Bandwidth-intensive 4K video, gaming and IPTV applications, coupled with emerging 5G and IoT services, are driving unprecedented demand for higher bandwidth.
Data from consulting firm Global Market Insights shows that global shipments of GPON products exceeded 250 million units in 2021. The GPON market is expected to grow at a compound annual growth rate (CAGR) of over 10% from 2022 to 2028. A market segment contributing to the significant growth of GPON is fiber to the home (FTTH), which is essential for implementing smart home applications such as home automation and home security.
The large-scale deployment of new services requires the evolution of GPON to 10G GPON. Many carriers around the world are deploying 10G GPON to provide higher bandwidth and lower latency. In China, which is a forerunner in gigabit construction, the three major operators have accelerated the deployment of 10G GPON in recent years.
In May 2022, China Mobile announced the results of its optical network terminal (ONT) tender for 2022-2023. With a total volume of 26.3025 million units, the tender represented the largest centralized purchase of ONT by an operator in the Chinese market this year, attracting the participation of many suppliers.
Based on the bidding results, ZTE won part of the five bidding cases and was the overall winner in three of them. In both packages for 10G GPON with Wi-Fi 6 and 10G GPON without Wi-Fi, ZTE won the largest share, which shows its leadership in the commercial deployment of 10G GPON technology.
ZTE ranked first in PON ONT device shipments with a 33% share of the global market in 2021, according to research firm Dell’Oro Group.