Four flat years for broadband network equipment sales

Author: EIS Release Date: Aug 10, 2023

Sales of PON equipment for FTTH deployments, cable broadband access equipment, and fixed wireless CPE will show a 0.2% CAGR 2022-2027,says Dell’Oro.

 

“After three consecutive years of tremendous broadband network expansions and upgrades, 2023 is expected to show a return to normalized levels of spending,” says Dell’Oro vp Jeff Heynen, “after 2023, spending is expected to increase through 2026 and 2027, driven by 25 Gbps and 50 Gbps PON, Fixed Wireless CPE, as well as DAA and DOCSIS 4.0 deployments.”

 

PON equipment revenue is expected to grow from $11.8 billion in 2022 to $13.3 billion in 2027, driven largely by XGS-PON deployments in North America, EMEA, and CALA.

 

Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to reach $1.6 billion by 2027, as operators ramp their DOCSIS 4.0 and fiber deployments.

 

 

 

 

Revenue for Fixed Wireless CPE is expected to reach $2.7 billion by 2027, led by shipments of 5G sub-6GHz and 5G Millimeter Wave units.

 

Revenue for Residential Wi-Fi Routers will surpass $5.2 billion in 2027, owing to massive shipments of Wi-Fi 7 units.