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Global Broadband Access equipment spend plummets to a two-year low

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 decreased to $4.1 B in 3Q 2023, down 14 percent year-over-year (Y/Y). The lone bright spot this quarter was spending on Fixed Wireless CPE, as North American operators continued to expand their 5G Sub-6GHz subscriber bases.

“The inventory alignment that began in North America has now migrated to Europe and Latin America, as both regions saw significant Y/Y declines in equipment spend,” said Jeff Heynen, Vice President with Dell’Oro Group. “Meanwhile, Chinese operators are once again accelerating their purchases of PON ONTs to support growing FTTR (Fiber-to-the-room) deployments,” explained Heynen.

Additional highlights from the 3Q 2023 Broadband Access and Home Networking quarterly report:

  • Total Fixed Wireless CPE unit shipments were up 1 percent from last quarter, buoyed by indoor 5G Sub-6GHz units, which reached just below 1.3 M units for only the second time on record.
  • Total cable access concentrator revenue was down 18 percent Y/Y at $197 M. Remote PHY devices and Virtual CMTS platforms both saw slowdowns this quarter, as cable operators pulled from their existing inventories. Meanwhile, Remote OLT (R-OLT) revenue was up Y/Y, but down from last quarter.

Dell’Oro

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