Broadband Access Equipment Market Experiences 7 Percent Growth Amid Competition from Fiber and Fixed Wireless Providers
The latest report from Dell'Oro Group reveals an encouraging trend in the broadband access equipment market, as it recorded a significant 7% quarter-over-quarter increase in 2Q 2025, reaching a total global revenue of $4.7 billion. This rise is particularly noteworthy considering the ongoing macroeconomic challenges that could have hindered growth. The report attributed this boost to the aggressive strategies implemented by fiber and fixed wireless providers who are successfully attracting subscribers from traditional cable operators.
Jeff Heynen, Vice President at Dell'Oro Group, highlighted that the shift in consumer preference towards fiber and fixed wireless services is leading to contrasting spending trends in the broadband equipment sector. Spending on DOCSIS infrastructure and CPE (Customer Premises Equipment) has reached its lowest point since tracking began in 1998, reflecting the plight of cable companies facing stiff competition.
The report sheds light on a few significant trends illustrating why fiber and fixed wireless subscribers are gaining traction. First off, the appetite for 5G Fixed Wireless CPE is burgeoning, with operators in the US, India, and other emerging markets ramping up investments to bolster their Fixed Wireless Access subscriber base. This surge in spending indicates a clear direction toward modern and efficient broadband solutions.
On the other hand, the spending on DOCSIS infrastructure saw a remarkable decline of 13% year-over-year. This downturn can be attributed to the ongoing decrease in investments in Remote PHY Devices (RPDs) and a noticeable slowdown in the purchase of new virtual Converged Multi-Service Cable Modem Termination System (vCMTS) licenses. These factors have contributed to a broader reevaluation of spending by traditional cable operators who are possibly reassessing their network architectures in light of the changing market dynamics.
The comprehensive findings from Dell'Oro’s Broadband Access and Home Networking Quarterly Report provide an in-depth analysis of the trends affecting the Broadband Access market. The report includes extensive data tables that cover revenue figures, average selling prices, and port/unit shipments for various technologies, including Cable, DSL, and PON equipment.
The report emphasizes key equipment categories: Converged Cable Access Platforms (CCAP), Distributed Access Architectures (DAA), Digital Subscriber Line Access Multiplexers (DSLAMs) in various technologies like VDSL and G.FAST, PON Optical Line Terminals (OLTs), as well as Residential WLAN Equipment, including Mesh Routers and Fixed Wireless Access CPE.
For a more granular understanding of the broadband access landscape and strategic data that can inform business decisions, stakeholders and interested parties are encouraged to access the complete report or reach out to Dell'Oro Group directly. Their research not only underpins the ongoing shifts in consumer behavior towards newer technologies but also highlights critical areas for investment in the broadband space moving forward.
Dell'Oro Group is renowned for its strategic market insights, offering reliable data and qualitative analysis across various segments including telecommunications, security, and data center infrastructures. Their understanding of trends can help manufacturers and service providers make data-driven decisions necessary for navigating the rapidly evolving telecommunications environment.
Jeff Heynen, Vice President at Dell'Oro Group, highlighted that the shift in consumer preference towards fiber and fixed wireless services is leading to contrasting spending trends in the broadband equipment sector. Spending on DOCSIS infrastructure and CPE (Customer Premises Equipment) has reached its lowest point since tracking began in 1998, reflecting the plight of cable companies facing stiff competition.
The report sheds light on a few significant trends illustrating why fiber and fixed wireless subscribers are gaining traction. First off, the appetite for 5G Fixed Wireless CPE is burgeoning, with operators in the US, India, and other emerging markets ramping up investments to bolster their Fixed Wireless Access subscriber base. This surge in spending indicates a clear direction toward modern and efficient broadband solutions.
On the other hand, the spending on DOCSIS infrastructure saw a remarkable decline of 13% year-over-year. This downturn can be attributed to the ongoing decrease in investments in Remote PHY Devices (RPDs) and a noticeable slowdown in the purchase of new virtual Converged Multi-Service Cable Modem Termination System (vCMTS) licenses. These factors have contributed to a broader reevaluation of spending by traditional cable operators who are possibly reassessing their network architectures in light of the changing market dynamics.
The comprehensive findings from Dell'Oro’s Broadband Access and Home Networking Quarterly Report provide an in-depth analysis of the trends affecting the Broadband Access market. The report includes extensive data tables that cover revenue figures, average selling prices, and port/unit shipments for various technologies, including Cable, DSL, and PON equipment.
The report emphasizes key equipment categories: Converged Cable Access Platforms (CCAP), Distributed Access Architectures (DAA), Digital Subscriber Line Access Multiplexers (DSLAMs) in various technologies like VDSL and G.FAST, PON Optical Line Terminals (OLTs), as well as Residential WLAN Equipment, including Mesh Routers and Fixed Wireless Access CPE.
For a more granular understanding of the broadband access landscape and strategic data that can inform business decisions, stakeholders and interested parties are encouraged to access the complete report or reach out to Dell'Oro Group directly. Their research not only underpins the ongoing shifts in consumer behavior towards newer technologies but also highlights critical areas for investment in the broadband space moving forward.
Dell'Oro Group is renowned for its strategic market insights, offering reliable data and qualitative analysis across various segments including telecommunications, security, and data center infrastructures. Their understanding of trends can help manufacturers and service providers make data-driven decisions necessary for navigating the rapidly evolving telecommunications environment.
Topics Telecommunications）
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