Global broadband demand surges in 2021

16 December 2021 | Saf Malik

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The broadband access equipment market surged to $3.9 billion in Q3, 2021 according to a report from Dell'Oro Group.

The figure represents a 7% increase year-on-year with the growth coming from spending on both PON infrastructure and fixed wireless CPE.

“5G fixed wireless deployments joined fibre as the primary drivers for spending this quarter,” said Jeff Heynen, vice president, broadband access and home networking at Dell’Oro Group.

“Despite supply chain constraints and increased costs, operators continue to focus on expanding broadband connectivity,” he added.

The market research firm has been publishing broadband access and home networking five-year forecasts since 1994.

The forecasts provide an overview of market trends and include tables covering revenue, port and unit shipments, and average selling price forecasts.

Other highlights from the report include:

Total cable access concentrator revenue decreased 27 percent Y/Y to $257 million. There was a clear mix shift this quarter to remote PHY and remote MACPHY devices according to the company, both of which saw revenue increases year-on-year.

The report also noted that total PON ONT unit shipments reached 32 million units, marking the fourth quarter in row-unit shipments have exceeded 30 million globally.

Component shortages have been impacting vendors worldwide and the report noted that it is also clearly impacting cable CPE and home networking device sales, with unit shipments down markedly year-on-year.