Huawei leads in PON OLT, ONT/ONU and DSL broadband access markets in Q3 2011

Annualized shipment volumes remain
at or close to record levels across the FTTx, DSL, and CMTS segments of fixed broadband
access equipment market. Volumes in the FTTx PON and CMTS segments were up from
last year while the DSL market was flat.

Huawei maintained its lead in the
PON OLT and ONT/ONU markets, with 40 percent and 30 percent shares
respectively. Huawei also led the DSL market with 35 percent share. Within DSL
rankings, Ericsson moved up to fourth position for the first time in many years
while Adtran moved up to sixth. Cisco remained on top of the CMTS market with
56 percent share.

  • Top six vendors in PON OLT: Huawei, ZTE, Fiberhome,
    Alcatel-Lucent, Mitsubishi, Sumitomo.


  • Top six vendors in PON ONT/ONU: Huawei, ZTE, Fujitsu,
    Mitsubishi, Alcatel-Lucent, Sumitomo.



  • Top six vendors in DSL: Huawei, ZTE, Alcatel-Lucent,
    Ericsson, Nokia Siemens Networks, Adtran.


  • Top three vendors in CMTS: Cisco, Arris, Motorola.

In the third quarter of 2011, ZTE
shipped 10G-EPON equipment, representing the first step towards an era of
next-generation PON. Prices for 10G equipment remain high, so we expect
shipment numbers to stay small for some time. Nevertheless, it is an important
milestone in the quest for higher bandwidth capacity,” said Kamalini Ganguly,

PON OLT shipments grew again but at
a slower pace than in recent quarters. DSL and CMTS markets experienced
double-digit sequential declines. Seasonality in North America played a role in
the CMTS decline, as did other factors such as declining legacy ADSL port shipments
and DSL ports shipped in conjunction with FTTB (fiber-to-the-building). The
sequential declines were particularly high in the region of South & Central
America, but this does not indicate that growth has stopped.

Annualized shipments remain high in
South & Central America despite large sequential declines across the DSL,
CMTS, and PON market segments in 3Q11. Even YoY growth was double-digit
negative or close to it in the DSL and CMTS markets. But the long-term outlook
for this region remains bright.

By Team
[email protected]