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DSL equipment market plunges, PON jumps, as broadband market shifts from copper to fiber


Campbell, CALIFORNIA, May 23, 2011—Market research firm Infonetics Research today released excerpts from its first quarter (1Q11) PON, FTTH, and DSL Aggregation Equipment and Subscribers preliminary vendor market share report.


“The major story in the broadband aggregation equipment market this quarter is the dramatic drop in DSL ports in China, which points to operators there continuing their dramatic shift away from DSL. The first quarter is typically one of the slowest for DSL, but the seasonal effect was worsened by Chinese operators' continued shift away from traditional DSLAM deployments. Also, voice ports (DS0s) on FTTB/MXU MSAPs in Asia dropped significantly, signaling a shift away from adding voice lines to simply installing DSL ports,” notes Jeff Heynen, directing analyst for broadband access at Infonetics Research.


  • The DSL, PON, and Ethernet FTTH equipment market reversed its small fourth quarter gain with a 2% decline in 1Q11, dipping to $1.96 billion worldwide
  • The overall market's decline was led by a double-digit sequential drop in DSL infrastructure spending in all regions
  • Despite the sequential declines, the DSL equipment market is up 36% year-over-year (1Q11 vs. 1Q10)
  • The worldwide PON market jumped 20% in 1Q11 over 4Q10, surpassing the $1.0 billion threshold for the first time ever
  • Driven by the Chinese operators and sustained growth in Japan and Korea, worldwide EPON spending was up a whopping 46% in 1Q11 over 4Q10
  • The North American GPON market should regain its momentum over the next few quarters, as Verizon re-initiates its FiOS buildout and Broadband Stimulus deployments continue
  • Calix's Ethernet FTTH equipment revenue shot up 222% this quarter, as they capitalized on Broadband Stimulus grants to help US carriers roll out Ethernet FTTH networks
  • Huawei and ZTE benefited the most from the Chinese operators' spending spree on EPON and GPON equipment this quarter, despite being equally hammered by the decline in spending on DSL equipment


Infonetics' quarterly PON, FTTH, and DSL Aggregation report provides worldwide and regional market size, market share, analysis, and forecasts through 2015 (full report and forecasts published May 31). The report tracks DSL aggregation, MSAPs, next gen DLCs, ATM and IP DSLAMs, ports (ADSL, G.SHDSL, VDSL, PON OLT, Ethernet OLT, and DS0s), and DSL subscribers (ADSL/ADSL2+, VDSL/VDSL2, and G.SHDSL). The report also tracks BPON, 1.25G/2.5G EPON, 2.5G GPON, 10G EPON, 10G GPON (OLT and ONTs), and Ethernet FTHH by CPE and service provider equipment. Companies tracked include ADTRAN, Alcatel-Lucent, Allied Telesis, Calix, Ciena, Corecess, Dasan, ECI, Enablence, Ericsson, Fujitsu, Huawei, Iskratel, Millinet, Motorola, NEC, Nokia Siemens, Samsung, Sumitomo, Tellabs, UTStarcom, Zhone, ZTE, ZyXEL, and others. Regions tracked in the report include Asia Pacific (with breakouts for China, Japan and the rest of Asia), Central and Latin America (CALA), EMEA (Europe, Middle East, Africa), North America, and worldwide.


Log in to Infonetics' portal and go to this report's “Conference Call for Clients” to join Jeff Heynen's PON, FTTH, and DSL Aggregation Equipment and Subscribers telebriefing Thursday, June 23 at 12:00 p.m. Eastern:


To download the prospectuses, tables of contents, highlights, etc. for related and upcoming research, please log in to and go to RESEARCH, then then BROADBAND ACCESS, 2011.



  • Broadband CPE and Subscribers: PON, FTTH, Cable, and DSL
  • GPON Equipment Market: India, W. Europe, Central/Eastern Europe, Middle East
  • Home Networking Devices
  • Next Gen FTTH and PON Deployment Strategies: Global Service Provider Survey
  • PON, FTTH, and DSL Aggregation Equipment and Subscribers: Full Report
  • Smart Grid Service Deployment: Global Service Provider Survey

  • Infonetics Research ( is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.

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    "The worldwide PON market jumped 20% in 1Q11 over 4Q10, surpassing the $1.0 billion threshold for the first time ever."

    Jeff Heynen
    Directing Analyst, Broadband Access


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