VDSL vendors are clearly benefitting from the ongoing network build outs by major service providers AT&T (NYSE: T), BT (NYSE: BT) and Qwest (NYSE: Q) as third quarter DSL revenue saw the highest gains in three years.
What drove this growth, reports Tam Dell'Oro, president of Dell'Oro Group, was "record VDSL port shipments to support high-bandwidth upgrade projects, an easing of supply chain constraints that allowed some vendors to clear backlog, and a recovering global economy."
Dell'Oro added that Latin America saw the strongest year-on-year growth followed by Europe, Middle East and Africa. However, DSL shipments were down in China as the region's service providers (China Telecom) continue to migrate towards PON-based Fiber to the Home (FTTH) networks.
Leading the vendor charge was Alcatel-Lucent and Huawei. Buoyed by strong VDSL shipments to carriers in the U.S., Europe and Asia Pacific, Alcatel-Lucent (NYSE: ALU) regained an overall port share lead over Huawei for the first time in a year. While Huawei did see an uptick in shipments to European service providers, it was not enough to offset lower ADSL shipments in other regions.
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