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Introduction

Global wireline broadband access equipment revenues for 1Q19 were $2.1bn, representing a 4% decline sequentially and a 6% decline year over year.

Highlights

  • 10G PON upgrades continue across the globe.
  • EMEA was a bright spot for the PON market in 1Q19.
  • CMTS/CCAP vendors had a tough start to 2019.

Features and Benefits

  • Summarizes 1Q19 market share for wireline access equipment vendor revenues and units.
  • Evaluates the uptake in next-gen PON equipment shipments.
  • Assesses the state of the xDSL/Gfast market.
  • The overall CMTS/CCAP equipment market and its vendors are reviewed.

Key questions answered

  • What is the state of the wireline access equipment market? Which segments grew?
  • Are XGS-PON shipments ramping?
  • Did Gfast equipment shipments offset the decline in ADSL, VDSL, and SHDSL equipment?
  • Which vendors gained share in CMTS/CCAP equipment shipments?
  • Will the CMTS/CCAP market improve during the rest of 2019?

Table of contents

Summary

  • In brief
  • Ovum view

1Q19 results

  • All segments mostly down; PON saw slight growth YoY
  • Rolling 4Q results
  • Analysis of 1Q19 revenue

Market share changes

  • Huawei, Nokia, and ZTE remained market share leaders

FTTx PON results and market share changes

  • PON equipment market revenue slightly down sequentially, keeps afloat year on year
  • FTTx PON market share and changes
  • FTTx PON product revenue in 1Q19
  • FTTx PON shipments in 1Q19

DSL + Gfast results and market share changes

  • DSL + Gfast revenue in 1Q19
  • DSL + Gfast market share and changes

CMTS/CCAP results and market share changes

  • CMTS/CCAP segment starts year on tough note in 1Q19
  • CMTS/CCAP market share and changes

Appendix

  • Methodology
  • Further reading
  • Author