According to Infonetics Research, the broadband aggregation equipment market was largely flat in the third quarter of 2014, with PON being the only category to show growth: 1% sequentially and 20% over the year-ago quarter. DSL gear was down 6% quarter-over-quarter. The research house expects fourth-quarter spending to rebound.
Other findings indicate:
- The global broadband aggregation equipment market (DSL, PON, and Ethernet FTTH) is down 1% in 3Q14 from 2Q14, to $2 billion.
- Q3 was a mixed bag for regional investment: Spending on broadband aggregation gear increased in Asia Pacific and North America, but declined in EMEA (Europe, Middle East, Africa) and CALA (Caribbean and Latin America).
- The broadband aggregation equipment market share leaders in 3Q14 are, in alphabetical order, Alcatel-Lucent, Huawei, and ZTE.
- 4Q14 is anticipated to be a dynamic one for the North American region, with Connect America Fund (CAF) projects getting underway on one hand, while on the other AT&T and other service providers threaten to halt broadband rollouts until there is more clarity on pending net neutrality legislation.