Fiber growth yields record year for broadband access equipment: Dell’Oro

March 17, 2022
“2021 was a record year for PON equipment spending with some of the highest growth coming from the North American market, where expansion projects and fiber overbuilds are picking up considerably,” says Jeff Heynen VP at Dell'Oro Group.

A newly published report by Dell’Oro Group finds that total global revenue for the broadband access equipment market increased to $16.3 billion in 2021 -- up 12 percent year-over-year (Y/Y).

According to the analyst, market growth came once again from spending on both PON infrastructure and fixed wireless CPE.

“2021 was a record year for PON equipment spending, with some of the highest growth coming from the North American market, where expansion projects and fiber overbuilds are picking up considerably,” explains Jeff Heynen, VP of Broadband Access and Home Networking at Dell’Oro Group.

Heynen adds, “These fiber expansion projects show no signs of slowing heading into 2022.”

Dell'Oro Group's 4Q 2021 Broadband Access and Home Networking quarterly report also found that total cable access concentrator revenue increased 4 percent Y/Y to just over $1 billion.

Meanwhile, the research notes that steady growth in distributed access architecture (DAA) deployments helped to offset declines in traditional CCAP licenses.

Also, Dell'Oro found that total PON ONT unit shipments reached a record 140 million units for the year, bucking the supply chain constraints that have dogged the cable CPE market.

The Dell’Oro Group'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.

Learn more at www.delloro.com.