Broadband equipment spending expected to pick up in 2nd half of 2024 – Dell'Oro

PON equipment revenue is expected to grow from $10.8 B in 2023 to $11.8 B in 2028, driven largely by XGS-PON deployments in North America, EMEA, and CALA and early 50 Gbps deployments in China.

Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to reach $1.3 B by 2028, as operators continue their DOCSIS 4.0 and early fiber deployments

Revenue for Fixed Wireless CPE is expected to reach $2.5 B by 2028, led by shipments of 5G sub-6GHz and a growing number of 5G Millimeter Wave units.

Revenue for Wi-Fi 7 residential routers and broadband CPE with WLAN will reach $9.3B by 2028, as the technology is rapidly adopted by consumers and service providers alike.