REDWOOD CITY, Calif.—Driven by PON and fixed wireless CPE, the broadband access equipment market revenues increased to $3.9 billion in the third quarter 2021, up 7 percent year-over-year.
Total PON ONT unit shipments reached 32 million units, marking the fourth quarter in row-unit shipments have exceeded 30 million globally.
“5G fixed wireless deployments joined fiber as the primary drivers for spending this quarter,” noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group.
He added, “Despite supply chain constraints and increased costs, operators continue to focus on expanding broadband connectivity.”
However, the Broadband Access and Home Networking quarterly report revealed that there were slowdowns in cable access concentrator and CPE sales.
Total cable access concentrator revenue decreased 27 percent Y/Y to $257 M. There was a clear mix shift this quarter to remote PHY and remote MACPHY devices, both of which saw year-over-year revenue increases.
Component shortages are clearly impacting cable CPE and home networking device sales, with unit shipments down markedly year-over-year.
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