November 18, 2014

Market research firm Infonetics Research released vendor market share and preliminary analysis from its 3rd quarter 2014 (3Q14) PON, FTTH, and DSL Aggregation Equipment and Subscribers report. (Full report published by Dec. 2.)


“PON (passive optical network) was the only broadband aggregation equipment category to grow in the third quarter of 2014 (3Q14), and it was up just 1% sequentially, led by 2.5G GPON ONT increases in North America,” says Jeff Heynen, principal analyst for broadband access and pay TV at Infonetics Research. “From the year-ago third quarter, PON is up a nice 20% globally.”

Heynen adds: “DSL aggregation equipment revenue was down 6% quarter-over-quarter in 3Q14. The third quarter is an inconsistent one, with some regions ramping spending while others brake expenditures ahead of fourth quarter budget flushes. And last quarter’s 19% sequential jump in revenue probably sealed Q3’s fate. The good news is that fourth quarter spending should increase solidly.”


  • The global broadband aggregation equipment market (DSL, PON, and Ethernet FTTH) is down 1% in 3Q14 from 2Q14, to $2 billion
  • Q3 was a mixed bag for regional investment: Spending on broadband aggregation gear increased in Asia Pacific and North America, but declined in EMEA (Europe, Middle East, Africa) and CALA (Caribbean and Latin America)
  • The broadband aggregation equipment market share leaders in 3Q14 are, in alphabetical order, Alcatel-Lucent, Huawei, and ZTE
  • 4Q14 is anticipated to be a dynamic one for the North American region, with Connect America Fund (CAF) projects getting underway on one hand, while on the other AT&T and other service providers threaten to halt broadband rollouts until there is more clarity on pending net neutrality legislation

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Infonetics clients are invited to join analyst Jeff Heynen Dec. 9 at 11:00 AM EST for a broadband market outlook, live or on-demand at:


Infonetics’ quarterly broadband aggregation report provides worldwide and regional market size, vendor market share, forecasts through 2018, analysis, and trends for EPON, GPON, FTTH, FTTB, PON, and DSL aggregation equipment and subscribers. Vendors tracked: Adtran, Alcatel Lucent, Alphion, Arris, Calix, Cisco, Dasan Networks, ECI, Fiberhome, Fujitsu, Genexis, Hitachi, Huawei, Iskratel, Mitsubishi, NEC, OF Networks, PacketFront, Sagemcom, Sumitomo, Tellabs, Tilgin, Ubiquoss, UTStarcom, Zhone, ZTE, ZyXel, others. To buy the report, contact Infonetics: