Broadband equipment market achieves 18% growth in first quarter

Global revenue for the Broadband Access equipment market increased 18 percent year-on-year and dropped 6 percent quarter-on-quarter to $3.3 billion in 1Q 2021, Dell’Oro Group said.
Telstra broadbandGrowth in broadband equipment revenue came from spending on PON OLT ports, particularly 10 Gbps PON technologies.

“The shift to 10 Gbps PON technologies is happening quickly and on a global basis,” said Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group. “The only thing preventing further expansions are supply chain constraints and increased costs.”

Total cable access concentrator revenue increased 15 percent to $243 million. Though DOCSIS license purchases were down, new hardware purchases in the form of CCAP chassis, line cards, and DAA nodes and modules helped push revenue higher.

DSL Access Concentrator revenue decreased 30 percent, driven by slower port shipments worldwide as more operators shift their spending to fiber.

PON ONT revenue dropped quarter over quarter, but unit shipments remained above 30 million globally for the second straight quarter.