Market Share: 3Q10 FTTx, DSL, and CMTS

Introduction

Among the market segments, both the telco (DSL 35%, FTTx 49%) and cable markets (18%) rose significantly versus the year-ago quarter. Sequentially, DSL and FTTx markets rose (7% and 10%, respectively) but the growth was tempered by a fall in CMTS spending (-28%). Annualized spending is scaling new heights, with almost $8bn in spending for the four quarters ending 3Q10.

Features and benefits

* Quarterly market share analysis of broadband access equipment - DSL, CMTS, and FTTx combined.
* Global and regional scope of market share, including North America, Europe, Middle East and Africa, Asia-Pacific, and South and Central America.

Highlights

Alcatel-Lucent's revenues rose sharply in 3Q10 and accounted for the highest sequential growth in absolute revenue figures followed closely by ZTE. Alcatel-Lucent's increasing shipments in both GPON and DSL helped propel its combined broadband access revenues up 32% sequentially to $349m, its third consecutive quarter of revenue gain.
In the FTTx equipment market, signs of growth were again evident market-wide, with substantial sequential and YoY gains in shipment volumes of GPON OLTs, GPON ONTs/ONUs, EPON ONTs/ONUs, active Ethernet P2P, and even BPON ONTs/ONUs.
The vendor ecosystem for DSL and PON remains hyper-competitive with multiple vendors. The competition from Huawei and ZTE is leading to smaller market shares for others and lower margins for all. In contrast, the 3Q10 CMTS market only had three major players, translating into higher revenues and market share per vendor.

Your key questions answered

* What was the size of the DSL, CMTS, and FTTx markets in 3Q10?
* Who were the major winners and losers in market share in 3Q10?
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