Significant Cable Outside Plant Spending Boosted by Amplifier Upgrades Forecasted Through 2030

Surge in Cable Outside Plant Spending Driven by Amplifier Innovations

The telecommunications sector is on the verge of a significant transformation as investments in cable outside plant equipment are set to soar through 2030. According to a recent report by Dell'Oro Group, the industry can expect a staggering $10 billion in spending, largely driven by advancements in amplifier technology and other related infrastructure upgrades. This report serves as a beacon for understanding the future landscape of broadband connectivity in North America and beyond.

In the report, Dell'Oro highlights that the revenues generated from cable outside plant equipment in 2025 are anticipated to see an extraordinary increase of 86% compared to the previous year. This surge can be attributed mainly to the introduction of powerful 1.8 GHz amplifiers alongside new Distributed Access Architecture (DAA) nodes, which are crucial for Remote PHY deployments.

With peak years approaching between 2026 and 2028, operators are gearing up to enhance their networks in preparation for the implementation of DOCSIS 4.0—a technology promising to revolutionize broadband speeds and improve network efficiency. Jeff Heynen, Vice President of Broadband Access and Home Networking at Dell'Oro, emphasized that North American tier one cable operators have started a multi-year investment strategy aimed at increasing bandwidth while enhancing the intelligence and automation of their networks.

These upgrades mark a significant leap toward fortifying the broadband infrastructure required to manage substantial increases in user demands. As internet usage continues to escalate, owing to the proliferation of smart devices and streaming services, these enhancements will serve to ensure seamless connectivity and provide consumers with access to faster and more reliable services.

Additionally, the report anticipates that the revenues associated with cable outside plant equipment will peak in 2027. This momentous growth trajectory will coincide with tier one operators actively upgrading their amplifier and node systems to align with the capabilities offered by DOCSIS 4.0—solidifying North America's reign as the leading market in this domain.

Among the projected innovations, the Generic Access Platform (GAP) nodes are expected to gain momentum during 2025 and 2026, further enriching the service offerings of cable operators striving to deliver superior broadband experiences to their customers.

As operators across the continent evolve their infrastructure, those still relying on DOCSIS 3.1 will find themselves at a competitive disadvantage against those who have embraced the improvements afforded by next-generation technologies. The strategic investments made now will dictate both market positioning and consumer satisfaction in the coming years.

In conclusion, the prevailing trend suggests a robust and sustained increase in spending over the next few years. With the telecommunications sector poised for technological advancements aimed at improving service delivery, stakeholders are encouraged to stay ahead of the curve and invest in their infrastructures accordingly. The Dell'Oro Group's findings underline the importance of evolution in cable technologies and reveal exciting prospects for consumers and providers alike. For more detailed insights into the ongoing market dynamics and forecasts, refer to the Dell'Oro Group's Cable Outside Plant Equipment Advanced Research Report.