Wednesday, March 15, 2023

Dell'Oro: Broadband equipment revenue up 17% in 2022

Total global revenue for the Broadband Access equipment market increased to $19 B in 2022, up 17 percent year-over-year (Y/Y), according to a new repor from Dell'Oro Group. Spending on PON equipment continues to fuel the overall market, with revenue for PON OLTs and ONTs reaching $11.7 B for the year.

"The focus on upgrading and expanding broadband access networks was a clear focus for operators around the world in 2022," said Jeff Heynen, Vice President with Dell'Oro Group. "We expect broadband to remain a critical area of investment in 2023, as operators expand their footprint and increase the speeds and services they offer subscribers," explained Heynen.

Additional highlights from the 4Q 2022 Broadband Access and Home Networking quarterly report:

  • Total XGS-PON OLT port shipments exceeded 2 M for the year, reaching a total of 2.3 M worldwide.
  • Total cable access concentrator revenue was up 1 percent Y/Y at $1 B. Remote PHY devices, Remote OLTs, and Virtual CMTS platforms all recorded significant revenue gains for the year, as cable operators continue to expand their DAA and fiber initiatives.