Fiber Drives Broadband Spend Boom
August 2, 2022
According to a newly published report by Dell’Oro Group predicts that sales of PON equipment for fiber-to-the-home
deployments, cable broadband access equipment, and fixed
wireless CPE will all increase from 2022 to 2026, as service
providers look to expand both the reach of their fixed broadband
services to customers’ homes as well as the quality and
reliability of those services within their homes.
“We’ve made significant upward revisions to our long-term broadband and home networking forecast, said Jeff Heynen, Vice President at Dell’Oro Group. “Fiber infrastructure buildouts are resulting in more new subscribers and more CPE with advanced Wi-Fi technologies as service providers look to differentiate their services in increasingly crowded markets,” added Heynen.
Additional highlights from the Broadband Access & Home Networking 5-Year Forecast Report:
PON equipment revenue is expected to grow from $9.3 B in 2021 to $13.6 B in 2026, driven largely by XGS-PON deployments in North America, EMEA, and CALA.
Revenue for Fixed Wireless CPE is expected to reach $5.1 B by 2026, led by shipments of 5G sub-6GHz and 5G Millimeter Wave units.
Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to reach nearly $1.3 B by 2026, as operators ramp their DOCSIS 4.0 and fiber deployments.