After a challenging first quarter, the DSL equipment market rebounded in the second quarter, driven by strong activity in North America, helped by a mix of Broadband Stimulus and tier 1 carrier spending on VDSL (very high bitrate DSL lines), according to Infonetics Research.
Huawei and ZTE hold on to their lead in the overall broadband access equipment market in 2Q11, with Huawei’s revenue share increasing a bit, taking in about of the global total.
Total spending on PON, FTTH and DSL aggregation equipment jumped 12 percent to $2.1 billion in 2Q11, with every equipment category and region showing healthy rebounds after a seasonally slow 1Q11.
Year-over-year (2Q11 compared to 2Q10), the overall broadband access market is up 26 percent. The biggest increase in broadband access equipment spending in 2Q11 was in Central America and Latin America (CALA), up 40 percent sequentially.
GPON equipment investments jumped 56 percent in the EMEA region in 2Q11, following a 25 percent increase the previous quarter.
In the EMEA region, operators continue to spend on VDSL and voice ports as they retire their TDM voice lines in favor of voice over IP.
Notable this quarter is the phenomenal EPON market growth in China, where EPON spending surpassed the US$600 million mark and EPON ports surpassed the 3 million mark for the first time, thanks to China Telecom and China Unicom,” said Jeff Heynen, directing analyst for broadband access at Infonetics Research.
By Telecomlead.com Team
editor@telecomlead.com
