Fast Net News, DSL Prime, DOCSIS Report

"VDSL Port Shipments Grow to Record" was the headline of Dell'oro's release (below), great news to report. Steve Nozik attributed the growth to multiple carriers in Europe upgrading: Deutsche Telekom, British Telecom, Belgacom, Swisscom and KPN Holland among them. All are seeing major losses to cable and feel they have no choice but to upgrade. Each is doing some fiber home and some DSL from cabinets. Nearly all the cabinents are VDSL, for much higher speeds at short reach.

      Asia on the other hand is seeing a drop off in VDSL, where most new builds are fiber all the way to the apartment. Until recently, half of Japan's "fiber to the home" actually terminated in the basement. 100 megabit VDSL went up to the apartment. Bendable fiber has lowered the fiber installation cost and little VDSL is being added. North America was mostly AT&T's U-Verse, which was flattish.

     The majority of ports are still expected to be ADSL - but given the lower price for ADSL, the revenues should be close to equal in 2012.

I've reported that John Stankey of AT&T says the U-Verse build will virtually end this year, so VDSL to North America won't grow. AT&T's enduser growth is likely to slow when the U-Verse build ends, Craig Moffett projects. The impact of that will more likely be 2013 than 2012, I believe, because bonding will allow 5M+ homes, already passed by U-Verse, to actually reach the solid 25 megabits the TV service is designed around.  

Redwood City, Calif. – June 7, 2011 – According to a newly published report by Dell’Oro Group, the trusted source for market information about the networking and telecommunications industries, VDSL port shipments reached a record level in the first quarter of 2011, surging almost 50% over the year-ago period.

“With ADSL being a mature technology with limited bandwidth capabilities, many service providers are upgrading their networks with high-speed VDSL or PON equipment to enable new, high-bandwidth intensive services such as IPTV,” said Tam Dell’Oro, President of Dell’Oro Group. “In many situations, VDSL is also being used as part of all-IP network transformations that utilize multiservice access nodes and soft switches with the goal of decommissioning older TDM infrastructure,” Dell’Oro added.

The report also indicates that VDSL growth was led by shipments to EMEA, which almost doubled over the year-ago period and accounted for more than 60% of worldwide VDSL shipments. North America was the second largest region for VDSL, accounting for a quarter of total VDSL. The majority of these were purchased by AT&T to support its U-verse IPTV service, the largest fiber-to-the-node/VDSL upgrade project currently being deployed.

About the Report

The Dell’Oro Group Quarterly Access Report provides complete, in-depth coverage of the market 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, G.SHDSL, and VDSL), and PON Optical Line Terminals ([OLTs] by technology BPON, EPON, and GPON). The report also covers Cable and DSL Customer Premises Equipment (CPE) technology and PON Optical Networking Terminals (ONTs). 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 enables 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 http://www.delloro.com.

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