Cable, FTTH Subscriber Growth Drives Broadband Equipment Spending Up 3 Percent Year-Over-Year

FTTH ONT spending surges past $1 billion for first time since 2016.

  • Dell'Oro Group

 

REDWOOD CITY, Calif. -- According to a newly published report by Dell'Oro Group, total global revenue for Broadband Access equipment increased to $3.5 B, up 3 percent from 4Q 2019. 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," said Jeff Heynen, Vice President, Broadband Access and Home Networking.

He added, "This plus concern over future CPE availability is driving the record purchases of new CPE units.”

Cable’s results were mixed. While total cable access concentrator revenue decreased 1 percent year-over-year (Y/Y) to $252 million. Higher DOCSIS license purchases in North America were offset by slower growth internationally. Additionally, strong growth in virtual CCAP revenue was offset by lower-than-expected sales of Remote PHY and Remote MACPHY devices.

In the traditional wireline space, telco spending on DSL equipment slowed while PON rose. Total DSL Access Concentrator revenue was down 44 percent Y/Y, driven by slower port shipments worldwide after a strong Q3 2020. Total XGS-PON OLT port shipments reached their highest level yet, with port shipments up 77 percent Q/Q and 433 percent Y/Y.

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