カリフォルニア州レッドウッドシティ2025年1月29日
Dell’Oro Group が新たに発表した調査レポート「ブロードバンドアクセスとホームネットワークの5年予測」によると、ブロードバンドアクセス機器市場は今後5年間（2024-2029年）平均で0.8%成長し、ケーブル事業者と光ファイバーISPが大規模なDOCSIS 4.0と地方のブロードバンド拡大プロジェクトを完了する2028年に総収入がピークに達すると予測されている。
「ブロードバンド・アクセス・ネットワークは、これまでよりもはるかに迅速かつ容易にサービス・コンバージェンスを実現できる大規模なエッジコンピューティング・プラットフォームへと静かに進化している。」と、Dell’Oro Group の副社長である Jeff Heynen 氏は述べている。
The Broadband Access and Home Networking market is changing dramatically as firms rapidly introduce new technologies to enable next-generation services.
Dell'Oro Group publishes Broadband Access and Home Networking 5-year forecasts offering a complete overview of the market with historical data from 1994 to the present. The forecasts provide a comprehensive overview of market trends and include tables covering revenue, port/unit shipments, and average selling price forecasts for various technologies:
Broadband Equipment Spending Expected to Peak at $19.2 B in 2028 Driven by Ongoing DOCSIS 4.0 and Rural Broadband Expansions
According to Dell’Oro Group
Broadband Networks Evolving, Incorporating AI/ML and Convergence while Transitioning to XGS-PON and Wi-Fi 7 Technologies
REDWOOD CITY, Calif. January 29, 2025
According to a newly published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, predicts that the Broadband Access Equipment market is forecasted to grow 0.8 percent on average for the next five years (2024-2029), with total revenue expected to peak in 2028, as cable operators and fiber ISPs complete major DOCSIS 4.0 and rural broadband expansion projects.
“Quietly, broadband access networks are evolving into large-scale edge compute platforms, with the ability to enable service convergence far more quickly and easily than ever before,” said Jeff Heynen, Vice President at Dell’Oro Group. “This evolution means that the revenue mix for broadband equipment is shifting over the next five years, with spending on traditional hardware and software now being supplemented by spending on AI and machine learning tools to facilitate convergence and service reliability,” added Heynen.
Additional highlights from the Broadband Access & Home Networking 5-Year January 2025 Forecast Report:
PON equipment revenue is expected to grow from $10.5 B in 2024 to $12.1 B in 2029, driven largely by XGS-PON deployments in North America, EMEA, and CALA, as well as FTTR (Fiber to the Room) and 50 Gbps deployments in China.
Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to peak at $1.3 B in 2028, as operators continue their DOCSIS 4.0 and early fiber deployments.
Revenue for Fixed Wireless CPE is expected to peak in 2025 and 2026, dominated by shipments of 5G sub-6 GHz and a growing number of 5G millimeter wave units.
Revenue for Wi-Fi 7 residential routers and broadband CPE with WLAN will reach $8.9 B by 2029, as the technology is rapidly adopted by consumers and service providers alike.
