infrastructure
investments this year by service providers, especially in emerging markets,”
said Jeff Heynen, directing analyst for broadband access and video at
Infonetics Research.
With a bulk of the groundwork laid, service providers will
shift their focus to turning up services in subscribers’ homes. In fact, we’re
already seeing steady growth in wideband cable CPE and fiber-to-the-home CPE,
particularly in China, a clear trend that operators are investing in the next
generation of broadband technology for the home.
The shift away from basic modems to high-end devices,
such as VDSL gateways, VDSL IADs, wideband cable gateways and wideband EMTAs,
reflects the fact that operators are preparing consumer homes with enough
processing power to handle premium services, from high definition video to home
automation and home security,” Heynen added.
Recently,
Infonetics Research announced that 2011 is going to be the peak for the fixed
broadband aggregation equipment market. The PON spending boom in China, coupled
with DSL growth in Central and Latin America and VDSL and GPON growth in the
EMEA region created a perfect storm of spending this year.
Spending in China and North America will slow after this
year, and the focus of operators will shift from DSL to fiber. DSL as an access
technology will never disappear, but overbuilding with fiber with the ultimate
goal of removing copper will continue to grow among the world’s largest
operators.
By Telecomlead.com Team
editor@telecomlead.com
