According to the latest report released by Dell'Oro, the total global broadband access equipment market revenue will rise to US$16.3 billion in 2021, an increase of 12% compared to 2020. Strong demand for PON infrastructure and fixed wireless CPE remains the main reason for the growth of this market.
"2021 is a record year for PON equipment spending, with the fastest growth in North America, where network expansion projects and fiber overbuilding are growing significantly," said Jeff Heynen, vice president, Broadband Access and Home Forget, Dell'Oro Group. These fiber expansion projects show no signs of slowing down through 2022."
Additional highlights from the Q4 2021 Broadband Access and Home Networking Quarterly Report:
Total cable access concentrator revenue increased 4% year over year to just over $1 billion. Steady growth in distributed access architecture (DAA) deployments have helped offset declines in traditional CCAP licenses.
The total global shipments of PON ONT equipment reached a record 140 million units, breaking the supply chain constraints that plagued the cable CPE market.
Last month, Dell'Oro released its five-year forecast for broadband access, noting that spending on broadband infrastructure will continue to grow and remain strong through 2024, driven by national broadband plans, public subsidies, and private investment. until 2026. Service providers around the world are increasingly competing for broadband subscribers, prompting service providers to invest heavily in access networks.
The company forecasts that PON equipment revenue is expected to grow from $8.3 billion in 2021 to $9.8 billion in 2026, mainly due to XGS-PON in North America, EMEA (Europe, Middle East, and Africa) and CALA (Caribbean and Latin America) deployment.
