North American GPON Equipment Spending Passes $100M in 2Q2012

CAMPBELL, CA - Stimulus-based broadband deployments and Verizon's continued purchase of optical network terminals pushed North American spending on GPON equipment past the $100 million mark for the first time since 2010, according to market research firm Infonetics Research.

Highlights of Infonetics' newest report:

- Broadband aggregation equipment revenue rose 5 percent in 2Q12 over the previous quarter, to $1.72 billion.
- 2011 saw record spending on broadband aggregation gear, especially in China, so year-over-year growth in 2012 will be challenging. 2Q12 global revenue, though up from the previous quarter, is down 8 percent from 2Q11.
- Huawei maintained its lead in the global broadband aggregation equipment market in 2Q12; Alcatel-Lucent, buoyed by GPON wins at China Telecom and China Unicom, moved into the #2 spot, above ZTE.
- Following three straight quarterly declines, DSL equipment revenue in Europe, the Middle East and Africa grew 11 percent in 2Q12 but is still down year-over-year as operators continue the long-term move away from copper.

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