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.

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