Access equipment spend highest since 2016, says Dell’Oro

Share this on social media:

Market information firm, Dell’Oro Group has published its Broadband Access Quarterly Report for the fourth quarter of 2020.

The report is designed to provide a complete overview of the broadband access market, covering manufacturers’ revenues, average selling prices, and port/unit shipments for cable, DSL, and PON equipment. 

The equipment covered in the report includes: converged cable access platforms (CCAP) and distributed access architectures (DAA); digital subscriber line access multiplexers ([DSLAMs] by technology ADSL/ADSL2+, G.SHDSL, VDSL, VDSL Profile 35b, and G.FAST); PON optical line terminals (OLTs), cable, DSL, and PON customer premises equipment; and SOHO WLAN equipment, including mesh routers.

This iteration of the report revealed that the total global revenue for broadband access equipment increased to $3.5bn, up 3 per cent from the fourth quarter of 2019. Growth, said the company, came from spend on PON ONTs and DOCSIS 3.1 CPE, as well as sustained spending on 10Gb/s PON OLT ports.

Some of the report’s other findings include a decline in total cable access concentrator revenue of 1 per cent year-on-year (Y/Y) to $252m. In addition, higher DOCSIS license purchases in North America were offset by slower growth internationally. The strong growth sustained in virtual CCAP revenue was offset by lower-than-expected sales of Remote PHY and Remote MACPHY devices. Meanwhile, the total DSL access concentrator revenue was down 44 per cent year-on-year, driven by slower port shipments worldwide after a strong Q3 2020. However, total XGS-PON OLT port shipments reached their highest level yet, with port shipments up 77 per cent quarter-on-quarter and 433 per cent year-on-year.

 

Jeff Heynen, vice president, broadband access and home networking at Dell’Oro said: ‘Cable and fibre providers continue to add subscribers at a furious pace. This, plus concern over future CPE availability is driving the record purchases of new CPE units.’

Recent News

15 October 2021

Lumentum has awarded its first diversity, inclusion, and belonging (DIB) scholarships to 16 applicants from its 2021 internship program.

13 October 2021

Ciena and not-for-profit organisation, Academy Achievers are collaborating to help close the digital and educational gap among students interested in science, technology, engineering, and math (STEM) careers.

11 October 2021

Nordic operator, Bulk Fiber Networks and subsea engineering firm, WFN Strategies have teamed up to begin a feasibility study for the prospective Leif Erikson cable project, which will connect Norway and Canada.

08 October 2021

Facebook is to launch its first subsea cable connecting Europe to the U.S.