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Introduction

Global wireline broadband access equipment revenues for 1Q18 were $2.1bn, a decline of 3% sequentially and a 1% increase year-on-year.

Highlights

  • Broadband access equipment revenues will remain strong through at least 2023.
  • 10G EPON OLT continued to dominate next-gen PON shipments in 1Q18.
  • The CMTS + CCAP market continued to be strong in 1Q18.

Features and Benefits

  • Analyzes the wireline broadband access equipment vendors' 1Q18 results compared to the previous quarter and YoY.
  • Assesses market share for vendors by equipment type and region.
  • Examines unit shipments and revenues.

Key questions answered

  • How did the FTTx PON market perform in 1Q18? Will 2018's performance surpass that of 2017?
  • How did the xDSL + Gfast market perform in 1Q18? Are Gfast shipments growing?
  • How did the CMTS + CCAP market perform in 1Q18? Are DOCSIS 3.1 upgrades still happening?

Table of contents

Summary

  • In brief
  • Ovum view

1Q18 results

  • Quarterly and YoY revenue results were mixed among segments
  • Rolling 4Q results
  • Analysis of 1Q18 revenues

Market share changes

  • Huawei, Nokia, and ZTE remained market share leaders

FTTx PON results and market share changes

  • PON equipment market revenues dipped slightly in 1Q18
  • FTTx PON market share and changes
  • 1Q18 FTTx PON product revenues
  • 1Q18 FTTx PON shipments

DSL + Gfast results and market share changes

  • 1Q18 DSL + Gfast revenues increased 5% sequentially, but declined 20% YoY
  • DSL + Gfast market share and changes

CMTS + CCAP results and market share changes

  • 1Q18 CMTS+ CCAP increased 8% sequentially and 2% YoY
  • CMTS + CCAP market share and changes

Appendix

  • Methodology
  • Further reading
  • Authors