According to the Dell'Oro Group, global revenue for broadband access equipment market decreased 12% year-over-year (Y/Y) to $3.2 billion in the third quarter of 2019. A 371% Y/Y increase in XGS-PON OLT revenue and continued growth of XG-PON1 OLT ports and CPE offset continued DSL declines. Cable infrastructure spending finally showed quarterly improvement.
"Operators' continued push to increase their fiber investments is resulting in strong Y/Y gains in PON OLT ports," said Jeff Heynen, senior research director at Dell'Oro Group. "Though XGS-PON continues to grow rapidly, 2.5 Gbps GPON remains the workhorse in the market."
Other findings indicate:
- Total cable access concentrator revenue decreased 31% Y/Y to $287 million, driven once again by a slowdown in CCAP license purchases in North America.
- Total DSL port shipments plummeted 28% Y/Y, with all technologies showing significant Y/Y declines.
Dell'Oro's Broadband Access and Home Networking Quarterly Report covers manufacturers' revenue, average selling prices, and port/unit shipments for cable, DSL, and PON equipment. Covered equipment includes Converged Cable Access Platforms (CCAP), Distributed Access Architectures (DAA), DSL access multiplexers (DSLAMs), PON optical line terminals (OLTs), customer premises equipment (CPE), and SOHO WLAN equipment, including mesh routers.