The total global revenue for the Broadband Access equipment market decreased to $17.5 B in 2023, down 9 percent year-over-year (Y/Y), according to a new report from Dell'Oro Group. Spending on Cable equipment dropped 3 percent overall, though spending on Remote PHY Devices (RPDs) jumped 21 percent, following a 99 percent Y/Y increase in 2022.
"Cable operators continue to modernize their networks through the deployment of Distributed Access Architectures," said Jeff Heynen, Vice President with Dell'Oro Group. "Though macroeconomic and supply chain issues continue to cloud the short-term horizon, there is no question that the goals of delivering more bandwidth and pushing edge processing and automation closer to subscribers are driving cable operator spending," explained Heynen.
Additional highlights from the 4Q 2023 Broadband Access and Home Networking quarterly report:
- Total PON equipment spending was down 7 percent from 2022, driven by a 10 percent decline in spending on PON OLTs.
- Spending on Fixed Wireless CPE increased 7 percent in 2023, driven once again by 5G Sub-6 GHz unit shipments in North America.
- Total Wi-Fi 6E and Wi-Fi 7 Router and Broadband CPE unit shipments reached 10 M in 2023, with a significant ramp expected for Wi-Fi 7 units in 2024.
https://www.delloro.com/news/broadband-equipment-spending-drops-9-percent-in-2023/
