PON revenue slowed down for the fourth consecutive quarter.

ICCSZ News (compiler: Nina) According to Dell’Oro’s latest report, global PON equipment revenue fell 9% in the third quarter of 2017 compared with the same period last year.

This is the fourth consecutive quarter of year-on-year decline in the market, which means that the “fiber train” has finally begun to slow down.

Alam Tamboli, senior analyst at Dell’Oro Group, said: “Over the past decade, demand in China has been the strongest driving force in the PON market, accounting for more than half of global demand in recent years. However, China’s demand has slowed in the past few quarters, leading to a decline in the overall market. Since China Telecom and China Unicom have deployed GPON OLT infrastructure on a large scale, OLT port deployment has slowed down. It is noteworthy that demand outside China continued to grow in the third quarter of 2017. As the PON market moves to customers outside China, we expect that revenue will begin to stabilize.

Other highlights of Dell’Oro’s “3Q17 Broadband Access Quarterly Report” include: global PON equipment revenue is expected to decline by 11% annually in 2017; deployment of G.fast is not enough to offset the decline of ADSL and the tepidity of VDSL, DSL equipment revenue will fall by 9% annually; and CPE revenue growth due to migration to DOCSIS 3.1 services, Cable sector revenue will fall by 9% annually. It will be 10% annually.

The report tracked the income, average price and port shipments of 25 suppliers, including Nokia, Arris, Cisco, Huawei and ZTE.