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Introduction

Global wireline broadband access equipment revenues for 2Q18 were $2.1bn, declines of 4% sequentially and 1% year on year (YoY).

Highlights

  • US-imposed sanctions on ZTE had a negative influence on 2Q18 revenues.
  • Verizon has major plans to deploy NG-PON2 in the US. NG-PON2 is based on tunable lasers and multiple wavelengths.
  • Several major operators are now deploying Gfast commercially. Large-scale deployments are underway in Switzerland, UK, and Australia, among others.

Features and Benefits

  • Analyzes wireline broadband access equipment vendors' 2Q18 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 2Q18?
  • How did the xDSL + Gfast market perform in 2Q18?
  • How did the CMTS + CCAP market perform in 2Q18?
  • How did US-sanctions on ZTE affect overall market revenues for the quarter?

Table of contents

Summary

  • In brief
  • Ovum view

2Q18 results

  • Sequential revenue declines across the board, mixed YoY results
  • Rolling 4Q results
  • Analysis of 2Q18 revenues

Market share changes

  • Huawei, Nokia, and ZTE remained market share leaders

FTTx PON results and market share changes

  • PON equipment market performed well despite ZTE's reduced presence
  • FTTx PON market share and changes
  • 2Q18 FTTx PON product revenues
  • 2Q18 FTTx PON shipments

DSL + Gfast results and market share changes

  • 2Q18 DSL + Gfast revenues declined 11% sequentially and 27% YoY
  • DSL + Gfast market share and changes

CMTS + CCAP results and market share changes

  • 2Q18 CMTS + CCAP revenues declined 11% sequentially and remained flat YoY
  • CMTS + CCAP market share and changes

Appendix

  • Methodology
  • Further reading
  • Authors