Revenue for Broadband Access equipment increased 3 percent to $3.5 billion in the fourth quarter of 2020 driven by spending on PON ONTs, DOCSIS 3.1 CPE, as well as 10 Gbps PON OLT ports.
“Cable and fiber providers added subscribers at a furious pace,” said Jeff Heynen, vice president, Broadband Access and Home Networking. “This plus concern over future CPE availability is driving the record purchases of new CPE units,” said Heynen.
Cable access concentrator revenue decreased 1 percent to $252 million driven by higher DOCSIS license purchases in North America. There was a strong growth in virtual CCAP revenue. There was lower-than-expected sale of Remote PHY and Remote MACPHY devices.
Total DSL Access Concentrator revenue fell 44 percent, driven by slower port shipments worldwide after a strong Q3 2020.
Total XGS-PON OLT port shipments surged 77 percent quarter-on-quarter and 433 percent year-on-year.