Telecom Lead Asia: ZTE, Huawei and Fiberhome are the top three players in terms of shipments in the FTTH/FTTB PON OLT ports market in second quarter of 2012.

 Huawei, ZTE and Alcatel-Lucent are the three technology vendors in volume shipments of FTTH/FTTB PON ONT/ONU units.

 Huawei, ZTE and Alcatel-Lucent are the three top players in DSL ports shipments during the second quarter.

 In CMTS ports, Cisco, Arris and Motorola are top players.

 In second quarter, DSL shipments were down, but VDSL2 volumes reached 6.3 million. In North America, the proportion of VDSL2 was 57 percent of all DSL shipments, in EMEA 43 percent.

 Within FTTH/FTTB PON networks, shipments of global PON customer premise equipment (ONTs and ONUs) rose as a long wave of OLT installations at the central office has begun to lose steam. Asia-Pacific and China led sales of PON ONTs and ONUs.

 Kamalini Ganguly, analyst, Network Infrastructure Practice, Ovum, said the division that has opened up recently between PON volume and revenue trends continued in 2Q12 due to price wars, particularly in China, and will have an impact on vendor results and strategy.

 The conversation in fixed access tends to be around shipment volumes, but the focus should really be on revenues and profits. The PON price wars in China and elsewhere are not sustainable. Revenues are not keeping pace with growth in volumes. Vendors are being pickier about projects and markets. If price pressures continue, there may be more vendor consolidation like that of Calix’s acquisition of Ericsson’s PON portfolio.

 CMTS vendors saw volumes drop quarter-on-quarter in 2Q12, but such softness is not unusual at this time of the year. Shipments are still high and were up 10 percent from the year-ago level. CMTS annualized shipments in North America and EMEA are at their peak.

[email protected]