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Cable Infrastructure and CPE Spending Surges past $1 B for First Time Since 2018

REDWOOD CITY, Calif. – December 2, 2020 – According to a newly published report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, total global revenue for Broadband Access equipment increased to $3.1 B, up 1 percent in 3Q 2020 year-over-year (Y/Y). Growth came from spending on cable infrastructure and CPE equipment, as well as sustained spending on PON equipment.

“The COVID-19 pandemic continues to accelerate operators’ fiber and cable capacity expansions,” said Jeff Heynen, Vice President, Broadband Access and Home Networking. “The net result is a faster transition to premium 1 Gbps residential services,” explained Heynen.

Following are additional highlights from the 3Q 2020 Broadband Access Quarterly Report:

  • Total cable access concentrator revenue increased 6 percent Y/Y to $280 M, driven by solid growth in CCAP license purchases in North America, EMEA, and CALA.
  • Total DSL Access Concentrator revenue was down 7 percent Y/Y, driven by plummeting ADSL port shipments worldwide.
  • Total Mesh Router unit shipments hit 7.3 M units, as consumers continue to add these systems to ensure whole-home WiFi coverage.
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 ADSL/ADSL2+, G.SHDSL, VDSL, VDSL Profile 35b, and G.FAST); PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment); and SOHO WLAN Equipment, including Mesh Routers. For more information about the report, please contact dgsales@delloro.com.

About Dell’Oro Group

Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets.  Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions.  For more information, contact Dell’Oro Group at +1.650.622.9400 or visit https://www.delloro.com.

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