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Introduction

Global wireline broadband access equipment revenue for 2Q19 was $2.1bn, representing a 1% decline sequentially and an 8% increase year on year (YoY).

Highlights

  • 10G PON upgrades continue across the globe. EMEA and South and Central America were bright spots again for the PON market in 2Q19.
  • DSL + Gfast equipment revenue had a positive quarter, but DSL will continue its downward trend.
  • CMTS/CCAP vendors continue to have a tough 2019.

Features and Benefits

  • Summarizes 2Q19 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?
  • What is the current state of the CMTS/CCAP market?

Table of contents

Summary

  • In brief
  • Ovum view

2Q19 results

  • PON and DSL + Gfast performed well YoY; CMTS/CCAP revenue was down both sequentially and YoY
  • Rolling 4Q results
  • Analysis of 2Q19 revenue

Market share changes

  • Huawei, Nokia, and ZTE remained market share leaders

FTTx PON results and market share changes

  • PON equipment market revenue down slightly over previous quarter; increased 15% YoY
  • FTTx PON market share and changes
  • FTTx PON product revenue in 2Q19
  • FTTx PON shipments in 2Q19

DSL + Gfast results and market share changes

  • DSL + Gfast revenue in 2Q19
  • DSL + Gfast market share and changes

CMTS/CCAP results and market share changes

  • CMTS/CCAP segment continues its down year
  • CMTS/CCAP market share and changes

Appendix

  • Methodology
  • Further reading
  • Author