Alcatel-Lucent held Q2 lead over Adtran, Huawei in VDSL race, says Dell'Oro

Alcatel-Lucent (NYSE: ALU) held the lead in the VDSL port race over its two top vendor competitors, Huawei Technologies and Adtran, during the second quarter. 

During the second quarter, Alcatel-Lucent reported that its fixed access revenues were $674 million, up 2.9 percent year-over-year from the second quarter of 2013. The vendor said it saw growth in Europe and in Asia-Pacific outside of China. It also added two new VDSL2 vectoring customers during the period, bringing its total to 22.

Adtran also fared well during the second quarter, with revenues rising year-over-year to $176 million due to an uptick in broadband and carrier sales, particularly in the international arena.

According to Dell'Oro Group, VDSL deployments were a major contributor to the overall 12 percent growth of the access revenue, which also includes PON and cable, in the second quarter. VDSL port shipments grew 30 percent during the quarter.  

"EMEA and North America accounted for the vast majority of VDSL shipments with Western Europe being especially strong as an increasing number of operators deploy vectoring products, which can significantly increase bandwidth while using existing copper infrastructure," said Steve Nozik, principal analyst of access research at Dell'Oro Group. 

GPON was also active in the second quarter, with optical line terminal (OLT) port and optical network terminal (ONT) port shipments rising over 40 percent.

Huawei and ZTE led the GPON market, which Dell'Oro attributes to their leadership position in China, followed by Alcatel-Lucent in the No. 3 spot.

"For GPON, China continues to dominate the market but there was also significant growth in other regions especially southeast Asia, southern Europe and the Middle East," said Nozik.

For more:
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