
Cautious Operator Spending Will Result in Access Equipment Revenue Declining in 2009
Cable’s Recovery Begins in 2010 for Cable, PON, and VDSL
Redwood City, Calif. – February 2, 2009 –
Dell’Oro Group, the trusted source for market information about the networking and telecommunications industries, announced today that it forecasts the combined worldwide sales for access network infrastructure equipment including Cable, DSL and PON access concentrators will decrease almost 15 percent in 2009 to $4.0 billion. The report indicates that this decrease is primarily due to declining subscriber additions and a weak global economy that will slow operators’ access network upgrade plans.
The report forecasts access concentrator shipment growth for Cable, PON, and VDSL in 2010 and to continue each year through 2013, the duration of the forecast period. Meanwhile, the trend towards higher-speed networks is expected to result in sharp yearly declines in revenue for slower-speed ADSL infrastructure equipment.
“The weakening global economic situation has caused us to lower our forecast for most segments relative to our July 2008 forecast,” said Tam Dell’Oro, Founder of Dell’Oro Group. “This is especially true for 2009, but there are also implications throughout our forecast horizon even though an economic recovery is expected by 2010. We believe that operators will not change their network upgrade strategies, although we expect them to be more cautious with expenditures which likely result in slower, success-based deployments,” 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, call Emily Kendall +1.650.622.9400
x223 or email Emily@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.
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