2.5 Gbps GPON and 10 Gbps EPON OLT Spending Offsets Another Rough Quarter for Cable

REDWOOD CITY, Calif. – September 26, 2019 – 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, global revenue for broadband access equipment increased 3 percent year-over-year (Y/Y), reaching $3.2 Billion. An 874 percent Y/Y increase in XGS-PON OLTs and continued growth of DOCSIS 3.1 CPE offset CCAP spending declines.

“The transition to 10 Gbps fiber technologies is now a global phenomenon,” said Jeff Heynen, Research Director, Broadband Access and Home Networking. “The strength of 10 Gbps EPON and XGS-PON equipment in the quarter helped to offset continued weakness in cable CCAP spending, as major multiple-system operators’ focus on deploying purchased capacity,” explained Heynen.

Following are additional highlights from the 2Q 2019 Broadband Access and Home Networking Quarterly Report:

  • Total DSL port shipments increased 3 percent Y/Y, with VDSL Profile 35b ports increasing 29 percent, and Gfast ports increasing 42 percent.
  • Total cable access concentrator revenue decreased 40 percent Y/Y to $237 Million, driven once again by a slowdown in CCAP license purchases in North America.
About the Report

The Dell’Oro Group Broadband Access 2Q 2019 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, G.FAST), and PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment,) along with 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 www.delloro.com.

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