Demand for higher broadband speeds coupled with the ongoing competition prompted both cable and telcos to continue spending money on broadband network infrastructure, argues the Dell'Oro Group in its Q4 access report. During Q4 09, cable (DOCSIS 3.0 CMTS), fiber to the X (EPON and GPON OLTs) and copper-based broadband (VDSL DSLAMs), grew 10 percent sequentially and 18 percent over Q4 2008.
"Upgrade projects driven by competition, increasing Internet traffic, government incentives, and operators' desire to enable new revenue-generating services are all having a positive impact on equipment demand," said Tam Dell'Oro, President of Dell'Oro Group in a release. "High bandwidth VDSL, PON and Cable DOCSIS 3.0 access concentrator equipment are being deployed for these upgrades."
Leading Fiber to the X equipment (both EPON and GPON) sales was Huawei, a factor Dell'Oro attributes to its dominant presence in China's telecom market. But in the U.S. Fiber to the X market, Alcatel-Lucent took the lead in VDSL and the second spot in GPON as the main vendor for AT&T's U-verse and Verizon's FiOS services. On the cable side, Arris held its lead over Cisco for the third quarter in a row.
- see the release here