Infonetics Research: GPON and VDSL Bright Spots in Struggling Broadband Aggregation Market

The top 3 overall broadband aggregation vendors -- Huawei, Alcatel-Lucent and ZTE -- also lead the growing 2.5G GPON equipment market, with Dasan Networks rounding out the #4 spot, reports Infonetics Research. (Graphic: Infonetics Research)

???pagination.previous??? ???

CAMPBELL, Calif.--()--Market research firm Infonetics Research released vendor market share and preliminary analysis from its 4th quarter 2012 (4Q12) PON, FTTH, and DSL Aggregation Equipment and Subscribers report. (Full report published Mar. 4.)


“2012 was a challenging year for fixed broadband equipment, with DSL taking the biggest hit as China continues its transition to FTTH,” notes Jeff Heynen, directing analyst for broadband access and pay TV at Infonetics Research. “But despite the difficult road for DSL, VDSL remains a real bright spot, expanding among operators in Western Europe, North America and Latin America. Vectoring solutions and a long-term path to G.Fast are driving sustained interest in VDSL2.”

Heynen adds: “Meanwhile, GPON equipment had an outstanding year, with China again contributing the most revenue and EMEA and Latin America providing pockets of strength.”


  • Global sales of broadband aggregation equipment (DSL, PON, Ethernet FTTH) fell 6% in 4Q12, to $1.56 billion, as a result of declines in spending on DSL equipment in EMEA and EPON gear in Asia
  • For the full year 2012, worldwide spending on broadband aggregation equipment was down 10% to $6.65 billion, with DSL equipment taking the largest hit, plunging 26%
  • Meanwhile, the 2.5G GPON equipment segment is up 30% in 2012, led by China, where a dramatic swing in technology choice by China Telecom and China Unicom is shifting investment from EPON to GPON for FTTH deployments
  • VDSL port shipments grew by almost a quarter in 2012, reaching 23 million worldwide, as Belgacom, KPN, British Telecom, France Telecom, Deutsche Telekom, Turk Telecom, and Telekom Austria deploy VDSL2 to keep pace with cable DOCSIS 3.0 rollouts
  • In 2012 in the overall broadband aggregation market, perennial leader Huawei lost some revenue share to its top competitors, and Alcatel-Lucent pulled ahead of ZTE for 2nd place
  • The top 3 overall vendors also lead the growing 2.5G GPON equipment market, with Dasan Networks rounding out the #4 spot


Infonetics’ quarterly broadband aggregation report provides worldwide and regional market size, vendor market share, forecasts, analysis, and trends for 1.25G, 2.5G, and 10G EPON, 2.5G and 10G GPON, FTTH, FTTB, PON, and DSL aggregation equipment. The report also tracks FTTH, FTTB+LAN, and DSL subscribers. Companies tracked include ADTRAN, Alcatel-Lucent, Calix, Dasan, ECI Telecom, Fiberhome, Fujitsu, Genexis, Hitachi, Huawei, Iskratel, Mitsubishi, Motorola, NEC, OF Networks, PacketFront, Sumitomo, Tellabs, Ubiquoss, Zhone, ZTE, ZyXEL, and others. To buy the report, contact Infonetics:



Download Infonetics’ market research brochure, publication calendar, events brochure, report highlights, tables of contents, and more at


Visit to register for or to sponsor Infonetics events.


N. America (West), Asia, Latin America: Larry Howard,, +1 408-583-3335

N. America (East), Texas, Midwest: Scott Coyne,, +1 408-583-3395

Europe, Middle East, Africa: George Stojsavljevic,, +44 755-488-1623

Japan, South Korea, China, Taiwan:


Infonetics Research ( is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete effectively. View Infonetics’ About Us slides at


Infonetics Research
Jeff Heynen, +1 408-583-3359
Directing Analyst, Broadband Access and Pay TV
Twitter: @JeffHeynen

Release Summary

4th quarter and 2012 year-end market stats, trends, vendor standings and analyst commentary on the broadband aggregation hardware market, including DSL, PON and Ethernet FTTH equipment.


Infonetics Research
Jeff Heynen, +1 408-583-3359
Directing Analyst, Broadband Access and Pay TV
Twitter: @JeffHeynen