Cable, FTTH subscriber growth seen fueling broadband access equipment spend

March 12, 2021
Total global revenue for the broadband access equipment increased to $3.5 billion, up 3% year-over-year, according to Dell’Oro Group.

According to a newly published report by Dell’Oro Group, total global revenue for the broadband access equipment market increased year-over-year to $3.5 billion, up 3 percent from 4Q 2019. The industry analyst says growth came from spending on PON ONTs and DOCSIS 3.1 CPE, as well as sustained spending on 10 Gbps PON OLT ports.

“Cable and fiber providers continue to add subscribers at a furious pace,” observes Jeff Heynen, vice president, Broadband Access and Home Networking, at Dell'Oro Group. “This, plus concern over future CPE availability, is driving the record purchases of new CPE units,” he adds.

Notably, according to Dell'Oro's latest Broadband Access and Home Networking Quarterly Report, total cable access concentrator revenue decreased 1 percent year-over-year (Y/Y) to $252 million. The research finds that higher DOCSIS license purchases in North America were offset by slower growth internationally.

Additionally, the report finds strong growth in virtual CCAP revenue was offset by lower-than-expected sales of Remote PHY and Remote MACPHY devices. Meanwhile, total DSL access concentrator revenue was reported to be down 44 percent Y/Y, driven by slower port shipments worldwide after a strong Q3 2020.

Most strikingly though, the report finds total XGS-PON OLT port shipments reached their highest level yet, with port shipments up 77 percent Q/Q and 433 percent Y/Y.

Dell'Oro's Broadband Access and Home Networking Quarterly Report provides a complete overview of the broadband access market with tables covering manufacturers’ revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment.

Covered equipment includes Converged Cable Access Platforms (CCAP) and Distributed Access Architectures (DAA); Digital Subscriber Line Access Multiplexers (DSLAMs) by technology (ADSL/ADSL2+, G.SHDSL, VDSL, VDSL Profile 35b, and G.FAST); PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment); and SOHO WLAN equipment, including mesh routers.

For more information, visit www.delloro.com.

More from Dell'Oro Group:

Sponsored Recommendations

PON Evolution: Going from 10G to 25, 50G and Above

July 23, 2024
Discover the future of connectivity with our webinar on multi-gigabit services, where industry experts reveal strategies to enhance network capacity and deliver lightning-fast...

Advancing Data Center Interconnection

July 24, 2024
Data Center Interconnect (DCI) solutions provide physical or virtual network connections between remote data center locations. Connecting geographically dispersed data ...

Data Center Interconnection

June 18, 2024
Join us for an interactive discussion on the growing data center interconnection market. Learn about the role of coherent pluggable optics, new connectivity technologies, and ...

Supporting 5G with Fiber

April 12, 2023
Network operators continue their 5G coverage expansion – which means they also continue to roll out fiber to support such initiatives. The articles in this Lightwave On ...