BBT_4Q11GPONMktShare_121050_TOC.5964936

7/31/2019 BBT_4Q11GPONMktShare_121050_TOC.5964936

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2012 Broadband trend s LLC. All rights reserved wo rldwid e 1

Au tho r: Tere sa Ma stra ng elo Issue d Feb rua ry 23, 2012Re p o rt BBT-12-1050v 2

Demand for GPON Hits Record Levels in 2011

Report Highlights 2011 Globa l GPON Reve nue d oub led from 2010 to rea c h $2.4 bi l l ion 2011 Glob a l OLT Port triple d from 2010 to rea c h 1.8 million, wh ile Glo ba l ONT Units inc rea sed

152% to reac h 9.4 mil l ion

All regions but North America exp erienc ed trip le d igi t growth in 2011 4Q11 Glob al GPON Reve nue inc reased b y 30 perc ent to rea c h $785 mil l ion 4Q11 Glob a l OLT Ports incre ased b y 17%, while ONT units incre ased 56% ov er 3Q11 Huawei is the g loba l ma rket leade r in both GPON revenue and po rt shipme nts, fo l lowed byAlc ate l-Luc ent a nd ZTE 80% of O LT Ports and 54% of O NTs were shipp ed into A sia Pa c ific du ring 2011

Exec utive Summa ry

Dem a nd fo r GPON platfo rms surged d uring 2011 with a l l reg ions exc ep t North Ame ric aexperienc ing tr ip le d igi t growth. A large p ort ion of g row th wa s dr iven b y ac t ivity in China,how ever, dem and in b oth EMEA a nd CALA w as at i ts strongest levels to da te. Glob al GPONrevenue do ub led d uring 2011 to rea c h $2.4 bi l lion, while b ot h OLT p orts a nd ONT (bo th SingleFa mily and Multi-Dwe lling) ne a rly tr ip led ov er 2010.

Hua we i is the m a rket lea d er for rol l ing 4-qua rte r GPON reve nue w ith 46 p erc ent m a rket sha re,fol lowe d b y ZTE with 17 pe rc ent a nd Alc a tel-Luc ent with16 perc ent . Eric sson a nd Zhon e, roundout the to p five, as show n in Figure 1.

For 4Q11 rev enue , Hua we i lea d s with 46pe rc ent , fo llowe d by Alc ate l -Luc ent w ith21 p erc ent a nd ZTE with 15 pe rce nt.

OLT p orts shipm ent s g rew b y 190 perc entd uring 2011 to reac h 1.8 mil lion a ndac c ounted for 16 perc ent o f to ta l GPONports.

ONT shipm en ts (b ot h Single Fa m ily a ndMulti-Dwell ing) increased by 152 percentd uring 2011 to rea c h 9.4 mill ion. M xUONTs ac c ounte d for ap proxima tely 15p erc ent o f tot a l ONT shipm ent s du ring4Q11 and 2011.

Asia Pac i fic a c c ounte d fo r 60 pe rc ent o f tota l GPON reve nue, fo llowed by EMEA a t 23 pe rc ent,North Americ a a t 11 pe rc ent a nd C ALA a t 6 perce nt during 2011.

4Q11 Market Sha re Report Summary - GPO

Figure 1: Glob al GPON Reve nue b y Vendor, Rolling 4-quarter (1Q11-4Q11)

Source : b road ba ndtrendsHuawei

45.6%

ZTE

17.1%

AlcatelLucent

16.1%

Ericsson

6.0%

Zhone

2.9%

Calix

2.8% Motorola

2.6%Fiberhome

2.1% Others

4.7%

1Q114Q11:$2.4Billion

GPONRevenue


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Demand For GPON Hits Rec ord Levels in 2011 Rep ort No. 12-1050, Feb ruary 23, 2012


Report Summary

Market Lea de r Summa ry by Tota l GPON Reve nue, Rolling 4-qua rter (1Q11-4Q11)

Glob al Asia Pac ific CALA EMEA North America

Hua we i Huawe i Alca tel-Luc ent Huawe i Alca tel-Luc ent

ZTE ZTE Huawei Alc a te l-Luc ent Ca lix

Alca tel-Luc ent Alca tel-Luc ent Zhone ZTE Mo torola

Source : b road ba ndtrends

Tab le A-4: Market Lea der Summ ary b y Tota l GPON Reve nue, 4Q11

Glob al Asia Pac ific CALA EMEA North America

Hua we i Huawe i Alca tel-Luc ent Huawe i Alca tel-Luc ent

Alca tel-Luc ent ZTE Huaw ei Alca tel-Luc ent Ca lix

ZTE Alc a te l-Luc ent Zhone Ericsson Mo to rola

Source : b road ba ndtrends


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Ab out this repo rtThe M a rket Sha re Rep ort trac ks GPON po rt shipm ent s from b ot h p ure-play G PON p latfo rms a sw ell a s Multi-Servic e Ac c ess Plat fo rms. Da ta inc lude s OLT a nd ONT shipm en ts a s w ell a s reve nuefor both G lob al and Reg iona l ma rkets. Data is upd at ed qua rter ly and Ma rket share is providedfor bo th c urrent q ua rter, a s we ll a s roll ing 4-q ua rter.

FTTx c om p a nies trac ked includ e Ad tran, Alc a tel-Luc ent , Allied Telesyn, Alphion, C alix, Cisc o,

Da sa n Ne tw o rks, EC I, Eric sso n, Fibe rHo m e , Fujitsu UK, Hita c hi, Hua w ei, Iskrat e l, Key Mile ,Mitsubishi, Mo to rola, NEC, O c c a m , Pa c ket Front, ZTE, Zho ne , an d ZyXEL.

This repo rt inc lude s b ot h a 29-pa g e w ritte n rep ort ( inc luding 33 Figures a nd 10 Ta b les) a s we ll a sa sup p leme nta l sp read shee t. This sp read shee t inc lude s qu a rterly GPON po rt shipm ent s b y typ eand reve nue for ea c h vend or from 1Q08 to 4Q11.

This rep ort is p a rt of broa d ba nd trend s.co m c ont inuous informat ion service , or is a va ila b le for$1295.

For mo re informa tion a b out our service s, or to o rd er this rep ort, plea se c ont a c t us a t 540.725.9774or via e ma il at sa les@b road b a nd trend s.co m . Ad dit ional ly th is rep ort ma y b e p urc hased onl inea t h t tp : / /www.broadband t rends.com

MethodologyEa c h q ua rter broa d ba nd trend s req uests PON q ua rterly p ort shipm ent from FTTH eq uipm entvend ors. We req uest d at a for PON d el ivered from al l p lat form typ es, inc luding sta nd alone PONp latfo rms a s we ll as throug h M ulti-Service Ac c ess Platfo rms.

We requ est PON b y typ e (G PON, EPON) a s w ell a s Ac tive Ethe rnet p ort shipm ent s. In a d d it ion,w e req ue st info rma tion on OLT ve rsus ONT shipm en ts. For ONT shipm en ts, we req ue st single fa m ilyunits a s we ll a s ONUs (multi-d we lling units). We a lso req uest th is informat ion to b e b roken ou t b yregion (Asia Pa c if ic , CALA, EMEA, a nd North Am eric a ).

We help va lid a te d a ta ; broa d b a nd trend s a lso trac ks p ress relea ses, earnings c a lls/ rep orts,service p rovide r a c tivity an d w ell a s sub sc rib er ad op tion. In ad d it ion, we w ill ha ve d isc ussions

with ve ndo rs as nec essary to c lar ify d at a.

In order to c alc ulat e revenue , we use a n Ave rag e Sel ling Pric e p er reg ion fo r both the O NT andOLT unless this informa tion is p rovid ed b y the ve nd or.

All ve nd ors ident if ied ha ve p rovide d shipm ent informa tion, unless ot herwise sta te d in the no te s.

Ma rket Share is c alc ulat ed for bo th the c urrent qua rter as wel l as a rol ling 4-qua rter pe riod .
mailto:[email protected]:[email protected]://www.broadbandtrends.com/http://www.broadbandtrends.com/http://www.broadbandtrends.com/mailto:[email protected]


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Table of Contents

Exec utive Sum ma ryo Glob a l GPON Reve nue Ma rket Sha re (Roll ing 4-Qua rter)

Market Analysis 2011o An nua l GPON Glo b a l Rev en ue OLT vs. ONT (2008-2011)o Glo b a l GPON Rev en ue b y Reg ion: 2011 vs. 2010o Glob a l OLT Po rt Ship m e nts An nu a l: (2008-2011)o Glo b a l OLT Port Shipm en t b y Reg ion: 2011 vs. 2010o Glob a l ONT Unit Ship m en ts An nua l (2008-2011)o Glob a l ONT Unit Ship m e nts b y Re g ion : 2011 vs. 2010

Ma rket Ana lysis -4Q11o Qua rte rly GPON Re ve nue (O LT vs. ONT)- (4Q09-4Q11)o Glob a l GPON Reve nue b y Reg ion 4Q11 vs. 4Q10o Glo b a l Qua rterly OLT Port Shipm en ts by Reg ion 4Q09-4Q11o Glo b a l GPON O LT Port Shipm ent s b y Reg ion 4Q11 vs. 4Q10o Glo b a l Qua rterly GPON O NT unit Shipm en ts b y Reg ion 4Q09-4Q11o Glo b a l GPON ONT Unit Shipm en ts b y Reg ion 4Q 11 vs. 4Q10

Vend or An a lysis b y Reg iono Globa l

Rolling 4-Qua rter GPON Rev en ue M a rket Sha re Glo b a l GPON Shipm en ts OLT a nd ONT Rolling 4-Qua rter Current Q uarter Glo b a l GPON Shipm en ts OLT a nd ONT Cu rren t Q ua rter

o Asia Pac ific

Rolling 4-Qua rter GPON Rev en ue M a rket Sha re Asia Pac ific GPON Shipm en ts OLT a nd ONT Rolling 4-Qua rter Current Qua rter GPON Rev enue Asia Pac ific G PON Shipm en ts OLT a nd ONT Cu rren t Q ua rter

o CALA Rolling 4-Qua rter GPON Rev en ue M a rket Sha re CA LA GPON Shipm en ts OLT a nd ONT Rolling 4-Qua rter Current Qua rter GPON Rev enue CA LA G PON Shipm en ts OLT a nd ONT Cu rren t Q ua rter

o EMEA Rolling 4-Qua rter GPON Rev en ue M a rket Sha re EMEA G PON Ship m e nts OLT a nd ONT Ro lling 4-Qu a rte r Current Qua rter GPON Rev enue EMEA GPON Shipm en ts OLT a nd ONT Current Qu a rter

o North Am eric a Rolling 4-Qua rter GPON Rev en ue M a rket Sha re North A m eric a GPON Shipm en ts OLT a nd ONT Rolling 4-Qua rter Current Qua rter GPON Rev enue North Am eric a GPON Shipm ent s OLT a nd ONT Current Qua rter


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Use and rep rod uc tion of this Rep ort are limited, and Co mp any makes no wa rranties and a c c ep ts no liabilities withrespe c t to the sources or co ntent hereof, in a c c ordanc e w ith parag rap hs 2 and 3 of Ag reem ent Terms & C ond itions.

List of FiguresFigure 1: Glob a l GPON Rev enue b y Ve nd or, Roll ing 4-Qua rter (1Q11-4Q11)Figu re 2: Ann ua l GPON OLT a nd ONT Re ve nue , 2008-2011Figure 3: Glo b a l GPON Rev en ue b y Reg ion, 2011 vs. 2010Figu re 4: Ann ua l GPON OLT Po rt b y Reg ion , 2008-2011Figure 5: Global GPON OLT Port Shipments by Region, 2011 vs. 2010Figu re 6: Ann ua l GPON ONT Unit Ship m e nts b y Re g ion , 2008-2011

Figu re 7: Glo b a l GPON ONT Unit Ship m en ts b y Re g ion , 2011 vs. 2010Figu re 8: Qu a rte rly G PON Rev e nue (OLT vs. ONT), 4Q09-4Q11Figure 9: Glob a l GPON Rev en ue b y Reg ion, 4Q11 vs. 4Q10Figure 10: Glob a l Qua rterly OLT Port Shipm en ts by Reg ion, 4Q09-4Q11Figure 11: Glob a l GPON O LT Port Shipm en ts by Reg ion, 4Q 11 vs. 4Q10Figure 12: Glo b a l GPON O NT Unit shipm en ts b y Reg ion, 4Q09-4Q11Figure 13: Glob a l GPON O NT Units shipm en ts by Reg ion, 4Q11 v s. 4Q10Figure 14: Glob a l Rolling 4-qua rter Ma rket Sha re b y Reve nueFigure 15: Glob a l Rolling 4-qua rter Ma rket Sha re b y O LT a nd ONT Shipm en tsFigure 16: Glob a l Current Qua rter Ma rket Sha re by Rev enueFigure 17: Glo b a l Cu rren t Q ua rter Ma rket Sha re by O LT a nd ONT Shipm en tsFigure 18: Asia Pac ific Rolling 4-qua rter Ma rket Sha re b y Rev en ueFigure 19: Asia Pac ific Rolling 4-qua rter Ma rket Sha re b y O LT a nd ONT Shipm en ts

Figure 20: Asia Pa c if ic Current Qua rte r Ma rket Sha re b y Reve nueFigure 21: Asia Pa c ific Cu rren t Q ua rter Ma rket Sha re b y OLT a nd ONT Shipm en tsFigure 22: CALA Rolling 4-qua rter Ma rket Sha re b y Rev en ueFigure 23: CA LA Rolling 4-qua rter Ma rket Sha re b y O LT a nd ONT Shipm en tsFigure 24: CALA C urrent Qua rter Ma rket Sha re b y Reve nueFigure 25: CALA C urren t Q ua rter Ma rket Sha re b y OLT a nd ONT Shipm en tsFigure 26: EMEA Rolling 4-qua rter Ma rket Sha re b y Rev en ueFigure 27: EMEA Rolling 4-qua rter M a rket Sha re b y O LT a nd ONT Shipm en tsFigure 28: EMEA C urren t Q ua rter Ma rket Sha re b y Rev en ueFigure 29: EMEA C urren t Q ua rter Ma rket Sha re b y O LT a nd ONT Shipm en tsFigure 30: North A me rica Roll ing 4-q ua rte r Ma rket Sha re b y Rev enueFigure 31: North Am eric a Rolling 4-qu a rter Ma rket Sha re b y OLT a nd ONT Shipm en tsFigure 32: North Am eric a Current Qua rter Ma rket Sha re by Rev enue

Figure 33: North A me rica Current Qua rte r Ma rket Sha re b y O LT a nd ONT Shipm ent s

List of Tables:Ta b le 1: Glob a l GPON Port shipm ent s b y Ve nd or, Rolling 4-Qua rterTa b le 2: Glob a l GPON Port Shipm ent s b y Vend or, Current Qua rterTa b le 3: Asia Pa c ific GPON Port shipm en ts b y Ven d or, Rolling 4-Qua rterTa b le 4: Asia Pac if ic GPON Port Shipm ent s b y Ven d or, Current Qua rterTa b le 5: CA LA G PON Port shipm en ts b y Ven d or, Rolling 4-Qua rterTa b le 6: CALA G PON Port Shipm ent s b y Ven d or, Current Qua rterTa b le 7: EMEA G PON Port shipm en ts b y Ven d or, Rolling 4-Qua rterTa b le 8: EMEA G PON Port Shipm en ts b y Ven d or, Current Q ua rterTa b le 9: North A me ric a GPON Port shipm ent s b y Ven d or, Roll ing 4-Qua rterTa b le 10: North Am eric a GPON Port Shipm ent s by Vend or, Current Qua rter


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Use and rep rod uc tion of this Rep ort are limited, and Co mp any makes no wa rranties and a c c ep ts no liabilities withrespe c t to the sources or co ntent hereof, in a c c ordanc e w ith parag rap hs 2 and 3 of Ag reem ent Terms & C ond itions.

Supp lem enta l Sprea dsheet:This sp rea d she et inc lud es q ua rterly GPON p ort shipm en ts b y typ e (O LT a nd ONT) a s w ell asreve nue for eac h vend or from 1Q08 to 4Q11

List of Ven d ors Trac ked Reg iona l Distribut ion Sum m a ry Ma rket Lea d ers Sum ma ry (Top 3)

Glob a l Summ a ry b y Reg ion (1Q08-4Q11) 4Q11 Market Sha re b y Rev enue 4Q11 Ma rket Sha re b y O LT Port Shipm en ts 4Q11 Ma rket Sha re b y ONT Unit Shipm en ts 4Q11 Ma rket Sha re b y To ta l GPON Po rt Ship me nt s (O LT + ONT) Rolling 4Q M a rket Sha re b y Tot a l GPON Rev en ue Rolling 4Q Ma rket Sha re b y O LT Ports Rolling 4Q M a rket Sha re b y O NT Units Rolling 4Q M a rket Sha re b y Tot a l GPON Ports Ven d or Port Distribut ion b y Typ e ( 1Q08-4Q11) Glob a l Tot a ls b y Ve nd or (1Q08-4Q11) Asia Pa c ific Tot a ls b y Ven d or (1Q08-4Q11) CA LA Tot a ls b y Ven d or (1Q08-4Q11) EMEA To ta ls b y Ve nd o r (1Q08-4Q11) North Am eric a Tot a ls b y Ven d or (1Q08-4Q11)

BBT_4Q11GPONMktShare_121050_TOC.5964936

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