2q14gpon market share

©2014 Broadbandtrends LLC. All rights reserved worldwide 1

Author: Teresa Mastrangelo Issued August 8, 2014 Report BBT-14-1230v1

Demand for GPON Remains Strong: Largest Shipments to date in 2Q14

Report Highlights Global GPON Revenue increased 28% from 1Q14 to reach $1.30 Billion in 2Q14

Global OLT Port shipments increased by 38% from 1Q14 to reach 1.15 million 2Q14

Global ONT unit shipments increased by 20% from 1Q14 to reach 10.8 million units in 2Q14

Huawei is the global market leader for both rolling 4-quarter and current quarter market share

Asia Pacific and North America experienced strong growth across all metrics during 2Q14 – seeing its highest levels to date

79% of all OLT Ports and 84% of all ONTs units were shipped into Asia Pacific during 2Q14

Executive Summary Global GPON revenue increased 28 percent quarter-over-quarter to reach $1.3 billion. The majority of demand remains with Asia Pacific, where China is currently in the process of large scale FTTH deployments due to government mandated regulation. During 2Q14, strong growth was present in all regions,

OLT revenue increased 35 percent in 2Q14 to reach $634 million, and increased 36 percent over 2Q13. ONT unit revenue increased by 20 percent in 2Q14 to reach $665 million and increased 35 percent over 2Q13. OLT revenue represented 48 percent of total GPON revenue in 2Q14.

Huawei is the market leader for rolling 4-quarter GPON revenue with 36 percent market share, followed by ZTE with 28 percent and Alcatel-Lucent with 20 percent, as shown in Figure 1.

For 2Q14 revenue, Huawei leads with 34 percent, followed by ZTE at 29 percent and Alcatel-Lucent at 21 percent.

OLT ports shipments increased by 38 percent during 2Q14 to exceed 1.15 million – the first quarter for ports to hit the million milestone. On an annual basis, OLT port shipments grew 64 percent over 2Q13. ONT shipments (both Single Family and Multi-Dwelling) increased by 20 percent over 1Q14 to reach 10.8 million and grew by 46 percent over 2Q13.

MxU ONTs represent approximately 4 percent of total ONT shipments in 2Q14.

2Q14 Market Share Report Summary - GPON

Figure 1: Global GPON Revenue by Vendor, Rolling 4-quarter

Source: broadbandtrends

2Q14 Global GPON Market Share Report No. 14-1230v1, August 2014


Report Summary

Market Leader Summary by Total GPON Revenue, Rolling 4-quarter (3Q13-2Q14) Global Asia Pacific CALA EMEA North America Huawei Huawei ZTE Huawei Alcatel-Lucent

ZTE ZTE Huawei Alcatel-Lucent Calix Alcatel-Lucent Alcatel-Lucent Alcatel-Lucent Zhone ADTRAN

Source: broadbandtrends

Table A-4: Market Leader Summary by Total GPON Revenue, 2Q14

Global Asia Pacific CALA EMEA North America

Huawei Huawei Huawei Alcatel-Lucent Alcatel-Lucent ZTE ZTE ZTE Huawei Calix

Alcatel-Lucent Alcatel-Lucent Alcatel-Lucent Zhone ADTRAN Source: broadbandtrends



About this report The Market Share Report tracks GPON port shipments from both pure-play GPON platforms as well as Multi-Service Access Platforms. Data includes OLT and ONT shipments as well as revenue for both Global and Regional markets. Data is updated quarterly and Market share is provided for both current quarter, as well as rolling 4-quarter.

FTTx companies tracked include ADTRAN, Alcatel-Lucent, Allied Telesyn, Alphion, Calix, Cisco, Dasan Networks, ECI, FiberHome, Fujitsu – UK, Hitachi, Huawei, Iskratel, KeyMile, Mitsubishi, Motorola, NEC, Occam, PacketFront, ZTE, Zhone, and ZyXEL. Data for Ericsson has been combined with Calix.

This report includes both a 16-page written report (including 18 Figures and 10 Tables) as well as a supplemental spreadsheet. This spreadsheet includes quarterly GPON port shipments by type and revenue for each vendor from 1Q08 to 2Q14. This report is part of broadbandtrends.com continuous information service, or is available for $1295.

For more information about our services, or to order this report, please contact us at 540.725.9774 or via email at [email protected]. Additionally this report may be purchased online at http://www.broadbandtrends.com

Methodology Each quarter broadbandtrends requests PON quarterly port shipment from FTTH equipment vendors. We request data for PON delivered from all platform types, including stand alone PON platforms as well as through Multi-Service Access Platforms.

We request PON by type (GPON, EPON) as well as Active Ethernet port shipments. In addition, we request information on OLT versus ONT shipments. For ONT shipments, we request single family units as well as ONUs (multi-dwelling units). We also request this information to be broken out by region (Asia Pacific, CALA, EMEA, and North America).

We help validate data; broadbandtrends also tracks press releases, earnings calls/reports, service provider activity and well as subscriber adoption. In addition, we will have discussions with vendors as necessary to clarify data.

In order to calculate revenue, we use an Average Selling Price per region for both the ONT and OLT unless this information is provided by the vendor.

All vendors identified have provided shipment information, unless otherwise stated in the notes.

Market Share is calculated for both the current quarter as well as a rolling 4-quarter period.

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Table of Contents Executive Summary

o Global GPON Revenue Market Share (Rolling 4-Quarter)

Market Analysis -2Q14

o Quarterly GPON Revenue (OLT vs. ONT)- (2Q12-2Q14) o Global GPON Revenue by Region – 2Q14 vs. 2Q13 o Global Quarterly OLT Port Shipments by Region – 2Q12-2Q14 o Global GPON OLT Port Shipments by Region – 2Q14 vs. 2Q13 o Global Quarterly GPON ONT unit Shipments by Region – 2Q12-2Q14 o Global GPON ONT Unit Shipments by Region 2Q14 vs. 2Q13

Vendor Analysis by Region

o Global Rolling 4-Quarter GPON Revenue Market Share Current Quarter GPON Revenue

o Asia Pacific Rolling 4-Quarter GPON Revenue Market Share Current Quarter GPON Revenue

o CALA Rolling 4-Quarter GPON Revenue Market Share Current Quarter GPON Revenue

o EMEA Rolling 4-Quarter GPON Revenue Market Share Current Quarter GPON Revenue

o North America Rolling 4-Quarter GPON Revenue Market Share Current Quarter GPON Revenue


©2014 Broadbandtrends LLC. All rights reserved worldwide 5 Use and reproduction of this Report are limited, and Company makes no warranties and accepts no liabilities with respect to the sources or content hereof, in accordance with paragraphs 2 and 3 of Agreement Terms & Conditions.

List of Figures Figure 1: Global GPON Revenue by Vendor, Rolling 4-Quarter (3Q13-2Q14) Figure 2: Quarterly GPON Revenue (OLT vs. ONT), 2Q12-2Q14 Figure 3: Global GPON Revenue by Region, 2Q14 vs. 2Q13 Figure 4: Global Quarterly OLT Port Shipments by Region, 2Q12-2Q14 Figure 5: Global GPON OLT Port Shipments by Region, 2Q14 vs. 2Q13 Figure 6: Global Quarterly GPON ONT Unit shipments by Region, 2Q12-2Q14 Figure 7: Global GPON ONT Units shipments by Region, 2Q14 vs. 2Q13 Figure 8: Global Rolling 4-quarter Market Share by OLT and ONT Shipments Figure 9: Global Current Quarter Market Share by Revenue Figure 10: Global Current Quarter Market Share by OLT and ONT Shipments Figure 11: Asia Pacific Rolling 4-quarter Market Share by Revenue Figure 12: Asia Pacific Current Quarter Market Share by Revenue Figure 13: CALA Rolling 4-quarter Market Share by Revenue Figure 14: CALA Current Quarter Market Share by Revenue Figure 15: EMEA Rolling 4-quarter Market Share by Revenue Figure 16: EMEA Current Quarter Market Share by Revenue Figure 17: North America Rolling 4-quarter Market Share by Revenue Figure 18: North America Current Quarter Market Share by Revenue List of Tables: Table 1: Global GPON Port shipments by Vendor, Rolling 4-Quarter Table 2: Global GPON Port Shipments by Vendor, Current Quarter Table 3: Asia Pacific GPON Port shipments by Vendor, Rolling 4-Quarter Table 4: Asia Pacific GPON Port Shipments by Vendor, Current Quarter Table 5: CALA GPON Port shipments by Vendor, Rolling 4-Quarter Table 6: CALA GPON Port Shipments by Vendor, Current Quarter Table 7: EMEA GPON Port shipments by Vendor, Rolling 4-Quarter Table 8: EMEA GPON Port Shipments by Vendor, Current Quarter Table 9: North America GPON Port shipments by Vendor, Rolling 4-Quarter Table 10: North America GPON Port Shipments by Vendor, Current Quarter Supplemental Spreadsheet: This spreadsheet includes quarterly GPON port shipments by type (OLT and ONT) as well as revenue for each vendor from 1Q08 to 2Q14

o List of Vendors Tracked o Regional Distribution Summary o Market Leaders Summary (Top 3) o Global Summary by Region (1Q08-2Q14) o 2Q14 Market Share o Rolling 4Q Market Share o Vendor Port Distribution by Type (1Q08-2Q14) o Global Totals by Vendor (1Q08-2Q14) o Asia Pacific Totals by Vendor (1Q08-2Q14) o CALA Totals by Vendor (1Q08-2Q14) o EMEA Totals by Vendor (1Q08-2Q14) o North America Totals by Vendor (1Q08-2Q14)

2q14gpon market share

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