Global revenue for broadband access equipment market decreased 12 percent year-over-year (Y/Y), reaching $3.2 Billion. A 371 percent Y/Y increased in XGS-PON OLT revenue, and continued growth of XG-PON1 OLT ports CPE offset continued DSL declines.
Although spending from some Tier 1 Cloud Providers such as Google, Amazon and Microsoft accelerated during the quarter, softer demand across the broader market of Tier 2 Cloud Providers and some large enterprises suppressed market growth,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
“Shipments of 10 Gbps controllers and adapters were elevated compared to typical run-rates, and is not reflective of the slower growth of the Enterprise server market in 3Q 2019,” said Baron Fung, Director at Dell’Oro Group.
Four dominant themes arise from the Mobile Core Network report,” according to David Bolan, Senior Analyst at Dell’Oro Group. “First, the Mobile Core Network market is growing as already noted. Second, Ericsson and Huawei are the clear market leaders, with Nokia holding a strong third-place rank, with ZTE and Cisco rounding out the top five manufacturers.
The positive momentum that has characterized this market since the upswing began in the second half of 2018 extended into 3Q 2019, underpinned by a 5G ramp that is accelerating at an extraordinary pace,” said Stefan Pongratz, Analyst and Vice President at Dell’Oro Group