Broadband Access Equipment Revenue Dipped to $2.9 B in 1Q 2019

REDWOOD CITY, CA — Global revenue for broadband access equipment declined 2 percent Y/Y in 1Q 2019, reaching $2.9 billion, according to a newly published report by Dell'Oro Group, a provider of market information about the telecommunications, networks, and data center IT industries. Also noted in the report, increased shipments of XG-PON1, XGS-PON, NG-PON2 OLT ports, and DOCSIS 3.1, CPE offset CCAP spending declined for the second straight quarter.

"The 10 Gbps FTTH deployments continue to build momentum," said Jeff Heynen, research director, Broadband Access and Home Networking. "The next-gen fiber increases nearly offset the weakness in cable CCAP spending, as cable operators push off new capacity purchases while they determine how to move forward with distributed access architectures," explained Heynen.

Following are additional highlights from the 1Q 2019 Broadband Access Quarterly Report:

• Total cable access concentrator revenue decreased 38 percent Y/Y to $275 million, driven by a strong slowdown in CCAP channel purchases in North America and EMEA.
• Total DSL port shipments decreased 21 percent Y/Y, with ADSL ports down 71 percent and VDSL ports down 20 percent.
• Total PON OLT port shipments increased 7 percent Y/Y, with XGS-PON ports up 337 percent.
• Total SOHO WLAN units increased 13 percent Y/Y, driven by the driven by 19 percent Y/Y growth in broadband CPE with WLAN and 125 percent Y/Y growth in mesh router units.