PON OLT Spending Jumped 17 Percent Year-over-Year

Accelerating fiber deployments fuel 7 percent year-over-year growth for broadband equipment.

  • Dell'Oro Group

 

REDWOOD CITY, Calif.– According to a newly published report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, total global revenue for the Broadband Access equipment market increased to $3.6 billion in the second quarter of 2021, up 7 percent year-over-year (Y/Y). Growth came from spending on both Cable and PON infrastructure.

“Fiber buildouts for residential, business and mobile transport applications show no signs of slowing,” noted Jeff Heynen, VP, broadband access and home networking at Dell’Oro Group.

“Despite supply chain constraints and increased costs, operators continue to prioritize spending on their broadband access networks,” explained Heynen.

Additionally, Dell'Oro also tracked other broadband trends across cable, DSL and PON ONTs:  Broadband Access and Home Networking quarterly report:

  • Total cable access concentrator revenue increased 12 percent Y/Y to $247 million. Node splitting activity continues, resulting in increased DOCSIS licenses as well as new DAA node purchases.
  • Total DSL Access Concentrator revenue was down 51 percent Y/Y, driven by slower port shipments worldwide as more operators shift their spending to fiber.
  • Total PON ONT unit shipments exceeded 35 million for the second time in three quarters.

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