Telco and cable operators' moves to enhance their higher speed broadband offerings is creating a healthy environment for PON and DOCSIS 3.1 vendors, pushing up the broadband access market 13 percent year-over-year in the first quarter.
Alam Tamboli, senior analyst at Dell'Oro Group, said that "PON and cable revenue grew double digits year-over-year." Leading the PON market were Huawei, Nokia (NYSE:NOK) and ZTE. Tamboli noted that all three of these vendors were finding continual traction in China.
Led by Arris and Cisco, cable DOCSIS 3.1 platforms, which will serve as the foundation for gigabit services, drove up the cable market's first quarter rebound. In particular, cable access concentrators drove the market with revenues growing nearly 50 percent year-over-year. "Arris and Cisco, the two largest Cable Access Concentrator vendors, saw significant increases in demand for their flagship platforms," Tamboli said. "Both of these platforms have been available for over a year now and are compatible with DOCSIS 3.1, the next generation of technology that will enable Cable operators to easily deploy gigabit services." Release