According to a newly published report by Dell’Oro Group, total global revenue for the broadband access equipment market increased to US$3.6 billion in 2Q 2021, up 7% year-on-year. Growth came from spending on both Cable and PON infrastructure.
“Fibre buildouts for residential, business, and mobile transport applications show no signs of slowing,” noted Jeff Heynen, vice president, Broadband Access and Home Networking at Dell’Oro Group. “Despite supply chain constraints and increased costs, operators continue to prioritize spending on their broadband access networks,” explained Heynen.
The quarterly report also found that total cable access concentrator revenue increased 12 % year-on-year to US$247 million, with node splitting activity continuing, resulting in increased DOCSIS licenses as well as new DAA node purchases. It also found that total DSL Access Concentrator revenue was down 51 % year-on-year, driven by slower port shipments worldwide as more operators shift their spending to fibre. Total PON ONT unit shipments exceeded 35 million for the second time in three quarters.
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