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Introduction

Wireline broadband access equipment revenue was strong again in 2018 at $8.7bn for the year, matching 2017 revenue despite ZTE's suspended operations for several months. Revenue for 4Q18 was unchanged sequentially and unchanged year on year (YoY).

Highlights

  • PON equipment revenue will remain strong through at least 2024 as operators continue to build and upgrade fiber access networks to support residential services, business services, and 5G mobile transport.
  • DSL/Gfast equipment revenue will continue to struggle, even though 35b and Gfast deployments are gaining momentum in selected countries.
  • Although CMTS/CCAP had a difficult quarter, equipment revenue will remain strong through 2024 as cable operators continue to upgrade equipment.

Features and Benefits

  • Summarizes full-year 2018 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? Did it grow or remain the same compared to 2017? Which segments grew?
  • Are PON ONTs/ONUs continuing to ship in quantity?
  • Did Gfast equipment shipments offset the decline in ADSL, VDSL, and SHDSL equipment?
  • Which vendors gained share in CMTS/CCAP equipment shipments?

Table of contents

Summary

  • In brief
  • Ovum view

2018 results and market share

  • 2018 held steady thanks to PON
  • Nokia and Huawei gained share

FTTx PON results and market share changes

  • 4Q18 and 2018 PON revenue was strong
  • FTTx PON market share and changes
  • 4Q18 and 2018 FTTx PON equipment revenue
  • 2018 FTTx PON shipments

DSL/Gfast results and market share changes

  • Total 2018 revenue declined significantly, even though Gfast revenue more than doubled
  • DSL market share and changes
  • 2018 DSL/Gfast shipments
  • DSL product-level analysis by region and vendor

CMTS/CCAP results and market share changes

  • Annual revenue just over $1bn after a poor 4Q18
  • CMTS/CCAP market share and changes for 2018 versus 2017
  • 2018 CMTS/CCAP channel shipments

Appendix

  • Methodology
  • Further reading
  • Author