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Total PON Equipment Revenue up 27 Percent Y/Y, Marking Tenth  Consecutive Quarter of Y/Y Revenue Growth

REDWOOD CITY, Calif. – December 7th, 2022– According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, total global revenue for the Broadband Access equipment market increased to $4.7 B in 3Q 2022, up 17 percent year-over-year (Y/Y). Spending on PON equipment continues to fuel the overall market, with revenue for PON OLTs breaking last quarter’s record of $1.3 B in the quarter.

“Thanks to a robust competitive environment and ongoing subsidization efforts, investments in new fiber broadband networks and equipment continue to grow,” said Jeff Heynen, Vice President with Dell’Oro Group. “It will be interesting to see if this momentum and resilience will carry into the fourth quarter and 2023, given the macroeconomic headwinds,” explained Heynen.

Additional highlights from the 3Q 2022 Broadband Access and Home Networking quarterly report:

  • Total XGS-PON ONT unit shipments exceeded 1 M for the second straight quarter, reaching 1.5 M worldwide.
  • Total cable access concentrator revenue was flat Y/Y at $259 M. Remote PHY devices and remote OLTs both reached record levels in the quarter, as cable operators continue to expand their DAA and fiber initiatives.
  • Total cable CPE units increased 5 percent Y/Y, as vendors were once again able to fulfill orders that had been backlogged for multiple quarters. Total revenue was up 9 percent Y/Y as higher-end DOCSIS 3.1 gateways are the percentage of total unit shipments.

About the Report

The Dell’Oro Group Broadband Access and Home Networking Quarterly Report provides a complete overview of the Broadband Access market with tables covering manufacturers’ revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Covered equipment includes Converged Cable Access Platforms (CCAP) and Distributed Access Architectures (DAA); Digital Subscriber Line Access Multiplexers ([DSLAMs] by technology ADSL/ADSL2+, G.SHDSL, VDSL, VDSL Profile 35b, and G.FAST); PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment); and SOHO WLAN Equipment, including Mesh Routers. For more information about the report, please contact dgsales@delloro.com.

About Dell’Oro Group

Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, data center infrastructure, and network security markets.  Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions.  For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.

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