Survey Sez 09/04/12

Second-quarter revenue for VDSL equipment grew 15 percent year over year, driven by record VDSL port shipments on infrastructure equipment and record CPE unit shipments, notes new research from Dell’Oro Group. Adtran, Alcatel-Lucent and Huawei were the lead vendors for VDSL port shipments on network infrastructure equipments, while Huawei, Pace (2Wire) and ZyXEL were the lead vendors for VDSL CPE unit shipments. Says Steve Nozik, principal analyst/Access Research,  “Another driver that will likely result in continuing VDSL growth are some newer technological innovations aimed at extending the life of the existing copper infrastructure.  These include vectoring and bonding products which have the promise of dramatically increasing bandwidth without the high cost of laying fiber, an appealing option in these uncertain economic times”…A BroadbandGenie.co.uk poll indicates home broadband could be heavily impacted by a mass defection to high-speed 4G mobile broadband when it’s introduced in the U.K. later this year. Almost 40 percent of those surveyed said they would drop their fixed-line service in favor of a fast mobile broadband provider, while 17 percent said they had no plans to use 4G mobile broadband at all. Some 45 percent stated they would stick with home broadband but that they also take advantage of the faster mobile speeds of a 4G network…"All the negative economic news in the world didn’t keep Ethernet switch buyers from propelling the market past $5 billion in sales this quarter," reports Matthias Machowinski, directing analyst/Enterprise Networks and Video at Infonetics Research. "Sales in North America, the largest Ethernet switch market, did especially well, providing an important boost to the overall market. As usual, demand for 10G switches was strong, almost doubling from a year ago, and the 40G Ethernet market is taking off, as vendors round out their 40G solution portfolio." For the second straight quarter, the research firm found 40G Ethernet sales grew 50 percent, with Cisco, HP and Juniper posting revenue gains in 2Q12 (although Cisco and HP lost market share on a year-over-year basis).