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PON OLT momentum a bright spot in dim broadband access market 2019 was a mixed bag for the global broadband access market, as PON OLT shipments climbed 16% and cable infrastructure spending dropped about 30%, according to new data from Dell'Oro. PON OLT was the big bright spot in Dell'Oro's latest broadband access report, finding that revenue for that equipment category rose 16%, to $3 billion, in 2019. As a subcategory, XGS-PON OLT port shipments jumped 222% as more operators continued to shift to 10 Gbit/s FTTP networks, Dell'Oro found. Some of that XGS-PON growth came way of activity in North America by Frontier Communications and AT&T, which has XGS-PON tech deployed in 40 US cities. Meanwhile, overall PON activity has been aided by Verizon's expansion of existing service areas, and in Europe where operators are moving away from copper to fiber and aided by privately-funded firms like Zzoomm and CityFibre in the UK that are forcing incumbents like BT to move more quickly to fiber and away from tech like Gfast, Jeff Heynen, Dell'Oro's senior research director, broadband access and home networking, said. Meanwhile, total "cable access concentrator" revenue declined 30%, to $255 million, in 2019, driven by a confluence of factors, including a slowdown in capacity purchases across all regions, some indecision about next-gen network designs as well as a general lack of broadband competition, Heynen said. Dell'Oro's cable access concentrator category includes DOCSIS infrastructure elements, including Converged Cable Access Platform (CCAP) cores and chassis, virtual CCAP licensing and distributed access architecture (DAA) nodes and modules. For more about Dell'Oro's 2019 findings and what the research firm expects to see in 2020, please see this story in Light Reading: Cable access network spending dropped 30% in 2019 – Dell'Oro.)
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— Jeff Baumgartner, Senior Editor, Light Reading, special to Broadband World News
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