PON Sales Drive Broadband Equipment Spending in the Second Quarter

Total PON equipment revenue up 19 percent year over year.

  • Dell'Oro Group

 

REDWOOD CITY, Calif. – It’s a good time to be in the broadband industry. Global revenue for the broadband access equipment market increased to $4.5 billion in the second quarter of 2022, up 12 percent year-over-year (Y/Y). Spending on PON equipment continues to fuel the overall market, with revenue for PON OLTs reaching a record $1.3 B in the quarter.

"Operators in Europe, China, and Southeast Asia increased their spending on PON equipment, offsetting some seasonal slowness in North America," noted Jeff Heynen, VP, Broadband Access and Home Networking at Dell'Oro Group.

He added that "the transition to fiber is clearly a worldwide phenomenon, no longer isolated to just a handful of countries.”

XGS-PON was a clear leader in the broadband race. In particular, the research firm noted that total XGS-PON ONT unit shipments exceeded 1 million for the first quarter, reaching 1.2 million worldwide.

However, cable saw some hits and misses.

Total cable access concentrator revenue decreased 4 percent year over year to just over $236 million. Record quarterly revenue for remote PHY devices and remote OLTs couldn't offset weakness in CCAP channel licenses.

On the other hand, total cable CPE units increased 3 percent year over year, as vendors were able to fulfill orders that had been backlogged for multiple quarters. Total revenue was up 11 percent year over year as higher-end DOCSIS 3.1 gateways are as a percentage of total unit shipments.

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