PON equipment sales surging to $3 billion by 2009

Infonetics: worldwidel EPON, GPON, and BPON equipment sales are expected to surge to $3 billion in 2009, up 432% from $565 million in 2005.

After more than doubling between 2004 and 2005, the number of worldwidel PON subscribers is expected to continue to swell as well, from 4.1 million in 2005 to 38.0 million in 2009.

The big trend we’re seeing with PON is that service providers are really committed to FTTH (fiber-to-the-home), as reflected by the recent increase in longer-term contracts being initiated by larger RBOCs and PTT. Video via RF overlay and IPTV, gaming, and other high bandwidth applications continue to drive demand for PON and Ethernet FTTH equipment all over the world.

• Mitsubishi, with their bulk shipments of EPON ONTs to Japan-based service provider NTT, takes over from Hitachi as the leader in 2005 worldwidel PON revenue and port market share; Tellabs is second in worldwidel revenue; Suminet is second in ports shipped and third in revenue

• Tellabs leads PON revenue in North America, Mitsubishi in Asia Pacific, Motorola in EMEA, and Alcatel in CALA

• 2.2 million PON ports shipped worldwidel in 2005; that number is forecast to jump to 13.4 million by 2009

• The burgeoning Ethernet Access Device (EAD) segment more than quadrupled between 2004 and 2005, and is forecast to jump from $91 million in 2005 to almost $685 million in 2009

• PON and Ethernet FTTH subscribers topped 4 million worldwidel in 2005, and will grow to over 38 million in 2009, 85% of which will be PON-based, 15% Ethernet-based

• 58% of worldwidel PON revenue comes from Asia Pacific in 2005, but by 2009, EMEA and CALA will gain share, while Asia Pacific’s share drops to 46% and North America loses 1%

PON, FTTH, and EAD Equipment Publ 20061005