Sales of PON equipment for fiber-to-the-home deployments, cable broadband access equipment, and fixed wireless CPE will all increase from 2022 to 2027, as service providers continue to expand their fiber and DOCSIS 4.0 networks… learn more

“The message that we have communicated for some time now with the early adopters embracing the movement and the early majority operator still concerned about performance and cost parity with Open RAN relative to proprietary RAN has not changed,” said Stefan Pongratz, Vice President and Analyst at the Dell’Oro Group.

“Demand for wireless backhaul is on the rise,” said Jimmy Yu, Vice President of Dell’Oro Group. “Early in the 5G deployment cycle, the main backhaul technology used was fiber-based, resulting in five solid years of fiber backhaul revenue growth.

We expect annual growth rates to fluctuate in the near term before stabilizing to a more typical 3 percent growth rate,” said Jimmy Yu, Vice President at Dell’Oro Group. There is still a large amount of market uncertainty this year due to the economic backdrop—economists are predicting a high chance of a recession in North America and Europe…

It is still early days in the 5G journey but at the same time, the coverage and capacity phases that have shaped the capex cycles with previous technology generations still hold,” said Stefan Pongratz Vice President and analyst with the Dell’Oro Group.