According to research from IHS (NYSE:HIS), the global broadband aggregation equipment market - including DSL, PON and Ethernet FTTH - totaled $2.1 billion in the first quarter of 2015 (1Q15), a 5% sequential falloff, but a 14% gain year-over-year driven by GPON and VDSL deployments.
In North America, incumbents, utilities and municipalities are feeling that FTTH and Gigabit services are giving them a chance to compete against cable companies, which are limited to asymmetric residential services. The focus on fiber is resulting in increased spending on GPON and Ethernet FTTH equipment.
The competitive landscape has heated up in Latin America after years of consolidation and regulatory restrictions; cable operators and telcos in the region are investing after years of underinvestment.
Globally, PON equipment revenue was up 18% in 1Q15 from the year-ago first quarter.
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STEPHEN HARDY Editorial Director and Associate Publisher [email protected]
