VDSL and PON Equipment Revenues to Double over Next Five Years, According to Dell'Oro Group

Business Wire, Jan 28, 2008

Access Network Upgrades Drive Growth

REDWOOD CITY, Calif. -- Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, announced today that it forecasts revenue from build-outs of high-speed VDSL and PON networks will almost double between 2007 to 2012. During the same timeframe, revenue from slower-speed ADSL equipment is expected to fall by more than 40 percent. The forecast includes revenues from sales of both access concentrators and customer premises equipment.

"New revenue opportunities, primarily video services, is driving many telecom service providers in established regions to plan network upgrades to high-speed VDSL and PON technology," said Tam Dell'Oro, Founder of Dell'Oro Group. "Manufacturers still have good opportunities to sell ADSL equipment, especially in emerging regions where subscriber growth is strongest. However, we expect that ADSL revenue will fall each year because demand from emerging regions will not be enough to offset lower demand in established regions where broadband saturation is resulting in declining subscriber additions," added Dell'Oro.

About the Report

The Dell'Oro Group 5-Year Forecast Report provides a complete overview of the broadband access industry, with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Network infrastructure equipment includes Cable Modem Termination Systems (CMTS), Digital Subscriber Line Access Multiplexers ([DSLAMs] by technology ADSL, ADSL2 , G.SHDSL, VDSL), and PON Optical Line Terminals (OLTs). Customer Premises Equipment (CPE) technology reflects Voice-over-IP (VoIP) or data-only. To purchase this report, please contact Margaret Miles, call 1.650.622.9400 x225 or email Margaret@DellOro.com.

About Dell'Oro Group

As the trusted source for market information about the networking and telecommunications industries, Dell'Oro Group provides in-depth, objective research and analysis that enable component manufacturers, equipment vendors, and investment firms to make fact-based, strategic decisions. For more information, contact Dell'Oro Group at 1.650.622.9400 or visit www.DellOro.com.