Broadband equipment spending to grow at 2% CAGR over next five years – Dell'Oro

PON equipment revenue is expected to grow from $11.1 B in 2023 to $12.9 B in 2028, driven largely by XGS-PON deployments in North America, EMEA, and CALA, as well as FTTR (Fiber to the Room) and 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 peak at $1.2 B in 2027, as operators continue their DOCSIS 4.0 and early fiber deployments.

Revenue for Fixed Wireless CPE is expected to reach $2.6 B by 2028, led by shipments of 5G sub-6 GHz and a growing number of 5G millimeter wave units.

Revenue for Wi-Fi 7 residential routers and broadband CPE with WLAN will reach $8.4 B by 2028, as the technology is rapidly adopted by consumers and service providers alike.