PON equipment sales up 3%, Ethernet FTTH up 9% in 2Q07

Market Wire, October, 2007

Worldwide PON equipment sales, including, BPON, EPON, and GPON, sequentially grew 3% in the second quarter of 2007, reaching $396 million, says Infonetics Research in its "PON and FTTH Equipment and Subscribers" report.

"The 2 biggest trends in the PON market right now are early M&A activity in the GPON market amidst a lot of smaller vendors chasing a limited market in this space, and PON component suppliers aggressively reducing costs at the request of equipment manufacturers. The component price slashing will result in a 33% drop in the price of GPON ONTs over the next 2 years," said Jeff Heynen, directing analyst at Infonetics Research.

Other report highlights:

--  Asia Pacific's share of worldwide PON revenue will decline rapidly
    starting in 2008 as Verizon, AT&T, France Telecom, and Telefonica GPON
    deployments hit volume, but will still lead regional share overall,
    followed by North America, then EMEA
--  Tellabs maintains its strong lead in BPON revenue market share in
    2Q07, with 85%; the 2 closest competitors are Motorola and Hitachi
--  Mitsubishi leads in the EPON market, followed by Sumitomo
--  After 5 quarters of high double-digit sequential gains, sales of
    worldwide Ethernet FTTH equipment increased 9% in 2Q07, hitting $88 million
    

Infonetics' report tracks PON equipment revenue and ports, including BPON, EPON, GPON, OLTs, and ONTs with FTTH vs. FTTB splits; Ethernet FTTH equipment, including CPE and service provider equipment; and total FTTH equipment, including CPE and non-CPE. The report also tracks PON, POTS, Ethernet, and DSL ports; and PON, PON FTTH, and Ethernet FTTH subscribers.

The report provides market share and analysis for Alcatel-Lucent, Allied Telesis, Alloptic, Atrica, Calix, Carrier Access, Cisco, Corecess, ECI, FiberHome, FlexLight, Fujitsu, Furukawa Electric , Hitachi, Huawei, Mitsubishi, Motorola, NEC, Nokia-Siemens, PacketFront, Samsung Sumitomo, Tellabs, Terawave, UTStarcom, Wave7 Optics, World Wide Packets, and others.

Download report highlights at www.info.infonetics.com . For sales, contact Larry Howard, vice president, larry@infonetics.com , (408) 583-3335.

Infonetics Research ( www.infonetics.com ) is an international market research and consulting firm specializing in data networking and telecom. Services include market share and forecasting, end-user survey research, service provider survey research, and service provider capex analysis.

Press Contact: Jeff Heynen Directing Analyst, Broadband & IPTV Infonetics Research 1 408.583.3359 Email Contact