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Friday, 18 December 2009
Optical access market tops US$2 billion. 

This year for the first time the global PON equipment market will top US$2bn. So says market research firm Infonetics Research in its 3Q 2009 PON and FTTH Equipment and Subscribers market size and share report. This analysis, which tracks Ethernet FTTH equipment and passive optical network equipment, including BPON, EPON, GPON, and WDM-PON equipment split by FTTH and FTTB applications, calculates that China is leading optical network rollouts.

“After just two slightly down quarters in late 2008 and early 2009, the PON equipment market is roaring back to health, led by strong performances by vendors in the Asia Pacific region, particularly China, Japan, South Korea, and now India,” states Jeff Heynen, directing analyst for broadband and video at Infonetics Research. “The biggest increases are coming from spending on EPON equipment in China to support China Telecom’s ongoing FTTB rollout and the early stages of China Unicom's massive 11 million-line EPON FTTB/FTTB deployment.”

Other takeaways from the Infonetics report include:
·         worldwide PON equipment revenue increased 10% sequentially in 3Q 2009 to US$523mn, following a 15% jump in 2Q 2009
·         GPON deployments were also up in 3Q 2009, mainly due to a major increase in GPON shipments to China Mobile and China Telecom
·         Infonetics forecasts overall worldwide PON equipment revenue to more than double by 2013, when it will reach US$4.2bn
·         in 3Q 2009, worldwide Ethernet FTTH equipment revenue decreased 29% sequentially, as municipal and competitive operators in EMEA and Chinese operators dramatically decreased their Ethernet FTTH rollouts
·         over the last four quarters, Huawei has increased its worldwide PON equipment market share by 20 points, and has led the market for the last three quarters
·         the number of PON subscribers worldwide is expected to near the 10 million mark by the end of 20 2009

Companies tracked by Infonetics include Alcatel-Lucent, Allied Telesis, Alloptic, Calix, Cisco, Dasan, ECI, Ericsson, FiberHome, Fujitsu, Genexis, Hitachi, Huawei, LG Nortel, Mitsubishi, Motorola, NEC, Nokia Siemens, Occam, Oki, PacketFront, Samsung, Sagem, Salira, Sumitomo, Telco Systems, Tellabs, Tilgin, Ubiquoss, Zhone, ZTE, and others.

Also taking the pulse of the global PON market, and finding China in rude health, is Dittberner Associates Inc. According to that company’s ‘DSL, FTTH and FTTB/LAN Shipment Analysis’ PON shipments into China exceed longtime market leader, Japan for the first time.

Dittberner reckons Huawei repeated as the leader in DSL, PON, and FTTB/LAN port shipments, while ZTE placed second in all three market categories. In the last quarter Huawei had overtaken Mitsubishi as the shipment leader, and this quarter ZTE replaced Mitsubishi in second place. Dittberner puts this down to the high growth of FTTH and FTTB/LAN deployments in China , beginning in the first quarter. Most of the PON deployments in China apparently use GPON and ONUs.
John Williamson 
 
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