PON OLT Spending Jumped 17 Percent Y/Y, Total Market Hit $3.6B in 2Q 2021
According to a newly published report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, total global revenue for the Broadband Access equipment market increased toย $3.6 Bย in 2Q 2021, up 7 percent year-over-year (Y/Y). Growth came from spending on both Cable and PON infrastructure.
“Fiber buildouts for residential, business, and mobile transport applications show no signs of slowing,” notedย Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group. “Despite supply chain constraints and increased costs, operators continue to prioritize spending on their broadband access networks,” explained Heynen.
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Additional highlights from the 2Q 2021 Broadband Access and Home Networking quarterly report:
- Total cable access concentrator revenue increased 12 percent Y/Y toย $247 M. Node splitting activity continues, resulting in increased DOCSIS licenses as well as new DAA node purchases.
- Total DSL Access Concentrator revenue was down 51 percent Y/Y, driven by slower port shipments worldwide as more operators shift their spending to fiber.
- Total PON ONT unit shipments exceededย 35 Mย for the second time in three quarters.
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