Broadband Spending Boom Will Push Market to $23.4 B in 2026, According to Dell’Oro Group
Fiber and DOCSIS 4.0 Buildouts and Significant CPE Refreshes Fuel Spending
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 customer premises equipment (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.
The Dell’Oro Group Broadband Access & Home Networking 5-Year Forecast Report provides a complete overview of the broadband access market with tables covering manufacturers’ revenue, average selling prices and port/unit shipments for cable, DSL, PON and fixed wireless equipment. Covered equipment includes converged cable access platforms (CCAP), distributed access architectures (DAA), DSL access multiplexers (DSLAMs), PON optical line terminals (OLTs), CPE for cable, DSL, PON, fixed wireless, along with residential WLAN equipment, including mesh routers.
“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.”
Additional highlights from the Broadband Access & Home Networking 5-Year Forecast Report:
- PON equipment revenue is expected to grow from $9.3 billion in 2021 to $13.6 billion 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-6 GHz and 5G mmWave 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 billion by 2026, as operators ramp their DOCSIS 4.0 and fiber deployments.