Strong Demand for Fiber and Fixed Wireless Fuels Equipment Growth

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According to a newly published report by telecommunications market analyst Dell’Oro Group, total global revenue for the Broadband Access equipment market increased to $3.9 billion in 3Q 2021, up seven percent year-over-year (Y/Y). Growth came from spending on both Passive Optical Networks (PON) infrastructure and fixed wireless Customer Premise Equipment (CPE).

“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. “Despite supply chain constraints and increased costs, operators continue to focus on expanding broadband connectivity,” explained Heynen.

Additional highlights from the 3Q 2021 Broadband Access and Home Networking quarterly report:

  • Total cable access concentrator revenue decreased 27 percent Y/Y to $257 M. There was a clear mix shift this quarter to remote Physical RF layer (PHY) and remote Physical Media Access Control (MACPHY) devices, both of which saw Y/Y revenue increases.
  • Total PON ONT (Optical network terminal)  unit shipments reached 32 M units, marking the fourth quarter in row-unit shipments have exceeded 30 M globally.
  • Component shortages are clearly impacting cable CPE and home networking device sales, with unit shipments down markedly Y/Y.

The report provides an overview of the Broadband Access market with tables covering manufacturers’ revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. 

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