PON demand uptick improves broadband sector sales in 2Q20: Dell’Oro
After pandemic-related disappointments in the first quarter of this year, the overall broadband equipment space rebounded nicely in the second quarter of 2020, says Dell’Oro Group. The market research firm says in its most recent quarterly report that revenues in the broadband systems space grew to $3.3 billion, a 6% improvement over the year-ago quarter. Spending on PON equipment, particularly in the Europe, Middle East, and Africa (EMEA) region, led the way.
EMEA PON equipment revenues hit $876 million in the quarter, emblematic of an overall interest in fiber-based broadband access. PON equipment revenues climbed 20% year-on-year, while PON ONT shipments globally were up 17% year-on-year, according to Dell’Oro. "Fiber expansion projects continue to expand around the world, as evidenced by continued strong demand for OLT ports," explained Jeff Heynen, senior research director, broadband access and home networking at Dell’Oro. "The sustained fiber investments are a clear sign that providers realize just how critical premium residential broadband access is to their business."
DSL access concentrator port shipments also saw a healthy year-over-year jump of 7% in 2Q20, thanks to an increase in VDSL port shipments. However, the cable access concentrator space continued to decline, with revenues down 8% versus the year-ago quarter to $219 million. A slowdown in CCAP license purchases in North America proved the primary culprit.
Dell'Oro’s quarterly Broadband Access and Home Networking Quarterly Report provides an overview of the broadband access market with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for cable, DSL, and PON equipment. Equipment covered includes Converged Cable Access Platforms (CCAPs) and Distributed Access Architectures (DAA); DSLAMs by technology, including ADSL/ADSL2+, G.SHDSL, VDSL, VDSL Profile 35b, and G.fast; PON optical line terminals (OLTs); cable, DSL, and PON CPE; and SOHO WLAN equipment, including mesh routers.
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About the Author
Stephen Hardy
Editorial Director and Associate Publisher, Lightwave
Stephen Hardy is editorial director and associate publisher of Lightwave and Broadband Technology Report, part of the Lighting & Technology Group at Endeavor Business Media. Stephen is responsible for establishing and executing editorial strategy across the both brands’ websites, email newsletters, events, and other information products. He has covered the fiber-optics space for more than 20 years, and communications and technology for more than 35 years. During his tenure, Lightwave has received awards from Folio: and the American Society of Business Press Editors (ASBPE) for editorial excellence. Prior to joining Lightwave in 1997, Stephen worked for Telecommunications magazine and the Journal of Electronic Defense.
Stephen has moderated panels at numerous events, including the Optica Executive Forum, ECOC, and SCTE Cable-Tec Expo. He also is program director for the Lightwave Innovation Reviews and the Diamond Technology Reviews.
He has written numerous articles in all aspects of optical communications and fiber-optic networks, including fiber to the home (FTTH), PON, optical components, DWDM, fiber cables, packet optical transport, optical transceivers, lasers, fiber optic testing, and more.
You can connect with Stephen on LinkedIn as well as Twitter.