According to a report by the Dell'Oro Group, global revenue for broadband access equipment reached $3.4 billion, growing 8% Y/Y in 4Q 2018. Increased shipments of GPON OLTs and DOCSIS 3.1 CPE offset CCAP spending declines.
"FTTH deployments globally continue to show strength," said Jeff Heynen, research director, broadband access and home networking. "Both 2.5 Gbps GPON and 10 Gbps EPON equipment marked Y/Y increases, particularly in China. The gains on the telco side helped to offset surprising weakness in cable CCAP spending, as MSOs delay new capacity purchases while they determine how to move forward with Distributed Access Architectures (DAA)."
Other findings indicate:
- Total DSL port shipments increased 16% Y/Y, with VDSL ports increasing 13% and Gfast ports increasing 232%.
- Total PON ONT unit shipments increased 6% Y/Y, driven by strong demand for 2.5 Gbps GPON units in China and the Asia-Pacific region as a whole.
- Total cable access concentrator revenue decreased 18% Y/Y to $380 million, driven by a slowdown in CCAP license purchases in North America.
- 2.5 Gbps GPON, 10 Gbps EPON, and Gfast equipment all saw spending increases in the quarter.
