PON, VDSL to lead broadband access market growth, says Dell'Oro

Jan. 26, 2006
January 26, 2006 Redwood City, CA -- In its latest report, Dell'Oro Group forecasts that revenue for passive optical networking (PON) equipment in 2010 will be 60% higher than in 2005, and will have tripled from 2004 levels. Further, the report predicts that revenue for high speed VDSL broadband technology will also triple from 2005 to 2010, while forecasting revenue for slower speed ADSL equipment to be cut in half over the same period.

January 26, 2006 Redwood City, CA -- In its latest report, Dell'Oro Group forecasts that revenue for passive optical networking (PON) equipment in 2010 will be 60% higher than in 2005, and will have tripled from 2004 levels. Further, the report predicts that revenue for high speed VDSL broadband technology will also triple from 2005 to 2010, while forecasting revenue for slower speed ADSL equipment to be cut in half over the same period.

"Many telecom service providers are upgrading their networks to offer more high bandwidth services to compete head-on with the cable operators," observes Steve Nozik, principal analyst for broadband access research at Dell'Oro Group. "For example, a robust and competitive video offering, including IPTV, requires more bandwidth and increased quality-of-service over current telecom service provider networks. Many service providers are eager to offer video service to increase revenues and compete with cable operators who are invading traditional telecom markets by offering voice service through VoIP."

The firm says its "5-Year Forecast Report" provides a complete overview of the broadband access industry, with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Network infrastructure equipment covered in the report includes cable modem termination systems (CMTS), digital subscriber line access multiplexers (DSLAMs; by technology ADSL, G.SHDSL, and VDSL), and PON optical line terminals (OLTs; by technology BPON, EPON, and GPON). The report also covers Cable and DSL customer premises equipment (CPE) technology and PON optical networking terminals (ONTs).