Showing posts with label Research'. Show all posts
Showing posts with label Research'. Show all posts

Sunday, February 2, 2020

Dell'Oro: Broadband access equipment sales may have peaked

Sales of cable broadband access equipment will decrease with a 2 percent CAGR from 2019 to 2024, according to a new report from Dell'Oro Group.  The virtualization of network infrastructure, which is already playing out in the cable market, will extend to other equipment areas, thereby reducing traditional hardware revenue.

Some highlights from the Broadband Access 5-Year Forecast Report:

  • Virtual CMTS/CCAP revenue will grow from $90 Million in 2019 to $418 Million worldwide in 2024, as cable operators move to these platforms to expand broadband capacity.
  • Mesh-capable routers and broadband CPE units will reach 30 Million units in 2020. 

“Global operators continue to invest in their broadband access networks, but are increasingly delivering more capacity with lower-cost, virtualized hardware,” said Jeff Heynen, Senior Research Director at Dell’Oro Group. Virtualization, coupled with subscriber saturation in some mature markets will result in gradually declining revenue for broadband access equipment globally,” added Heynen.