Report: Q4 broadband access equipment spend up 3% YoY

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According to a report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data centre IT industries, total global revenue for Broadband Access equipment increased to $3.5 B, up 3 percent from Q4 2019. Growth came from spending on PON ONTs and DOCSIS 3.1 CPE, as well as sustained spending on 10 Gbps PON OLT ports.

“Cable and fibre providers continue to add subscribers at a furious pace,” said Jeff Heynen, Vice President, Broadband Access and Home Networking. “This plus concern over future CPE availability is driving the record purchases of new CPE units,” explained Heynen.

Following are additional highlights from the Q4 2020 Broadband Access Quarterly Report:

  • Total cable access concentrator revenue decreased 1 per cent year-over-year (Y/Y) to $252 million. Higher DOCSIS licence purchases in North America were offset by slower growth internationally. Additionally, strong growth in virtual CCAP revenue was offset by lower-than-expected sales of Remote PHY and Remote MACPHY devices.
  • Total DSL Access Concentrator revenue was down 44 per cent Y/Y, driven by slower port shipments worldwide after a strong Q3 2020.
  • Total XGS-PON OLT port shipments reached their highest level yet, with port shipments up 77 per cent Q/Q and 433 per cent Y/Y.

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