The Dell’Oro Group’s "Access Quarterly Report" indicates that worldwide PON equipment revenues grew 9 percent sequentially in the first quarter of this year, despite a weak global economy. The report indicates that both GPON and EPON had robust sequential growth.
In a statement, Tam Dell’Oro, president of Dell’Oro Group said, "PON revenue growth in the first quarter was higher than what we had expected due to rapidly increasing EPON build-outs in China, strong GPON ONT shipments for Verizon’s FiOS service, and continued strong EPON demand in Japan."
The report says Mitsubishi remained the leader in the overall PON market, benefiting from being the primary EPON supplier to NTT, Japan’s largest service provider. Alcatel-Lucent recaptured the No. 2 position with higher GPON ONT shipments to Verizon. Huawei’s revenue share nearly doubled from last quarter, and they vaulted to the No.3 spot due to strong EPON shipments to China, as well as higher GPON shipments to customers in Europe and the Middle East.