Continued Fiber Investments Push 18 Percent Year-over-Year Growth in Broadband Equipment Spending

XGS-PON OLT spending up over 500 percent.

  • Dell'Oro Group

 

REDWOOD CITY, Calif.--Total global revenue for the Broadband Access equipment market rose to $3.3 billion in the first quarter of 2021, up 18 percent year-over-year (Y/Y), according to a new quarterly report from Dell'Oro Group. Growth came from spending on PON OLT ports, particularly 10 Gbps PON technologies.

"The shift to 10 Gbps PON technologies is happening quickly and on a global basis," noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell'Oro Group. "The only thing preventing further expansions are supply chain constraints and increased costs," explained Heynen.

Total broadband access equipment revenue was down 6 percent from the record revenue of 4Q 2020. Likewise, total cable access concentrator revenue rose 15 percent Y/Y to $243 million. Though DOCSIS license purchases were down, new hardware purchases in the form of CCAP chassis, line cards, and DAA nodes and modules helped push revenue higher.

Unsurprisingly, total DSL Access Concentrator revenue was down 30 percent Y/Y, driven by slower port shipments worldwide as more operators shift their spending to fiber. Total PON ONT revenue was down quarter over quarter, but unit shipments remained above 30 M globally for the second straight quarter.

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