Q3 broadband access market revenues grow 17%

Author: EIS Release Date: Dec 20, 2022

Q3 revenue for the broadband access equipment market increased to $4.7  billion, up 17% y-o-y, says Dell’Oro.

 

Spending on PON equipment continues to fuel the overall market, with revenue for PON OLTs breaking last quarter’s record of $1.3 billion.

 

“Thanks to a robust competitive environment and ongoing subsidisation efforts, investments in new fiber broadband networks and equipment continue to grow,” says Dell’Oro vp Jeff Heynen, “it will be interesting to see if this momentum and resilience will carry into the fourth quarter and 2023, given the macroeconomic headwinds.”

 

Highlights from Q3 were:

 

• Total XGS-PON ONT unit shipments exceeded 1 M for the second straight quarter, reaching 1.5 M worldwide.
• Total cable access concentrator revenue was flat Y/Y at $259 M. Remote PHY devices and remote OLTs both reached record levels in the quarter, as cable operators continue to expand their DAA and fiber initiatives.
• Total cable CPE units increased 5 percent Y/Y, as vendors were once again able to fulfill orders that had been backlogged for multiple quarters. Total revenue was up 9 percent Y/Y as higher-end DOCSIS 3.1 gateways are the percentage of total unit shipments.