Dell’Oro Group publishes Broadband Access and Home Networking quarterly reports with in-depth market-level and detailed vendor market share information on the following markets:
Cable
The Cable equipment we report separately includes:
Cable Aggregation Equipment
Integrated CCAP/CCAP Core Platforms
Virtual CMTS/CCAP (vCMTS/vCCAP) Platforms
Remote PHY Devices (RPDs)
Remote MACPHY Devices (RMDs)
Remote OLTs (R-OLTs)
Cable CPE
DOCSIS 3.0/3.1/4.0
We also discuss technology trends such as the rate of migration from one DOCSIS technology to the next one, and the transition to more WLAN-capable CPE devices.
DSL
The DSL equipment we report separately includes:
DSL Access Concentrators (DSLAMs)
DSL CPE
PON
The PON equipment we report separately includes:
PON Access Concentrators (EPON, GPON, NG-PON2, XG-PON1, and XGS-PON, each reported separately)
PON CPE (EPON, GPON, NG-PON2, XG-PON1, and XGS-PON, each reported separately)
PON CPE (multiple user and single user, each reported separately)
Residential WLAN
The residential WLAN equipment we report separately includes:
Wireless Routers (Wi-Fi 4/5/6/6E/7)
Broadband CPE with WLAN (Wi-Fi 4/5/6/6E/7)
The reports include tables showing manufacturers’ revenue, ports/units shipped, and average selling prices. The report also looks at regional trends such as the uptake of PON in China and why purchase patterns differ from other regions.
We also track:
The Broadband Access and Home Networking market by region – North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, and CALA (Caribbean and Latin America)
DSL Access Concentrator vendor port shipments by region – North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, and CALA (Caribbean and Latin America)
DSL CPE vendor unit shipments by region – North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, and CALA (Caribbean and Latin America)
PON Access Concentrator vendor port shipments by region – North America, EMEA (Europe, Middle East, and Africa), China only, Asia Pacific excluding China, and CALA (Caribbean and Latin America)
PON CPE vendor unit shipments by region – North America, EMEA (Europe, Middle East, and Africa), China only, Asia Pacific excluding China, and CALA (Caribbean and Latin America)
Broadband Equipment Spending Increased for the Second Straight Quarter, Up 5 Percent Y/Y
According to Dell’Oro Group
Fixed Wireless CPE up 19 Percent Y/Y, Continuing to Outpace PON and Cable
REDWOOD CITY, Calif. December 10, 2024
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, total global revenue for the Broadband Access equipment market increased to $4.6 B in 3Q 2024, up 1 percent Q/Q and 5 percent year-over-year (Y/Y).
“Fixed wireless providers in select markets continue to take the lion’s share of new broadband customers, with a wider range of pricing tiers designed to appeal to not only their mobile customers, but also to existing Cable, DSL, and Fiber subscribers,” said Jeff Heynen, Vice President with Dell’Oro Group. “As a result, Fixed Wireless CPE unit shipments posted their fifth consecutive quarter of Y/Y growth, increasing 19 percent,” explained Heynen.
Additional highlights from the 3Q 2024 Broadband Access and Home Networking quarterly report:
Total PON equipment spending was up 6 percent from 3Q 2023, driven by an 11 percent increase in spending on PON ONTs. ONT shipments in North America surpassed the 2 M mark for the first time since 1Q 2023.
Spending on DOCSIS infrastructure jumped 26 percent Y/Y, with significant spending increases for both Remote PHY Devices (RPDs) and Virtual CMTS (vCMTS) platforms.
Residential Wi-Fi Router shipments were flat Y/Y, despite a 5935 percent increase in Wi-Fi 7 unit shipments, driven by lower-cost dual-band unit shipping in China.
2025 is expected to see a rebound in spending on Broadband Access Equipment, though service providers will continue to take a measured approach to their network expansions, as interest rates are expected to remain relatively high for at least the first half of the year, pushing up the cost of capital.
About the Report
The Dell’Oro Group Broadband Access and Home Networking Quarterly 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, and PON equipment. Covered equipment includes Converged Cable Access Platforms (CCAP) and Distributed Access Architectures (DAA); Digital Subscriber Line Access Multiplexers ([DSLAMs] by technology VDSL, VDSL Profile 35b, and G.FAST); PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment); Fixed Wireless Access (FWA) CPE; and Residential WLAN Equipment, including Mesh Routers.
